Investment bank KeyBanc Capital Markets upgraded Splunk (NASDAQ:SPLK) and downgraded Datadog (NASDAQ:DDOG) on Monday as the research firm said it is getting "increasingly selective" on cloud software ...

As a monitoring platform for cloud-based apps, Datadog Inc (NASDAQ:DDOG) has tremendous long-term growth potential tied to enterprise digital transformations, data analytics and cybersecurity — and ...

Datadog competes with Splunk and Dynatrace in the software observability space, a fast-growing SaaS market. Looking at DDOG's relative financials, we see that Datadog has the best balance sheet of the ...

There is likely to be a slowdown in enterprise software spending growth in 2023. “Commentary by IT buyers, vendors, and channel partners suggests very low IT purchasing in the first half,” according ...

Technology markets can move fast. Nothing demonstrates that better than today’s announcement that Cisco is buying Splunk in a $28 billion deal. First, rewind to 2020. Splunk was a leader in a market ...

Cisco is dropping a lot of money on Splunk, which will create a new giant in cybersecurity. The company is peppering in lots of recurring software services, which has done wonders for its ...

Datadog DDOG is scheduled to release fourth-quarter 2024 results on Feb. 13. For the fourth quarter of 2024, Datadog anticipates revenues between $709 million and $713 million. The Zacks Consensus ...