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
: I was curious, Olivier, that the generative AI, is it merely a fact of just waiting for these workloads to come on? And since you have
such a strong presence in infrastructure monitoring, these workloads will just run on these big clouds and you will optimize them?
Or do you have to do something specific on the product side to tool Datadog to better handle these generative AI workload? And
I have a follow-up question.
Question: Kasthuri Gopalan Rangan - Goldman Sachs Group, Inc., Research Division - Analyst
: Got it. And also Microsoft talked about the anniversary effect of optimization that the headwinds would be less going forward,
whereas AWS called out deceleration in the month of April. But it looks like your business is still steady in the month of April. So it's
fair to say that you're sort of decoupling away from the AWS deceleration and maintaining its steady pace as far as consumption
trends are concerned.
Question: Matthew George Hedberg - RBC Capital Markets, Research Division - Analyst
: Thanks for the APM and log management data point, over $1 billion in ARR. I'm wondering, can you provide a frame of reference
for maybe the growth of these 2 businesses versus core infrastructure? And maybe between the 2 APM logging, are they about equal
in size? Or is one sort of relatively larger than the other?
Question: Matthew George Hedberg - RBC Capital Markets, Research Division - Analyst
: Got it. And then on the outage that you referenced, the $5 million. I'm curious, what did you guys learn from that to prevent maybe
this in the future? And outside of the $5 million hit that David talked about, are there any other repercussions from a customer
perspective?
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