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David Obstler

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1 entry 9 related topics Updated May 3, 2026

How does Datadog protect ARPU from churn in a recession?

datadogrecession-arpunrr-defensemulti-year-commitsnamed-account-swatMay 3

Direct Answer Datadog's recession-ARPU defense is a four-lever stack, not a single discount knob. The $1M+ ARR club (3,800+ customers as of Q1 FY26) gets locked behind multi-year commits with consumption-flex clauses so a customer can re-sh…

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