Datadog

DDOG Q4 CY2023 (ended Dec 31, 2023). 10-K filing. Full year 2023 revenue $2,128.4M, implied Q4 revenue ~$589.8M ($2,128.4M - $481.7M - $509.5M - $547.5M). 10-K segment note: single segment 'observability and security platform for cloud applications' (updated from prior year description). Management disclosed on Q4 2023 earnings call (Feb 2024) that AI-native customers represented ~3% of ARR. CRITICAL DISTINCTION: 3% AI-native customer ARR is NOT Ring 1 AI revenue. These customers use standard monitoring products (Ring 3). Ring 1 = only LLM Observability, Bits AI, AI Integrations products. These were still in preview/early GA. Conservative estimate: Ring 1 AI products ~$2.9M. Math: $2.9M / $589.8M = 0.50%. Source: 10-K Item 8 Segment Note, Q4 2023 earnings call (3% AI-native ARR disclosure).