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DDOG · Datadog

7 filings

10-K

DDOG 10-K Annual Reports

Datadog - 7 annual reports

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

2025
Datadog Annual Report, Year Ended Dec 31, 2025
Datadog, Inc. demonstrated robust financial performance in the fiscal year ended December 31, 2025, with revenue reaching $3.43 billion, a 28% increase year-over-year. This growth was primarily driven by existing customers expanding their usage (75% of the increase) and new customer acquisition (25%). The company achieved a net income of $107.7 million and positive operating cash flow of $1.05 billion, indicating strong operational efficiency and cash generation capabilities. Datadog continues to expand its platform offerings, incorporating AI-driven capabilities and entering new product areas like Product Analytics and LLM Observability, positioning itself for continued growth in the expanding observability and security markets. While the company experienced a slight decrease in gross margin to 80% due to increased cloud infrastructure costs, its overall financial health remains strong. Investments in research and development and sales and marketing continue, supporting product innovation and market penetration. Datadog ended the year with a healthy cash position of $4.1 billion in cash and marketable securities, providing ample resources for future growth initiatives, strategic acquisitions, and operational needs. The company's land-and-expand business model, coupled with strong dollar-based net retention (120% as of December 31, 2025), suggests a sticky customer base with significant potential for future revenue expansion.
Feb 18, 2026
2024
Datadog Annual Report, Year Ended Dec 31, 2024
Datadog, Inc. (DDOG) reported strong financial performance for the fiscal year ended December 31, 2024, with revenue reaching $2.68 billion, a 26% increase year-over-year. This growth was driven by both expanding usage from existing customers (75% of the increase) and acquiring new customers (25% of the increase). The company demonstrated significant operational efficiency, achieving net income of $183.7 million and positive operating cash flow of $870.6 million, translating to free cash flow of $775.1 million. Datadog continues to enhance its platform with new product offerings, including LLM Observability and Event Management, underscoring its commitment to technology leadership and addressing evolving market needs. The company maintains a strong customer base of approximately 30,000, with a notable increase in customers generating $100,000 or more in Annual Recurring Revenue (ARR). The dollar-based net retention rate remained strong, in the high 110% range, indicating continued expansion within its existing customer base. The company ended the year with a robust cash and marketable securities position of $4.2 billion, providing ample liquidity for future growth initiatives.
Feb 20, 2025
2023
Datadog Annual Report, Year Ended Dec 31, 2023
Datadog, Inc.'s 2023 10-K filing reveals a company demonstrating robust growth in a critical technology sector. The company has expanded its revenue significantly, driven by both new customer acquisition and increased adoption by existing clients, showcasing the effectiveness of its 'land-and-expand' business model. Datadog's platform, which offers unified observability and security for cloud applications, continues to evolve with new product launches and feature enhancements, reinforcing its position as a leader in the IT Operations Management market. Financially, Datadog has shown a significant improvement in profitability and cash flow generation compared to the previous year, achieving net income and strong positive operating and free cash flow. The company's strategic investments in research and development and sales and marketing are designed to fuel future growth. While facing macroeconomic headwinds that have led to slightly slower usage growth from existing customers, Datadog maintains a positive outlook, supported by its expanding customer base, strong net retention rates, and a clear strategy for continued innovation and international expansion.
Feb 23, 2024
2022
Datadog Annual Report, Year Ended Dec 31, 2022
Datadog, Inc.'s 2022 10-K filing highlights continued robust revenue growth, increasing by 63% year-over-year to $1.675 billion, driven by both new customer acquisition and significant expansion within its existing customer base. The company's 'land-and-expand' business model continues to be effective, with 85% of its ARR coming from customers with over $100,000 ARR, and a dollar-based net retention rate exceeding 130%. Datadog is strategically investing heavily in research and development (45% of revenue) and sales & marketing (30% of revenue) to fuel innovation and market penetration. Despite strong revenue growth, the company reported a net loss of $50.2 million for 2022, reflecting substantial investments in growth. However, it demonstrated strong positive operating cash flow of $418.4 million and free cash flow of $353.5 million, indicating efficient operational management. The company's platform is expanding beyond its core observability into security and developer-focused products, broadening its addressable market. Key risks include potential economic slowdowns impacting IT spending and intense competition from both established players and cloud providers' native solutions.
Feb 24, 2023
2021
Datadog Annual Report, Year Ended Dec 31, 2021
Datadog, Inc. reported strong revenue growth of 70% for the year ended December 31, 2021, reaching $1.03 billion, indicating significant market adoption. The company's "land-and-expand" business model continues to prove effective, with 83% of its Annual Recurring Revenue (ARR) coming from customers with ARR of $100,000 or more, and a dollar-based net retention rate exceeding 130%. This growth was driven by both acquiring new customers and expanding relationships with existing ones, with 78% of customers using more than one product. Despite robust top-line growth and positive operating cash flow ($286.5 million), Datadog continued to invest heavily in research and development (up 99% year-over-year) and sales and marketing (up 40% year-over-year). These investments led to a net loss of $20.7 million for the year. The company's balance sheet remains strong with substantial cash and marketable securities. Looking ahead, Datadog is focused on further expanding its customer base, developing new products, and growing its international presence, positioning itself for continued long-term growth in the cloud monitoring and security market.
Feb 25, 2022
2020
Datadog Annual Report, Year Ended Dec 31, 2020
Datadog, Inc. (DDOG) presented a robust growth trajectory in its March 1, 2021, 10-K filing for the fiscal year ended December 31, 2020. The company demonstrated significant revenue expansion, growing by 66% year-over-year to $603.5 million, driven by both new customer acquisition and strong expansion within its existing customer base. Datadog's land-and-expand business model continues to be effective, evidenced by a dollar-based net retention rate exceeding 130% and an increasing percentage of customers using multiple products (72% as of December 31, 2020). The company continues to invest heavily in research and development (35% of revenue) and sales and marketing (35% of revenue) to fuel innovation and market penetration. While Datadog reported a net loss of $24.5 million for the year, it also generated positive operating cash flow of $109.1 million and free cash flow of $83.2 million, indicating improving financial health. The filing highlights Datadog's strategic focus on expanding its platform's capabilities and its international customer base.
Mar 1, 2021
2019
Datadog Annual Report, Year Ended Dec 31, 2019
Datadog's first annual report as a public company covers fiscal 2019, a year of strong top-line acceleration and a sharp step-up in investment. Revenue reached $362.8 million, up 83% from $198.1 million in 2018, and grew 97% in 2018 versus 2017. Growth came mostly from existing customers, and the company ended 2019 with about 10,500 customers, 858 of which had ARR of $100,000 or more (up from 453). Gross margin was about 75% (gross profit $273.8 million), down roughly 2 points on cloud hosting investments. The company remains unprofitable on a GAAP basis, with an operating loss of $20.1 million and a net loss of $16.7 million (EPS of -$0.12), though losses narrowed as a percentage of revenue, and free cash flow turned slightly positive at $0.8 million. The balance sheet was transformed by the September 2019 IPO at $27.00 per share, which raised roughly $706 million in net proceeds. Cash, cash equivalents and marketable securities totaled about $774 million at year-end, and working capital was $703.7 million. Deferred revenue of $138.5 million, with $134.1 million current, provides good forward revenue visibility, and remaining performance obligations rose to $243.8 million from $127.1 million. Management expects revenue growth to decelerate as the business scales. Headcount grew to 1,403 from 886, and sales and marketing remains the largest expense line at 40% of revenue. Key investor risks include the dual-class structure, under which Class B holders control about 97% of voting power, and the lock-up expirations starting in March 2020, which could pressure the stock. The filing also flags reliance on third-party cloud hosting providers (AWS, GCP, Azure), intense competition from larger incumbents and cloud providers, GDPR and CCPA compliance exposure, Brexit uncertainty, and the company's status as an emerging growth company. A January 2020 commitment to purchase at least $21.0 million of Microsoft Azure services through January 2023 adds to its committed spending.
Feb 25, 2020