Datadog

DDOG Q3 CY2025 (ended Sep 30, 2025). 10-Q filing. Revenue $885.7M. Management disclosed AI-native customers were ~12% of Q3 revenue on earnings call (Nov 2025). AI product suite now includes LLM Observability (mature), Bits AI Agents (for SRE, Developers, Security), Datadog MCP Server, TOTO foundation model, AI Agent Monitoring, and LLM Experiments. 15 AI-native customers spending >$1M/year, 100+ spending >$100K. The AI-specific product suite is growing faster than the AI-native customer base percentage suggests, as more traditional enterprises adopt LLM Observability and AI monitoring tools. Conservative Ring 1 estimate: ~$31.0M. Math: $31.0M / $885.7M = 3.50%. Source: 10-Q filing, Q3 2025 earnings call (12% AI-native revenue), DASH 2025 product announcements.