The BofA Securities software research team hosted 18 public and 10 private companies at a tech conference. Key takeaways included Microsoft's Azure momentum and Datadog's AI growth potential. Salesforce and ServiceNow also noted healthy pilot activity for agentic applications.
BofA Securities analyst's survey shows lower growth intentions for software spending in 2025 and 2026. Data Analytics, Security, and Public Cloud are top priorities.
A company with profits isn’t always a great investment.
Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.
DATADOG (NASDAQ:DDOG) shows strong revenue growth and a bullish technical pattern, making it a candidate for growth investors. Review fundamentals and technicals before considering an investment.
The Nasdaq 100 (^NDX) is where investors find some of the most innovative and disruptive companies shaping the future.
A select few continue to execute at a high level, growing their market dominance and delivering strong returns.
Application performance monitoring software provider Dynatrace (NYSE:DT)
will be announcing earnings results tomorrow before the bell. Here’s what to look for.
Cloud monitoring software company Datadog (NASDAQ:DDOG) reported Q1 CY2025 results topping the market’s revenue expectations, with sales up 24.6% year on year to $761.6 million. The company expects next quarter’s revenue to be around $789 million, close to analysts’ estimates. Its non-GAAP profit of $0.46 per share was 9% above analysts’ consensus estimates.
