Thanks, simpleisbetter. I appreciate the compliment.
Datadog’s $100K+ ARR customer numbers from Q3/Q2/Q1 2021 are: 1,800/1,610/1,437. The sequential growth rates from last two quarters should be: 12% and 11.8% respectively, roughly flat.
I believe you might be looking at old numbers. Datadog restated the $100K+ ARR customers in its October 27 Dash Investor Day after updating their definition of MRR and therefore ARR. The new $100K figures can be found on slide 101 here: https://investors.datadoghq.com/static-files/e0597c76-5970-4…. The footnote at the bottom of the slide explains the change.
Using this new info I have the last three customer totals as 1,800/1,570/1,406. That would make the QoQ rates going backward the 14.6% and 11.7% I originally stated. Please let me know if you (or anyone else for that matter) interpret it differently.