{"id":184,"date":"2021-12-27T10:59:28","date_gmt":"2021-12-27T02:59:28","guid":{"rendered":"http:\/\/blog.cloud500.net\/?p=184"},"modified":"2023-09-14T10:39:34","modified_gmt":"2023-09-14T02:39:34","slug":"%e5%90%8e%e5%8f%b0%e6%95%b0%e6%8d%ae%e7%9b%91%e6%8e%a7%e5%b9%b3%e5%8f%b0-datadog-ipo-%e6%a6%82%e8%a6%81","status":"publish","type":"post","link":"http:\/\/blog.cloud500.ai\/?p=184","title":{"rendered":"\u540e\u53f0\u6570\u636e\u76d1\u63a7\u5e73\u53f0 Datadog IPO \u6982\u8981"},"content":{"rendered":"\n\n
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\n 1<\/span>\n <\/p>\n

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\n \n <\/section>\n
\n \n <\/section>\n
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\n \n \u516c\u53f8\u6982\u51b5<\/strong>\n <\/span>\n <\/p>\n <\/section>\n <\/section>\n <\/section>\n

\n \n <\/section>\n
\n \n \n \n <\/span>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n
\n \u4e91\u57fa\u7840\u8bbe\u65bd\u76d1\u63a7\u9886\u57df\u7684\u9886\u5bfc\u4f01\u4e1a Datadog \u8ba1\u5212 1 \u4ebf\u7f8e\u5143\u7684\u9996\u6b21\u516c\u5f00\u52df\u80a1\u30021 \u4ebf\u7f8e\u5143\u662f\u4e00\u4e2a\u8ba1\u5212\u91d1\u989d\uff0c\u51e0\u4e4e\u53ef\u4ee5\u80af\u5b9a\u7684\u662f\uff0c\u6700\u7ec8\u7684\u52df\u8d44\u91d1\u989d\u4f1a\u5927\u5e45\u4e0a\u5347\u3002\u6b64\u6b21\u4ea4\u6613\u7531\u6469\u6839\u58eb\u4e39\u5229\u4e3b\u5bfc\uff0c\u516c\u53f8\u8ba1\u5212\u5728\u7eb3\u65af\u8fbe\u514b\u4e0a\u5e02\uff0c\u80a1\u7968\u4ee3\u7801\u4e3a\u201cDDOG\u201d\u3002Datadog \u5728\u4e00\u4e2a\u521a\u521a\u5f62\u6210\u7684\u5e02\u573a\uff0c\u662f\u4e00\u5bb6\u5341\u5206\u4e0e\u4f17\u4e0d\u540c\u7684\u516c\u53f8 \u2014\u2014 \u4ed6\u4eec\u4e3a\u5f00\u53d1\u4eba\u5458\u3001IT \u548c\u4e1a\u52a1\u56e2\u961f\u63d0\u4f9b\u4e86\u4e00\u4e2a\u79f0\u4e4b\u4e3a\u201cCloud Age\u201d\u7684\u76d1\u63a7\u548c\u5206\u6790\u5e73\u53f0\u3002\u8be5\u516c\u53f8\u547c\u5401\u8fdb\u884c\u6570\u5b57\u5316\u8f6c\u578b\u548c\u6570\u636e\u4e91\u7aef\u8fc1\u79fb\uff0c\u5e94\u7528\u7a0b\u5e8f\u548c\u9ad8\u7aef\u6280\u672f\u7684\u5feb\u901f\u666e\u53ca\u4ee5\u53ca\u534f\u540c\u9700\u6c42\u662f\u5bf9\u516c\u53f8\u6781\u5176\u6709\u5229\u7684\u53d1\u5c55\u8d8b\u52bf\u3002\u968f\u7740\u6240\u6709\u516c\u53f8\u4f7f\u7528\u8f6f\u4ef6\u6570\u91cf\u7684\u4e0d\u65ad\u589e\u957f\uff0c\u65e0\u8bba\u662f\u516c\u6709\u4e91\u3001\u79c1\u6709\u4e91\u3001\u4f01\u4e1a\u5185\u90e8\u90e8\u7f72\u8fd8\u662f\u591a\u4e91\u6df7\u5408\u7684\u73af\u5883\uff0c\u80fd\u591f\u4e86\u89e3\u4ea7\u54c1\u6027\u80fd\u5e76\u7ba1\u7406\u8fd9\u79cd\u4e0d\u65ad\u589e\u957f\u7684\u57fa\u7840\u8bbe\u65bd\u9700\u6c42\uff0c\u662f\u516c\u53f8\u6210\u529f\u7684\u5173\u952e\u3002Datadog \u4e3a\u6574\u4e2a\u6280\u672f\u5806\u6808\u63d0\u4f9b\u4e86\u4e00\u4e2a\u7edf\u4e00\u5b9e\u65f6\u7684\u7ba1\u7406\u9762\u677f\u3002\u867d\u7136\u516c\u53f8\u4e00\u5f00\u59cb\u53ea\u4e13\u6ce8\u4e8e\u57fa\u7840\u8bbe\u65bd\u76d1\u63a7\uff0c\u4f46\u73b0\u5728\u4e5f\u63d0\u4f9b\u5305\u62ec\u65e5\u5fd7\u7ba1\u7406\u548c\u5e94\u7528\u7a0b\u5e8f\u6027\u80fd\u76d1\u63a7\uff08APM\uff09\u5728\u5185\u7684\u5168\u5957\u4ea7\u54c1\uff0c\u5b83\u4eec\u5c06\u5176\u79f0\u4e4b\u4e3a\u201c\u53ef\u89c2\u6d4b\u6027\u7684\u4e09\u5927\u652f\u67f1\uff08Three Pillars of Observability\uff09\u201d\uff0c\u516c\u53f8\u662f\u4e1a\u5185\u7b2c\u4e00\u5bb6\u8fd9\u6837\u505a\u5f97\u516c\u53f8\u3002\u00a0Datadog \u5728\u6b63\u786e\u7684\u65f6\u5019\u63a8\u51fa\u4e86\u6b63\u786e\u7684\u4ea7\u54c1 \u2014\u2014 \u5b83\u4eec\u5728 2012 \u5e74\u63a8\u51fa\u4e86\u57fa\u7840\u8bbe\u65bd\u76d1\u63a7\u4ea7\u54c1\uff0c\u5f53\u65f6\u4e3b\u8981\u662f\u5728 AWS \u4e0a\u8fdb\u884c\u4e91\u7aef\u8fc1\u79fb\uff0c\u968f\u540e\u516c\u53f8\u4fbf\u83b7\u5f97\u4e86\u8fc5\u901f\u53d1\u5c55\u3002Datadog \u7684\u589e\u957f\u6210\u679c\u548c\u6548\u7387\u975e\u5e38\u7a81\u51fa\u3002\u8be5\u516c\u53f8\u5728 2018 \u5e74\u7684\u6536\u5165\u4e3a 1.981\u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f 97%\u3002\u622a\u81f3\u4e0a\u5b63\u5ea6\u672b\uff082019 \u5e74 6 \u6708 30 \u65e5\uff09\uff0c\u516c\u53f8\u5728\u5168\u7403 100 \u591a\u4e2a\u56fd\u5bb6\u62e5\u6709 8846 \u540d\u5ba2\u6237\u3002\u8be5\u516c\u53f8\u6210\u7acb\u4e8e 2010 \u5e74\uff0c\u603b\u90e8\u4f4d\u4e8e\u7f8e\u56fd\u7ebd\u7ea6\u3002\u00a0Datadog \u5728 24 \u4e2a\u56fd\u5bb6\u62e5\u6709 1212 \u540d\u5458\u5de5\uff0c\u5176\u4e2d 31% \u7684\u5168\u804c\u5458\u5de5\u5728\u7f8e\u56fd\u4ee5\u5916\u7684\u56fd\u5bb6\uff0c\u6709 50% \u662f\u5728\u6cd5\u56fd\u3002<\/span>\n <\/section>\n
\n \n <\/section>\n
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\n 1<\/span>\n <\/section>\n
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\n \n \n \u516c\u53f8\u53d1\u5c55\u91cc\u7a0b\u7891<\/span>\n <\/strong>\n <\/span>\n <\/p>\n <\/section>\n <\/section>\n <\/section>\n

\n \n <\/section>\n
\n \n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n
    \n
  • \n
    \n 2010\uff1a\u5728\u7ebd\u7ea6\u6210\u7acb<\/span>\n <\/section>\n <\/li>\n
  • \n
    \n 2012\uff1a\u63a8\u51fa Datadog \u57fa\u7840\u8bbe\u65bd\u76d1\u63a7\u4ea7\u54c1<\/span>\n <\/section>\n <\/li>\n
  • \n
    \n 2013\uff1a\u5ba2\u6237\u6570\u8d85\u8fc7 100<\/span>\n <\/section>\n <\/li>\n
  • \n
    \n 2014\uff1a\u63a8\u51fa\u76d1\u63a7\u5bb9\u5668\u7684\u4ea7\u54c1<\/span>\n <\/section>\n <\/li>\n
  • \n
    \n 2015\uff1a\u5728\u5df4\u9ece\u6210\u7acb\u7814\u53d1\u56e2\u961f<\/span>\n <\/section>\n <\/li>\n
  • \n
    \n 2015\uff1a\u5ba2\u6237\u6570\u8d85\u8fc7 1000<\/span>\n <\/section>\n <\/li>\n
  • \n
    \n 2016\uff1a\u63a8\u51fa\u76d1\u63a7\u65e0\u670d\u52a1\u533a\u73af\u5883\u7684\u4ea7\u54c1<\/span>\n <\/section>\n <\/li>\n
  • \n
    \n 2016\uff1a\u6210\u7acb\u4f01\u4e1a\u9500\u552e\u56e2\u961f<\/span>\n <\/section>\n <\/li>\n
  • \n
    \n 2017\uff1a\u63a8\u51fa Datadog APM<\/span>\n <\/section>\n <\/li>\n
  • \n
    \n 2017\uff1a\u5728\u90fd\u67cf\u6797\u5f00\u8bbe\u9996\u4e2a\u56fd\u9645\u9500\u552e\u529e\u4e8b\u5904<\/span>\n <\/section>\n <\/li>\n
  • \n
    \n 2017\uff1a\u5ba2\u6237\u6570\u8d85\u8fc7 5000<\/span>\n <\/section>\n <\/li>\n
  • \n
    \n 2018\uff1a\u63a8\u51fa Datadog \u65e5\u5fd7\u7ba1\u7406\u548c\u5206\u6790\u4ea7\u54c1<\/span>\n <\/section>\n <\/li>\n
  • \n
    \n 2018\uff1a\u5728\u4e1c\u4eac\u8bbe\u7acb\u9996\u4e2a APAC \u529e\u4e8b\u5904<\/span>\n <\/section>\n <\/li>\n
  • \n
    \n 2018\uff1a\u5728\u7ebd\u7ea6\u4e3e\u884c\u9996\u5c4a DASH \u7528\u6237\u5927\u4f1a<\/span>\n <\/section>\n <\/li>\n
  • \n
    \n 2019\uff1a\u63a8\u51fa Datadog Synthetics<\/span>\n <\/section>\n <\/li>\n
  • \n
    \n 2019\uff1a\u5728\u65b0\u52a0\u5761\u6210\u7acb APAC \u603b\u90e8<\/span>\n <\/section>\n <\/li>\n
  • \n
    \n 2019\uff1a\u5ba3\u5e03\u63a8\u51fa Datadog \u7f51\u7edc\u6027\u80fd\u76d1\u63a7\u548c\u771f\u5b9e\u7528\u6237\u76d1\u63a7\u7684\u6d4b\u8bd5\u7248\u4ea7\u54c1<\/span>\n <\/section>\n <\/li>\n <\/ul>\n
    \n \n <\/section>\n
    \n
    \n
    \n 1<\/span>\n <\/section>\n
    \n
    \n
    \n
    \n
    \n \n <\/section>\n
    \n \n <\/section>\n
    \n
    \n
    \n

    \n \n \u516c\u53f8\u53d1\u5c55\u65f6\u95f4\u8f74<\/strong>\n <\/span>\n <\/p>\n <\/section>\n <\/section>\n <\/section>\n

    \n \n <\/section>\n
    \n \n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n
    \n \n <\/section>\n
    \n \n <\/section>\n
    \n
    \n
    \n 1<\/span>\n <\/section>\n
    \n
    \n
    \n
    \n
    \n \n <\/section>\n
    \n \n <\/section>\n
    \n
    \n
    \n

    \n \n \u4ea7\u54c1\u4ecb\u7ecd<\/strong>\n <\/span>\n <\/p>\n <\/section>\n <\/section>\n <\/section>\n

    \n \n <\/section>\n
    \n \n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n
    \n \n \n \n \n <\/span>\n <\/strong>\n \n \n \n \n <\/span>\n <\/strong>\n <\/span>\n <\/span>\n <\/section>\n
    \n \n Datadog \u6210\u7acb\u7684\u524d\u63d0\u80cc\u666f\u662f\uff1a\u201c\u539f\u672c\u9648\u65e7\u4e14\u5c01\u95ed\u7684\u5f00\u53d1\u4eba\u5458\u548c IT \u8fd0\u7ef4\u5de5\u7a0b\u5e08\u6a21\u5f0f\u88ab\u6253\u7834\uff0c\u4ee5\u5f80\u7528\u4e8e\u76d1\u63a7\u9759\u6001\u5185\u90e8\u67b6\u6784\u7684\u4f20\u7edf\u5de5\u5177\u5728\u73b0\u4ee3\u4e91\u6216\u6df7\u5408\u4e91\u73af\u5883\u4e2d\u5df2\u4e0d\u8d77\u4f5c\u7528\u3002\u201d\u516c\u53f8\u5e73\u53f0\u4f7f\u5f00\u53d1\u4eba\u5458\u3001\u8fd0\u7ef4\u4eba\u5458\u548c\u4e1a\u52a1\u56e2\u961f\u80fd\u591f\u534f\u4f5c\u3001\u6784\u5efa\u548c\u6539\u8fdb\u5e94\u7528\u7a0b\u5e8f\uff0c\u5e76\u5e2e\u52a9\u5176\u4e86\u89e3\u4e1a\u52a1\u548c\u7528\u6237\u4f7f\u7528\u60c5\u51b5\u3002\u6b64\u5916\uff0c\u5b83\u4eec\u7684\u4ea7\u54c1\u672c\u8d28\u4e0a\u8fd8\u662f\u81ea\u52a9\u5f0f\u670d\u52a1\uff0c\u53ef\u4ee5\u5f88\u5bb9\u6613\u5730\u5728\u51e0\u5206\u949f\u5185\u5b8c\u6210\u5b89\u88c5\u3002<\/span>\n \n Datadog \u4e5f\u662f\u7b2c\u4e00\u5bb6\u5c06\u57fa\u7840\u8bbe\u65bd\u548c\u5e94\u7528\u7a0b\u5e8f\u76d1\u63a7<\/span>\n <\/strong>\n \n \u7684<\/span>\n <\/strong>\n \n \u529f\u80fd\u76f8\u7ed3\u5408\u5728\u4e00\u8d77\u7684\u516c\u53f8\uff0c\u5e76\u5728\u5355\u4e2a\u89e3\u51b3\u65b9\u6848\u4e2d\u63d0\u4f9b\u65e5\u5fd7\u8bb0\u5f55\u3002<\/span>\n <\/strong>\n \u6b64\u5916\uff0c\u5b83\u4eec\u8fd8\u5728\u4eca\u5e74\u63a8\u51fa\u4e86\u5305\u62ec\u7f51\u7edc\u6027\u80fd\u76d1\u63a7\u548c\u771f\u5b9e\u7528\u6237\u76d1\u63a7\u5728\u5185\u7684\u4ea7\u54c1\u3002\u9700\u8981\u6ce8\u610f\u7684\u662f\uff0cDatadog \u7684\u6bcf\u4e00\u4e2a\u4ea7\u54c1\u90fd\u662f\u5b8c\u5168\u72ec\u7acb\u7684\uff0c\u5ba2\u6237\u53ef\u4ee5\u9009\u62e9\u4e00\u6b21\u90e8\u7f72\u4e00\u79cd\u6216\u591a\u79cd\u4ea7\u54c1\u3002\u5f53\u591a\u4e2a\u4ea7\u54c1\u540c\u65f6\u90e8\u7f72\u65f6\uff0c\u5b83\u4eec\u7684\u529f\u80fd\u603b\u548c\u5927\u4e8e\u5355\u4e2a\u4ea7\u54c1\u53e0\u52a0\uff0c\u56e0\u4e3a\u5b83\u53ef\u4ee5\u4e3a\u5ba2\u6237\u63d0\u4f9b\u6574\u4e2a\u6280\u672f\u5806\u6808\u7684\u5b9e\u65f6\u7edf\u4e00\u9762\u677f\u3002\u5728\u8fc7\u53bb\u7684 6 \u4e2a\u6708\u91cc\uff0c\u5927\u7ea6 40% \u7684\u987e\u5ba2\u4f7f\u7528\u4e00\u79cd\u4ee5\u4e0a\u7684\u4ea7\u54c1\uff0c\u6bd4\u4e00\u5e74\u524d\u7684 10% \u6709\u6240\u4e0a\u5347\u3002\u6b64\u5916\uff0c\u5728\u540c\u4e00\u65f6\u671f\uff0c\u7ea6 60% \u7684\u65b0\u5ba2\u6237\u4f1a\u4f7f\u7528\u4e00\u79cd\u6216\u591a\u79cd\u4ea7\u54c1\u8fdb\u884c\u767b\u9646\uff0c\u9ad8\u4e8e\u4e00\u5e74\u524d\u7684 15%\uff0c\u8fd9\u8868\u660e Datadog \u975e\u5e38\u64c5\u957f\u6784\u5efa\u548c\u9500\u552e\u65b0\u7684\u4ea7\u54c1\u3002\u4e0e\u901a\u5e38\u53ea\u7531 IT \u56e2\u961f\u4f7f\u7528\u7684\u4f20\u7edf\u89e3\u51b3\u65b9\u6848\u4e0d\u540c\uff0cDatadog \u65e0\u5904\u4e0d\u5728\uff0c\u5728\u591a\u6570\u60c5\u51b5\u4e0b\u4f1a\u90e8\u7f72\u5728\u5ba2\u6237\u7684\u6574\u4e2a\u57fa\u7840\u8bbe\u65bd\u73af\u5883\u4e2d\uff08\u5305\u62ec\u516c\u6709\u4e91\u3001\u79c1\u6709\u4e91\u3001\u4f01\u4e1a\u5185\u90e8\u90e8\u7f72\u548c\u6df7\u5408\u4e91\u73af\u5883\uff09\u3002<\/span>\n \n Datadog \u662f\u9996\u5bb6\u901a\u8fc7\u5355\u4e2a\u89e3\u51b3\u65b9\u6848\u89e3\u51b3\u5355\u4e00\u6027\u80fd\u74f6\u9888\u95ee\u9898\u7684\u516c\u53f8\uff0c<\/span>\n <\/strong>\n \u5b83\u53ef\u4ee5\u5c06\u6240\u6709\u9700\u6c42\u5408\u5e76\u5230 Datadog \u5e73\u53f0\u3002\u4ee5\u4e0b\u662f Datadog \u4e94\u6b3e\u4ea7\u54c1\u7684\u4e3b\u8981\u4fe1\u606f\uff1a<\/span>\n <\/span>\n <\/section>\n
      \n
    • \n
      \n \n \n \u57fa\u7840\u8bbe\u65bd\u76d1\u63a7<\/span>\n <\/strong>\n \uff1aDatadog \u6700\u65e9\u7814\u53d1\u7684\u65d7\u8230\u4ea7\u54c1\u3002\u65e8\u5728\u63d0\u4f9b\u8de8\u516c\u6709\u4e91\u3001\u79c1\u6709\u4e91\u548c\u6df7\u5408\u4e91\u73af\u5883\u7684 IT \u57fa\u7840\u8bbe\u65bd\u7684\u5b9e\u65f6\u76d1\u63a7\uff0c\u786e\u4fdd\u5e94\u7528\u7a0b\u5e8f\u7684\u6027\u80fd\u548c\u53ef\u7528\u6027\u3002\u65e0\u8bba\u73af\u5883\u6216\u89c4\u6a21\u7684\u53d8\u5316\u5982\u4f55\uff0c\u6570\u636e\u90fd\u5728\u4e00\u4e2a\u5177\u6709\u81ea\u52a8\u5173\u8054\u6027\u7684\u6570\u636e\u5e93\u4e2d\uff0c\u4e3a\u5ba2\u6237\u7684 IT \u751f\u6001\u7cfb\u7edf\u63d0\u4f9b\u4e00\u4e2a\u5168\u9762\u7684\u89c6\u56fe\uff0c\u5e2e\u52a9\u5ba2\u6237\u4e86\u89e3\u53d1\u751f\u7684\u4e00\u5207\u3002<\/span>\n <\/span>\n <\/section>\n <\/li>\n
    • \n
      \n \n \n \u5e94\u7528\u6027\u80fd\u76d1\u63a7\uff08APM\uff09<\/span>\n <\/strong>\n \n \uff1a<\/span>\n <\/strong>\n \u4e8e 2017 \u5e74\u63a8\u51fa\uff0c\u65e8\u5728\u4e3a\u5e94\u7528\u7a0b\u5e8f\u7684\u5065\u5eb7\u548c\u529f\u80fd\u63d0\u4f9b\u5168\u65b9\u4f4d\u7684\u53ef\u89c6\u6027\uff0c\u65e0\u9700\u8003\u8651\u90e8\u7f72\u73af\u5883\u3002\u53ef\u4ee5\u8de8\u5fae\u670d\u52a1\u3001\u4e3b\u673a\u3001\u5bb9\u5668\u548c\u65e0\u670d\u52a1\u5668\u8ba1\u7b97\u529f\u80fd\uff0c\u8fdb\u884c\u5206\u5e03\u5f0f\u8ddf\u8e2a\uff0c\u4f7f\u5ba2\u6237\u80fd\u591f\u6df1\u5165\u4e86\u89e3\u5e94\u7528\u7a0b\u5e8f\u7684\u6027\u80fd\u3002<\/span>\n <\/span>\n <\/section>\n <\/li>\n
    • \n
      \n \n \n \u65e5\u5fd7\u7ba1\u7406\uff1a<\/span>\n <\/strong>\n \u4e8e 2018 \u5e74\u63a8\u51fa\uff0c\u65e8\u5728\u4e3a\u5e94\u7528\u7a0b\u5e8f\u3001\u7cfb\u7edf\u548c\u4e91\u5e73\u53f0\u63d0\u4f9b\u65e5\u5fd7\u7ba1\u7406\uff0c\u63d0\u53d6\u6570\u636e\uff0c\u521b\u5efa\u7d22\u5f15\u7b49\u529f\u80fd\uff0c\u5e76\u901a\u8fc7\u53ef\u89c6\u5316\u548c\u8b66\u62a5\u529f\u80fd\u5b9e\u73b0\u5bf9\u65e5\u5fd7\u7684\u67e5\u8be2\u3002Datadog \u7684\u65e5\u5fd7\u7ba1\u7406\u8fd8\u5177\u6709\u673a\u5668\u5b66\u4e60\u6a21\u578b\uff0c\u53ef\u5bf9\u7ecf\u5e38\u51fa\u73b0\u7684\u65e5\u5fd7\u6570\u636e\u8fdb\u884c\u68c0\u6d4b\uff0c\u4ee5\u5b9e\u73b0\u9884\u6d4b\u529f\u80fd\u3002<\/span>\n <\/span>\n <\/section>\n <\/li>\n
    • \n
      \n \n \n \u7528\u6237\u4f53\u9a8c\u76d1\u63a7\uff1a<\/span>\n <\/strong>\n \u4e8e 2019 \u5e74\u63a8\u51fa\u6d4b\u8bd5\u7248\uff0c\u73b0\u5df2\u63a8\u51fa\u6b63\u5f0f\u7248\uff0c\u8be5\u4ea7\u54c1\u53ef\u63d0\u5347\u5806\u6808\u7684\u53ef\u89c1\u6027\uff0c\u5e76\u76d1\u63a7\u7528\u6237\u7684\u6570\u5b57\u5316\u4f53\u9a8c\u3002Datadog \u7684\u7528\u6237\u4f53\u9a8c\u76d1\u63a7\u5305\u62ec\u5bf9\u5ba2\u6237\u7684\u6a21\u62df\uff08\u901a\u8fc7 Synthetics\uff09\u548c\u5bf9\u771f\u5b9e\u7528\u6237\u7684\u76d1\u63a7\uff08Real User Monitoring\uff09\u3002<\/span>\n <\/span>\n <\/section>\n <\/li>\n
    • \n
      \n \n \n \u7f51\u7edc\u6027\u80fd\u76d1\u63a7\uff1a<\/span>\n <\/strong>\n \u8be5\u4ea7\u54c1\u4e8e\u4eca\u5e74\u63a8\u51fa\uff0c\u76ee\u524d\u4ecd\u5904\u4e8e\u6d4b\u8bd5\u9636\u6bb5\uff0c\u80fd\u591f\u5bf9\u57fa\u4e8e\u4e91\u6216\u6df7\u5408\u73af\u5883\u4e2d\u7684\u7f51\u7edc\u6d41\u91cf\u8fdb\u884c\u5206\u6790\u548c\u53ef\u89c6\u5316\u5904\u7406\u3002\u5b83\u662f\u4e00\u6b3e\u975e\u5e38\u8f7b\u91cf\u7ea7\u7684\u4ea7\u54c1\uff0c\u5141\u8bb8\u5ba2\u6237\u5728\u4e0d\u727a\u7272\u6027\u80fd\u7684\u60c5\u51b5\u4e0b\u76d1\u63a7\u7f51\u7edc\u6d41\u91cf\u7684\u52a8\u5411\u3002<\/span>\n <\/span>\n <\/section>\n <\/li>\n <\/ul>\n
      \n Datadog\u8fd8\u5141\u8bb8\u5ba2\u6237\u4f7f\u7528\u5168\u90e8\u7684 SaaS \u548c\u5f00\u6e90\u4ea7\u54c1\uff0c\u5e76\u62e5\u6709350 \u591a\u4e2a\u5f00\u7bb1\u5373\u7528\u7684\u96c6\u6210\u529f\u80fd\u3002\u5982\u524d\u6240\u8ff0\uff0c\u5ba2\u6237\u65e0\u9700\u8fdb\u884c\u4efb\u4f55\u57f9\u8bad\u6216\u90e8\u7f72\uff0c\u5728\u6ce8\u518c\u540e\u7684\u51e0\u5206\u949f\u5185\u4fbf\u53ef\u770b\u5230\u4ea7\u54c1\u7684\u4ef7\u503c\u3002Datadog \u5e73\u53f0\u5177\u6709\u53ef\u6269\u5c55\u6027\uff0c\u76ee\u524d\u6bcf\u5929\u76d1\u63a7\u8d85\u8fc7 10 \u4e07\u4ebf\u4e2a\u4e8b\u4ef6\u4ee5\u53ca\u6570\u767e\u4e07\u53f0\u670d\u52a1\u5668\u548c\u5bb9\u5668\u3002\u4e0b\u56fe\u662f\u5b83\u4eec\u7684\u96c6\u6210\u793a\u610f\u56fe\uff1a<\/span>\n <\/section>\n
      \n \n \n <\/span>\n <\/section>\n
      \n \n <\/section>\n
      \n
      \n
      \n 1<\/span>\n <\/section>\n
      \n
      \n
      \n
      \n
      \n \n <\/section>\n
      \n \n <\/section>\n
      \n
      \n
      \n

      \n \n \u4e3b\u8981\u6307\u6807\u548c\u00a0GTM<\/strong>\n <\/span>\n <\/p>\n <\/section>\n <\/section>\n <\/section>\n

      \n \n <\/section>\n
      \n \n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n
      \n \n \n Datadog \u662fIPO<\/span>\n <\/strong>\n \n \u516c\u53f8<\/span>\n <\/strong>\n \n \u4e2d\u589e\u957f\u6700\u5feb\u3001\u6548\u7387\u6700\u9ad8\u7684\u8f6f\u4ef6\u4f01\u4e1a\u4e4b\u4e00\u3002<\/span>\n <\/strong>\n \u5b83\u4eec\u51ed\u501f\u81ea\u52a9\u5f0f\u4ea7\u54c1\u548c\u4ea4\u53c9\u9500\u552e\u76f8\u7ed3\u5408\uff0c\u83b7\u5f97\u4e86\u60ca\u4eba\u7684\u589e\u957f\u6307\u6807\u3002\u5f88\u660e\u663e\uff0c\u516c\u53f8\u5bf9\u521b\u9020\u5ba2\u6237\u4ef7\u503c\u7684\u4e0d\u61c8\u52aa\u529b\u5df2\u7ecf\u83b7\u5f97\u56de\u62a5\u3002Datadog \u56f4\u7ed5\u201c\u6613\u4e8e\u4f7f\u7528\u4e14\u53ef\u5728\u77ed\u65f6\u95f4\u5185\u4f53\u73b0\u4ef7\u503c\u201d\u7684\u4ea7\u54c1\uff0c\u91c7\u7528\u4e86\u201c\u6b65\u6b65\u4e3a\u8d62\uff08Land-and-Land\uff09\u201d\u7684\u5546\u4e1a\u6a21\u5f0f\u3002\u516c\u53f8\u5728 2019 \u5e74\u524d\u516d\u4e2a\u6708\u7684\u6536\u5165\u4e3a 1.533 \u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f 79\uff05\u3002Datadog \u51e0\u4e4e\u6240\u6709\u6536\u5165\u90fd\u662f\u8ba2\u9605\u6536\u5165\uff0c\u5176\u9690\u542b ARR\uff08\u5b63\u5ea6\u8ba2\u9605 * 4\uff09\u4e3a 3.329 \u4ebf\u7f8e\u5143\uff0c\u4e0e\u4e0a\u4e00\u5b63\u5ea6\u76f8\u6bd4\uff0c\u589e\u957f\u4e86 82%\u3002Datadog \u7684\u6548\u7387\u5f88\u9ad8\uff0c\u5728 2019 \u5e74\u524d\u516d\u4e2a\u6708\u57fa\u672c\u5df2\u5b9e\u73b0\u81ea\u7531\u73b0\u91d1\u6d41\u4e3a\u6b63\u3002\u5728\u8fc7\u53bb\u7684\u4e00\u5e74\u91cc\uff0c \u5b83\u4eec\u5728\u975e GAAP \u8ba1\u7b97\u4e0a\u5b9e\u73b0\u4e86\u76c8\u4e8f\u5e73\u8861\u3002\u4ee5\u4e0b\u662f Datadog S-1 \u7684\u4e00\u4e9b\u76f8\u5173\u6570\u636e\uff1a<\/span>\n \n \n <\/span>\n <\/span>\n <\/section>\n
        \n
      • \n
        \n Datadog \u5728\u4e0a\u4e00\u5b63\u5ea6\u672b\u62e5\u6709 8846 \u4e2a\u5ba2\u6237\uff0c\u5176\u4e2d 594 \u4e2a\u5ba2\u6237\u7684 ARR \u8d85\u8fc7 10\u00a0\u4e07\u7f8e\u5143\uff0c42 \u4e2a\u5ba2\u6237\u7684 ARR \u8d85\u8fc7 100\u00a0\u4e07\u7f8e\u5143\u3002\u00a0\u524d 10\u00a0\u540d\u5ba2\u6237\u5360\u516c\u53f8\u603b ARR\u7684 14%\uff0c\u6ca1\u6709\u4e00\u4e2a\u5ba2\u6237\u5360\u516c\u53f8\u603b ARR \u7684 5%\u00a0\u4ee5\u4e0a\u3002<\/span>\n <\/section>\n <\/li>\n
      • \n
        \n \u4e0a\u4e2a\u5b63\u5ea6\uff0c\u5e73\u5747\u5355\u4e2a\u5ba2\u6237\u7684\u9690\u542b ACV \u4e3a 37631 \u7f8e\u5143\uff08\u9690\u542b ARR \/\u00a0\u5ba2\u6237\u603b\u6570\uff09\u3002ARR \u8d85\u8fc7 10 \u4e07\u7f8e\u5143\u7684\u5ba2\u6237\u6570\u8fbe 594 \u4e2a\uff0c\u5360\u4e0a\u4e00\u5b63\u5ea6\u603b ARR \u7684 72%\u3002<\/span>\n <\/section>\n <\/li>\n
      • \n
        \n 2019 \u5e74\u524d 6 \u4e2a\u6708\uff0c\u6709\u8d85\u8fc7 35%\u00a0\u7684\u65b0 ARR \u6765\u81ea Datadog \u5e73\u53f0\u7684\u65b0\u4ea7\u54c1\u3001APM \u548c\u65e5\u5fd7\u7ba1\u7406\u4ea7\u54c1\uff0c\u9ad8\u4e8e\u53bb\u5e74\u540c\u671f\u7684 10%\u3002<\/span>\n <\/section>\n <\/li>\n
      • \n
        \n \u5728 2019 \u5e74\u548c 2018 \u5e74\u7684\u524d 6 \u4e2a\u6708\uff0cDatadog \u7684\u51c0\u6536\u5165\u7559\u5b58\u7387\u4e3a 146%\uff0c\u8fd9\u4e00\u6570\u5b57\u5728 2018 \u5e74\u4e3a 151%\u3002\u516c\u53f8\u7684\u603b\u6536\u5165\u7559\u5b58\u7387\u4e00\u76f4\u5f98\u5f8a\u5728 90% \u5de6\u53f3\u3002<\/span>\n <\/section>\n <\/li>\n
      • \n
        \n 2018 \u5e74\uff0c24% \u7684 ARR \u6765\u81ea\u5317\u7f8e\u4ee5\u5916\u7684\u5730\u65b9\u3002<\/span>\n <\/section>\n <\/li>\n
      • \n
        \n \u8d22\u5bcc 100 \u5f3a\u4e2d\u6709 35% \u662f Datadog \u7684\u5ba2\u6237\uff0c\u7ea6 20% \u7684\u5ba2\u6237\u5176 ARR \u8d85\u8fc7 10 \u4e07\u7f8e\u5143\u3002<\/span>\n <\/section>\n <\/li>\n
      • \n
        \n \n \u516c\u53f8\u7684\u8ba2\u9605\u670d\u52a1\u4e3b\u8981\u6309\u6708\u6216\u6309\u5e74\u7b7e\u7f72\uff0c\u4e5f\u6709\u4e00\u4e9b\u6309\u5b63\u5ea6\u3001\u534a\u5e74\u6216\u591a\u5e74\u7b7e\u7f72\u3002<\/span>\n \n Datadog \u7684\u4ea7\u54c1\u9500\u552e\u5177\u4f53\u5b63\u8282\u6027\uff0c\u901a\u8fc7\u5728\u6bcf\u5e74\u7684\u7b2c\u56db\u5b63\u5ea6\u4f1a\u83b7\u5f97\u66f4\u591a\u7684\u65b0\u5ba2\u6237\u548c\u7eed\u7ea6\u7387\u3002<\/span>\n <\/strong>\n <\/span>\n <\/section>\n <\/li>\n
      • \n
        \n \u5728 2019 \u5e74\u7684\u524d\u516d\u4e2a\u6708\u91cc\uff0cDatadog \u6536\u5165\u589e\u957f\u7684 60% \u6765\u81ea\u516c\u53f8\u73b0\u6709\u5ba2\u6237\u7684\u589e\u957f\u3002<\/span>\n <\/section>\n <\/li>\n
      • \n
        \n Datadog \u7684\u5ba2\u6237\u4e2d\u6709\u8bb8\u591a\u4f7f\u7528\u5176\u4ea7\u54c1\u7684\u7ec8\u7aef\u7528\u6237\uff0c\u4f8b\u5982\uff1a\u67d0\u5bb6\u9886\u5148\u7684\u901a\u4fe1\u8f6f\u4ef6\u670d\u52a1\u5546\u4e2d\u6709\u8fd1 800 \u4e2a \u5458\u5de5\u662fDatadog \u7684\u7ec8\u7aef\u7528\u6237\uff0c\u7ea6\u5360\u8be5\u516c\u53f8\u5458\u5de5\u603b\u4eba\u6570\u7684\u4e00\u534a\uff0c\u5927\u4e8e\u8be5\u516c\u53f8\u7684\u5de5\u7a0b\u5e08\u603b\u6570\u3002\u53e6\u4e00\u5bb6\u516c\u53f8\u662f\u8d22\u5bcc 500 \u5f3a\u7684\u91d1\u878d\u670d\u52a1\u516c\u53f8\uff0c\u6709 3000 \u591a\u540d\u662f Datado\u7684\u7ec8\u7aef\u00a0\u7528\u6237\u3002<\/span>\n <\/section>\n <\/li>\n
      • \n
        \n Datadog \u4e0e AWS \u5728 2019 \u5e74\u7b7e\u7f72\u4e86\u4e00\u9879\u534f\u8bae\uff0c\u8be5\u534f\u8bae\u89c4\u5b9a Datadog \u9700\u8981\u5728 2022 \u5e74 4 \u6708\u4e4b\u524d\uff0c\u4ece AWS \u8d2d\u4e70\u81f3\u5c11 2.25 \u4ebf\u7f8e\u5143\u7684\u4e91\u670d\u52a1\u3002<\/span>\n <\/section>\n <\/li>\n <\/ul>\n
        \n Datadog \u5728\u62a5\u544a\u4e2d\u8fd8\u5f15\u7528\u4e86\u4e00\u4e9b\u6709\u8da3\u7684\u884c\u4e1a\u6570\u636e\uff1a<\/span>\n <\/section>\n
          \n
        • \n
          \n \u6839\u636e IDC \u7684\u6570\u636e\u663e\u793a\uff0c\u5168\u7403\u516c\u6709\u4e91\u670d\u52a1\uff08\u5305\u62ec IaaS \u548c SaaS\uff09\u7684\u652f\u51fa\u9884\u8ba1\u5c06\u4ece 2018 \u5e74\u7684 600 \u4ebf\u7f8e\u5143\u589e\u52a0\u5230 2022 \u5e74\u7684 1730 \u4ebf\u7f8e\u5143\uff0c\u590d\u5408\u589e\u957f\u7387\u8fbe 30%\u3002<\/span>\n <\/section>\n <\/li>\n
        • \n
          \n Gartner \u6307\u51fa\uff0c\u4f01\u4e1a\u9700\u8981\u51cf\u5c11\u4f7f\u7528\u76d1\u63a7\u5de5\u5177\u7684\u6570\u91cf\uff0c\u4e00\u4e9b\u5927\u578b\u4f01\u4e1a\u76d1\u63a7\u5de5\u5177\u7684\u6570\u91cf\u8d85\u8fc7 30 \u4e2a\uff0c\u4e00\u4e9b\u8f83\u5c0f\u7684\u7ec4\u7ec7\u5219\u62e5\u6709 3 \u5230 10 \u4e2a\u76d1\u63a7\u5de5\u5177\u3002<\/span>\n <\/section>\n <\/li>\n
        • \n
          \n \u636e Gartner \u79f0\uff0c\u4ece 2018 \u5e74\u5230 2021 \u5e74\uff0c\u7531\u4e8e\u4e1a\u52a1\u6d41\u7a0b\u7684\u65e5\u76ca\u6570\u5b57\u5316\uff0c\u4f01\u4e1a\u5bf9 APM \u7684\u4f7f\u7528\u91cf\u5c06\u589e\u52a0 4 \u500d\uff0c\u5360\u5230\u6240\u6709\u4e1a\u52a1\u5e94\u7528\u7684 20%\u3002<\/span>\n <\/section>\n <\/li>\n
        • \n
          \n \u636e Gartner \u79f0\uff0c\u622a\u81f3 2018 \u5e74\uff0c\u53ea\u6709 5% \u7684\u5e94\u7528\u7a0b\u5e8f\u53d7\u5230\u76d1\u63a7\u3002<\/span>\n <\/section>\n <\/li>\n <\/ul>\n
          \n \n Datadog \u7684 GTM \u975e\u5e38\u6709\u6548\u3002\u00a0\u867d\u7136\u5927\u591a\u6570\u5ba2\u6237\u662f\u5728\u81ea\u52a9\u670d\u52a1\u7684\u57fa\u7840\u4e0a\u6ce8\u518c\u5e76\u5f00\u59cb\u4f7f\u7528\u6216\u8fdb\u884c\u4ed8\u8d39\u7684\uff0c\u4f46 Datadog \u4ecd\u5c06 GTM \u56e2\u961f\u5206\u4e3a 4 \u4e2a\u9886\u57df\uff1a1. \u4e13\u6ce8\u4e8e\u5927\u578b\u4f01\u4e1a\u7684\u9500\u552e\u56e2\u961f\uff1b2. \u4e13\u6ce8\u4e8e\u65b0\u5ba2\u6237\u7684\u9ad8\u6548\u5185\u90e8\u9500\u552e\u56e2\u961f\uff1b3. \u4e13\u6ce8\u4e8e\u5ba2\u6237\u5165\u804c\u548c\u6269\u5c55\u73b0\u6709\u5ba2\u6237\u7684\u5ba2\u6237\u6210\u529f\u56e2\u961f\uff1b4. \u4e0e\u7ecf\u9500\u5546\u3001\u5206\u9500\u5546\u548c\u6258\u7ba1\u670d\u52a1\u63d0\u4f9b\u5546\u5408\u4f5c\u7684\u5408\u4f5c\u4f19\u4f34\u56e2\u961f\u3002<\/span>\n \n Datadog \u63d0\u5230\u5176\u5546\u4e1a\u6a21\u5f0f\u7684\u6838\u5fc3\u662f\u63d0\u4f9b\u6613\u4e8e<\/span>\n <\/strong>\n \n \u4f7f\u7528<\/span>\n <\/strong>\n \n \u4e14\u80fd<\/span>\n <\/strong>\n \n \u76f4\u63a5\u611f\u53d7\u5230<\/span>\n <\/strong>\n \n \u4ef7\u503c\u7684\u4ea7\u54c1<\/span>\n <\/strong>\n \uff0c\u800c\u8fd9\u53cd\u8fc7\u6765\u53c8\u53ef\u4ee5\u4f7f\u5176\u4f18\u5148\u8003\u8651\u4ea7\u54c1\u7684\u521b\u65b0\u3002\u9274\u4e8e 2019 \u5e74\u548c 2018 \u5e74\u524d 6 \u4e2a\u6708\u7684\u51c0\u6536\u5165\u7559\u5b58\u7387\u4e3a 146%\uff0cDatadog \u7406\u8bba\u4e0a\u53ef\u4ee5\u5728\u505c\u6b62\u5bf9\u65b0\u5ba2\u6237\u9500\u552e\u7684\u60c5\u51b5\u4e0b\uff0c\u6536\u5165\u4ecd\u80fd\u540c\u6bd4\u589e\u957f\u8d85\u8fc7 50%\u3002<\/span>\n \n Datadog \u662f\u6839\u636e\u4ea7\u54c1\u7684\u4f7f\u7528\u91cf\u8fdb\u884c\u6536\u8d39\u7684\uff0c\u4e3b\u8981\u901a\u8fc7\u670d\u52a1\u5668\u7684\u6570\u91cf\u6216\u7d22\u5f15\u7684\u6570\u636e\u91cf\u8fdb\u884c\u6536\u8d39\u3002<\/span>\n <\/strong>\n \n \u00a0<\/span>\n <\/strong>\n \u57fa\u7840\u67b6\u6784\u76d1\u63a7\u548c APM \u4ea7\u54c1\u6839\u636e\u670d\u52a1\u5668\u8fdb\u884c\u5b9a\u4ef7\uff0c\u800c\u65e5\u5fd7\u4ea7\u54c1\u4e3b\u8981\u662f\u6309\u7d22\u5f15\u7684\u65e5\u5fd7\u4e8b\u4ef6\u8fdb\u884c\u5b9a\u4ef7\uff0c\u5176\u6b21\u662f\u6240\u6d89\u53ca\u7684\u4e8b\u4ef6\u6570\u3002Datadog \u5e76\u6ca1\u6709\u900f\u9732\u8be5\u6307\u6807\uff0c\u4f46 Datadog \u7684\u5927\u578b\u5ba2\u6237\u5f88\u6709\u53ef\u80fd\u90fd\u662f\u901a\u8fc7\u81ea\u52a9\u670d\u52a1\u6ce8\u518c\u6210\u4e3a\u7528\u6237\u7684\u3002\u4e0b\u56fe\u662f\u6765\u81ea Datadog \u5b98\u7f51\u7684\u5b9a\u4ef7\u60c5\u51b5\uff1a<\/span>\n <\/span>\n <\/section>\n
          \n \n \n \n \n <\/span>\n <\/strong>\n <\/span>\n <\/section>\n
          \n \n <\/section>\n
          \n
          \n
          \n 1<\/span>\n <\/section>\n
          \n
          \n
          \n
          \n
          \n \n <\/section>\n
          \n \n <\/section>\n
          \n
          \n
          \n

          \n \n \u5e02\u573a\u673a\u9047<\/strong>\n <\/span>\n <\/p>\n <\/section>\n <\/section>\n <\/section>\n

          \n \n <\/section>\n
          \n \n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n
          \n \u867d\u7136 Datadog \u7684\u5e02\u573a\u89c4\u6a21\u5341\u5206\u5927\u4e14\u5177\u6709\u6218\u7565\u610f\u4e49\uff0c\u4f46\u8be5\u5e02\u573a\u7684\u7ade\u4e89\u4e5f\u540c\u6837\u5f88\u6fc0\u70c8\u3002\u5b83\u4eec\u7684\u4ea7\u54c1\u6d89\u53ca\u591a\u4e2a\u4e0d\u540c\u7684\u5e02\u573a\u3002Datadog \u8ba4\u4e3a\u5b83\u4eec\u53ef\u4ee5\u89e3\u51b3 IT \u8fd0\u7ef4\u7ba1\u7406\u5e02\u573a\u4e2d\u7684\u5f88\u5927\u4e00\u90e8\u5206\u95ee\u9898\uff0c\u636e Gartner \u79f0\uff0c\u8be5\u5e02\u573a\u5728 2023 \u5e74\u7684\u89c4\u6a21\u5c06\u8fbe 3700 \u4ebf\u7f8e\u5143\u3002<\/span>\n <\/section>\n
          \n Datadog \u901a\u8fc7\u81ea\u4e0a\u800c\u4e0b\u7684\u65b9\u6cd5\uff0c\u7528\u5404\u7ec6\u5206\u5ba2\u7fa4\u7684\u5e73\u5747ARR\u4e58\u4ee5\u5404\u7ec6\u5206\u5ba2\u7fa4\u516c\u53f8\u6570\uff0c\u4f30\u7b97\u51fa\u5176\u76ee\u524d\u7684\u5e02\u573a\u89c4\u6a21\u4e3a 350 \u4ebf\u7f8e\u5143\uff0c\u3002Datadog \u8ba4\u4e3a\u5728\u5e02\u573a\u5e95\u90e8\u7684\u6e17\u900f\u7387\u4ecd\u7136\u4e0d\u8db3\uff0c\u7406\u8bba\u4e0a\u8fd9\u4e00\u6570\u5b57\u53ef\u80fd\u4f1a\u66f4\u5927\u3002<\/span>\n <\/section>\n
          \n \n \n \n
          \n <\/span>\n <\/strong>\n <\/span>\n <\/section>\n
          \n
          \n
          \n 1<\/span>\n <\/section>\n
          \n
          \n
          \n
          \n
          \n \n <\/section>\n
          \n \n <\/section>\n
          \n
          \n
          \n

          \n \n \u7ade\u4e89<\/strong>\n <\/span>\n <\/p>\n <\/section>\n <\/section>\n <\/section>\n

          \n \n <\/section>\n
          \n \n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n
          \n Datadog \u867d\u7136\u4ea7\u54c1\u4f17\u591a\uff0c\u5e02\u573a\u7a7a\u95f4\u4e5f\u5927\uff0c\u4f46\u5e02\u573a\u7ade\u4e89\u5341\u5206\u6fc0\u70c8\u3002\u597d\u5728 Datadog \u662f\u552f\u4e00\u4e00\u5bb6\u62e5\u6709\u8de8\u9886\u57df\u7684\u7edf\u4e00\u89c6\u7a97\u5e73\u53f0\u516c\u53f8\uff0c\u8fd9\u5bf9\u5ba2\u6237\u6765\u8bf4\u5341\u5206\u5177\u6709\u5438\u5f15\u529b\uff0c\u56e0\u6b64\u5177\u6709\u4e00\u5b9a\u7684\u5148\u53d1\u4f18\u52bf\u3002\u8be5\u516c\u53f8\u8ba4\u4e3a\u5b83\u5728\u591a\u4e2a\u9886\u57df\u62e5\u6709\u591a\u4e2a\u4e0d\u540c\u7684\u7ade\u4e89\u5bf9\u624b\uff0c\u5982\uff1a<\/span><\/strong><\/span>\n <\/section>\n
            \n
          • \n
            \n \n \n \u5185\u90e8\u57fa\u7840\u8bbe\u65bd\u76d1\u63a7<\/span>\n <\/strong>\n \n \uff1a<\/span>\n <\/strong>\n \u4e0e\u591a\u5143\u5316\u6280\u672f\u516c\u53f8\u548c\u7cfb\u7edf\u7ba1\u7406\u670d\u52a1\u5546\u4ea7\u751f\u7ade\u4e89\uff0c\u5305\u62ec IBM\u3001\u5fae\u8f6f\u3001Micro Focus\u3001BMC Software \u548c CA\uff08Computer Associates\uff09\u3002<\/span>\n <\/span>\n <\/section>\n <\/li>\n
          • \n
            \n \n \n APM\uff1a<\/span>\n <\/strong>\n \u4e0e\u601d\u79d1\u3001New Relic\u3001Dynatrace\u3001Instana\u548cLightstep\u7b49\u65b0\u5174\u521d\u521b\u4f01\u4e1a\u4ea7\u751f\u7ade\u4e89\u3002<\/span>\n <\/span>\n <\/section>\n <\/li>\n
          • \n
            \n \n \n \u65e5\u5fd7\u7ba1\u7406<\/span>\n <\/strong>\n \n \uff1a<\/span>\n <\/strong>\n \u4e0e Splunk \u548c Elastic\uff0c\u4ee5\u53ca\u65b0\u5174\u7684\u521d\u521b\u516c\u53f8\uff0c\u5982 LogDNA \u548c Sumo Logic \u4ea7\u751f\u7ade\u4e89\u3002SignalFX \u4e5f\u662f\u4e00\u5bb6\u63d0\u4f9b\u73b0\u4ee3\u5316 APM \u89e3\u51b3\u65b9\u6848\u7684\u516c\u53f8\uff0cSplunk \u5728\u8fd1\u671f\u5ba3\u5e03\u5c06\u4ee5 10\u00a0\u4ebf\u7f8e\u5143\u7684\u4ef7\u683c\u6536\u8d2d\u8be5\u516c\u53f8\u3002\u7ade\u4e89\u6b63\u5728\u5347\u7ea7\uff0c\u5927\u516c\u53f8\u65e0\u7591\u4f1a\u6ce8\u610f\u5230 DataDog \u5728\u591a\u5143\u5316\u65b9\u9762\u7684\u6210\u529f\u3002<\/span>\n <\/span>\n <\/section>\n <\/li>\n
          • \n
            \n \n \n \u4e91\u57fa\u7840\u8bbe\u65bd\u76d1\u63a7\uff1a<\/span>\n <\/strong>\n \u4e0e AWS\uff08\u4e9a\u9a6c\u900a\uff09\u3001Google \u4e91\u5e73\u53f0\u548c Azure\uff08\u5fae\u8f6f\uff09\u7b49\u4e91\u670d\u52a1\u5546\u7684\u672c\u5730\u5316\u89e3\u51b3\u65b9\u6848\uff0c\u4ee5\u53ca Grafana \u7b49\u521d\u521b\u516c\u53f8\u7684\u65b0\u5174\u4ea7\u54c1\u4ea7\u751f\u7ade\u4e89\u3002<\/span>\n <\/span>\n <\/section>\n <\/li>\n
          • \n
            \n \n \n \u771f\u5b9e\u7528\u6237\u76d1\u63a7\u548c\u7f51\u7edc\u6027\u80fd\u76d1\u63a7<\/span>\n <\/strong>\n \n \uff1a<\/span>\n <\/strong>\n \n \u00a0<\/span>\n <\/strong>\n \u5728\u8fd9\u91ccDatadog\u5e76\u6ca1\u6709\u63d0\u5230\u7ade\u4e89\u5bf9\u624b\uff0c\u4f46 New Relic \u548c\u65b0\u5174\u516c\u53f8 LogRocket \u4e5f\u63d0\u4f9b\u4e86\u771f\u5b9e\u7528\u6237\u76d1\u63a7\u7684\u4ea7\u54c1\u3002\u6b64\u5916\uff0cSolarWinds \u4e5f\u662f\u7f51\u7edc\u76d1\u63a7\u884c\u4e1a\u7684\u5927\u516c\u53f8\u3002<\/span>\n <\/span>\n <\/section>\n <\/li>\n
          • \n
            \n \n \n \u5185\u90e8\u89e3\u51b3\u65b9\u6848\uff1a<\/span>\n <\/strong>\n Datadog \u8fd8\u63d0\u5230\u4e86\u5b83\u4eec\u4e0e\u5f00\u6e90\u516c\u53f8\u5728\u5185\u90e8\u6784\u5efa\u4ea7\u54c1\u4e0a\u7684\u7ade\u4e89\uff0c\u4f46 Datadog \u62e5\u6709\u5f88\u5927\u7684\u7ade\u4e89\u4f18\u52bf\u3002<\/span>\n <\/span>\n <\/section>\n <\/li>\n <\/ul>\n
            \n \n
            \n <\/span>\n <\/section>\n
            \n
            \n
            \n 1<\/span>\n <\/section>\n
            \n
            \n
            \n
            \n
            \n \n <\/section>\n
            \n \n <\/section>\n
            \n
            \n
            \n

            \n \n \u6536\u8d2d<\/strong>\n <\/span>\n <\/p>\n <\/section>\n <\/section>\n <\/section>\n

            \n \n <\/section>\n
            \n \n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n
            \n Datadog \u5728\u62db\u80a1\u4e66\u4e2d\u63d0\u5230\u4e86\u4e24\u7b14\u6536\u8d2d\u7684\u7ec6\u8282\uff1a2017 \u5e74 3 \u6708\u4ee5 740 \u4e07\u7f8e\u5143\uff08540 \u4e07\u7f8e\u5143\u7684\u73b0\u91d1\uff09\u6536\u8d2d\u65e5\u5fd7\u7ba1\u7406\u516c\u53f8 Focusmatic\uff1b\u4ee5\u53ca\u5728 2018 \u5e74 9 \u6708\u4ee5 160 \u4e07\u7f8e\u5143\u7684\u73b0\u91d1\u6536\u8d2d\u4eba\u5de5\u667a\u80fd\u89e3\u51b3\u65b9\u6848\u670d\u52a1\u5546 Madumbo\u3002<\/span>\n <\/section>\n
            \n \n <\/section>\n
            \n
            \n
            \n 1<\/span>\n <\/section>\n
            \n
            \n
            \n
            \n
            \n \n <\/section>\n
            \n \n <\/section>\n
            \n
            \n
            \n

            \n \n \u6295\u8d44\u4eba\u548c\u6240\u6709\u6743<\/strong>\n <\/span>\n <\/p>\n <\/section>\n <\/section>\n <\/section>\n

            \n \n <\/section>\n
            \n \n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n
            \n \u6839\u636e Pitchbook \u7684\u6570\u636e\u663e\u793a\uff0cDatadog \u8fc4\u4eca\u5df2\u4ece\u6295\u8d44\u8005\u90a3\u91cc\u7b79\u96c6\u4e86 1.479 \u4ebf\u7f8e\u5143\u7684\u8d44\u91d1\uff0c\u5305\u62ec Index\u3001OpenView\u3001Battery\u3001RTP\u3001Dragoneer\u3001Amplify\u3001ICONIQ\u3001Meritech\u3001IVP \u548c T. Rowe Price \u7b49\u3002\u6301 5% \u4ee5\u4e0a\u9884\u53d1\u884c\u80a1\u4efd\u7684\u673a\u6784\u6295\u8d44\u8005\u80a1\u4e1c\u5305\u62ec Index\uff0820.1%\uff09\u3001OpenView\uff0816.0%\uff09\u3001ICONIQ\uff0811.3%\uff09\u548c RTP\uff088.2%\uff09\u3002CEO \u517c\u8054\u5408\u521b\u59cb\u4eba Olivier Pomel \u6301\u6709 14.1% \u7684\u9884\u53d1\u884c\u80a1\u4efd\u3002\u6839\u636e Pitchbook \u7684\u6570\u636e\u663e\u793a\uff0cDatadog \u5728 2015 \u5e74 12 \u6708\u5b8c\u6210\u4e86\u6700\u540e\u4e00\u8f6e\u7684\u878d\u8d44\uff0c\u8be5\u8f6e\u878d\u8d44\u662f\u7531 ICONIQ \u9886\u6295\u7684 9450 \u4e07\u7f8e\u5143\u7684 D \u8f6e\u878d\u8d44\uff0c\u6295\u524d\u4f30\u503c\u8fbe 5.45 \u4ebf\u7f8e\u5143\u3002<\/span><\/strong><\/span>\n <\/section>\n
            \n Datadog \u516c\u53f8\u8fd8\u63d0\u5230\u4e86 2019 \u5e74 3 \u6708\u4ee5 47.75 \u7f8e\u5143\u7684\u80a1\u4ef7\u8fdb\u884c\u7684\u8981\u7ea6\u6536\u8d2d\uff08\u7531Dragoneer \u7275\u5934\uff09\u3002\u81ea\u516c\u53f8\u6210\u7acb\u4ee5\u6765\uff0cDatadog \u5df2\u7ecf\u7b79\u96c6\u4e86 9200 \u4e07\u7f8e\u5143\u7684\u8d44\u91d1\uff08\u4e0d\u5305\u62ec\u80a1\u7968\u56de\u8d2d\uff09\uff0cPitchbook \u7684\u6570\u636e\u53ef\u80fd\u4e5f\u5305\u62ec\u4e86\u4e00\u4e9b\u4e8c\u7ea7\u5e02\u573a\u7684\u4fe1\u606f\u3002<\/span>\n <\/section>\n
            \n \n \n <\/span>\n <\/section>\n
            \n
            \n
            \n 1<\/span>\n <\/section>\n
            \n
            \n
            \n
            \n
            \n \n <\/section>\n
            \n \n <\/section>\n
            \n
            \n
            \n

            \n \n Datadog\u00a0\u4e0e\u5176\u4ed6\u9ad8\u589e\u957f\u00a0SaaS IPO\u00a0\u6bd4\u8f83<\/strong>\n <\/span>\n <\/p>\n <\/section>\n <\/section>\n <\/section>\n

            \n \n <\/section>\n
            \n \n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n
            \n \u9274\u4e8e Datadog \u4ee4\u4eba\u5370\u8c61\u6df1\u523b\u7684\u8d22\u52a1\u60c5\u51b5\uff0c\u5c06\u5176\u4e0e\u5176\u4ed6 SaaS \u516c\u53f8 IPO \u7684\u57fa\u51c6\u6bd4\u8f83\uff0c\u5305\u62ec\u8ba2\u9605\u6536\u5165\u3001\u9690\u542b ARR\uff08\u6307\u6570\u5316\uff09\u3001\u9500\u552e\u6548\u7387\u548c LTM \u8fd0\u8425\u5229\u6da6\u7387\u3002Zoom \u7684\u6570\u636e\u6307\u6807\u540c\u6837\u8868\u73b0\u51fa\u8272\uff0c\u5bf9\u5b83\u4e5f\u8fdb\u884c\u4e86\u7c7b\u4f3c\u7684\u5206\u6790\uff0c\u7ed3\u679c\u663e\u793a Datadog \u662f\u6709\u53f2\u4ee5\u6765\u589e\u957f\u6700\u5feb\u3001\u6548\u7387\u6700\u9ad8\u7684 SaaS \u516c\u53f8\u4e4b\u4e00\uff0c\u8be6\u89c1\u4e0b\u6587\uff1a<\/span><\/strong><\/span>\n <\/section>\n
            \n \n <\/section>\n
            \n
            \n
            \n 1<\/span>\n <\/section>\n
            \n
            \n
            \n
            \n
            \n \n <\/section>\n
            \n \n <\/section>\n
            \n
            \n
            \n

            \n \n \u8ba2\u9605\u6536\u5165\u00a0\/ \u9690\u542bARR\u6307\u6570<\/strong>\n <\/span>\n <\/p>\n <\/section>\n <\/section>\n <\/section>\n

            \n \n <\/section>\n
            \n \n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n
            \n \u5728\u5c06 Datadog \u4e0e\u5176\u4ed6 SaaS \/\u00a0\u4e91\u670d\u52a1\u516c\u53f8\u7684 IPO \u8fdb\u884c\u6bd4\u8f83\u65f6\uff0c\u9009\u53d6\u4e86\u5728\u5176\u62ab\u9732\u671f\u5185\uff08\u6307\u516c\u53f8\u5728\u5176S-1\u4e2d\u62ab\u9732\u7684 6-8 \u4e2a\u5b63\u5ea6\uff09\uff0c\u8ba2\u9605\u6536\u5165\uff08\u6216\u9690\u542b ARR\uff09\u63a5\u8fd1 1 \u4ebf\u7f8e\u5143\u7684\u516c\u53f8\u3002\u6b64\u6b21\u6bd4\u8f83\u5171\u6d89\u53ca 25 \u5bb6\u516c\u53f8\uff0c\u5982\u4e0b\u56fe\u6240\u793a\uff0cDatadog \u662f\u7ee7 Zoom \u548c CrowdStrike \u4e4b\u540e\uff0c\u589e\u957f\u7b2c\u4e09\u5feb\u7684\u516c\u53f8\u3002<\/span><\/strong><\/span>\n <\/section>\n
            \n \n \n <\/span>\n <\/section>\n
            \n \u4ee5\u4e0b\u662f Datadog \u4e0e 2018 \u5e74\u548c 2019 \u5e74\u8fdb\u884c IPO \u7684 SaaS \u516c\u53f8\u5bf9\u6bd4\u5206\u6790\u56fe\u3002<\/span>\n <\/section>\n
            \n \n \n \n
            \n <\/span>\n <\/strong>\n <\/span>\n <\/section>\n
            \n
            \n
            \n 1<\/span>\n <\/section>\n
            \n
            \n
            \n
            \n
            \n \n <\/section>\n
            \n \n <\/section>\n
            \n
            \n
            \n

            \n \n IPO \u5b63\u5ea6\u540c\u6bd4\u589e\u957f\u7387<\/strong>\n <\/span>\n <\/p>\n <\/section>\n <\/section>\n <\/section>\n

            \n \n <\/section>\n
            \n \n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n
            \n Datadog \u5728\u4e0a\u4e00\u5b63\u5ea6\u7684\u6536\u5165\u540c\u6bd4\u589e\u957f\u7387\u8fbe 82%\uff0c\u800c\u8fd9 20\u00a0\u591a\u5bb6\u516c\u53f8\u7684\u6536\u5165\u589e\u957f\u4e2d\u4f4d\u6570\u4e3a 39%\u3002<\/span>\n <\/section>\n
            \n \n \n \n \n <\/span>\n <\/strong>\n <\/span>\n <\/section>\n
            \n \n <\/section>\n
            \n
            \n
            \n 1<\/span>\n <\/section>\n
            \n
            \n
            \n
            \n
            \n \n <\/section>\n
            \n \n <\/section>\n
            \n
            \n
            \n

            \n \n \u9500\u552e\u6548\u7387\uff1a\u62ab\u9732\u671f\u5185\u7684\u9690\u542b\u6295\u8d44\u56de\u62a5\u671f<\/strong>\n <\/span>\n <\/p>\n <\/section>\n <\/section>\n <\/section>\n

            \n \n <\/section>\n
            \n \n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n
            \n \u4e0b\u56fe\u901a\u8fc7 CAC ratio\uff08\u51c0\u65b0\u589e\u9690\u542b ARR * \u6bdb\u5229\u7387 \/ \u4e0a\u4e00\u5b63\u5ea6\u9500\u552e\u548c\u8425\u9500\u652f\u51fa\uff09\u7684\u5012\u6570\u6765\u4ee3\u8868 Datadog \u7684\u6295\u8d44\u56de\u62a5\u671f\uff0c\u5e76\u5c06 Datadog \u4e0e\u540c\u4e00\u7ec4\u516c\u53f8\u8fdb\u884c\u6bd4\u8f83\u3002\u5728\u8fc7\u53bb\u7684 9 \u4e2a\u5b63\u5ea6\u91cc\uff0cDatadog \u7684\u56de\u62a5\u671f\u4e2d\u4f4d\u6570\u4e3a 9.6 \u4e2a\u6708\uff0c\u662f\u7ee7 Zoom \u4e4b\u540e\uff0c\u6548\u7387\u7b2c\u4e8c\u9ad8\u7684\u516c\u53f8\u3002<\/span><\/strong><\/span>\n <\/section>\n
            \n \n \n \n \n <\/span>\n <\/strong>\n <\/span>\n <\/section>\n
            \n \n <\/section>\n
            \n
            \n
            \n 1<\/span>\n <\/section>\n
            \n
            \n
            \n
            \n
            \n \n <\/section>\n
            \n \n <\/section>\n
            \n
            \n
            \n

            \n \n LTM\u00a0GAAP\u00a0\u8fd0\u8425\u5229\u6da6\u7387<\/strong>\n <\/span>\n <\/p>\n <\/section>\n <\/section>\n <\/section>\n

            \n \n <\/section>\n
            \n \n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n
            \n Datadog \u4e5f\u662f\u8be5\u7ec4\u7c7b\u522b\u4e2d\uff0cLTM GAAP \u8fd0\u8425\u5229\u6da6\u7387\u6700\u597d\u7684\u516c\u53f8\u4e4b\u4e00\u3002\u5728\u8fc7\u53bb\u7684 12 \u4e2a\u6708\u91cc\uff0cDatadog \u7684 GAAP \u8fd0\u8425\u5229\u6da6\u7387\u8fbe 9%\uff0c\u5728\u8be5\u7ec4\u6392\u540d\u7b2c\u4e09\u3002<\/span><\/strong><\/span>\n <\/section>\n
            \n \n \n <\/span>\n <\/section>\n
            \n \n <\/section>\n
            \n
            \n
            \n 1<\/span>\n <\/section>\n
            \n
            \n
            \n
            \n
            \n \n <\/section>\n
            \n \n <\/section>\n
            \n
            \n
            \n

            \n \n \u8d22\u52a1\u53ca\u5176\u4ed6\u6307\u6807<\/strong>\n <\/span>\n <\/p>\n <\/section>\n <\/section>\n <\/section>\n

            \n \n <\/section>\n
            \n \n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n
            \n Datadog \u662f\u4e00\u5bb6\u5341\u5206\u5c11\u89c1\u7684\u516c\u53f8 \u2014\u2014 \u6bcf\u9879\u8d22\u52a1\u548c\u4f01\u4e1a\u6307\u6807\u90fd\u4e00\u6d41\u3002\u516c\u53f8\u7684\u8425\u6536\u540c\u6bd4\u589e\u957f\u8d85\u8fc7 80%\uff0c\u8fc7\u53bb\u4e24\u5e74\u7684\u56de\u62a5\u671f\u5728 10 \u4e2a\u6708\u5de6\u53f3\uff0c\u51c0\u6536\u5165\u7559\u5b58\u7387\u8fbe 150%\uff08\u603b\u6536\u5165\u7559\u5b58\u7387\u8d85\u8fc7 90%\uff09\uff0c\u51e0\u4e4e\u6ca1\u6709\u7ecf\u8425\u548c\u73b0\u91d1\u6d41\u7684\u635f\u5931\uff08\u975e GAAP\uff09\uff0c\u4f01\u4e1a\u5ba2\u6237\u7684\u7559\u5b58\u7387\u589e\u957f\u4e5f\u5341\u5206\u8fc5\u901f\u3002<\/span><\/strong><\/span>\n <\/section>\n
            \n \u6b64\u5916\uff0cDatadog \u8868\u793a\uff0c\u516c\u53f8\u5df2\u7b79\u96c6\u4e86 9200 \u4e07\u7f8e\u5143\u7684\u8d44\u91d1\uff08\u6263\u9664\u80a1\u7968\u56de\u8d2d\uff09\uff0c\u5e76\u62e5\u6709 6360 \u4e07\u7f8e\u5143\u7684\u73b0\u91d1\u53ca\u73b0\u91d1\u7b49\u4ef7\u7269\u548c\u4e13\u7528\u8d44\u91d1\u3002\u516c\u53f8\u79f0\uff0c\u5b83\u4eec\u5728 2 \u6b21\u6536\u8d2d\u4e2d\u5171\u82b1\u8d39 700 \u4e07\u7f8e\u5143\u7684\u73b0\u91d1\u3002\u8fd9\u610f\u5473\u7740\uff0cDatadog \u901a\u8fc7 2100 \u4e07\u7f8e\u5143\u83b7\u5f97\u4e86 3.329 \u4ebf\u7f8e\u5143\u7684\u9690\u542b ARR\uff0c\u589e\u957f 15.6 \u500d\uff0c\u8fd9\u662f\u4ee4\u4eba\u96be\u4ee5\u7f6e\u4fe1\u7684\u3002\u5927\u591a\u6570 SaaS \u516c\u53f8\u7684\u76ee\u6807\u662f\u5728 IPO \u65f6\u8fbe\u5230 1:1 \u7684 ARR \u4e0e\u8d44\u91d1\u6d88\u8017\u6bd4\u4f8b\uff0c\u800c Datadog \u5219\u662f\u591a\u4e86 15 \u500d\u4ee5\u4e0a\u3002\u76ee\u524d\uff0c\u516c\u53f8\u5df2\u57fa\u672c\u5b9e\u73b0\u81ea\u7531\u73b0\u91d1\u6d41\u7684\u76c8\u4e8f\u5e73\u8861\uff0c\u5e76\u5728 2017 \u5e74\u5b9e\u73b0\u76c8\u5229\u3002\u516c\u53f8\u7684\u5176\u4ed6\u6570\u636e\u60c5\u51b5\u5982\u4e0b\uff1a<\/span>\n <\/section>\n
            \n \n <\/section>\n
            \n
            \n
            \n 1<\/span>\n <\/section>\n
            \n
            \n
            \n
            \n
            \n \n <\/section>\n
            \n \n <\/section>\n
            \n
            \n
            \n

            \n \n \u5386\u53f2\u635f\u76ca\u8868\u4e0e\u6570\u636e\u6307\u6807\uff08\u5355\u4f4d\uff1a\u5343\uff09<\/strong>\n <\/span>\n <\/p>\n <\/section>\n <\/section>\n <\/section>\n

            \n \n <\/section>\n
            \n \n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n
            \n \n \n \n \n <\/span>\n <\/strong>\n \n \n \n \n <\/span>\n <\/strong>\n <\/span>\n <\/span>\n <\/section>\n
            \n \n <\/section>\n
            \n
            \n
            \n 1<\/span>\n <\/section>\n
            \n
            \n
            \n
            \n
            \n \n <\/section>\n
            \n
            \n
            \n

            \n \n \u5b63\u5ea6\u8ba2\u9605\u6536\u5165\uff08\u767e\u4e07\u7f8e\u5143\uff09<\/strong>\n <\/span>\n <\/p>\n <\/section>\n <\/section>\n <\/section>\n

            \n \n <\/section>\n
            \n \n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n
            \n \n \n \n \n <\/span>\n <\/strong>\n <\/span>\n <\/section>\n
            \n \n <\/section>\n
            \n
            \n
            \n 1<\/span>\n <\/section>\n
            \n
            \n
            \n
            \n
            \n \n <\/section>\n
            \n \n <\/section>\n
            \n
            \n
            \n

            \n \n \u9690\u542b ARR\uff08\u767e\u4e07\u7f8e\u5143\uff09<\/strong>\n <\/span>\n <\/p>\n <\/section>\n <\/section>\n <\/section>\n

            \n \n <\/section>\n
            \n \n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n
            \n \n \n \n \n <\/span>\n <\/strong>\n <\/span>\n <\/section>\n
            \n \n <\/section>\n
            \n
            \n
            \n 1<\/span>\n <\/section>\n
            \n
            \n
            \n
            \n
            \n \n <\/section>\n
            \n \n <\/section>\n
            \n
            \n
            \n

            \n \n \u5b63\u5ea6\u8fd0\u8425\u8d39\u7528\u5360\u6536\u5165\u7684\u6bd4\u4f8b\uff08\u975e GAAP\uff09<\/strong>\n <\/span>\n <\/p>\n <\/section>\n <\/section>\n <\/section>\n

            \n \n <\/section>\n
            \n \n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n
            \n \n \n \n \n <\/span>\n <\/strong>\n <\/span>\n <\/section>\n
            \n \n <\/section>\n
            \n
            \n
            \n 1<\/span>\n <\/section>\n
            \n
            \n
            \n
            \n
            \n \n <\/section>\n
            \n \n <\/section>\n
            \n
            \n
            \n

            \n \n \u5b63\u5ea6\u00a0GAAP\u00a0\u548c\u975e\u00a0GAAP\u00a0\u7684\u8fd0\u8425\u5229\u6da6\u7387<\/strong>\n <\/span>\n <\/p>\n <\/section>\n <\/section>\n <\/section>\n

            \n \n <\/section>\n
            \n \n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n
            \n \n \n \n \n \n <\/span>\n <\/strong>\n <\/span>\n <\/section>\n
            \n \n <\/section>\n
            \n
            \n
            \n 1<\/span>\n <\/section>\n
            \n
            \n
            \n
            \n
            \n \n <\/section>\n
            \n \n <\/section>\n
            \n
            \n
            \n

            \n \n \u5ba2\u6237\u7559\u5b58\u7387\u548c\u6536\u5165\u7559\u5b58\u7387<\/strong>\n <\/span>\n <\/p>\n <\/section>\n <\/section>\n <\/section>\n

            \n \n <\/section>\n
            \n \n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n
            \n \u4e0b\u56fe\u662f Datadog \u53d1\u5e03\u7684\u5ba2\u6237\u7fa4\u56fe\u8868\uff0c\u53ef\u4ee5\u770b\u5230\uff0cDatadog \u7684\u5ba2\u6237\u6570\u91cf\u968f\u7740\u65f6\u95f4\u7684\u63a8\u79fb\u800c\u4e0d\u65ad\u589e\u957f\u3002\u4f8b\u5982\uff0c2014 \u5e74\u7684\u5ba2\u7fa4\u4ee3\u8868\u622a\u6b62\u5230 2014 \u5e74\u5e95\u7684\u6240\u6709\u5ba2\u6237\uff0c\u8be5\u5ba2\u7fa4\u5c06 ARR \u4ece 2014 \u5e74 12 \u6708 31 \u65e5\u7684 480 \u4e07\u7f8e\u5143\u589e\u52a0\u5230 2018 \u5e74 12 \u6708 31 \u65e5\u7684 1920 \u4e07\u7f8e\u5143\uff0c\u589e\u957f\u8fd1 4 \u500d\u3002\u6b64\u5916\uff0c\u5b83\u4eec\u8fd8\u62ab\u9732\uff0c\u622a\u81f3 2018 \u5e74 12 \u6708 31 \u65e5\uff0cDatadog \u524d 25 \u540d\u5ba2\u6237\u7684 ARR\uff0c\u5176\u589e\u52a0\u7684\u500d\u6570\u4e2d\u4f4d\u6570\u4e3a 33.9 \u500d\u3002\u8fd9\u4e00\u6570\u636e\u662f\u6839\u636e\u6bcf\u4e2a\u5ba2\u6237\u81ea\u6210\u4e3a Datadog \u5ba2\u6237\u7b2c\u4e00\u4e2a\u6708\u4ea7\u751f\u7684 ARR \u6765\u8ba1\u7b97\u7684\u3002<\/span>\n <\/section>\n
            \n \n \n <\/span>\n <\/section>\n
            \n Datadog \u7684\u51c0\u6536\u5165\u7559\u5b58\u7387\u540c\u6837\u8868\u73b0\u51fa\u8272\uff0c\u5728 2019 \u5e74\u548c 2018 \u5e74\u7684\u524d\u516d\u4e2a\u6708\uff0c\u5176\u51c0\u6536\u5165\u7559\u5b58\u7387\u8fbe 146%\u3002Datadog \u65e0\u8bba\u662f\u521b\u5efa\u6216\u63a8\u51fa\u65b0\u4ea7\u54c1\uff0c\u8fd8\u662f\u76c8\u5229\u65b9\u9762\u90fd\u662f\u72ec\u4e00\u65e0\u4e8c\u7684\u3002<\/span>\n <\/section>\n
            \n \n <\/section>\n
            \n
            \n
            \n 1<\/span>\n <\/section>\n
            \n
            \n
            \n
            \n
            \n \n <\/section>\n
            \n \n <\/section>\n
            \n
            \n
            \n

            \n \n \u9500\u552e\u6548\u7387\u548c\u6295\u8d44\u56de\u62a5\u671f<\/strong>\n <\/span>\n <\/p>\n <\/section>\n <\/section>\n <\/section>\n

            \n \n <\/section>\n
            \n \n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n
            \n \u6b63\u5982\u524d\u9762\u6240\u63d0\u5230\u7684\uff0cDatadog \u4e0d\u4f1a\u5728\u6bcf\u4e2a\u5b63\u5ea6\u90fd\u516c\u5e03\u5ba2\u6237\u7684\u6570\u91cf\uff0c\u4f46\u4e0b\u56fe\u7684\u8f93\u51fa\u6570\u636e\u901a\u8fc7\u4e0e CAC ratio\uff08\u65b0\u7684\u51c0ARR * \u603b\u5229\u6da6\u7387\/\u4e0a\u4e00\u5b63\u5ea6\u7684\u9500\u552e\u548c\u8425\u9500\u652f\u51fa\uff09\u7684\u5012\u6570\u53cd\u6620\u4e86\u516c\u53f8\u7684\u9690\u542b\u6295\u8d44\u56de\u62a5\u671f\u3002Magic Number \u88ab\u5b9a\u4e49\u4e3a\u4e0a\u4e00\u5b63\u5ea6\u7684\u51c0\u65b0\u589e ARR \/ \u9500\u552e\u548c\u8425\u9500\u7684\u652f\u51fa\u3002\u5982\u524d\u6240\u8ff0\uff0cDatadog \u7684\u6570\u636e\u90fd\u662f\u540c\u7c7b\u516c\u53f8\u4e2d\u8868\u73b0\u6700\u597d\u7684\u3002<\/span>\n <\/section>\n
            \n \n \n \n \n <\/span>\n <\/strong>\n <\/span>\n <\/section>\n
            \n \n <\/section>\n
            \n
            \n
            \n 1<\/span>\n <\/section>\n
            \n
            \n
            \n
            \n
            \n \n <\/section>\n
            \n \n <\/section>\n
            \n
            \n
            \n

            \n \n \u73b0\u91d1\u6d41\uff08\u767e\u4e07\u7f8e\u5143\uff09<\/strong>\n <\/span>\n <\/p>\n <\/section>\n <\/section>\n <\/section>\n

            \n \n <\/section>\n
            \n \n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n
            \n \n \n \n \n <\/span>\n <\/strong>\n \n \n \n \n <\/span>\n <\/strong>\n <\/span>\n <\/span>\n <\/section>\n
            \n \n <\/section>\n
            \n
            \n
            \n 1<\/span>\n <\/section>\n
            \n
            \n
            \n
            \n
            \n \n <\/section>\n
            \n \n <\/section>\n
            \n
            \n
            \n

            \n \n \u5b63\u5ea6\u635f\u76ca\u8868\/\u6570\u636e\u6307\u6807\uff08\u5343\uff09<\/strong>\n <\/span>\n <\/p>\n <\/section>\n <\/section>\n <\/section>\n

            \n \n <\/section>\n
            \n \n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n
            \n \n \n \n \n <\/span>\n <\/strong>\n \n \n \n \n <\/span>\n <\/strong>\n <\/span>\n <\/span>\n <\/section>\n
            \n \n <\/section>\n
            \n
            \n
            \n 1<\/span>\n <\/section>\n
            \n
            \n
            \n
            \n
            \n \n <\/section>\n
            \n \n <\/section>\n
            \n
            \n
            \n

            \n \n \n \u4f30\u503c<\/span>\n <\/strong>\n <\/span>\n <\/p>\n <\/section>\n <\/section>\n <\/section>\n

            \n \n <\/section>\n
            \n \n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n
            \n \u50cf\u6240\u6709\u9ad8\u589e\u957f\u7684 SaaS \u516c\u53f8IPO\u4e00\u6837\uff0cDatadog \u6309\u7167\u9884\u671f\u6536\u5165\u7684\u500d\u6570\u8fdb\u884c\u4f30\u503c\u3002\u4e0b\u56fe\u6570\u636e\u4f7f\u7528\u4e86\u516c\u53f8 NTM\uff08\u672a\u6765 12 \u4e2a\u6708\uff09\u6536\u5165\uff0c\u8be5\u6536\u5165\u662f\u4e00\u4e2a\u57fa\u4e8e\u53ef\u9884\u6d4b\u7684\u589e\u957f\u7387\u8303\u56f4\u548c\u5177\u6709\u53ef\u6bd4\u6027\u7684 EV \/ \u5176\u4ed6\u5df2\u4e0a\u5e02\u4e14\u9ad8\u589e\u957f\u7684 SaaS \u516c\u53f8\u7684 NTM \u6536\u5165\u500d\u6570\u3002\u00a0\u8fd9\u4e9b\u6570\u636e\u8fd8\u5305\u62ec\u9690\u542b ARR \u7684\u500d\u6570\u3002\u9700\u8981\u6ce8\u610f\u7684\u662f\uff0c\u516c\u53f8\u4e0d\u4f1a\u5728\u5176 S-1 \u4e2d\u53d1\u5e03\u5177\u6709\u524d\u77bb\u6027\u6216\u6307\u5bfc\u6027\u7684\u4fe1\u606f\u3002\u5feb\u901f\u589e\u957f\u4e14\u9ad8\u6548\u7684 SaaS \u516c\u53f8\uff0c\u5176\u4f30\u503c\u500d\u6570\u4e5f\u8f83\u9ad8\uff0cDatadog \u65e0\u7591\u5c5e\u4e8e\u8fd9\u7c7b\u516c\u53f8\u3002\u516c\u53f8 EV\/NTM \u7684\u6536\u5165\u500d\u6570\u6bd4\u5176\u7ade\u4e89 Splunk \uff086.8 \u500d\uff09\u548c Elastic\uff0814.6 \u500d\uff09\u7684\u8981\u66f4\u9ad8\u3002\u4e0b\u56fe\u662f\u622a\u81f3 2019 \u5e74 8 \u6708 23 \u65e5\u7684\u5e02\u573a\u6570\u636e\u3002<\/span>\n <\/section>\n
            \n \n \n <\/span>\n <\/section>\n
            \n Datadog \u662f\u4e0a\u5e02\u901f\u5ea6\u6700\u5feb\u3001\u6548\u7387\u6700\u9ad8\u7684 SaaS \u516c\u53f8\u4e4b\u4e00\u3002\u5982\u524d\u6240\u8ff0\uff0c\u5b83\u6709\u7740\u6781\u9ad8\u7684\u51c0\u6536\u5165\u7559\u5b58\u7387\uff0c\u5728\u505c\u6b62\u5411\u65b0\u5ba2\u6237\u9500\u552e\u7684\u60c5\u51b5\u4e0b\uff0c\u8fd8\u53ef\u4ee5\u83b7\u5f97\u6bcf\u5e74 50% \u7684\u6536\u5165\u589e\u957f\u7387\uff08\u5e76\u6709\u53ef\u80fd\u83b7\u5f97\u5927\u91cf\u73b0\u91d1\uff09\u3002Datadog \u6b63\u5904\u4e8e IT \u57fa\u7840\u8bbe\u65bd\u7684\u5927\u8d8b\u52bf\u4e2d \u2014\u2014 \u5411\u4e91\u7aef\u8fc1\u79fb\u3001\u4e0d\u540c\u7684\u57fa\u7840\u8bbe\u65bd\u73af\u5883\u548c DevOps\u3001\u6570\u5b57\u5316\u8f6c\u578b\uff0c\u4ee5\u53ca\u4e86\u89e3 IT \/ \u57fa\u7840\u8bbe\u65bd\u5806\u6808\u6027\u80fd\uff08\u5e76\u53d1\u73b0\u95ee\u9898\uff09\u7684\u5173\u952e\u4efb\u52a1\u3002Datadog \u662f\u552f\u4e00\u4e00\u5bb6\u63d0\u4f9b\u5355\u4e00\u7ba1\u7406\u63a7\u5236\u5e73\u53f0\u7684\u516c\u53f8\uff0c\u5176\u6240\u6709\u7684\u4ea7\u54c1\u90fd\u662f\u4e3a\u4e91\u539f\u751f\u4e16\u754c\u6240\u8bbe\u8ba1\u7684\u3002Datadog \u7684\u5e02\u573a\u673a\u4f1a\u5de8\u5927\uff0c\u5e76\u4e14\u5e02\u573a\u4ecd\u5904\u4e8e\u8f6c\u578b\u7684\u65e9\u671f\u9636\u6bb5\u3002\u00a0\u6700\u540e\uff0c\u4ece\u4ea7\u54c1\u7684\u89d2\u5ea6\u6765\u770b\uff0c\u516c\u53f8\u5c06\u4e1a\u52a1\u6267\u884c\u5730\u5982\u6b64\u5b8c\u7f8e\uff1a\u65e9\u671f\u53ea\u4e13\u6ce8\u4e8e\u57fa\u7840\u8bbe\u65bd\u7684\u76d1\u63a7\uff0c\u4e00\u8def\u201c\u5411\u4e0a\u201d\u81f3 APM\uff0c\u518d\u201c\u4e0b\u79fb\u201d\u81f3\u65e5\u5fd7\u7ba1\u7406\uff0c\u4e14\u6301\u7eed\u805a\u7126\u90a3\u4e9b\u5ba2\u6237\u4ed8\u8d39\u7684\u4ea7\u54c1\uff0c\u6709\u7740\u8f83\u9ad8\u7684\u51c0\u6536\u5165\u7559\u5b58\u7387\u548c\u591a\u6b3e\u4ea7\u54c1\u7684\u9500\u552e\u589e\u957f\u7387\u3002\u00a0\u5c31\u50cf Zoom \u4e00\u6837\uff0cDatadog \u6b63\u5728\u521b\u5efa\u4e00\u4e2a\u65b0\u7684\u6807\u51c6\uff0c\u5bf9\u7279\u5b9a\u89c4\u6a21\u7684 SaaS \u516c\u53f8\u8fdb\u884c\u5ea6\u91cf\uff0c\u516c\u5f00\u5e02\u573a\u65e0\u7591\u4f1a\u5bf9\u5176\u5341\u5206\u9752\u7750\u3002<\/span>\n <\/section>\n
            \n \n *\u4ee5\u4e0a\u5185\u5bb9\u7ffb\u8bd1\u81ea\uff1ahttps:\/\/www.meritechcapital.com\/blog\/datadog-ipo-s-1-breakdown\uff0c\u5982\u9700\u539f\u6587\u8bf7\u4e0e\u6211\u4eec\u8054\u7cfb\u3002<\/em>\n <\/span>\n <\/section>\n
            \n \u6211\u4eec\u662f\u4ee5\u7b2c\u4e00\u6027\u539f\u7406\u7814\u7a76\u4e3a\u57fa\u7840\u7684\u4e13\u4e1a\u673a\u6784,\u6b22\u8fce\u5173\u6ce8\u548c\u7559\u8a00\u3002<\/span>\n <\/section>\n
            \n \u5fae\u4fe1\u53f7: Alexqjl<\/span>\n <\/section>\n<\/div>\n\n","protected":false},"excerpt":{"rendered":"

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