Datadog COO·CPO Acquires Performance-Linked Shares, Board Members Sell Some Stakes

US cloud observability and security platform provider Datadog, Inc. (Nasdaq: DDOG) disclosed in a recent SEC filing that a family trust established in 2019 by director Shardul Shah sold approximately 7,900 shares of common stock in the open market on January 13 under a pre-arranged Rule 10b5-1 trading plan, realizing about $997,000 (roughly KRW 1.3 billion). Even after this sale, the trust holds around 340,000 shares, representing a stake valued at approximately $42 million–$44 million (KRW 57 billion–KRW 60 billion) based on the filing price. The same filing noted that on February 5, COO Adam Blitzer and CPO Li Yanbing had their performance-based equity awards—granted on April 1, 2025—vest upon meeting targets, resulting in the acquisition of about 130,000 and 77,000 shares, respectively. Their holdings rose to roughly 295,000 shares for Blitzer and 277,000 shares for Li, with no sales reported in this filing.

On January 20, Datadog announced it will release fiscal 2025 fourth-quarter and full-year results before U.S. markets open on February 10, followed by a conference call at 8:00 a.m. Eastern Time the same day. Brokerages including Guggenheim expect fourth-quarter revenue growth to accelerate slightly from the third quarter, projecting that AI-related revenue—particularly from partnerships like OpenAI—will sustain year-over-year growth of around 130%.

Headquartered in New York and listed on Nasdaq, Datadog offers an AI-driven observability and security service that monitors cloud applications, infrastructure, logs, and security in a single platform. By integrating with major cloud environments such as Amazon Web Services, Microsoft Azure, and Google Cloud, it has attracted large enterprise customers. In recent years, its quarterly revenue has grown steadily into the $800 million–$900 million range, earning it a reputation as a high-growth tech stock.