Datadog Inc. (DDOG) spent last summer defending itself against one accusation: that its biggest customer was quietly building its way out the door.
In July 2025, Guggenheim downgraded the stock to sell, warning that OpenAI was developing in-house monitoring tools that could carve a $150 million hole in Datadog's revenue. The stock brushed it off and nearly doubled over the following year.
On August 6, the warning arrived anyway, delivered not by a bearish **** yst but by Datadog's own management.
The company beat second-quarter revenue and earnings estimates and raised its full-year guidance for a third straight quarter. Investors sold the stock down as much as 19% the same day, according to The Motley Fool.
Related: Datadog's largest customer renews deal but cuts usage
#warning #july #guggenheim
In July 2025, Guggenheim downgraded the stock to sell, warning that OpenAI was developing in-house monitoring tools that could carve a $150 million hole in Datadog's revenue. The stock brushed it off and nearly doubled over the following year.
On August 6, the warning arrived anyway, delivered not by a bearish **** yst but by Datadog's own management.
The company beat second-quarter revenue and earnings estimates and raised its full-year guidance for a third straight quarter. Investors sold the stock down as much as 19% the same day, according to The Motley Fool.
Related: Datadog's largest customer renews deal but cuts usage
#warning #july #guggenheim
3 months ago
