DATADOG:受益云产业链趋势及大客户获取 收入增速反弹

中金公司
Aug 10

2025 财年第二季度业绩高于我们和市场预期公司公布2025 财年第二季度业绩:营收8.27 亿美元,同比增长28%;Non-GAAP 营业利润同比增长4.2%至1.64 亿美元,Non-GAAP 净利润同比增长7.1%至1.64 亿美元,受高价值客户数提升和单客户付费提高的积极影响,公司业绩好于我们和市场的预期。发展趋势大客户获取超预期,AI 正成为驱动公司业绩增长的核心顺风。从收入角度看,公司...

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