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

Datadog Q2 revenue rises 36% to $1.12 billion; GAAP operating income $5 million

Positive Impact 3 of 5 earnings Written later

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.

Key points

  • 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.

The filing

CompanyDatadog (DDOG)
Form8-K, current report
Filed with the SECAug 6, 2026, 7:07 AM ET
Accession number0001628280-26-053829

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:42 AM ET, from the text of the filing and its press-release exhibits 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 06, 2026.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.