Datadog Inc. reported its fourth-quarter earnings with revenue of $738 million, exceeding estimates of $714 million, and an EBIT of $179 million, above the expected $166 million. The company achieved a 25% year-over-year revenue growth, with total annual recurring revenue (ARR) reaching $3 billion. However, Datadog's guidance for the first quarter of 2025 projected revenues between $737 million and $741 million, slightly below the market expectation of $740 million. The company noted a timing lag between bookings and revenue realization, contributing to a conservative outlook. Additionally, 45% of the Fortune 500 are now Datadog customers, up from 42% in 2023. In contrast, GoDaddy Inc. reported fourth-quarter earnings with revenue of $1.19 billion, surpassing estimates of $1.18 billion, but its EPS of $1.36 missed expectations of $1.43. GoDaddy's shares fell by 14.3% following the announcement of its lighter-than-expected revenue guidance for the first quarter, which is projected to be between $1.175 billion and $1.195 billion.