AI brief of an SEC Form 8-K · Datadog (DDOG)

Datadog Q1 revenue rises 25% to $762 million; GAAP operating result turns to a loss

Mixed Impact 3 of 5 earnings Written later

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.

Key points

  • 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

The filing

CompanyDatadog (DDOG)
Form8-K, current report
Filed with the SECMay 6, 2025, 7:45 AM ET
Accession number0001561550-25-000118

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:42 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on May 06, 2025.

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.