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UPDATED SOFTWARE COMP SHEET
Rule of 40 breakdown:
• Best-in-class (60%+) | $PLTR, $APP
• Elite (50-59%) | $NOW, $CRWD, $PANW
• Great (40-49%) | $SNOW, $DDOG, $ZS, $ADBE, $CRM, $NET, $RBRK, $TEAM
• Good (30-39%) | $MNDY, $HUBS, $MDB, $FIG, $PATH, $ZETA
Shay Boloor@StockSavvyShay
$DDOG delivered one of the strongest software quarters in a while with NRR reaccelerating to 121% and reminding the market that software isn't dead. Agentic AI is making infrastructure more complex since companies juggle multiple models, multi-cloud workloads, GPU fleets, token costs and production reliability. That creates a massive monitoring problem and Datadog monetizes that complexity.
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