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Sample Investor Q&A

Question:

How is the rise of LLMs, and the related recent M&A activity, affecting share shifts in software observability? How is that trend impacting the company?

AI-Generated Talking Points:

Today, in our customer engagements, we haven’t seen a particular change in competitive dynamics; we continue to see the same players and similar positioning.
We’re pulling ahead and taking share from vendors that have scale, and recent M&A noise hasn’t changed the landscape for us because those targets weren’t winning at scale and didn’t have a meaningful market impact.
Observability remains a very innovative, full‑time job. With the rise of LLMs, there’s clearly more functionality to build and new ways to serve customers.
We don’t see a reason to separate LLM observability from the rest of the stack because LLMs don’t operate in isolation; customers need end‑to‑end integration in production, which plays to our strengths.
More broadly, LLMs are getting better at analyzing broad data. Our moat is our ability to assemble the right context across telemetry and feed it into intelligence engines, and to be embedded in the data plane to run in‑stream detection and resolution before outages.
We deliver that both through agents in the data path and through user interfaces for human workflows, which positions us well as AI capabilities evolve.

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