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

Datadog Q2 revenue rises 28% to $827 million; GAAP net income falls to $2.6 million

Mixed Impact 3 of 5 earnings Written later

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.

Key points

  • 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.

The filing

CompanyDatadog (DDOG)
Form8-K, current report
Filed with the SECAug 7, 2025, 7:06 AM ET
Accession number0001561550-25-000216

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 August 07, 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.