Olivier Pomel on AI agents
From Datadog Inc ($DDOG) Q1 2026 Earnings Call · · Castify Earnings Call
“As far as we're concerned, we don't care whether most of the usage is humans, most of the usage is agents, our business model lends itself to it pretty well. Like we're usage based, then it doesn't really matter where the usage is coming from from that perspective.”
On , Olivier Pomel, Co-Founder, CEO & Director at Datadog, spoke about AI agents during Datadog Inc ($DDOG) Q1 2026 Earnings Call on Castify Earnings Call.
About Olivier Pomel
Olivier Pomel, co-founder and CEO of Datadog, discussed the company’s performance and strategy during earnings calls from Q2 2025 through Q1 2026. He said the company views AI as an additional secular growth driver, with AI-native customers representing about 80% of annual recurring revenue even though they account for only 20% of total customers. Pomel noted that training workloads, which he previously described as “not a market for us yet,” have become a growing opportunity, and the company has landed deals with two of the world’s largest AI research teams to monitor and optimize training workflows. He also stated that data residency and “bring your own cloud” offerings represent a potential growth lever, as the company sees increasing demand for deployments in customer environments. Pomel addressed the impact of AI agents on the platform, saying Datadog’s usage-based pricing model is well-suited regardless of whether usage comes from humans or agents. He reported that the company’s security product suite surpassed $100 million in annual recurring revenue, growing in the mid-40% range year-over-year, and that Datadog signed a seven-figure annualized expansion with a $60 million three-year contract with a large bank. Pomel also said the company has not yet observed any effect from tariffs on consumer or e-commerce businesses, and that it continues to invest in geographic expansion and certifications for the public sector.