The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Kasthuri Gopalan Rangan - Goldman Sachs Group, Inc., Research Division - Analyst
: Congratulations on a phenomenal quarter. Olivier, I'm curious to get your take on the hyperscalers. And given the broadening
product suite that Datadog is undertaking. How are these conversations changing with the hyperscalers? And one for you, David.
As the economic environment and the outlook for GDP growth continues to be a little bit wobbly with higher rates, how should we
think about the defensibility of the Datadog consumption business?
Question: Matthew George Hedberg - RBC Capital Markets, Research Division - Analyst
: Oli, I wanted to go back to security. You've obviously had a lot of success there and you're adding Hdiv this quarter. How do you see
your sales force evolving over time? And maybe even the thought of a security overlay team at some point?
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MAY 05, 2022 / 12:00PM, DDOG.OQ - Q1 2022 Datadog Inc Earnings Call
Question: Matthew George Hedberg - RBC Capital Markets, Research Division - Analyst
: And then you guys have always had a very services-light model so easy to use. As you continue to scale up in the G2K, are there
additional steps you can do to maybe even enable more synergies within a GSI community?
Question: Matthew George Hedberg - RBC Capital Markets, Research Division - Analyst
: Congrats on a strong Q1.
Question: Steven Richard Koenig - SMBC Nikko Securities America, Inc., Research Division - Analyst
: Congrats on the quarter, it's a pleasure to be covering you guys. I wanted to ask about pricing, again, with kind of a little different
angle. And thanks for your color on how you help customers manage their costs as they scale out with Datadog. That's very helpful.
If I think about it from a different angle, more from the perspective of how you keep your pricing in check with infrastructure costs
as the hyperscalers improve their price performance over time on compute and storage, how does -- you have a relatively simple
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MAY 05, 2022 / 12:00PM, DDOG.OQ - Q1 2022 Datadog Inc Earnings Call
pricing model in the space, which is a good thing. But I'm wondering, does the host-based pricing -- do those prices need to change
over time as hyperscalers ride their cost curve down? And also in log management as well as your -- you do have some data charges.
And do those need to come down over time as hyperscalers become more price performance. Congrats again on the quarter.
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