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Cloud software valuations have spent much of this cycle running ahead of the underlying spend commitments that move through enterprise procurement desks.
Datadog (DDOG) delivered second-quarter results that exceeded expectations and raised its fiscal year 2026 outlook, yet shares declined on the news.
The gap between operational momentum and market reaction points to something beyond the income statement.
When beats price in before they land The cloud monitoring and observability category sits at a particular pressure point right now.
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