Abstract image of earnings.

Research Note: What Q3 Earnings Say about the Observability Market

The observability market has grown significantly with the increasing complexity of modern IT environments, particularly with the widespread adoption of cloud computing, microservices, and containerization.

Of the three largest publicly traded players in the observability space, only Dynatrace and Datadog have reported earnings this cycle. Splunk is scheduled to report on November 28, but its performance may be colored by its pending acquisition by Cisco.

In this Research Note we look at Dynatrace and Datadog as proxies for how the overall observability market is doing.

Disclosure: The author is an industry analyst, and NAND Research an industry analyst firm, that engages in, or has engaged in, research, analysis, and advisory services with many technology companies, which may include those mentioned in this article. The author does not hold any equity positions with any company mentioned in this article.