Datadog Inc Investor Day Transcript

The following is excerpted from the question-and-answer section of the transcript.

Question: Kasthuri Gopalan Rangan - Goldman Sachs Group, Inc., Research Division - Analyst : Congratulations on terrific at the conference and Analyst Day. Two questions. One is, as you talk about the common platform that can address opportunities in APM, infrastructure monitoring, and security logging, et cetera. What are the trade-offs that you're making? And I do believe that you have a common platform that addresses these different markets as well as others that might have put things together. But if the other strategy is the wrong strategy that is you make acquisitions to develop this suite, how does that manifest in customer value or deployment success, and therefore, your ability to win more business. That, I guess, is one question. Because I think we're all trying to figure out if the common platform is the right way to do it, how is it going to show up? And secondly, when you look at the CI initiative for the company, do you foresee yourself doing other things? Because if you get down that path then you got to get into CD, you got to get into software code management, you got to get into planning, [a whole force] you got to keep moving up the food chain, right? How do you see that playing out for the company in the midst of a couple of other companies that do cover more of that spectrum?