Every material Form 8-K Datadog has filed with the SEC since February 13, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
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.
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.
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.
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
Datadog reported fourth-quarter 2025 revenue of $953 million, up 29% from a year earlier, and non-GAAP net income per diluted share of $0.59, up from $0.49. The company also gave first-quarter and full-year 2026 guidance, with fiscal 2026 revenue expected between $4.06 billion and $4.10 billion. GAAP results were weaker for the full year, with a GAAP operating loss of $(44) million and GAAP diluted EPS of $0.31 versus $0.52.
Q4 2025 revenue was $953 million, up 29% year-over-year; non-GAAP operating income was $230 million, a 24% margin.
FY2026 guidance: revenue of $4.06 billion to $4.10 billion and non-GAAP EPS of $2.08 to $2.16.
Q1 2026 guidance: revenue of $951 million to $961 million and non-GAAP EPS of $0.49 to $0.51.
Full-year 2025 GAAP net income was $107.7 million, down from $183.7 million in 2024; Investor Day is set for February 12, 2026.
Datadog reported third-quarter 2025 revenue of $886 million, up 28% from a year earlier, and issued fourth-quarter and full-year 2025 revenue guidance of $912 million to $916 million and $3.386 billion to $3.390 billion. GAAP results weakened: the company posted an operating loss of $6 million compared with operating income of $20 million a year earlier, and diluted GAAP earnings per share fell to $0.10 from $0.14. Non-GAAP diluted earnings per share rose to $0.55 from $0.46.
Q3 2025 revenue was $886 million, up 28% year over year; customers with ARR of $100,000 or more rose to about 4,060 from about 3,490.
GAAP operating loss was $6 million, versus operating income of $20 million in Q3 2024; non-GAAP operating income was $207 million, versus $173 million.
Q4 2025 guidance: revenue of $912 million to $916 million; full-year 2025 revenue of $3.386 billion to $3.390 billion.
Operating cash flow was $251 million and free cash flow was $214 million in the quarter; cash and marketable securities totaled $4.1 billion at September 30, 2025.
On September 11, 2025, Datadog's board increased its size from nine to ten and appointed Ami Vora as a Class I director to fill the new seat, with her term running to the 2026 annual meeting. The board also raised her initial director equity grant from $400,000 to $600,000 in restricted stock units to attract her to the board, which adds a modest cost but reflects a board addition rather than a change in operations.
Board expanded from nine to ten members; Ami Vora appointed effective September 11, 2025
Vora's term expires at the 2026 Annual Meeting of Stockholders; no committee assignment at this time
Initial restricted stock grant increased from $400,000 to $600,000, vesting in three equal annual installments
Datadog reported second-quarter 2025 revenue of $827 million, up 28% from a year earlier, and gave third-quarter and full-year 2025 revenue guidance. GAAP results weakened: the company posted a $36 million operating loss and net income of $2.6 million, compared with operating income of $12.6 million and net income of $43.8 million a year earlier. Non-GAAP net income per diluted share rose to $0.46 from $0.43.
Q2 revenue was $827 million, up 28% year over year; customers with ARR of $100,000 or more rose 14% to about 3,850.
GAAP operating loss was $36 million versus operating income of $12.6 million in Q2 2024; GAAP diluted EPS was $0.01 versus $0.12.
Non-GAAP operating income was $164 million, a 20% margin, compared with 24% a year earlier.
Q3 2025 revenue guidance is $847 million to $851 million; full-year 2025 revenue guidance is $3.312 billion to $3.322 billion.
Datadog reported first-quarter 2025 revenue of $762 million, up 25% from a year earlier, and non-GAAP earnings of $0.46 per diluted share, up from $0.44. GAAP operating results swung to a $12 million loss from $12 million of operating income a year earlier, and GAAP diluted earnings fell to $0.07 from $0.12, so shareholders get growth alongside weaker GAAP profitability. The company also gave second-quarter and full-year 2025 revenue and non-GAAP operating income ranges.
Q1 2025 revenue was $762 million, up 25% year-over-year; about 3,770 customers spent $100,000 or more annually, up from about 3,340
GAAP operating loss was $(12) million versus operating income of $12 million in Q1 2024; GAAP diluted EPS was $0.07 versus $0.12
Q2 2025 revenue outlook is $787 million to $791 million; full-year 2025 revenue outlook is $3.215 billion to $3.235 billion
Cash, cash equivalents and marketable securities were $4.4 billion as of March 31, 2025
Datadog reported fourth-quarter 2024 revenue of $738 million, up 25% from a year earlier, and fiscal 2024 revenue of $2.68 billion, up 26%. It also issued fiscal 2025 revenue guidance of $3.175 billion to $3.195 billion. For shareholders, revenue growth and higher non-GAAP earnings per share were partly offset by lower GAAP earnings per diluted share and a lower GAAP operating margin.
Fourth-quarter non-GAAP net income per diluted share was $0.49, up from $0.44; GAAP net income per diluted share was $0.13, down from $0.15.
Fourth-quarter GAAP operating margin was 1%, down from 5%; non-GAAP operating margin was 24%, down from 28%.
First-quarter 2025 revenue is expected between $737 million and $741 million; fiscal 2025 non-GAAP net income per share is expected between $1.65 and $1.70.
In December 2024 Datadog issued $1 billion of 0% convertible senior notes due 2029 in a private placement.
Datadog increased its board from eight to nine members and appointed Amit Agarwal as a Class II director to fill the new seat, effective January 1, 2025. Mr. Agarwal's term runs to the 2027 Annual Meeting, and he is not expected to serve on any board committee at this time. The filing describes a routine board addition with no compensation paid to him, so it has limited direct financial effect on shareholders.
Board size increased from eight to nine members, with appointment made December 22, 2024
Amit Agarwal appointed Class II director, effective January 1, 2025, with term expiring at the 2027 Annual Meeting
No committee assignment currently expected; Mr. Agarwal declined all director compensation, including equity
Datadog completed a private offering of $1 billion in 0.00% convertible senior notes due December 1, 2029, including the full exercise of an option for up to an additional $130 million. The company reported net proceeds of $979.0 million and used part of them to buy back about $112.0 million of its 2025 convertible notes and to pay for capped call transactions, with the rest for general corporate purposes. The notes add a large amount of debt and could dilute shareholders if converted into shares.
Offering of $1 billion aggregate principal of 0.00% convertible senior notes due December 1, 2029, with the option for an additional $130 million exercised in full
Initial conversion price of approximately $217.60 per share, a premium of approximately 35% over the $161.19 closing price on December 9, 2024
Net proceeds of $979.0 million; $100.9 million used for capped call transactions and approximately $196.8 million used to repurchase about $112.0 million of 2025 notes
Company may not redeem the notes before December 6, 2027; holders may require repurchase at 100% of principal upon a fundamental change
Datadog reported third quarter 2024 results on November 7, 2024, with revenue of $690 million, up 26% from a year earlier, and GAAP net income of $51.7 million. The company also issued fourth quarter and full year 2024 revenue guidance of $709 million to $713 million and $2.656 billion to $2.660 billion, respectively, giving shareholders a current view of expected sales.
Q3 2024 revenue was $690 million, up 26% year over year; GAAP diluted EPS was $0.14 versus $0.06 a year earlier.
Non-GAAP diluted EPS was $0.46 versus $0.36 a year earlier; GAAP operating income was $20 million.
Operating cash flow was $229 million and free cash flow was $204 million for the quarter.
Q4 2024 revenue guidance is $709 million to $713 million; full year 2024 revenue guidance is $2.656 billion to $2.660 billion.
Datadog reported second quarter 2024 revenue of $645 million, up 27% from a year earlier, and GAAP net income of $0.12 per diluted share versus a loss of $0.01 a year earlier. The company also gave third quarter revenue guidance of $660 million to $664 million and full-year 2024 revenue guidance of $2.62 billion to $2.63 billion.
Q2 2024 revenue was $645 million, up 27% year-over-year; GAAP operating income was $13 million.
Non-GAAP net income per diluted share was $0.43, versus $0.29 in Q2 2023.
Customers with ARR of $100,000 or more rose about 13% to about 3,390 as of June 30, 2024.
Q3 2024 revenue outlook is $660 million to $664 million; full-year 2024 revenue outlook is $2.62 billion to $2.63 billion.
Datadog reported first-quarter 2024 revenue of $611 million, up 27% year-over-year, and GAAP net income of $42.6 million compared with a loss a year earlier. The company also said President Amit Agarwal will step down effective December 31, 2024, and is expected to join the Board afterward, which is a senior leadership change for shareholders to track.
Q1 2024 revenue was $611 million, up 27% year-over-year; about 3,340 customers had ARR of $100,000 or more, up 15% from about 2,910 a year earlier.
GAAP net income was $42.6 million, or $0.12 per diluted share, versus a net loss of $24.1 million in Q1 2023; non-GAAP net income per diluted share was $0.44.
Second quarter 2024 revenue guidance is $620 million to $624 million; full year 2024 revenue guidance is $2.59 billion to $2.61 billion.
Amit Agarwal will remain President until December 31, 2024, and the Board intends to increase its size from eight to nine to appoint him.
Datadog reported fourth-quarter 2023 revenue of $589.6 million, up 26% from a year earlier, and full-year 2023 revenue of $2.13 billion, up 27%. GAAP net income for the quarter was $54.0 million, compared with a loss of $29.0 million in the same quarter of 2022. The company also gave 2024 guidance of $2.555 billion to $2.575 billion in full-year revenue and $587 million to $591 million in first-quarter revenue.
Q4 2023 revenue was $589.6 million, up 26% year-over-year; GAAP diluted EPS was $0.15 versus a loss of $0.09 a year earlier.
Full-year 2023 revenue was $2.13 billion, up 27%, with operating cash flow of $660.0 million and free cash flow of $597.5 million.
First-quarter 2024 revenue outlook is $587 million to $591 million; full-year 2024 revenue outlook is $2.555 billion to $2.575 billion.
Customers with ARR of $1 million or more rose to 396 from 317 a year earlier, a 25% increase.
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