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

Datadog Q3 revenue rises 28% to $886 million; GAAP operating loss of $6 million

Mixed Impact 3 of 5 earnings Written later

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.

Key points

  • 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.

The filing

CompanyDatadog (DDOG)
Form8-K, current report
Filed with the SECNov 6, 2025, 7:07 AM ET
Accession number0001561550-25-000310

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 November 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.