DatadogDDOG
Datadog's monitoring runs on the hyperscalers — its cost of revenue is largely an AWS bill.
Where the cash goes~$2B / yr · FY2025
Cloud & infra (COGS)$1B
R&D$0.8B
Money flows left → right · hover a node · click to open the stock.Cloud
Most exposed to DDOG's spend
Relationships are hand-curated and sourced from filings, announcements, and public reporting — a map for generating ideas, not a complete supply chain, and not investment advice. Exposure weights are relative, for sizing only. Spot something missing? Contributions welcome on GitHub.