Datadog announced a strategic integration with Cohesity on March 10 2026 that will combine its continuous observability platform with Cohesity’s rapid, automated data‑recovery capabilities, giving production AI environments the ability to recover quickly from data loss or corruption.
The partnership targets AI workloads that increasingly interact directly with enterprise data. By embedding Cohesity’s data‑protection technology into Datadog’s monitoring stack, customers can achieve end‑to‑end visibility and automated recovery for AI agents, reducing downtime and improving reliability in mission‑critical operations.
Datadog’s Q4 2025 results provide a strong backdrop for the deal. The company reported revenue of $953 million, up 29% year‑over‑year, and a non‑GAAP EPS of $0.59, beating analyst estimates of $0.55. The earnings beat was driven by disciplined cost control and a favorable mix of high‑margin AI‑centric contracts, which offset modest pricing pressure in legacy segments.
Strategically, the collaboration expands Datadog’s reach into the AI‑resilience space, positioning it against competitors such as Dynatrace and New Relic. The move aligns with Datadog’s broader strategy of deepening platform integration and enhancing value for AI‑native customers, while also tapping into the growing demand for end‑to‑end observability, security, and data protection in AI‑heavy workloads.
After the Q4 earnings announcement, analysts highlighted the company’s strong performance and conservative FY 2026 guidance, which suggested upside potential. The partnership is expected to reinforce Datadog’s growth trajectory by opening new revenue streams in AI resilience and strengthening its competitive moat.
"Observability is foundational to operating AI agents in production," said Yrieix Garnier, VP of Product at Datadog. "The only way to embed AI in core enterprise workflows confidently and at scale is to strengthen your cyber resilience simultaneously," said Vasu Murthy, Chief Product Officer at Cohesity. "Enterprises need real‑time visibility into how agents interact with their data and systems. By integrating Datadog’s AI Observability and workflow automation with Cohesity’s immutable recovery capabilities, customers can move from insight to action in minutes—strengthening reliability and trust in AI‑driven operations." Olivier Pomel, co‑founder and CEO of Datadog, added, "We continue to see broad‑based positive trends in the demand environment. With the ongoing momentum of cloud migration, we experienced strength across our business, across our product lines, and across our diverse customer base."
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