Datadog Investor Day Presentation Deck

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October 2022

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#1Investor Meeting at Dash 2022 October 19, 2022 DATADOG#2Safe Harbor This presentation and the accompanying oral presentation have been prepared by Datadog, Inc. ("Datadog" or the "company") for informational purposes only and not for any other purpose. Nothing contained in this presentation is, or should be construed as, a recommendation, promise or representation by the presenter or Datadog or any officer, director, employee, agent or advisor of Datadog. This presentation does not purport to be all-inclusive or to contain all of the information you may desire. Information provided in this presentation speaks only as of the date hereof, unless otherwise indicated. This presentation and accompanying oral presentation contain "forward-looking" statements, as that term is defined under the federal securities laws, including but not limited to statements regarding Datadog's strategy, product and platform capabilities, the benefits and expected closing of acquisitions, growth in and ability to capitalize on long-term market opportunities including the pace and scope of cloud migration and digital transformation, gross margins and operating margins including with respect to sales and marketing, research and development expenses, investments and capital expenditures as well as the impact of increased office activity and marketing, and Datadog's future financial performance. These forward-looking statements are based on Datadog's current assumptions, expectations and beliefs and are subject to substantial risks, uncertainties, assumptions and changes in circumstances that may cause Datadog's actual results, performance or achievements to differ materially from those expressed or implied in any forward-looking statement. The risks and uncertainties referred to above include, but are not limited to (1) our recent rapid growth may not be indicative of our future growth; (2) our history of operating losses; (3) our limited operating history; (4) our business depends on our existing customers purchasing additional subscriptions and products from us and renewing their subscriptions; (5) our ability to attract new customers; (6) our ability to effectively develop and expand our sales and marketing capabilities; (7) risk of a security breach; (8) risk of interruptions or performance problems associated with our products and platform capabilities; (9) our ability to adapt and respond to rapidly changing technology or customer needs; (10) the competitive markets in which we participate; (11) risks associated with successfully managing our growth; (12) general market, political, economic, and business conditions including concerns about reduced economic growth and associated decreases in information technology spending; and (13) the impact that the ongoing COVID-19 pandemic and any related economic downturn could have on our or our customers' businesses, financial condition and results of operations. These risks and uncertainties are more fully described in our filings with the Securities and Exchange Commission (SEC), including in the section entitled "Risk Factors" in our Quarterly Report on Form 10-Q for the quarter ended June 30, 2022 and in other filings and reports that we may file from time to time with the SEC. Moreover, we operate in a very competitive and rapidly changing environment. New risks emerge from time to time. It is not possible for our management to predict all risks, nor can we assess the impact of all factors on our business or the extent to which any factor, or combination of factors, may cause actual results to differ materially from those contained in any forward-looking statements we may make. In light of these risks, uncertainties and assumptions, we cannot guarantee future results, levels of activity, performance, achievements, or events and circumstances reflected in the forward-looking statements will occur. Forward-looking statements represent our beliefs and assumptions only as of the date of this press release. We disclaim any obligation to update forward-looking statements. DATADOG 2#3Agenda DATADOG DOG 1 Market dynamics, Datadog growth opportunities & innovation CEO/CFO Q&A 2 Observability - product demo Observability Q&A 3 Cloud security - product demo Cloud security Q&A David Obstler Olivier Pomel David Obstler Yuka Broderick Omri Sass Amit Agarwal Omri Sass Yuka Broderick Prashant Prahlad Pierre Betouin Prashant Prahlad Yuka Broderick 3#4David Obstler Chief Financial Officer#5DATADOG What Datadog does for our customers#6Long-term secular tailwinds are still in early stages DATADOG DOG Digital Transformation X Cloud Migration 6#7Continued exponential explosion of complexity Diversity of technologies in use Scale in number of computing units Number of technologies and tools Frequency Standardized/On-prem Frequency of release Few vendor suites Waterfall DATADOG Once a year X Once a day Lots of open source and SaaS Time Diverse/Cloud On-demand Time Agile X (X Number of nodes Static People Physical hardware Number of people involved Siloed Cloud instances Ops X Serverless & microservices Dev + Ops Containers Security + Dev + Ops + LE Business + Dev + Ops Dynamic Time Business Time Integrated 7#8Datadog solves for complexity MULTIPLE DATA SOURCES 600+ SOURCES LOGS TRACES illMETRICS ACTIVITY </> METADATA DATADOG DOG PLATFORM SERVICES Dashboards Agents Collaboration Mobile Workflows Watchdog Al Open Telemetry PRODUCTS / USE CASES Infrastructure APM Log Management Continuous Profiler Network RUM Synthetics Cloud SIEM DBM CSM ASM CI Visibility Observability Pipelines Cloud Cost Management .. and more SINGLE PANE OF GLASS... Hi ...ACROSS TEAMS DEV IT OPS SECURITY SUPPORT BUSINESS 8#9The Datadog platform Infrastructure Monitoring III Containers fx Serverless Network Performance Monitoring Network Device Monitoring Cloud Cost Management DATADOG Application Performance Monitoring Distributed Tracing Error Tracking </Continuous Profiler Database Monitoring 糕 Digital Experience Log Management Monitoring Synthetics Real User Monitoring Session Replay Observability Pipelines Sensitive Data Scanner Audit Trails O Log Forwarding Security Cloud Security Management Application Security Management Cloud SIEM UNIFIED METRICS, LOGS, TRACES 600+ INTEGRATIONS Shared Platform Services Collaboration Dashboards Mobile ● Agents ● Notebook Workflows Open Telemetry Developer Experience Watchdog Al Insights Impact Analysis Root Cause Analysis Anomaly Detection Alerts Correlation • Optimizations SCI Visibility Continuous Testing 9#10DATADOG Our growth opportunities and investment in innovation#11Our growth drivers DATADOG 1 2 3 4 Secular tailwind of digital transformation and cloud migration Increased penetration of cloud and next-gen DevOps customers Expanding products / use cases for customers Adding new markets beyond observability 11#12Long-term growth drivers are still in early stages DATADOG DOG Cloud spend continues to grow rapidly Cloud Spend ($B's) $1,000 B $900 B $800 B $700 B $600 B $500 B $400 B $300 B $200 B $100 B $0 B 2014 2015 Cloud Spend as % of Total IT Spend 2016 2017 2018 2019 2020 2021 Cloud Spend ($B's) 2022E 2023E 2024E 2025E 2026E 20% 18% 16% 14% 12% 10% 8% 6% 4% 2% 0% Cloud Spend as % of Global IT spend Gartner Forecast: Public Cloud Services, Worldwide - 2010-2016, 4Q12 Update; 2011-2017, 4Q13 Update; 2012-2018, 4Q14 Update; 2013-2019, 4Q15 Update; 2014-2020, 4Q16 Update; 2015-2021, 4Q17 Update; 2016-2022, 4Q18 Update; 2017-2023, 4Q19 Update; 2018-2024, 4Q20 Update; 2019-2025, 4Q21 Update; 2020-2026, 3Q22 Update. Gartner Market Databook - 4Q12 Update; 4Q13 Update; 4Q14 Update; 4Q15 Update; 4Q16 Update; 4Q17 Update; 4Q18 Update; 4Q19 Update; 4Q20 Update; 4Q21 Update; 3Q22 Update. 12#13At our core, Observability is a very large opportunity $62B in 2026 Gartner Forecast: Enterprise Infrastructure Software, Worldwide, 2020-2026, 2022 Update. Published June, 2022. IT Operations Market. DATADOG DOG Datadog Observability TAM ($B's) $41B 2022 $51B $45B 1 2023 2024 $56B 2025 $62B 2026 13#14We are investing organically against these opportunities DATADOG DOG Datadog Non-GAAP R&D Expense ($M's) 400 300 200 100 FY17 FY18 FY19 FY20 FY21 TTM Jun-22 See Appendix for a reconciliation to financial results prepared in accordance with GAAP. 14#15Accelerating organic investment with acquisitions Acquisitions have accelerated time-to-market in five of our sixteen generally available products LOGMATIC.IO ↓ Log Management 2017 DATADOG DOG 2018 madumbo Synthetic Monitoring undefined labs SCI Visibility 2020 2021 X TIMBER Observability Pipelines sqreen Application Security Monitoring ozcode CoScreen Hdiv SEEKRET 2022 15#16Our history of innovation Founded Datadog to break down silos Real-time Unified Data Platform 2010 2011 Infrastructure Monitoring (2012) DATADOG DOG 2012 2013 2014 2015 2016 2017 Log Management (2018) Application Performance Monitoring (2017) 2018 Cloud Security Platform (2020) Digital Experience Monitoring (2019) 2019 Developer Experience (2021) 2020 2021 2022 One product One platform Used by everyone Deployed everywhere 16#17Our history of innovation Deployed everywhere, used by everyone Founded Datadog to break down silos Real-Time Unified Data Platform 2010 2011 DATADOG DOG Infrastructure Monitoring Hosts / Clouds / VMs / Containers / Processes / lot 2012 2013 2014 2015 2016 APM Tracing without Management Limits™ Log Logging without Limits™ Serverless Monitoring Distributed Watchdog Tracing Alerts 2017 2018 Continuous Profiler Sensitive Data Scanner Session Replay Real User Monitoring Synthetic Error Monitoring Tracking Network Performance Cloud SIEM Monitoring Mobile RUM 2019 2020 Network Device Monitoring Cloud Deployment Security Tracking Posture Management Incident Management Cloud Workload Security Database Monitoring CI Visibility Watchdog Insights 2021 Application Security Monitoring Watchdog Log Anomaly Detection Watchdog Root Cause Analysis Datadog Audit Trail Observability Pipelines Service Catalog Continuous Testing Cloud Cost Management Cloud Security Management SNMP Traps MORE TO COME... 2022 Generally available products only. 17#18Platform strategy is resonating with customers Customers using 2+ products 10% Q2-18 DATADOG DOG 40% Q2-19 68% Q2-20 75% Q2-21 79% Q2-22 Customers using 4+ products Q2-18 1% Q2-19 15% Q2-20 28% Q2-21 37% Q2-22 Customers using 6+ products Q2-18 Q2-19 1% Q2-20 6% Q2-21 14% Q2-22 18#19Dash 2022 announcements PRODUCT/FEATURE Cloud Cost Management Cloud Security Management Continuous Testing SNMP Traps Powerpacks Log Forwarding CoScreen Netflow Monitoring Mobile App Testing DATADOG DOG PRODUCT AREA Platform Security CI Visibility / Synthetics Network Device Monitoring Platform Log Management Platform Network Device Monitoring Synthetics PHASE General Availability General Availability General Availability General Availability General Availability Limited Availability Limited Availability Beta Beta PRODUCT/FEATURE Heatmaps Intelligent Test Runner Workload Security Profiling Resource Catalog Native Protection Workflow Automation Event Correlation Data Stream Monitoring Dynamic Instrumentation PRODUCT AREA Real User Monitoring CI Visibility Cloud Security Management Cloud Security Management Application Security Monitoring Platform Platform APM APM PHASE Beta Beta Beta Beta Beta Beta Beta Beta Beta 19#20Q&A Olivier Pomel CEO & Co-founder DATADOG David Obstler CFO Yuka Broderick VP, Investor Relations & Strategic Finance#21Omri Sass Group Product Manager, Application Performance Monitoring#22OBSERVABILITY DEMO What we'll cover today 1 Discover an issue, find the source of the problem, and fix it 만 Session Replay / Real User Monitoring (RUM) Application Performance Monitoring (APM) Infrastructure Monitoring ‒‒‒ EO Log Management DATADOG 2 Monitor system health 88 Dashboards Host Map, Service Map, and other broader views 600+ Integrations 3 Reduce problem resolution time with AI Watchdog 22#23OBSERVABILITY DEMO PART 1: Identify an issue and fix it DATADOG DOG Front-End Apps Web Browser Mobile Digital Experience Monitoring (Synthetic & Real User Monitoring) CICIO Back-End Services Application Server Databases Log Management (Correlate traces with logs) Cloud Infrastructure Application Performance Monitoring (APM) Infrastructure Monitoring (Correlate traces with host, container, & runtime metrics) 23#24The Datadog platform Infrastructure Monitoring III Containers fx Serverless Network Performance Monitoring Network Device Monitoring Cloud Cost Management DATADOG Application Performance Monitoring Distributed Tracing Error Tracking </Continuous Profiler Database Monitoring 糕 Digital Experience Log Management Monitoring Synthetics Real User Monitoring Session Replay Observability Pipelines Sensitive Data Scanner Audit Trails O Log Forwarding Security Cloud Security Management Application Security Management Cloud SIEM UNIFIED METRICS, LOGS, TRACES 600+ INTEGRATIONS Shared Platform Services Collaboration Dashboards Mobile Agents Notebook Workflows Open Telemetry Developer Experience Watchdog Al Insights Impact Analysis Root Cause Analysis Anomaly Detection Alerts Correlation • Optimizations SCI Visibility Continuous Testing 24#25OBSERVABILITY DEMO PART 2: Infrastructure Monitoring III Containers fx Serverless Network Performance Monitoring Network Device Monitoring Cloud Cost Management DATADOG Application Performance Monitoring Distributed Tracing Error Tracking </> Continuous Profiler Database Monitoring 糕 Digital Experience Monitoring Synthetics Real User Monitoring Session Replay Log Management Observability Pipelines Sensitive Data Scanner Audit Trails O Log Forwarding Maintain system health using Datadog platform capabilities Security UNIFIED METRICS, LOGS, TRACES 600+ INTEGRATIONS Cloud Security Management Application Security Management Cloud SIEM Shared Platform Services Collaboration Dashboards Mobile Agents Notebook Workflows Open Telemetry Developer Experience Watchdog Al Insights Impact Analysis Root Cause Analysis Anomaly Detection Alerts Correlation ● Optimizations SCI Visibility Continuous Testing 25#26Q&A Amit Agarwal President DATADOG Omri Sass Group Product Manager, Application Performance Monitoring Yuka Broderick VP, Investor Relations & Strategic Finance#27Prashant Prahlad VP, Product Management, Cloud Security Products#28Cloud Security: Why is this difficult? DATADOG OC R More developers Cloud + public internet connectivity Siloed teams and specialized tools -X-D exa Potential misconfigurations Broader incidents, deeper impact Lack of full context and collaboration 28#29Many teams are involved in cloud security • Mitigate code-level vulnerabilities • By far the largest team DATADOG DOG . Observability context • Large team od od od Developers Do Do Do Do Do Do Do Do Do Do Do Do Do Do Do Do Do Do Do Do Do od od od Do Do Do Operations Do Do Do Do Do Do Do Do Do Do Security • Broad security context • Cannot scale specialists 29#30Why Datadog for cloud security DATADOG DOG oc гос L and Security O Break down silos between DevOps 009 Datadog has the richest, deepest data No additional friction or performance penalty to instrument, no data tax 30#31Datadog Cloud Infrastructure Security Products - 2021 DATADOG DOG Cloud Security Posture Management B Cloud Workload Security O 31#32Adding Resource Catalog DATADOG DOG Cloud Security Posture Management 3 Cloud Workload Security Resource Catalog 32#33Introducing Cloud Security Management Cloud Native Application Protection Platform (CNAPP) Securing cloud native applications from development to runtime DATADOG DOG 33#34Datadog Security products O Observability DATADOG ADOG Infrastructure Monitoring Application Performance Monitoring Log Management Co Security Cloud Security Management Application Security Management Cloud SIEM 34#35SECURITY DEMO What we covered today DATADOG DOG 1 Security and DevOps teams resolve security threats in minutes... • Identify attacks on critical infrastructure • Drill down with deep observability insights • Resolve with the appropriate owners 2 while DevOps teams get unprecedented visibility Gain visibility into cloud resource inventory • Prioritize risks to mitigate • Proactively improve security posture 35#36Also announced at Dash: Application Security Management Native Protection DATADOG DOG 36#37Q&A Pierre Betouin SVP, Product Management, Security DATADOG Prashant Prahlad VP, Product Management, Cloud Security Yuka Broderick VP, Investor Relations & Strategic Finance#38Thank you! For questions or additional information, please email [email protected] DATADOG#39Appendix - GAAP to Non-GAAP reconciliation ($000's) Revenue RESEARCH & DEVELOPMENT GAAP R&D expense GAAP R&D expense as a % of revenue Less: Share-based compensation expense Less: Employer payroll taxes on employee stock transactions Add: Other Non-GAAP adj. (1) Non-GAAP R&D expense FY17 $100,761 $24,734 25% 1,160 $23,574 (1) Non-cash benefit related to the release of a non-income tax liability. DATADOG DOG FY18 FY19 $198,077 $362,780 $55,176 28% 1,641 $210,626 $419,769 35% 41% 38,008 101,942 2,836 8,143 (2,344) (2,729) $53,535 $104,640 $172,511 $309,684 - FY21 TTM (Jun-22) $1,365,854 $111,425 31% 7,972 1,157 FY20 $603,466 $1,028,784 $574,031 42% 162,239 10,397 $401,395 39

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