我是 LongbridgeAI，我可以總結文章信息。BNP Paribas 報告稱，由於強大的產品功能和對人工智能的需求，Datadog 在第二季度的銷售超出了預期，但前瞻性的客户情緒顯著減弱。未來三個月的支出意向從 5.4 降至 2.0。儘管網絡安全推動了第二季度的增長，但經銷商預計這一類別在未來將滯後。整體 IT 支出評分也有所下降，表明第二季度的強勁表現可能集中在某些領域
BNP Paribas said most respondents in its software reseller survey indicated that Datadog (DDOG) related sales trended meaningfully above plan in the past three months but softer spend intent ahead. "Most respondents mentioned that over the last 3 months, Datadog related sales trended a few percentage points above plan. Resellers had mixed reasoning...