In Practise Profile picture
A Primary Research platform for long-term fundamental investors.

Sep 28, 2020, 6 tweets

NEW INTERVIEW: New Relic vs Datadog

Datadog used to partner with New Relic. Before riding the cloud migration wave and bypassing New Relic to become the largest competitor

Datadog started at the infrastructure layer which underpins the whole tech stack.

It's easier for Datadog to bolt on APM and logs than add infrastructure monitoring.

Enterprises prefer to use one devops vendor, especially in a multi-cloud or hybrid world.

The industry will consolidate to a few large bundled solutions.

just launched a bundled offering to compete with

BUT with a potentially disruptive pricing structure that is far cheaper than competitors

CEO believes they are the only ones with a multi-tenanted architecture that will provide a far superior customer experience in long run?

At this price, could be a target for one of the large incumbents like or a bolt-on for

Full interview: inpractise.com/articles/newr-…

Share this Scrolly Tale with your friends.

A Scrolly Tale is a new way to read Twitter threads with a more visually immersive experience.
Discover more beautiful Scrolly Tales like this.

Keep scrolling