Datadog Investor Day Presentation Deck
Long-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.
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