• Episode 15: $DDOG: Doin’ it Data-Doggy-Style

  • Jan 14 2025
  • Length: 55 mins
  • Podcast

Episode 15: $DDOG: Doin’ it Data-Doggy-Style

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    In Episode 15 (recorded 1/12/25), the Stock Jocks provide the bull and bear cases for observability leader Datadog ($DDOG). Gordon makes the bull case and argues DDOG can meet or exceed already-high street expectations as the market consolidates among DDOG, Dynatrace ($DT) and New Relic ($NEWR), while George points to a potential in revenue growth driven by decelerating new customer acquisition.
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