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Datadog, Inc. (DDOG)
CIK 1561550 · fiscal year ends 12/31 · SIC 7372 Services-Prepackaged Software · numbers from SEC XBRL, no AI on this page
✓ A verified AI earnings note is available for DDOG.
Key metrics
| Metric | FY2024 Q4 2024-12-31 | FY2025 Q1 2025-03-31 | FY2025 Q2 2025-06-30 | FY2025 Q3 2025-09-30 | FY2025 Q4 2025-12-31 | FY2026 Q1 2026-03-31 | FY2026 Q2 2026-06-30 | FY2026 Q3 2026-09-30 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $737.7Mᵈ | $761.6M | $826.8M | $885.7M | $953.2Mᵈ | $1.01B | $1.12B | $1.20B |
| Gross profit | $593.5Mᵈ | $603.9M | $660.8M | $709.2M | $766.3Mᵈ | $797.2M | $881.3M | $959.9M |
| Operating income | $9.4Mᵈ | -$12.4M | -$35.5M | -$5.8M | $9.4Mᵈ | $7.3M | $5.5M | $74.7M |
| Net income | $45.6Mᵈ | $24.6M | $2.6M | $33.9M | $46.6Mᵈ | $52.6M | $44.6M | $118.3M |
| Diluted EPS | — | $0.07 | $0.01 | $0.10 | — | $0.15 | $0.12 | $0.32 |
| Operating cash flow | $265.2Mᵈ | $271.5M | $200.1Mᵈ | $251.5Mᵈ | $327.1Mᵈ | $334.6M | $315.9Mᵈ | $290.0Mᵈ |
| Capital expenditures | $7.8Mᵈ | $8.7M | $15.2Mᵈ | $16.8Mᵈ | $8.9Mᵈ | $11.4M | $9.9Mᵈ | $10.9Mᵈ |
| Free cash flow (OCF − capex) | $257.5Mᵈ | $262.8Mᵈ | $184.9Mᵈ | $234.7Mᵈ | $318.2Mᵈ | $323.3Mᵈ | $306.0Mᵈ | $279.1Mᵈ |
| R&D expense | $316.3Mᵈ | $341.1M | $387.5M | $402.0M | $417.9Mᵈ | $435.3M | $478.0M | $491.6M |
| Sales & marketing expense | $207.9Mᵈ | $214.3M | $239.0M | $238.7M | $264.4Mᵈ | $279.8M | $311.5M | $303.3M |
| Stock-based compensation | $158.5Mᵈ | $164.3M | $180.5Mᵈ | $200.6Mᵈ | $205.4Mᵈ | $196.8M | $220.3Mᵈ | $237.2Mᵈ |
| Deferred revenue | $961.9Mᵖ | $949.1Mᵖ | $966.4Mᵖ | $974.3Mᵖ | $1.19Bᵖ | $1.23Bᵖ | $1.29Bᵖ | $1.24Bᵖ |
| Remaining performance obligations | $2.27B | $2.31B | $2.43B | $2.79B | $3.46B | $3.48B | $3.47B | $3.85B |
ᵈ derived (Q4 = full year − 9-month YTD; cash-flow quarters from year-to-date totals) · ʳ restated: latest filed value shown · ᵖ current portion only. Hover a number for its XBRL concept.
Growth
| Metric | FY2024 Q4 | FY2025 Q1 | FY2025 Q2 | FY2025 Q3 | FY2025 Q4 | FY2026 Q1 | FY2026 Q2 | FY2026 Q3 |
|---|---|---|---|---|---|---|---|---|
| Revenue YOY | +25.1% | +24.6% | +28.1% | +28.4% | +29.2% | +32.2% | +35.6% | +35.2% |
| Revenue QOQ | +6.9% | +3.2% | +8.6% | +7.1% | +7.6% | +5.6% | +11.4% | +6.7% |
| Gross profit YOY | +22.4% | +20.5% | +26.6% | +28.4% | +29.1% | +32.0% | +33.4% | +35.4% |
| Gross profit QOQ | +7.5% | +1.7% | +9.4% | +7.3% | +8.1% | +4.0% | +10.6% | +8.9% |
| Operating income YOY | -66.1% | -203.5% | -381.3% | -128.6% | -0.4% | +159.0% | +115.4% | +1386.0% |
| Operating income QOQ | -53.7% | -232.2% | -185.8% | +83.6% | +261.1% | -21.7% | -25.5% | +1269.5% |
| Net income YOY | -15.6% | -42.2% | -94.0% | -34.5% | +2.1% | +113.4% | +1583.3% | +249.2% |
| Net income QOQ | -11.8% | -46.0% | -89.3% | +1180.1% | +37.4% | +12.9% | -15.2% | +165.5% |
| Diluted EPS YOY | — | -41.7% | -91.7% | -28.6% | — | +114.3% | +1100.0% | +220.0% |
| Diluted EPS QOQ | — | — | -85.7% | +900.0% | — | — | -20.0% | +166.7% |
| Operating cash flow YOY | +20.4% | +27.9% | +21.7% | +10.0% | +23.3% | +23.2% | +57.9% | +15.3% |
| Operating cash flow QOQ | +16.0% | +2.4% | -26.3% | +25.7% | +30.1% | +2.3% | -5.6% | -8.2% |
| Free cash flow (OCF − capex) YOY | +22.7% | +32.6% | +15.6% | +6.5% | +23.6% | +23.0% | +65.5% | +18.9% |
| Free cash flow (OCF − capex) QOQ | +16.9% | +2.1% | -29.6% | +26.9% | +35.6% | +1.6% | -5.3% | -8.8% |
| Deferred revenue YOY | +25.6% | +23.7% | +20.6% | +22.4% | +24.1% | +29.7% | +33.1% | +26.8% |
| Deferred revenue QOQ | +20.9% | -1.3% | +1.8% | +0.8% | +22.5% | +3.1% | +4.5% | -4.0% |
| Remaining performance obligations YOY | +23.6% | +33.4% | +35.3% | +53.0% | +52.3% | +50.9% | +43.1% | +38.0% |
| Remaining performance obligations QOQ | +24.8% | +1.6% | +5.1% | +14.9% | +24.2% | +0.7% | -0.4% | +10.8% |
Margins
| Margin | FY2024 Q4 | FY2025 Q1 | FY2025 Q2 | FY2025 Q3 | FY2025 Q4 | FY2026 Q1 | FY2026 Q2 | FY2026 Q3 |
|---|---|---|---|---|---|---|---|---|
| Gross margin | 80.5% | 79.3% | 79.9% | 80.1% | 80.4% | 79.2% | 78.6% | 80.2% |
| Operating margin | 1.3% | -1.6% | -4.3% | -0.7% | 1.0% | 0.7% | 0.5% | 6.2% |
| Net margin | 6.2% | 3.2% | 0.3% | 3.8% | 4.9% | 5.2% | 4.0% | 9.9% |
| FCF margin | 34.9% | 34.5% | 22.4% | 26.5% | 33.4% | 32.1% | 27.3% | 23.3% |
| R&D % of revenue | 42.9% | 44.8% | 46.9% | 45.4% | 43.8% | 43.3% | 42.6% | 41.1% |
| S&M % of revenue | 28.2% | 28.1% | 28.9% | 27.0% | 27.7% | 27.8% | 27.8% | 25.3% |
| SBC % of revenue | 21.5% | 21.6% | 21.8% | 22.6% | 21.5% | 19.6% | 19.6% | 19.8% |
Source filings
| Quarter | Calendar | Period end | Form | Filed | Filing | Earnings 8-K |
|---|---|---|---|---|---|---|
| FY2026 Q3 | CY2026 Q3 | 2026-09-30 | 10-Q | 2026-11-04 | open | open |
| FY2026 Q2 | CY2026 Q2 | 2026-06-30 | 10-Q | 2026-08-06 | open | open |
| FY2026 Q1 | CY2026 Q1 | 2026-03-31 | 10-Q | 2026-05-07 | open | open |
| FY2025 Q4 | CY2025 Q4 | 2025-12-31 | 10-K | 2026-02-18 | open | open |
| FY2025 Q3 | CY2025 Q3 | 2025-09-30 | 10-Q | 2025-11-07 | open | open |
| FY2025 Q2 | CY2025 Q2 | 2025-06-30 | 10-Q | 2025-08-08 | open | open |
| FY2025 Q1 | CY2025 Q1 | 2025-03-31 | 10-Q | 2025-05-07 | open | open |
| FY2024 Q4 | CY2024 Q4 | 2024-12-31 | 10-K | 2025-02-20 | open | open |