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

Datadog Reports Q3 2026 Revenue of $1.20 Billion and Issues Q4 Guidance

Positive Impact 3 of 5 earnings

Datadog reported third quarter 2026 revenue of $1.20 billion, representing a 35% increase year-over-year. The company posted GAAP net income of $118.3 million and provided fourth-quarter revenue guidance between $1.19 billion and $1.20 billion.

Key points

  • Revenue grew 35% year-over-year to $1.20 billion for the quarter ended September 30, 2026.
  • GAAP operating income was $75 million, while non-GAAP operating income reached $334 million.
  • Customers with ARR of $100,000 or more reached about 4,860, up from about 4,060 a year ago.
  • Fourth-quarter 2026 revenue is projected to be between $1.19 billion and $1.20 billion.

The filing

CompanyDatadog (DDOG)
Form8-K, current report
Filed with the SECNov 4, 2026, 7:11 AM ET
Accession number0001628280-26-069792

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI (Google Gemini, gemini-3.5-flash-lite) on Nov 4, 2026, 8:16 AM ET, from the text of the filing and its press-release exhibits only.

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.