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

Datadog Q4 revenue rises 29% to $953 million; FY2026 revenue outlook $4.06B-$4.10B

Positive Impact 3 of 5 earnings Written later

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.

Key points

  • 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.

The filing

CompanyDatadog (DDOG)
Form8-K, current report
Filed with the SECFeb 10, 2026, 7:11 AM ET
Accession number0001628280-26-006645

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 February 10, 2026.

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.