DDOG · Earnings call · 2026Q2T · Full report

Acquisition / Partnership / Divestiture

Datadog, Inc. · 2026-08-06 · Importance 44 · Surprise 60 · In source text

Datadog announced the acquisition of Adaptive ML, which Olivier Pomel said would close in June 2026. The transaction is intended to accelerate Datadog’s AI research efforts beyond the Toto time-series model. Management plans to use the acquired capabilities for larger dedicated models, post-training models powering Bits AI, and additional modalities beyond time-series data.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
assetspositivecommittedAcquisition of Adaptive ML will close in June to accelerate research efforts