Their financials on the surface and the growth look really good. Congrats to the whole DataDog team on this! I used it in my previous job and loved it. I love how quick they were to add support for new things and how easy it was to configure everything.
Since they are a SaaS startup which deals a lot with data and compute, I wanted to see their infra cost. I was looking through the consolidated financials[1] and I didn't find something that referred to infra explicitly. I am guessing "Research and Development" operating expense will cover employee compensation(stock and salary). So, would the infra costs be the one in "General and Administrative"?
Since they are a SaaS startup which deals a lot with data and compute, I wanted to see their infra cost. I was looking through the consolidated financials[1] and I didn't find something that referred to infra explicitly. I am guessing "Research and Development" operating expense will cover employee compensation(stock and salary). So, would the infra costs be the one in "General and Administrative"?
[1] https://www.sec.gov/Archives/edgar/data/1561550/000119312519...