Skip to content
AnalystLens

DatadogDDOG

Legal name
Datadog, Inc.
Sector
Technology
Industry
Services-Prepackaged Software
Exchange
Nasdaq

Stock Price $DDOG

Latest filings

You are here#42 of 88 in Technology by market cap

Filing record · 2019–202610-K710-Q218-K44

DDOG filed 7 annual reports (10-K), 21 quarterly reports (10-Q) and 44 current reports (8-K) between 2019 and 2026.

  1. Material agreement8-K · Jun ’20Jun ’20
  2. FY2022 annual report10-K · Feb ’23Feb ’23
  3. Leadership change8-K · Mar ’26Mar ’26

01—Key figures

Source: 10-KFY2025
Source: 10-KFY2025
Source: 10-KFY2025
Source: 10-KFY2025

Revenue Trend

Year-over-year comparison from 10-K annual reports

  9. $3.43B
YoY changeLargest recent move+96.6%in FY18Latest +27.7%

Latest bar from 10-KFY2025Click a bar to open its SEC filing

View full history →
All DDOG Financial Metrics56 metrics

Income Statement17

Balance Sheet24

Cash Flow11

Per Share4

02—Overview

Datadog Financial Overview 2021–2025

Updated Nov 3, 2026

Datadog generated $1.05 billion in operating cash flowa during FY2025, proving its cloud observability platform is as efficient at minting cash as it is at capturing market share. The company has successfully transitioned from a cash-burning startup into an entrenched enterprise utility. By consistently expanding relationships with existing users—who accounted for 75% of revenue growth in FY2025—Datadog operates a highly sticky ecosystem where customers steadily increase their software spend.

The top line expanded rapidly as revenue grew from $1.03 billion in FY2021 to $3.43 billionb in FY2025. Underpinning this trajectory is a remarkably consistent land-and-expand model, highlighted by a 120% dollar-based net retention rate and an 80% gross margin at the close of the fiscal year. While the business swung from a $20.7 million net loss in FY2021 to a $107.7 million net income in FY2025, it continues to direct heavy capital toward research and development to launch new AI and security products. The market priced this aggressive scaling at a massive premium. At the end of FY2025, the stock closed at $135.99 and traded at a towering 438.7x P/E ratio based on $0.31 in EPS.

Recent Developments (Q1 and Q2 2026)

Growth accelerated through the first half. Revenue rose 32% to $1.01 billionc in Q1 2026, then 36% to $1.12 billion in Q2 2026. Customers with $100,000+ ARR reached about 4,720, up 23%. Non-GAAP operating margin improved to 23% from 20%, while GAAP operating income stayed near zero at $5.5 million. Management raised FY2026 revenue guidance from $4.30–$4.34 billion to $4.45–$4.47 billion. Datadog also acquired Adaptive ML, spending $101.7 million in the quarter.

The bull case: Q2 free cash flow of $279 milliond and $5.0 billion in cash support continued investment. The bear case: management flagged reduced usage from its largest customer starting Q3 2026, gross margin slipped on cloud costs, and stock-based compensation ran near 20% of revenue in Q1 2026. At $229.29, the stock traded at 739.6x trailing earnings as of the August 5, 2026 report date, not today. That price leaves little room for a miss.

What to watch: Q3 revenue against the $1.135–$1.145 billione guide; largest-customer usage and gross margin trends

03—Filings

Recent SEC Filings

  1. 8-KDatadog 8-K Report, Financial Results (Nov 4, 2026)
  2. 8-KDatadog 8-K Report, Financial Results (Aug 6, 2026)Datadog reported second quarter 2026 results on August 6, 2026, with revenue of $1.12 billion, up 36% year-over-year from $826.8 million. Growth was driven in part by larger customers: about 4,720 customers had ARR of $100,000 or more, up 23% from about 3,850 a year earlier. Profitability improved notably: GAAP operating income was $5 million (0% margin) versus a $35.5 million loss a year ago, and non-GAAP operating income was $257 million (23% margin), up from $164 million (20%). GAAP diluted EPS was $0.12 and non-GAAP diluted EPS was $0.65. Operating cash flow was $316 million and free cash flow was $279 million (25% margin), with $5.0 billion in cash and marketable securities. Management raised its full-year 2026 outlook in the sense that it provided new ranges: revenue of $4.45 billion to $4.47 billion, non-GAAP operating income of $1.01 billion to $1.03 billion, and non-GAAP EPS of $2.50 to $2.54. Third-quarter guidance calls for revenue of $1.135 billion to $1.145 billion and non-GAAP EPS of $0.63 to $0.65. The filing does not state whether these ranges are above prior guidance, since prior guidance is not included in this document, so investors should compare them against the previously published outlook. The company also acquired Adaptive ML, a reinforcement learning operations startup, and launched more than 100 capabilities at DASH 2026, including autonomous Bits AI and AI Guard. The 8-K is a Item 2.02 earnings disclosure with the press release furnished as Exhibit 99.1, so the financial information is not deemed filed under Section 18 of the Exchange Act. Investors should note that GAAP results remain near breakeven, that non-GAAP reconciliations for forward guidance were not provided, and that stock-based compensation of $220 million in the quarter (about 20% of revenue) is a significant gap between GAAP and non-GAAP profitability.
  3. 8-KDatadog 8-K Report, Shareholder Vote Results (Jun 16, 2026)Datadog, Inc. (DDOG) held its 2026 Annual Meeting of Stockholders on June 15, 2026, with the primary outcomes being the election of four Class I directors and the advisory approval of executive compensation. The company's stockholders overwhelmingly re-elected Olivier Pomel, Dev Ittycheria, Shardul Shah, and Ami Vora to its Board of Directors, with their terms extending until the 2029 Annual Meeting. This signifies continued confidence in the current leadership's direction. Additionally, stockholders approved, on an advisory basis, the compensation of the company's named executive officers. The selection of Deloitte & Touche LLP as the independent registered public accounting firm for fiscal year 2026 was also ratified with strong support. Notably, a shareholder proposal to adopt a simple majority voting provision was not approved, indicating a preference to maintain the current voting structure.
  4. 8-KDatadog 8-K Report, Financial Results (May 7, 2026)Datadog (DDOG) reported first quarter 2026 results on May 7, 2026, with revenue of $1,006.4 million, up 32% year-over-year from $761.6 million. Growth was broad-based among larger customers: customers with ARR of $100,000 or more rose about 21% to roughly 4,550 from 3,770 a year earlier. Gross margin held at 79% GAAP and 80% non-GAAP, and non-GAAP operating margin was 22%, flat year-over-year. GAAP operating income turned positive at $7.3 million (1% margin) versus a $12.4 million loss a year ago, and GAAP diluted EPS was $0.15 versus $0.07. Cash generation was strong. Operating cash flow was $334.6 million and free cash flow was $289.1 million, a 29% margin, though down from a 32% margin a year earlier as capitalized software and capex rose. Cash and marketable securities totaled $4.8 billion at quarter-end. Stock-based compensation of $196.8 million remains large relative to GAAP operating income, which is a key point for investors evaluating true profitability. Management guided Q2 2026 revenue to $1.07–$1.08 billion and full-year 2026 revenue to $4.30–$4.34 billion, with non-GAAP operating income of $940–$980 million for the year. Product news included general availability of the MCP Server, Bits AI Security Analyst, and GPU Monitoring, plus a strategic partnership with Sakana AI. The filing furnishes the press release under Item 2.02 and is not deemed filed for Section 18 purposes.
  5. 8-KDatadog 8-K Report, Rights Modification (Apr 22, 2026)Datadog, Inc. has officially completed its redomiciliation from Delaware to Nevada, effective April 21, 2026. This strategic move, approved by stockholders at a special meeting, involved converting the company from a Delaware corporation to a Nevada corporation through a plan of conversion. The redomiciliation did not alter Datadog's business operations, management, assets, liabilities, or the number of employees, aiming primarily to adjust the legal and regulatory framework governing the company. While the internal affairs of Datadog will now be governed by Nevada law, and the company has adopted new Nevada-based articles of incorporation and bylaws, the transition is designed to be seamless for shareholders. Stock ownership, equity awards, and the stock trading symbol (DDOG) remain unchanged. Investors should note that while the operational impact is minimal, there may be subtle changes in stockholder rights as outlined in the definitive proxy statement and associated Nevada legal documents.
View all 8-K filings →
View all filings (10-K, 10-Q, 8-K, proxy & more) →

04—See also

Related Companies

Annual revenue over each company’s last eight fiscal years, each strip on its own scale from zero.