ClickHouse vs Datadog

ClickHouse expands collaboration with Microsoft, bringing Fabric integration, deeper OneLake interoperability, and enterprise deployment flexibility

ClickHouse announced a significant expansion of its strategic collaboration with Microsoft at The European Microsoft Fabric + SQL Community Conference in Barcelona on September 29, 2026. The expansion includes the public preview of the ClickHouse workload for Microsoft Fabric, general availability of OneLake read, public preview of OneLake write, and availability of ClickHouse Bring Your Own Cloud (BYOC) in the Microsoft Marketplace. These capabilities aim to enable sub-second analytics on OneLake data and provide enterprise deployment flexibility without data duplication.

• ClickHouse announced the expanded Microsoft collaboration on September 29, 2026 at The European Microsoft Fabric + SQL Community Conference in Barcelona.
• The ClickHouse workload for Microsoft Fabric is now available in public preview through the Fabric workload hub.
• ClickHouse support for reading Apache Iceberg tables from OneLake using OneLake Table APIs is now generally available.

ClickHouse expands collaboration with Microsoft, bringing Fabric integration, deeper OneLake interoperability, and enterprise deployment flexibility

On September 29, 2026, at The European Microsoft Fabric + SQL Community Conference in Barcelona, ClickHouse announced an expanded strategic collaboration with Microsoft. The announcement includes the public preview of the native ClickHouse workload for Microsoft Fabric, general availability of OneLake read, public preview of OneLake write, and availability of ClickHouse BYOC in the Microsoft Marketplace. These capabilities let joint customers query OneLake data at sub-second speeds without copying data, while BYOC provides managed ClickHouse Cloud inside a customer's Azure tenant with procurement via Microsoft agreements.

• On September 29, 2026, ClickHouse announced the expanded collaboration with Microsoft at The European Microsoft Fabric + SQL Community Conference in Barcelona.
• The native ClickHouse workload for Microsoft Fabric is now available in public preview through the Fabric workload hub, enabling sub-second analytics on OneLake queries.
• ClickHouse support for reading Apache Iceberg tables from OneLake using OneLake Table APIs is generally available; writing Iceberg tables to OneLake is in public preview.

ClickHouse appoints Mike Scarpelli, former Snowflake and ServiceNow CFO, to Board of Directors

ClickHouse, a leader in real-time analytics, data warehousing, observability, and AI/ML, today announced the appointment of Michael Scarpelli to its Board of Directors.

8-K Financial Filing Analysis for Datadog (2026-11-04)

On November 4, 2026, Datadog, Inc. filed a Current Report on Form 8-K under Item 2.02 (Results of Operations and Financial Condition) announcing that it issued a press release disclosing its financial results for the third quarter ended September 30, 2026. The full press release was furnished as Exhibit 99.1 to the filing and signed by Chief Financial Officer David Obstler. In accordance with standard regulatory procedure for Item 2.02 disclosures, the reported information is furnished rather than filed for purposes of Section 18 of the Securities Exchange Act of 1934.

• Datadog announced its financial results for the fiscal quarter ended September 30, 2026, via a press release issued on November 4, 2026.
• The press release was furnished as Exhibit 99.1 under Item 2.02 and signed on behalf of the company by CFO David Obstler.
• The filing is furnished rather than deemed filed under Section 18 of the Securities Exchange Act of 1934.

Upwind Raises $400M, Rejects Datadog Acquisition Offer

Cloud security startup Upwind has raised a $400 million Series C round at a $3.8 billion valuation, led by Bessemer Venture Partners with participation from Greylock Partners and Craft Ventures. The company rejected an acquisition offer from Datadog, which matched the valuation but did not offer a premium. Upwind has been growing rapidly, adding $20-30 million in annualized recurring revenue (ARR) each quarter and is projected to end the year at roughly $90 million ARR. The company's valuation represents a multiple of over 40x forward ARR, below the 80x ARR fetched by Cyera earlier this year. Upwind plans to remain independent, believing its long-term value exceeds the offer. The Series C comes nine months after a $250 million round at a $1.5 billion valuation.

• Upwind raised $400 million in Series C funding at a $3.8 billion valuation.
• Bessemer Venture Partners led the round, with participation from Greylock Partners and Craft Ventures.
• Upwind rejected an acquisition offer from Datadog, which matched the $3.8 billion valuation but offered no premium.

Bernstein Upgrades Datadog, Sees 42% Upside on AI Demand

Bernstein upgraded Datadog to 'outperform' from 'market perform', raising its price target to $350 from $237, implying roughly 42% upside. Analyst Peter Weed cited strong alternative data signals showing enterprise token consumption growing at least 50% quarter-over-quarter among large AI labs, with even faster growth among smaller 'Born in AI' customers. The firm believes consumer AI agent releases (e.g., Muse, Dots) could further increase observability requirements for traditional Datadog customers. Datadog shares have risen about 82% year-to-date. The call aligns with consensus, as 46 of 49 analysts rate the stock a buy or strong buy. Weed noted competitive risks from open-source or in-house replacements but sees near-term resilience in hyper-growth AI labs.

• Bernstein upgraded Datadog to 'outperform' from 'market perform'.
• Bernstein raised its price target on Datadog to $350 from $237, implying ~42% upside.
• Analyst Peter Weed cited alt data showing enterprise token consumption growth of at least 50% QoQ among large AI labs.