Earnings Edge

Earnings Edge

Recaps

A Mountain of Upside: Datadog Actuals vs. Consensus

Consensus Estimate Benchmarking + Valuation Context

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Consensus Media
May 07, 2026
∙ Paid

What AI disruption? Hunterbrook posted a story last week (here) outlining Anthropic as a major and fast growing customer. Well financial results + guidance just blew away expectations in a tough SaaS spending backdrop. Take a look:

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