# Wael Mohamed

Published articles for Wael Mohamed.

This is one page of public article previews, not the complete archive. Follow Next page to continue. Summaries are not the original full articles.

## Cyber ups and downs: Datadog falls 14% on outlook tied to one customer as Rapid7 jumps and Fastly slides

DevFeed: [Cyber ups and downs: Datadog falls 14% on outlook tied to one customer as Rapid7 jumps and Fastly slides](<https://devfeed.tech/articles/cyber-ups-and-downs-datadog-falls-14-on-outlook-tied-to-one-customer-as-rapid7-jumps-and-fastly-slides-117838.md>)

Original publisher: [Read original article](<https://siliconangle.com/2026/11/04/datadog-falls-14-on-outlook-tied-to-one-customer-as-rapid7-jumps-and-fastly-slides/>)

Author: Duncan Riley

Published: 2026-11-04T23:07:11Z

Content type: news

Language: en

Sources: [SiliconANGLE](<https://devfeed.tech/sources/siliconangle.md>)

Topics: [datadog](<https://devfeed.tech/topics/datadog.md>), [AI in cybersecurity](<https://devfeed.tech/topics/ai-in-cybersecurity.md>)

Tags: [agentic-soc](<https://devfeed.tech/tags/agentic-soc.md>), [ai](<https://devfeed.tech/tags/ai.md>), [ai-firewall](<https://devfeed.tech/tags/ai-firewall.md>), [annualized-recurring-revenue](<https://devfeed.tech/tags/annualized-recurring-revenue.md>), [artificial-intelligence](<https://devfeed.tech/tags/artificial-intelligence.md>), [black-hat-usa](<https://devfeed.tech/tags/black-hat-usa.md>), [cloud](<https://devfeed.tech/tags/cloud.md>), [cyber](<https://devfeed.tech/tags/cyber.md>), [cybersecurity](<https://devfeed.tech/tags/cybersecurity.md>), [datadog](<https://devfeed.tech/tags/datadog.md>), [david-obstler](<https://devfeed.tech/tags/david-obstler.md>), [earnings](<https://devfeed.tech/tags/earnings.md>), [edge-cloud](<https://devfeed.tech/tags/edge-cloud.md>), [fastly](<https://devfeed.tech/tags/fastly.md>), [guidance](<https://devfeed.tech/tags/guidance.md>), [net-retention](<https://devfeed.tech/tags/net-retention.md>), [news](<https://devfeed.tech/tags/news.md>), [observability](<https://devfeed.tech/tags/observability.md>), [olivier-pomel](<https://devfeed.tech/tags/olivier-pomel.md>), [outlook](<https://devfeed.tech/tags/outlook.md>), [prompt-injection](<https://devfeed.tech/tags/prompt-injection.md>), [q3-2026-earnings](<https://devfeed.tech/tags/q3-2026-earnings.md>), [rapid7](<https://devfeed.tech/tags/rapid7.md>), [remaining-performance-obligations](<https://devfeed.tech/tags/remaining-performance-obligations.md>), [restructuring](<https://devfeed.tech/tags/restructuring.md>), [stock-market](<https://devfeed.tech/tags/stock-market.md>), [the-latest](<https://devfeed.tech/tags/the-latest.md>), [third-quarter](<https://devfeed.tech/tags/third-quarter.md>), [wael-mohamed](<https://devfeed.tech/tags/wael-mohamed.md>)

### AI overview

Datadog, Rapid7 and Fastly all beat third-quarter analyst estimates, but their shares diverged. Datadog reported 35% revenue growth and raised its full-year guidance, yet its shares fell about 14% after it forecast fourth-quarter revenue near the prior quarter's level, assuming its largest, unnamed AI customer spends only its contractual minimum. Rapid7's revenue declined 2.5%, but earnings beat estimates, annualized recurring revenue exceeded its prior guidance, and the company raised its earnings outlook; shares rose about 18% after hours. Fastly posted 20% revenue growth, led by security sales growing twice as fast, and raised full-year revenue guidance, but shares fell about 14% after the bell. The excerpt attributes no specific cause to Fastly's share decline.

### Source excerpt

Datadog Inc., Rapid7 Inc. and Fastly Inc. all beat Wall Street's third-quarter forecasts today, but Rapid7 was the only one of the three to see its shares rise. A cautious outlook tied to one large customer knocked about 14% off Datadog's stock in regular trading. Rapid7 jumped 18% after hours on results that came despite [...] The post Cyber ups and downs: Datadog falls 14% on outlook tied to one customer as Rapid7 jumps and Fastly slides appeared first on SiliconANGLE.