Latest news with #observability
Tahawul Tech
5 days ago
- Business
- Tahawul Tech
Dynatrace drives real-time AI governance, data sovereignty in enterprise landscape
Roman Spitzbart, VP, Solutions Engineers at Dynatrace, shares insights with on how the company is championing real-time observability, secure data governance, and AI-powered automation to support transparency and trust across regulated industries. Interview Excerpts: How is Dynatrace positioning itself to lead conversations around transparent and responsible AI governance in the enterprise space? Responsible AI governance begins with real-time visibility. It's not enough to identify issues after the damage is done. Dynatrace integrates observability into AI applications from day one, ensuring organisations can track, govern, and secure usage as it happens. In a climate where AI adoption often outruns regulatory readiness, Dynatrace helps enterprises maintain control, transparency, and due diligence. How does Dynatrace's Grail engine support traceability and explainability of AI models, particularly in regulated industries like banking and finance? Grail provides deep visibility into every step of a transaction, including the AI layer—whether that's a language model or inference engine. This aligns with our core approach of tracking end-user interactions across complex applications. In regulated industries, the focus is on preventing data intermingling. Dynatrace ensures that all AI interactions are contextually bound to each customer's data, maintaining strict isolation to safeguard compliance. With growing concerns about data privacy and compliance, how does Dynatrace ensure long-term data security and audit-readiness while maintaining rapid querying capabilities? Our unified storage architecture eliminates the need to move data between hot and cold layers, which can compromise access controls. This design keeps data instantly accessible while retaining all security parameters. We rely on hyperscalers like AWS, Azure, and GCP for storage but enforce granular, built-in access controls. Every action is authenticated based on user rights, ensuring audit readiness and robust compliance without performance trade-offs. How is the intersection of observability and AI governance evolving, and what role will Dynatrace play in this future? AI governance is accelerating innovation, and observability must keep pace. Dynatrace is embedding automation and AI observability into the application lifecycle to ensure issues are preemptively managed. Our platform supports secure, cost-efficient deployment of AI systems by ensuring visibility isn't an afterthought. 'We aim to help organisations monitor and optimise AI use at scale—without compromising compliance or budget.' Given Dynatrace's global footprint and access to sector-specific data, how do you ensure data sovereignty while enabling advanced insights like demand forecasting? Data is an enterprise's most valuable resource, but we treat it as our customer's property. Dynatrace does not access or analyse customer data without explicit approval. Any such access follows a strict audit trail and customer-controlled process. Even as a SaaS provider, we do not bypass this. We ensure full data segregation and transparency, reinforcing trust in our role as a custodian, not an owner, of enterprise data.
Tahawul Tech
5 days ago
- Business
- Tahawul Tech
UAE takes lead in AI-driven digital transformation with Dynatrace's Observability vision
Philippe Deblois, Global VP, Solutions Engineering at Dynatrace, discusses the UAE's digital edge, the evolution of observability, and how AI is shaping the future of IT operations. With the UAE fast emerging as a global hub for digital innovation and AI integration, industry leaders are keenly investing in solutions that simplify complexity and drive performance across hybrid cloud environments. Dynatrace, a global leader in observability, is among the few vendors making deep inroads in the region by enabling enterprises to anticipate, automate, and accelerate their digital journeys. In this exclusive conversation, Philippe Deblois, Global Vice President, Solutions Engineering at Dynatrace, shares his top insights with on why the UAE is a magnet for next-gen digital projects, how observability is evolving into a business-critical strategy, and why AI isn't just a feature—but the foundation of the future. Interview Excerpts: Where do you see the UAE in terms of its digital transformation journey? What stands out to you most? The UAE is currently one of the most exciting places for digital transformation. There are numerous ongoing projects, and partnerships such as NVIDIA with G42 and Humane in Saudi Arabia are advancing the concept of AI factories. The Emirates are clearly leading this movement. At Dynatrace, we've seen this as a reason to significantly expand our presence—investing in resources, growing our team by 280%, and launching our own cloud instance in Abu Dhabi. We are the only observability vendor to do so. How is observability evolving from traditional monitoring to a full-scale business solution? Traditional monitoring was reactive—problem occurs, then you respond. Observability, on the other hand, is proactive. It helps prevent issues before they arise by enabling automation, auto-remediation, and performance optimisation. It spans across multi-cloud and hybrid environments and even integrates with AI agents—creating a comprehensive solution that supports modern digital systems. Can you explain observability in simple terms? Observability is essentially about visibility—understanding how systems perform and interact. It's designed to work across all systems, helping identify performance gaps and enabling automated optimisation and protection. What makes Dynatrace's observability platform unique in today's complex IT environments? What sets Dynatrace apart is our all-in-one platform approach. We developed our own backend architecture called Grail, which consolidates logs, traces, metrics, and business/security events into a single data layer. Additionally, AI is built into the core—not added on. 'We use what we call the 'power of three': causal AI, predictive AI, and generative AI. We're also exploring agentic AI for orchestrated communication between AI agents and systems.' Does managing such AI-powered systems require specialised manpower? Are users equipped to handle this? There's a global need to upskill for AI, no doubt. But with Dynatrace, users don't need to be AI experts. Our platform handles the complexity behind the scenes. Users only need to learn how to apply the insights to improve customer or business outcomes. Do you encounter resistance from traditional mindsets when advocating for observability and cloud adoption? Yes, we often do. While innovators grasp the need, some laggards still hesitate. But as businesses move away from three-tier applications toward microservices and cloud-native models, complexity increases. That's when they start seeing value in observability—especially when it helps them reduce friction and gain control during transformation. Which industries in the UAE are adopting observability solutions most rapidly? We've seen strong adoption in government, banking, and aviation. These sectors rely heavily on customer-facing applications, and any disruption directly impacts user experience. Companies are prioritising performance because customers today are vocal—especially on social media—and poor experience can harm reputation fast. What are your top tips for businesses aiming to stay competitive and resilient through observability? First, treat observability as essential—not optional. Modern IT environments are too complex to manage without it. Second, use observability to enhance security—identify vulnerabilities and prioritise fixes. Third, focus on business observability—understanding critical processes like account openings in banking can reveal operational inefficiencies and help improve customer satisfaction.
Yahoo
6 days ago
- Business
- Yahoo
Datadog, Inc. (DDOG): A Bull Case Theory
We came across a bullish thesis on Datadog, Inc. (DDOG) on @bigbullcap on X (Twitter). In this article, we will summarize the bulls' thesis on DDOG. Datadog, Inc. (DDOG)'s share was trading at $114.46 as of 23rd May. DDOG's trailing and forward P/E were 243.53 and 60.61 respectively according to Yahoo Finance. A computer engineer developing a secure cloud infrastructure solution. Datadog (DDOG) continues to distinguish itself within the observability space through its consistent ability to innovate and scale across a growing suite of product offerings. According to Bank of America, one of Datadog's most compelling attributes is its multi-product engine, which allows the company to layer new capabilities on top of its core infrastructure monitoring platform. While management does not disclose precise annual recurring revenue (ARR) figures for each category, the firm has provided enough commentary over time to piece together a detailed breakdown across key areas including infrastructure monitoring, application performance monitoring (APM), log analytics, security, and emerging products. BofA's granular analysis of these segments reveals a strong and diverse foundation of ARR contributors, suggesting that Datadog is less reliant on any single revenue stream and has multiple growth levers it can activate. Importantly, this product expansion has enabled deeper penetration across customer accounts, increasing net retention and stickiness. The firm believes this diversified growth profile supports a bullish outlook, particularly with potential upside to the company's 2025 revenue guidance. In refining its model, BofA notes that underlying trends in product attach rates and adoption trajectories for security and logs provide further confidence in acceleration potential. Given this backdrop and Datadog's continued execution in delivering value across its observability and security portfolios, BofA reiterates its Buy rating and raises its conviction in the $170 price target. The path to upside is paved with incremental product adoption, operational leverage, and a robust innovation pipeline, reinforcing DDOG as a high-quality compounder in enterprise software. Previously, we have covered Datadog, Inc. (DDOG) in November 2024 wherein we summarized a bearish thesis by Elliot on Substack. Since then, the stock is down 26%. However, the stock is expected give a turnaround and is already up 21.02% since April 2025. Datadog, Inc. (DDOG) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 83 hedge fund portfolios held DDOG at the end of the fourth quarter which was 71 in the previous quarter. While we acknowledge the risk and potential of DDOG as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than DDOG but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
19-05-2025
- Business
- Yahoo
Bonree ONE 2025 Spring Version Launches with Global Market Expansion
BEIJING, May 19, 2025 /PRNewswire/ -- Bonree Data Technology Co., Ltd. (Shanghai: 688229)—an AI-driven global leader in intelligent observability—has officially released its flagship product, Bonree ONE 2025 Spring Version, and announced its expansion into global markets to compete with leading international solutions. This release debuts Bonree's first all-English interface and full localization support, bringing its observability platform to customers worldwide. As enterprises around the globe accelerate their digital transformations, emerging markets such as Southeast Asia and the Middle East are experiencing explosive demand for monitoring and observability solutions. According to a QYResearch report, the Asia-Pacific Application Performance Management (APM) market is projected to reach USD 1.43 billion in 2025, driven by strong needs in smart cities, cross-border e-commerce, and fintech. Leveraging its position as China's APMO market leader - with over 1,000 top domestic enterprises served and an ISO 27001-certified global compliance framework - Bonree is establishing distinct competitive advantages on the global stage To meet global customers' preference for SaaS subscription models, Bonree has fully revamped its product form and now features an international pricing structure tailored to market norms. Against leading competitors, Bonree ONE distinguishes itself through robust multilingual support, flexible deployment options, and full on-premises deployment capabilities. In the Hong Kong and Macau markets, Bonree's AI-powered "Fault localization in seconds" capabilities and comprehensive on-premises deployment have earned the trust of financial institutions and government agencies. The company established a subsidiary in Hong Kong and a second-tier subsidiary in Singapore in early 2025, and has already secured a seven-figure contract in Hong Kong. For Southeast Asia, Central Asia, and other emerging markets, Bonree is forging a "product + pricing + ecosystem" competitive moat. Through its AI-driven observability platform, a regional partner network, flexible subscription pricing, and deep ecosystem integration, the company is accelerating its global footprint. Bonree also plans to establish a localized technical support team in Southeast Asia to ensure top-tier service for international clients. Beyond the new English interface, the Bonree ONE 2025 Spring Version introduces three major feature enhancements: 1. Cloud-Native Observability. Full support for Prometheus on Kubernetes, with dynamic service and pod discovery to meet the needs of modern cloud-native environments. 2. Auto-Tagging Technology. Proprietary Auto-tagging rapidly labels and correlates end-to-end business data. Leveraging Bonree ONE's advanced data model to enable multi-dimensional observability and accelerate fault diagnosis. 3. Redesigned Workspace & Navigation. A brand-new workbench and customizable navigation menu, plus a unified Event Center that aggregates platform-wide event data for streamlined incident management. Mr. Meng, President of Bonree, commented, "We are thrilled to introduce Bonree ONE to our overseas customers. Beyond simply delivering the product, we will actively listen to their needs and draw on global best practices to continually enhance Bonree ONE—so that it can even more effectively meet the intelligent operations and observability requirements of enterprises around the world." As a unified intelligent observability platform, Bonree ONE combines APM, RUM, log analytics, intelligent alerting, and more in a single pane of glass. With multi-source heterogeneous data ingestion and no-code rapid deployment, it has become the solution of choice for ensuring business continuity across finance, e-commerce, manufacturing, and other industries. About BonreeFounded in 2008, Bonree is an AI-driven global leader in intelligent observability. Leveraging big data and AI technologies, Bonree helps enterprises enhance observability, reduce mean time to resolution (MTTR), and optimize user experience. To date, the company has served over 1,000 enterprises in China and holds the number-one market share in the APMO segment. For more information, please visit Contact InfoBonree Marketing TeamBonree Data Technology Co.,Ltdmarket@ View original content to download multimedia: SOURCE Bonree Data Technology Co.,Ltd
Globe and Mail
11-05-2025
- Business
- Globe and Mail
3 Reasons Datadog Stock Is Still a Top Artificial Intelligence Buy Right Now
For Datadog (NASDAQ: DDOG) shareholders, the past few years must have felt like treading water. The volatile stock shed approximately 38% from its 52-week high at the time of writing and is nowat levels first reached back in 2020. This frustrating performance stands in contrast to the impressive growth momentum from the cloud-computing leader in observability and monitoring. The company is capitalizing on strong demand for solutions that address the increasingly complex data demands generated by artificial intelligence (AI) applications. Several trends support a positive long-term outlook. Here are three reasons Datadog stock is still a top AI stock to buy right now. 1. AI-powered growth opportunity The Datadog platform acts as a central data hub for organizations, providing real-time visibility across their entire technology stack, including key cloud performance metrics, analytics, security, and system bottlenecks. Its unified approach uses integrates data from more than 900 software applications to identify problems and increase efficiency. New data-intensive AI workflows add to the need for comprehensive observability, representing a major growth driver. Datadog isn't just benefiting from the rise of AI -- it actively integrates AI tools into its platform, including through its Bits AI generative AI assistant. Solutions enhancing automation and intelligent analysis further bolster the company's value proposition for its customers. According to estimates from the industry research group Gartner, the public cloud services market is currently valued at $600 billion and is projected to nearly double in the coming years, with a 20% compound annual growth rate (CAGR) through 2028. Moreover, companies are allocating an increasing percentage of their total IT spending to the cloud. This significant tailwind underscores the substantial opportunity for Datadog and its attractiveness as an investment. 2. Robust operating tailwinds In the recently reported first quarter, revenue grew by 25% year over year to $762 million, surpassing Wall Street's expectation of $741.5 million. Similarly, adjusted earnings per share (EPS) of $0.46 came in above the $0.43 market estimate. Datadog has approximately 30,500 customers, including 3,770 that each generate more than $100,000 in annual recurring revenue (ARR) in software-as-a-service subscriptions. Perhaps the most encouraging metric is the 110% dollar-based net retention rate over the past year, as the company's customer base increases spending on the platform by adopting additional products. Strong demand for AI solutions is a key part of the growth story. The number of customers using its large language model (LLM) Observability product more than doubled in just the past six months. Datadog continues to strengthen its platform through strategic bolt-on acquisitions, including Metaplane, an AI-powered data observability specialist acquired in April, and Eppo, an AI experimentation platform purchased just this month. These deals enhance Datadog's reach in data monitoring and real-time AI analytics, boosting its competitive edge. 3. Free-cash-flow momentum For the full year 2025, Datadog targets revenue between $3.215 billion and $3.235 billion, reflecting a robust 20% to 21% growth rate from the prior year. While ongoing investments in research and development, particularly in AI capabilities, create some operating margin pressure, EPS estimates of $1.67 to $1.71 for the year demonstrate strong underlying profitability. Even more encouraging is the free-cash-flow trend, which reached $833 million over the past year, surging 39% from year-end 2023. This dynamic supports the stock's premium valuation. Datadog shares trade at a forward price-to-earnings (P/E) ratio of 64 -- high compared to the broader stock market, but still attractive relative to other high-growth software infrastructure peers. Compared to stocks like CrowdStrike, Cloudflare, Zscaler, CyberArk Software, and SentinelOne, which collectively average a forward P/E above 100, Datadog stands out with its unique blend of observability and cybersecurity capabilities, offering broader organizational use cases than pure-play cybersecurity companies. Investors who believe Datadog is just beginning to realize its potential have compelling reasons to buy and hold the stock for the long run. DDOG PE Ratio (Forward) data by YCharts Final thoughts Datadog's AI-fueled growth captures high-level themes, technology, and cloud computing to complement diversified portfolios. I'm bullish and expect shares to be trading at a higher price by this time next year. Should you invest $1,000 in Datadog right now? 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