Nov 4, 7:11 AM ET
Datadog reported third quarter 2026 revenue of $1.20 billion, representing a 35% increase year-over-year. The company posted GAAP net income of $118.3 million and provided fourth-quarter revenue guidance between $1.19 billion and $1.20 billion.
- Revenue grew 35% year-over-year to $1.20 billion for the quarter ended September 30, 2026.
- GAAP operating income was $75 million, while non-GAAP operating income reached $334 million.
- Customers with ARR of $100,000 or more reached about 4,860, up from about 4,060 a year ago.
- Fourth-quarter 2026 revenue is projected to be between $1.19 billion and $1.20 billion.
Read the filing on SEC.gov ↗
Aug 6, 7:07 AM ET
Datadog reported second quarter 2026 revenue of $1.12 billion, up 36% from a year earlier, and GAAP operating income of $5 million compared with a $35.5 million loss in the prior-year quarter. The company also issued third quarter and full-year 2026 revenue outlooks of $1.135 billion to $1.145 billion and $4.45 billion to $4.47 billion.
- Revenue was $1.12 billion, up 36% from $826.8 million in the second quarter of 2025.
- GAAP diluted EPS was $0.12 versus $0.01 a year earlier; non-GAAP diluted EPS was $0.65 versus $0.46.
- Free cash flow was $279 million in the quarter, and cash and marketable securities totaled $5.0 billion at June 30, 2026.
- Third quarter revenue outlook is $1.135 billion to $1.145 billion; full-year 2026 revenue outlook is $4.45 billion to $4.47 billion.
Read the filing on SEC.gov ↗
May 7, 7:05 AM ET
Datadog reported first quarter 2026 revenue of $1,006 million, up 32% from a year earlier, and GAAP net income of $52.6 million, or $0.15 per diluted share, compared with $0.07 a year earlier. The company guided to second quarter revenue of $1.07 billion to $1.08 billion and full-year 2026 revenue of $4.30 billion to $4.34 billion, and the filing does not compare that outlook with any prior guidance.
- Revenue was $1,006 million, up 32% from $761.6 million in the first quarter of 2025.
- GAAP operating income was $7 million, versus a loss of $12 million a year earlier; non-GAAP operating margin was 22%.
- Non-GAAP net income per diluted share was $0.60, versus $0.46; free cash flow was $289 million.
- Second quarter revenue outlook is $1.07 billion to $1.08 billion; full-year 2026 revenue outlook is $4.30 billion to $4.34 billion.
Read the filing on SEC.gov ↗
Mar 2, 4:20 PM ET
Datadog's board increased its size from ten to eleven members on February 26, 2026, and appointed Dominic Phillips as a Class II director to fill the new seat. Phillips is not expected to serve on any board committee for now, and his initial director equity grant was raised from $400,000 to $600,000 as an inducement to join.
- Board expanded from ten to eleven members on February 26, 2026, and Dominic Phillips was appointed Class II director
- Phillips's term expires at the 2027 Annual Meeting of Stockholders
- Initial restricted stock unit grant increased from $400,000 to $600,000, vesting in three equal annual installments
- No committee assignments are currently expected for Phillips
Read the filing on SEC.gov ↗
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.