Schwab Network 自 2026-10-19 起在 3 个视频里谈过 $DDOG，最近一次（2026-11-06）为看涨。
所有网络安全公司，比如 CrowdStrike 或 DataDog——这些就是你应该选择的。这些是我认为每个人都应该买入的公司。
all the cybersecurity companies, like CrowdStrike or DataDog — these are the ones you should choose. These are companies that I think everyone should buy.
好，我们转到 Data Dog。这些股票现在在盘前遭受重创，下跌了两位数。是的，你就看营收和利润这两条线。这是超预期了，对吧？盈利大约为81美分，预期为64美分。营收为12亿美元。
这高于接近11.5亿美元的预期。他们预计营收同比增长35%。经营现金流约为2.9亿美元。
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.