DDOG 10-Q Quarterly Reports

Datadog, Inc. reported strong growth in its first quarter of 2026, with revenue increasing 32% year-over-year to $1.01 billion. This growth was driven by both new customer acquisition and significant expansion within its existing customer base. The company demonstrated robust profitability, achieving a net income of $52.6 million, a substantial increase from the prior year's $24.6 million. Operating cash flow also saw a healthy increase, underscoring the company's strong financial performance and operational efficiency. Financially, Datadog maintains a solid liquidity position with over $4.7 billion in cash and marketable securities as of March 31, 2026. The company's balance sheet reflects continued investment in property and equipment, alongside a growing goodwill balance due to acquisitions. The expansion of its platform, with customers increasingly adopting multiple products, along with a strong dollar-based net retention rate, indicates healthy customer engagement and confidence in Datadog's offerings.

Datadog, Inc. reported strong revenue growth for the nine months ended September 30, 2025, with revenue reaching $2.47 billion, a 27% increase year-over-year. This growth was primarily driven by existing customers (80% of the increase) and new customer acquisition (20%). While revenue increased, the company experienced an operating loss of $53.7 million for the nine-month period, compared to an operating income of $44.9 million in the prior year. Net income for the nine months ended September 30, 2025, was $61.2 million, a decrease from $138.2 million in the same period of 2024. The company maintained a healthy cash position with $540.6 million in cash and cash equivalents and $3.6 billion in marketable securities as of September 30, 2025. Free cash flow also showed a positive trend, increasing to $623.7 million for the nine months ended September 30, 2025, up from $534.1 million in the prior year. Significant investments in research and development (R&D) and sales and marketing continue to be a focus, with R&D expenses increasing by 35% and sales and marketing by 26% year-over-year for the nine-month period. The company also noted a strategic shift in the useful life of capitalized software development costs, extending it from two to three years, which impacted depreciation. Acquisitions during the period, while not individually material, contributed to an increase in goodwill. The company is managing its debt effectively, with the 2025 Convertible Senior Notes having matured and been converted, while the 2029 Notes remain a long-term liability.

Datadog, Inc.'s second-quarter 2025 results show continued revenue growth, with a 28% year-over-year increase to $826.8 million, driven by both new and existing customers. The company's land-and-expand strategy continues to prove effective, evidenced by a strong dollar-based net retention rate of approximately 120%. Despite robust revenue growth, Datadog reported a net income of $2.6 million for the quarter, a significant decrease from $43.8 million in the prior year, primarily due to increased operating expenses, particularly in research and development (up 41%) and general and administrative costs (up 47%). This investment in growth and infrastructure is also reflected in the year-to-date net income, which stands at $27.3 million compared to $86.5 million in the first half of 2024. Financially, Datadog maintains a strong liquidity position with $489 million in cash and cash equivalents and $3.4 billion in marketable securities. The company also saw positive operating cash flow of $471.6 million for the first six months of the year. The successful conversion of the 2025 Convertible Senior Notes was completed, and the company is managing its debt structure with the 2029 Convertible Senior Notes. Investors should monitor expense growth relative to revenue, especially in R&D and G&A, as the company continues to invest in its platform and expand its market reach.

Datadog, Inc. (DDOG) reported its first-quarter 2025 results, demonstrating continued strong revenue growth and expanding customer adoption. Total revenue reached $761.6 million, a 25% increase year-over-year, driven by both new customer acquisition and expansion within the existing customer base. The company highlighted robust growth in customers with Annual Recurring Revenue (ARR) of $100,000 or more, and a dollar-based net retention rate in the high 110s, indicating successful upselling and cross-selling. While the company is investing heavily in research and development and sales and marketing, leading to an increase in operating expenses, it has also seen significant growth in operating cash flow. The balance sheet remains strong with substantial cash and marketable securities. A key upcoming event is the maturity of its 2025 Convertible Senior Notes in June 2025, which the company plans to settle through a combination of cash and stock.

Datadog, Inc. reported strong financial results for the third quarter of 2024, demonstrating continued growth and profitability. Revenue for the quarter reached $690.0 million, a 26% increase year-over-year, driven by both new customer acquisition and expansion within the existing customer base. The company achieved a net income of $51.7 million, a significant improvement from the prior year's comparable quarter. Key financial strengths include a robust balance sheet with substantial cash and marketable securities totaling approximately $3.2 billion as of September 30, 2024. Operating cash flow remained strong, indicating efficient cash generation from its core business. The company continues to invest in research and development and sales and marketing, reflecting its commitment to innovation and market expansion, while managing operating expenses effectively.

Datadog, Inc. reported strong financial performance in its Q2 2024 10-Q filing, with revenues reaching $645.3 million for the quarter, a 27% increase year-over-year. This growth was driven by both new customer acquisition and, more significantly, expansion within its existing customer base, with approximately 75% of revenue growth coming from existing clients. The company demonstrated a healthy gross margin of 81% and a significant increase in operating income, shifting from a loss in the prior year's comparable quarter to a $12.6 million operating income. Net income also turned positive, reaching $43.8 million. Furthermore, Datadog generated substantial operating cash flow of $376.7 million for the first six months of the year, leading to a free cash flow of $330.5 million, indicating strong operational efficiency and financial health. The company maintains a robust liquidity position with $411.0 million in cash and cash equivalents and $2.5 billion in marketable securities as of June 30, 2024.

Datadog, Inc. reported strong performance for the first quarter of 2024, with revenue growing 27% year-over-year to $611.3 million. This growth was driven by both new customer acquisition and expansion within the existing customer base. The company demonstrated significant improvements in profitability and cash flow, with net income of $42.6 million compared to a net loss of $24.1 million in the prior year period. Operating cash flow surged to $212.3 million, and free cash flow reached $186.7 million, highlighting robust operational efficiency. The company's balance sheet remains strong, with $282.2 million in cash and cash equivalents and $2.5 billion in marketable securities as of March 31, 2024. While the dollar-based net retention rate saw a slight decline year-over-year, it remains strong at in the mid-110% range, indicating continued expansion within its existing customer base. The company continues to invest in innovation and product development, with R&D expenses increasing 18% year-over-year.

Datadog, Inc. (DDOG) reported solid top-line growth in its third quarter of 2023, with revenue increasing by 25% year-over-year to $547.5 million. This growth was driven by both new customer acquisition and significant expansion within its existing customer base, evidenced by a strong dollar-based net retention rate slightly below 120%. The company also demonstrated improved profitability and cash flow generation, with a reported net income of $22.6 million for the quarter, a significant turnaround from a net loss in the prior year. Operating expenses grew at a slower pace than revenue, leading to a positive operating income and a gross margin of 81% for the quarter. Financially, Datadog maintains a robust liquidity position with $2.1 billion in marketable securities and $261.3 million in cash and cash equivalents as of September 30, 2023. Free cash flow for the first nine months of the year was $396.3 million, underscoring the company's ability to generate cash from its operations. While the company continues to invest in research and development and sales and marketing to fuel future growth, the pace of expense growth is moderating relative to revenue, suggesting a path towards sustained profitability. The company's ability to expand its platform's product adoption across its customer base remains a key driver for future growth and retention.

Datadog, Inc.'s (DDOG) Q2 2023 filing shows a continued revenue growth trend, with a 25% year-over-year increase in the second quarter to $509.5 million, and a 29% increase for the first six months of the year to $991.2 million. This growth is being fueled by both new customer acquisition and expansion within the existing customer base, as evidenced by a strong dollar-based net retention rate above 120%. The company is investing heavily in Research and Development (R&D) and Sales and Marketing (S&M) to support this growth and maintain its technology leadership. Despite revenue growth, the company reported a net loss for the quarter ($4.0 million) and year-to-date ($28.1 million), a reversal from the prior year's net income. This is largely due to increased operating expenses, particularly in R&D and S&M, driven by higher personnel costs associated with headcount expansion. However, operating cash flow remains robust, increasing to $286.9 million for the first six months of the year, and the company maintains a strong liquidity position with $291.3 million in cash and cash equivalents and $1.9 billion in marketable securities. Investors should monitor the company's ability to translate these investments into sustainable profitability.

Datadog, Inc. reported revenue of $481.7 million for the first quarter of 2023, a 33% increase year-over-year. While the company experienced revenue growth, it also posted a net loss of $24.1 million for the quarter, a significant shift from the $9.7 million net income reported in the same period last year. This net loss was primarily driven by increased operating expenses, particularly in research and development (up 52%) and sales and marketing (up 43%), as the company continued to invest in growth. Despite the net loss, Datadog maintained a strong cash position with $222.5 million in cash and cash equivalents and $1.8 billion in marketable securities as of March 31, 2023. Operating cash flow remained solid at $133.8 million, though slightly down from the prior year. The company highlighted its land-and-expand business model, with a dollar-based net retention rate above 130% and continued growth in customers with Annual Recurring Revenue (ARR) of $100,000 or more. Investments in product development and international expansion are key strategic priorities.

Datadog, Inc. reported strong revenue growth in its third-quarter 2022 results, with revenue increasing by 61% year-over-year for the three months ended September 30, 2022, reaching $436.5 million. This growth was primarily driven by expansion within its existing customer base, which contributed approximately 80% of the increase, with new customer acquisition accounting for the remaining 20%. The company also saw an improvement in gross margin, which rose to 79% from 77% in the prior year's comparable period, indicating improved operational efficiency or cost management. Despite the robust revenue growth and margin expansion, Datadog continued to report a net loss, with a loss of $26.0 million for the quarter, compared to a loss of $5.5 million in the same period last year. This widening net loss is attributed to significant increases in operating expenses, particularly in Research and Development (up 82%) and Sales and Marketing (up 71%), as the company continues to invest heavily in product innovation, platform expansion, and go-to-market strategies to fuel future growth. However, operating cash flow remained strong, with $304.0 million generated in the first nine months of 2022.

Datadog, Inc. (DDOG) reported strong revenue growth of 74% year-over-year for the second quarter of 2022, reaching $406.1 million. This growth was driven by both new customer acquisition and significant expansion within the existing customer base, with a dollar-based net retention rate above 130%. The company's strategic focus on innovation and expanding its platform capabilities, including the introduction of new products and features, continues to drive customer adoption and platform expansion. While the company reported a net loss of $4.9 million for the quarter, this was an improvement from the $9.4 million net loss in the same period last year. The company generated positive operating cash flow of $220.3 million for the first six months of 2022, indicating a healthy cash generation capacity. The balance sheet remains strong with $238.9 million in cash and cash equivalents and $1.5 billion in marketable securities as of June 30, 2022, suggesting ample liquidity to support ongoing operations and future growth initiatives.

Datadog, Inc. reported strong financial performance for the quarter ending March 31, 2022, with revenue growth of 83% year-over-year, reaching $363.0 million. This growth was primarily driven by existing customers (approximately 80% of the increase), indicating successful customer retention and expansion. The company achieved profitability with a net income of $9.7 million, a significant improvement from a net loss of $13.1 million in the prior year quarter. Operating cash flow also showed substantial improvement, increasing to $147.4 million from $51.7 million. Key financial strengths include a robust cash position of $271.7 million and marketable securities totaling $1.4 billion. The company maintained a healthy dollar-based net retention rate above 130%, underscoring its effective land-and-expand business model. Despite significant investments in R&D and sales & marketing to fuel continued innovation and growth, Datadog demonstrated improved operating leverage, as indicated by a decrease in Operating Expenses as a percentage of revenue (77% vs. 83% in the prior year quarter) and an expansion in gross margin (79% vs. 76%).

Datadog, Inc.'s (DDOG) Q3 2021 filing shows robust top-line growth with revenue increasing by 75% year-over-year to $270.5 million for the three months ended September 30, 2021. This growth was driven by both new customer acquisition and expansion within the existing customer base, as indicated by a dollar-based net retention rate above 130%. The company continues to invest heavily in research and development (R&D), which increased by 100% year-over-year, reflecting a commitment to innovation and platform expansion. While revenue growth is strong, the company reported a net loss of $5.5 million for the quarter, an improvement from the $15.2 million net loss in the prior year's quarter. This was accompanied by an increase in cost of revenue and operating expenses, largely due to increased headcount and investments in cloud infrastructure. Despite the net loss, operating cash flow remained strong at $170.8 million for the nine months ended September 30, 2021, and the company ended the period with a healthy cash and marketable securities balance of $1.47 billion, indicating good liquidity.

Datadog, Inc. reported strong revenue growth in the second quarter and first half of 2021, demonstrating continued demand for its observability platform. Revenue increased by 67% year-over-year for the quarter to $233.5 million and by 59% for the first half to $432.1 million. This growth was driven by both new customer acquisition and, significantly, expansion within the existing customer base, evidenced by a dollar-based net retention rate above 130% and a growing number of customers with Annual Recurring Revenue (ARR) of $100,000 or more. Despite revenue growth, the company experienced a net loss of $9.4 million for the quarter and a $22.4 million net loss for the first half, compared to a net income of $0.3 million and $6.8 million in the prior year periods, respectively. This shift is largely due to significant investments in Research and Development (R&D) and Sales & Marketing, with R&D expenses nearly doubling year-over-year for both periods, reflecting the company's commitment to innovation and platform expansion. While gross margin saw a slight decrease due to increased cloud infrastructure costs, the company maintained robust operating cash flow of $103.4 million for the first half, indicating healthy underlying business operations.

Datadog, Inc. reported revenue of $198.5 million for the first quarter of 2021, a 51% increase year-over-year, demonstrating strong growth driven by both new and existing customers. Despite robust revenue expansion, the company incurred a net loss of $13.1 million for the quarter, a shift from the $6.5 million net income in the prior year's first quarter. This change was influenced by significant increases in operating expenses, particularly in research and development (up 94%) and cost of revenue (up 76%), which impacted gross margin. The company ended the quarter with a strong liquidity position, holding $369.7 million in cash and cash equivalents and $1.18 billion in marketable securities. Operating cash flow remained positive at $51.7 million, and free cash flow was $44.5 million, indicating healthy cash generation capabilities to support ongoing operations and investments. Datadog continues to expand its customer base, reaching approximately 15,200 customers by the end of Q1 2021, up from 11,500 a year prior, and also saw growth in customers with an Annual Recurring Revenue (ARR) of $100,000 or more, reaching 1,437. The dollar-based net retention rate remained above 130%, highlighting strong customer loyalty and expansion within the existing base.

Datadog, Inc. reported on its financial status and risks as of and for the period ending September 30, 2020. While the company has experienced significant revenue growth, it also carries a history of operating losses, with an accumulated deficit of $132.0 million as of the reporting date. The company is actively investing in its platform, sales and marketing, and international expansion, which are expected to increase costs. Management's ability to forecast future results is limited due to its relatively short operating history in a rapidly evolving industry, and future profitability is not guaranteed. The company faces numerous risks, including the ongoing impact of the COVID-19 pandemic on its business and customers, economic downturns, intense competition, and cybersecurity threats. Success hinges on retaining and expanding its existing customer base, attracting new customers, and effectively scaling its sales and marketing capabilities. The company also notes its dual-class stock structure, which concentrates voting power, and the potential for volatility in its Class A common stock price.

This 10-Q filing for Datadog, Inc. (DDOG) as of August 7, 2020, covers the quarterly period ending June 30, 2020. The company reported strong revenue growth, driven by expanding customer adoption and increased usage from existing customers. Despite significant investments in sales, marketing, and product development to fuel future growth, Datadog is managing its expenses. The company acknowledges a history of operating losses but highlights positive net income for the first six months of 2020, signaling a potential path towards profitability. Key risks for investors to consider include the ongoing impact of the COVID-19 pandemic on customer spending and business operations, competitive pressures in the cloud monitoring market, and the company's reliance on continued customer retention and acquisition. Datadog is actively managing its international expansion and technological development to maintain its competitive edge. The company also notes its transition out of 'emerging growth company' status at the end of 2020, which will lead to increased compliance costs.

Datadog, Inc.'s (DDOG) Q1 2020 10-Q filing highlights its status as an 'emerging growth company,' which allows for certain regulatory and reporting exemptions. This status, while potentially reducing compliance costs, may make the stock less attractive to some investors due to non-comparable financial reporting standards and reduced disclosures. The company is investing in internal controls over financial reporting, a critical area for public companies, to comply with Sarbanes-Oxley Act (SOX) Section 404. Any identified material weaknesses could impact investor confidence and stock valuation. The filing also details anti-takeover provisions within its charter documents and Delaware law, which could deter acquisition attempts and limit shareholder influence on management changes. These provisions, including a staggered board and high voting thresholds for certain actions, are designed to ensure stability but might also limit the potential for a premium in an acquisition scenario. Furthermore, Datadog has established exclusive forum provisions for stockholder disputes, potentially restricting where investors can file lawsuits.

This 10-Q filing for Datadog, Inc. (DDOG) comes shortly after its Initial Public Offering (IPO) in September 2019. As an emerging growth company, Datadog is leveraging certain exemptions from reporting requirements, which may impact comparability with other public companies and potentially investor perception. The company raised $745.2 million in gross proceeds from its IPO, with net proceeds of $705.9 million, and has stated that the use of these funds aligns with previously disclosed plans. Investors should be aware of the company's status as an emerging growth company, which allows for extended transition periods for new accounting standards, potentially leading to less comparable financial statements. Furthermore, Datadog is in the process of developing and implementing internal controls over financial reporting as required by Sarbanes-Oxley Act Section 404, a process that is costly and could reveal material weaknesses, impacting investor confidence. Additionally, several anti-takeover provisions are in place, which could deter potential acquirers and limit stockholder influence on management changes.