Every material Form 8-K Datadog filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
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.
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.
On September 11, 2025, Datadog's board increased its size from nine to ten and appointed Ami Vora as a Class I director to fill the new seat, with her term running to the 2026 annual meeting. The board also raised her initial director equity grant from $400,000 to $600,000 in restricted stock units to attract her to the board, which adds a modest cost but reflects a board addition rather than a change in operations.
Board expanded from nine to ten members; Ami Vora appointed effective September 11, 2025
Vora's term expires at the 2026 Annual Meeting of Stockholders; no committee assignment at this time
Initial restricted stock grant increased from $400,000 to $600,000, vesting in three equal annual installments
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.
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.
Datadog reported first-quarter 2025 revenue of $762 million, up 25% from a year earlier, and non-GAAP earnings of $0.46 per diluted share, up from $0.44. GAAP operating results swung to a $12 million loss from $12 million of operating income a year earlier, and GAAP diluted earnings fell to $0.07 from $0.12, so shareholders get growth alongside weaker GAAP profitability. The company also gave second-quarter and full-year 2025 revenue and non-GAAP operating income ranges.
Q1 2025 revenue was $762 million, up 25% year-over-year; about 3,770 customers spent $100,000 or more annually, up from about 3,340
GAAP operating loss was $(12) million versus operating income of $12 million in Q1 2024; GAAP diluted EPS was $0.07 versus $0.12
Q2 2025 revenue outlook is $787 million to $791 million; full-year 2025 revenue outlook is $3.215 billion to $3.235 billion
Cash, cash equivalents and marketable securities were $4.4 billion as of March 31, 2025
Datadog reported fourth-quarter 2024 revenue of $738 million, up 25% from a year earlier, and fiscal 2024 revenue of $2.68 billion, up 26%. It also issued fiscal 2025 revenue guidance of $3.175 billion to $3.195 billion. For shareholders, revenue growth and higher non-GAAP earnings per share were partly offset by lower GAAP earnings per diluted share and a lower GAAP operating margin.
Fourth-quarter non-GAAP net income per diluted share was $0.49, up from $0.44; GAAP net income per diluted share was $0.13, down from $0.15.
Fourth-quarter GAAP operating margin was 1%, down from 5%; non-GAAP operating margin was 24%, down from 28%.
First-quarter 2025 revenue is expected between $737 million and $741 million; fiscal 2025 non-GAAP net income per share is expected between $1.65 and $1.70.
In December 2024 Datadog issued $1 billion of 0% convertible senior notes due 2029 in a private placement.
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Datadog filing is on SEC EDGAR ↗. 8-K briefs of other companies →