Datadog

DDOG Q4 CY2024 (ended Dec 31, 2024). 10-K filing. Full year 2024 revenue $2,684.1M (per earnings release), implied Q4 revenue ~$737.5M ($2,684.1M - $611.3M - $645.3M - $690.0M). 10-K updated segment description to 'observability and security platform for cloud applications.' Management disclosed AI-native customers were ~6% of Q4 ARR on earnings call (Feb 2025), contributing ~5pp of YoY revenue growth. Ring 1 AI products (LLM Observability, Bits AI, AI Integrations) were maturing post-GA, with broader enterprise adoption. Conservative Ring 1 estimate: ~$14.8M. Math: $14.8M / $737.5M = 2.00%. Source: 10-K Item 8 Segment Note, Q4 2024 earnings call (6% AI-native ARR, 5pp YoY growth).