Datadog

DDOG Q2 CY2025 (ended Jun 30, 2025). 10-Q filing. Revenue $826.8M. Management disclosed AI-native customers were ~11% of Q2 revenue on earnings call (Aug 2025), contributing ~10pp of YoY revenue growth. Datadog announced expanded agentic AI monitoring, LLM Experiments, and AI Agents Console (Jun 2025). Now has 15 AI-native customers spending >$1M/year, 100+ spending >$100K. Ring 1 AI product suite is maturing rapidly but remains a minority of AI-native customer spend. Broader adoption of LLM Observability by non-AI-native enterprises. Conservative Ring 1 estimate: ~$24.8M. Math: $24.8M / $826.8M = 3.00%. Source: 10-Q filing, Q2 2025 earnings call (11% AI-native revenue), Jun 2025 product announcements.