Schwab Network on $DDOG (Nov 4, 2026)

All right, and let's cross over to data dog. Those shares getting hit hard right now in the pre-market down double digits. Yeah, you just look at the uh you know top and bottom lines.

It was a beat, right? Earnings came in at about uh what 81 cents versus 64 cents anticipated. Revenue came in at 1.2 billion. That was above the uh near 1.15 billion. Uh they expected revenue grew 35% on a year-over-year basis. Operating cash flow came in about $290 million.

Uh they operate and monitor those analytics. Uh they've got that platform for software developers and information technology departments. got a big contract with Amazon Web Services.

Um, and if you look at Q4 and this where uh this is maybe where the bar was high, right? The stock was up about 62% uh in uh 2026 so far. So, the bar was high even though we saw basically about a 26% pullback from those recent all-time highs that we saw just last month.

But current quarter EPS is expected to be 69 to 71 cents versus consensus of 64. revenue uh midpoint of about 1.195 billion consensus of about 1.2 billion. So basically in line when the bar is high and you come in with inline guidance for a current quarter that maybe is why we're seeing uh that selloff here along with the turnaround uh in tech this morning

uh fiscal year 2026 EPS view they raised that they raised their revenue guidance also to 4.52 uh billion from 4 for six billion at the midpoint there. So, pretty good quarter.

Uh but I think this is a sell the news type of event with the expectations and the move higher in the shares uh already maybe built into uh the stock.