DataDog Stock Is Plunging...AGAIN! Time to Sell? | $DDOG Q1 2024 Earnings Analysis

Рет қаралды 8,454

2 ай бұрын

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Пікірлер: 24

@inspiringstocks 2 ай бұрын

Diluted Shares outstanding increased markedly not because of some new stock compensation plan but because company turned GAAP Net income profitable, which means that future shares from convertible notes get counted ion the Diluted shares count. This accounting rule is made so that the company doesn't understate earnings per share (by diluting with covertibles) when the company is making a loss or vice versa.

@stoffelbrian 2 ай бұрын

That is ENORMOUSLY helpful @inspiringstocks. Thank you!

@user-bc4tg4re9c 2 ай бұрын

Could you provide an example on how this works when a company is not GAAP profitable vs it's GAAP profitable? Thanks!

@inspiringstocks 2 ай бұрын

@@user-bc4tg4re9c Hey, for example a company has 20 million shares outstanding and has a convertible debt that could be converted into, say, 3 extra million shares. When the company's GAAP Net income is positive, they will report diluted shares outstanding to be 23 million. But when it is Net GAAP Net income is negative, they will report the diluted shares count to be only 20 million, not counting shares that 3 m shares that might not convert in the future.

@PasokKalavrytwn 2 ай бұрын

Thanks for the update, keep up the good work.< Learned a lot from my market journey, especially the importance of living within one's means. With Flora Elkin’s guidance, my nest egg has grown to a 7-figure sum. My advice - get an analyst for better financial trade decisions and peace of mind

@natecruz598 2 ай бұрын

I've just looked up her full name on my browser and found her webpage without sweat, very much appreciate this

@sarah30423 2 ай бұрын

It is really refreshing to see a comment about Flora Elkin.I have worked with her also for months now, reached out after reading more about her on the internet. she simplifies matters, whether it's a market surge or drop; her approach consistently keeps you ahead of the trend, She's a guru i'll say

@mariahay22 2 ай бұрын

Investing has proven to be an incredibly beneficial decision. My cryptocurrency profits continue to play a substantial role in growing my overall wealth, reducing my reliance on my salary

@moosejoose4 2 ай бұрын

long time watcher, first time commenter: so many small(er) cap "growth" stocks in this channel. there are RARELY companies featured that are not between stages 2 and 5 inclusive. if you're willing to do a deep dive on what qualifies a company for stage(s) 1 or 6 based on your metrics, i think it'd be a fascinating study. my two cents.

@kjiang8 2 ай бұрын

Financials and cross selling look good but the most concerning metric is the new customer adds growth dropped to single digits. Wonder what are the causes? Tightening IT spend or increasing competition or reduced sales and marketing spend by the company? Also wonder why Wall Street think its sales will accelerate in coming years?

@ChupraCumbra 2 ай бұрын

Less dog 🐕 n cats...

@ahmedalromaih7997 2 ай бұрын

FCF % is high but remember SBC makes a lot of it... quality business but very expensive

@CameronWasilewsky 2 ай бұрын

Is it too late to change the logo?

@chrono9428 2 ай бұрын

The challenge with your tools, is that it is good for sophisticated analyst like you. For someone like me, I am looking for a more basic tool that tells me the fair price/intrinsic price of the stock (based on DCF or DFCF or DNI or your reverse DCF) and where are the entry and exit points, at a glance.

@EverGreenElephant 2 ай бұрын

Well, it's already the basic of the basic, I would say. It won't get easier than that unless you consider ETFs.

@vtdave73 2 ай бұрын

Can't speak to the financials, but personally I've found it's a PITA to use and more limited functionality when compared to OSS like Prometheus, while also costing more. Cloud providers are even offering OSS-based solutions in addition to their proprietary solutions, which helps for hybrid or multi-cloud. That said, clearly companies do use their services so I might be missing something.

@thiagomassa9807 2 ай бұрын

Still priced too rich for that slow rev. growth Also there are great open source solutions popping up. Datadog's pricing model is cursed as its based on usage and they won't reduce it in order to compete with other offerings that are cheaper and just as good

@prat-man 2 ай бұрын

Could you name a few open source competitors?

@thiagomassa9807 2 ай бұрын

@@prat-man SigNoz? There's also a bunch of others non-open source that offered other services also offering the same kind of software Datadog does

@rontman 2 ай бұрын

Open source isn’t free. You end up spending hours and hours fixing weird bugs. And no one cares.

@ChupraCumbra 2 ай бұрын

Stupid Name....I thought they sell Pet Food.

@arifmortuza2007 2 ай бұрын

Lmao, the data part at least helps

@JaskanFactor Күн бұрын

stupid, drool sounding names that give zero idea about the company , product or tool have been trending since yahoo. If the droolers were allowed to name a car company they will call it something like Spoon This is why i dont work in tech anymore , high concentration of egotistic maniacs pretending to be normal. Was on github looking for AI library , found one called orange. All of this nonsensical stupid naming season will give marketing departments a lot more work to do and much of it embarrassing as you try to market a product called eg "Motley Fool"