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At the JPM Global TMT Conference, Datadog highlighted its position as one of the four enterprise software companies with revenue exceeding $3 billion and growth in the mid-20% range, alongside Palantir, CrowdStrike, and Snowflake. Datadog is expanding beyond infrastructure monitoring by integrating Metaplane and Eppo, which enhance data trust and learning capabilities essential for decision-driven enterprises. Meanwhile, DoorDash reported a 60% year-over-year increase in Q1 EBITDA and a 6.5 percentage point rise in U.S. grocery order volume share, positioning it to become the grocery volume leader by the end of the year. DoorDash currently holds over 60% of the U.S. food delivery market and operates in more than 30 countries, maintaining its status as one of the largest local e-commerce platforms globally.
Key Takeaways from $DASH at the $JPM Global TMT Conference - DoorDash has become one of the world's largest local e-commerce platforms with an industry-leading food delivery share in the U.S. exceeding 60%. - The company operates in over 30 countries and continues to show https://t.co/nVa0QubsxA
$DASH DoorDash at JPM Conf is pointing out Q1 EBITDA increased by +60% YoY while company added 6.5 ppt of US grocery order volume share YoY. Expect to be grocery volume leader by year-end. Massive bull is sitting in Sept 165 call open interest. https://t.co/7WyZ3ihKEe https://t.co/neiyp2sm8d
Key Takeaways from $DDOG at the $JPM Global TMT Conference - Datadog is one of only 4 enterprise software companies with at least $3 billion in revenue and growing mid-20s plus, alongside Palantir, CrowdStrike, and Snowflake. - The company provides observability and security https://t.co/XAsNrmY2zX
