Every material Form 8-K Datadog filed with the SEC in 2026, 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 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.
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.
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.
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.
Datadog reported first quarter 2026 revenue of $1,006 million, up 32% from a year earlier, and GAAP net income of $52.6 million, or $0.15 per diluted share, compared with $0.07 a year earlier. The company guided to second quarter revenue of $1.07 billion to $1.08 billion and full-year 2026 revenue of $4.30 billion to $4.34 billion, and the filing does not compare that outlook with any prior guidance.
Revenue was $1,006 million, up 32% from $761.6 million in the first quarter of 2025.
GAAP operating income was $7 million, versus a loss of $12 million a year earlier; non-GAAP operating margin was 22%.
Non-GAAP net income per diluted share was $0.60, versus $0.46; free cash flow was $289 million.
Second quarter revenue outlook is $1.07 billion to $1.08 billion; full-year 2026 revenue outlook is $4.30 billion to $4.34 billion.
Datadog's board increased its size from ten to eleven members on February 26, 2026, and appointed Dominic Phillips as a Class II director to fill the new seat. Phillips is not expected to serve on any board committee for now, and his initial director equity grant was raised from $400,000 to $600,000 as an inducement to join.
Board expanded from ten to eleven members on February 26, 2026, and Dominic Phillips was appointed Class II director
Phillips's term expires at the 2027 Annual Meeting of Stockholders
Initial restricted stock unit grant increased from $400,000 to $600,000, vesting in three equal annual installments
No committee assignments are currently expected for Phillips
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.
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.
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 →