DDOG 8-K Current Reports

Datadog 8-K Report, Financial Results (Nov 4, 2026)

Datadog 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.

Datadog 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.

Datadog 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.

Datadog 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.

Datadog 8-K Report, Executive Changes (Mar 2, 2026)

Datadog, Inc. (DDOG) announced on March 2, 2026, a change in its Board of Directors, which is a key development for investors to monitor. The Board has been expanded from ten to eleven members with the appointment of Dominic Phillips as a Class II director. Mr. Phillips's term is set to conclude at the 2027 Annual Meeting of Stockholders. His appointment, effective February 26, 2026, is intended to leverage his extensive professional experience and expected contributions to the company. This expansion and appointment are significant as they indicate the company's strategic considerations for governance and expertise at the board level. Notably, Mr. Phillips will not be immediately assigned to any board committees. His compensation package includes an initial grant of restricted stock units (RSUs) valued at $600,000, an increase from the standard $400,000 for new directors, reflecting the board's emphasis on aligning his interests with those of shareholders and recognizing his significant background.

Datadog 8-K Report, Financial Results (Feb 10, 2026)

Datadog reported Q4 and fiscal 2025 results on February 10, 2026, with revenue accelerating to $953 million in the fourth quarter, up 29% year-over-year, and $3.43 billion for the full year, up 28%. Growth was driven by larger customers: customers with ARR of $1 million or more rose 31% to 603, and customers with ARR of $100,000 or more rose 19% to about 4,310. Profitability was modest on a GAAP basis, with a fourth-quarter GAAP operating margin of 1% and a full-year GAAP operating loss of $(44) million, while non-GAAP operating margin was 24% in Q4 and 22% for the year. Free cash flow was strong at $291 million in Q4 and $915 million for the year, a 27% full-year margin, and cash plus marketable securities stood at $4.47 billion at year-end. Management guided to Q1 2026 revenue of $951 million to $961 million and full-year 2026 revenue of $4.06 billion to $4.10 billion, implying growth of roughly 18% to 20% for the year, a notable deceleration from 28% in 2025. Full-year non-GAAP operating income guidance of $840 million to $880 million and non-GAAP EPS of $2.08 to $2.16 were provided, and the company did not reconcile these to GAAP, citing variability in stock-based compensation and payroll tax items. Investors should weigh the strong top-line momentum and cash generation against the sharp implied growth slowdown and the continued heavy stock-based compensation burden, which kept GAAP results near breakeven. An Investor Day is scheduled for February 12, 2026, where further long-term targets may be discussed. The filing itself is a routine Item 2.02 disclosure furnishing the earnings press release as Exhibit 99.1; the information is furnished rather than filed for Section 18 liability purposes. The financial statements in the exhibit are unaudited, and the audited results will be presented in the forthcoming Form 10-K.

Datadog 8-K Report, Financial Results (Nov 6, 2025)

Datadog reported third-quarter 2025 results on November 6, 2025, with revenue of $886 million, up 28% year-over-year from $690 million, and a clear acceleration in the top-line growth story. Customers with ARR of $100,000 or more rose about 16% to roughly 4,060 from 3,490, signaling continued success moving up-market and expanding existing accounts. Profitability was mixed: GAAP operating loss was $(6) million (a (1)% margin, versus a 3% margin a year earlier), while non-GAAP operating income reached $207 million (23% margin, down from 25%). GAAP net income was $34 million ($0.10 per diluted share), and non-GAAP EPS was $0.55. Cash generation was strong, with operating cash flow of $251 million and free cash flow of $214 million, and cash and marketable securities totaled $4.1 billion. Guidance points to continued growth. For Q4 2025, Datadog expects revenue of $912 to $916 million and non-GAAP operating income of $216 to $220 million. For full-year 2025, it expects revenue of $3.386 to $3.390 billion, non-GAAP operating income of $754 to $758 million, and non-GAAP EPS of $2.00 to $2.02. The GAAP-to-non-GAAP reconciliation for forward guidance was not provided because of uncertainty in stock-based compensation and related payroll tax items, which the company says could be material. Key watch items for investors include the widening GAAP loss driven by heavy stock-based compensation (about $201 million in the quarter, up from $142 million), the sharp rise in R&D spending (up roughly 38% year-over-year), a 2025 convertible note repayment of about $636 million, and an increase in goodwill from acquisitions. The company also highlighted AI-related product launches and the milestone of more than 1,000 integrations. This summary is based solely on the press release and financial tables included in the filing.

Datadog 8-K Report, Executive Changes (Sep 11, 2025)

Datadog, Inc. (DDOG) announced a change to its Board of Directors through an 8-K filing on September 11, 2025. The company expanded its board from nine to ten members and appointed Ami Vora as a Class I director. Ms. Vora's appointment is effective immediately and her term will extend until the 2026 Annual Meeting of Stockholders. This expansion and appointment indicate a strategic move by the company to bolster its governance and potentially leverage Ms. Vora's expertise in a competitive market. Of particular note for investors is the compensatory arrangement for Ms. Vora. While she will be compensated under the standard Non-Employee Director Compensation Policy, her initial grant of restricted stock units (RSUs) was significantly increased from $400,000 to $600,000. This enhanced equity award is intended to attract and retain Ms. Vora, acknowledging her extensive experience and expected contributions, and importantly, to align her interests with those of Datadog's stockholders. The RSUs will vest over three years, providing a long-term incentive structure.

Datadog 8-K Report, Financial Results (Aug 7, 2025)

Datadog reported second quarter 2025 results on August 7, 2025, with revenue of $826.8 million, up 28% year-over-year from $645.3 million. Growth was driven in part by larger customers: about 3,850 customers with ARR of $100,000 or more, up 14% from about 3,390 a year earlier. Profitability was mixed. GAAP operating loss was $(35.5) million (-4% margin), versus operating income of $12.6 million a year ago, reflecting higher stock-based compensation ($180.5 million, up from $134.7 million) and higher R&D and G&A spending. Non-GAAP operating income was $164.1 million (20% margin, down from 24%), and GAAP net income was only $2.6 million ($0.01 per diluted share). Operating cash flow was $200.1 million and free cash flow was $165.4 million, a 20% margin. Cash and marketable securities totaled $3.9 billion at June 30, 2025, after the company repaid $635.5 million of 2025 convertible notes. Management guided to third-quarter 2025 revenue of $847-851 million and full-year 2025 revenue of $3.312-3.322 billion, with non-GAAP operating income of $684-694 million for the year and non-GAAP EPS of $1.80-1.83. The company also highlighted its inclusion in the S&P 500, a fifth consecutive Gartner Magic Quadrant Leader designation, and more than 125 product announcements at DASH 2025, including AI agents and AI observability tools. Investors should weigh the strong top-line growth and cash generation against the margin compression and the GAAP loss, which are driven largely by stock-based compensation and investment spending. The filing also reports the Q2 acquisition of businesses, which contributed about $115 million in cash outflow and added $173 million of goodwill.

Datadog 8-K Report, Rights Modification (Jun 5, 2025)

Datadog, Inc. (DDOG) filed an 8-K on June 5, 2025, reporting on the outcomes of its 2025 Annual Meeting of Stockholders held on June 3, 2025. The most significant event for investors is the stockholder approval of an amendment to the Company's Amended and Restated Certificate of Incorporation. This amendment limits the liability of certain officers for monetary damages arising from breaches of the fiduciary duty of care, to the extent permitted by Delaware law. This change, effective June 4, 2025, is designed to enhance the company's ability to attract and retain executive talent by providing greater protection against certain types of litigation. The filing also details the results of other key proposals voted on at the meeting. Directors Titi Cole, Matthew Jacobson, and Julie Richardson were re-elected to the Board. Stockholders also provided advisory approval for the compensation of named executive officers and ratified the appointment of Deloitte & Touche LLP as the independent registered public accounting firm for the fiscal year ending December 31, 2025. These outcomes suggest continued support from shareholders for the company's leadership and governance structure.

Datadog 8-K Report, Financial Results (May 6, 2025)

Datadog reported first quarter 2025 results on May 6, 2025 that showed solid top-line momentum. Revenue reached $761.6 million, up roughly 25% year-over-year from $611.3 million, and about 3,770 customers held ARR of $100,000 or more, up 13% from about 3,340 a year earlier. The growth in larger customers is a key signal of platform adoption depth. Cash generation was strong, with operating cash flow of $271.5 million and free cash flow of $244.4 million (a 32% margin), though GAAP profitability remained thin, with a GAAP operating loss of $12.4 million (-2% margin) driven largely by $164.3 million of stock-based compensation. Profitability trends were mixed. Non-GAAP operating income was $166.5 million (22% margin), down from 27% a year earlier, as gross margin compressed (GAAP gross margin 79% vs. 82%; non-GAAP 80% vs. 83%) and operating expenses grew faster than revenue. GAAP net income fell to $24.6 million ($0.07 per diluted share) from $42.6 million, with interest income of $47.2 million helping offset the operating loss. The balance sheet remains strong, with $4.4 billion in cash and marketable securities against roughly $1.6 billion in convertible notes. Management guided Q2 2025 revenue to $787-791 million and full-year 2025 revenue to $3.215-3.235 billion, with non-GAAP operating income of $625-645 million for the year. The company also highlighted the Eppo and Metaplane acquisitions, a planned Australia data center, and the DASH conference on June 10-11, 2025. Investors will likely focus on whether growth can be sustained alongside margin pressure and on the trajectory of GAAP profitability.

Datadog 8-K Report, Financial Results (Feb 13, 2025)

Datadog (DDOG) reported fourth-quarter and full-year 2024 results on February 13, 2025, showing continued strong top-line momentum. Q4 revenue rose 25% year-over-year to $738 million (reported as $737.7 million in the statements), and full-year 2024 revenue grew 26% to $2.68 billion. Customer expansion was a standout: customers with ARR of $1 million or more rose 17% to 462, and customers with ARR of $100,000 or more rose 13% to about 3,610. Operating cash flow for the full year reached $871 million and free cash flow $775 million, a free cash flow margin of about 29%. Profitability is more mixed on a GAAP basis. Q4 GAAP operating income was $9 million (1% margin), down sharply from $28 million a year earlier, while non-GAAP operating income was $179 million (24% margin), slightly above the prior-year level in dollars but with a lower margin. Full-year GAAP operating income swung to $54 million from a loss of $33 million in 2023. The gap between GAAP and non-GAAP results is driven largely by stock-based compensation of $570 million for the year, which investors should weigh when assessing earnings quality. The company ended 2024 with $4.2 billion in cash and marketable securities after issuing $1 billion of 0% convertible notes due 2029. For 2025, Datadog guided Q1 revenue to $737-741 million and full-year revenue to $3.175-3.195 billion, implying growth of roughly 18-19%, a notable deceleration from 26% in 2024. Non-GAAP operating income guidance is $655-675 million for the year, below 2024's $674 million at the midpoint, reflecting planned investment. Management did not provide a GAAP reconciliation for guidance, citing variability in stock-based compensation and payroll taxes. Investors will likely focus on whether the guided growth deceleration reflects macro caution or a shift in consumption trends.

Datadog 8-K Report, Executive Changes (Dec 23, 2024)

Datadog, Inc. (DDOG) filed a Form 8-K on December 23, 2024 disclosing a board change under Item 5.02. On December 22, 2024, the Board increased its size from eight to nine members and appointed Amit Agarwal as a Class II director to fill the newly created vacancy, effective January 1, 2025. His term runs through the 2027 Annual Meeting of Stockholders. The filing is a governance update rather than a financial disclosure. It contains no earnings, guidance, financial results, or material transactions. Mr. Agarwal has not been named to any Board committee and is not currently expected to be, and he has declined all compensation under the company's non-employee director compensation policy, including equity awards. The filing also states there is no arrangement or understanding tied to his selection and no related-party transaction requiring disclosure under Item 404(a) of Regulation S-K. For investors, the significance is limited. Expanding the board by one seat and adding a director without compensation or committee roles has no direct effect on Datadog's operations or near-term financials. Investors may still watch whether he is later assigned to a committee, since that would signal a more defined governance role.

Datadog 8-K Report, Material Agreement (Dec 12, 2024)

On December 12, 2024, Datadog closed a private offering of $1.0 billion aggregate principal amount of 0.00% Convertible Senior Notes due December 1, 2029, including the full exercise of the $130 million overallotment option. Net proceeds were $979.0 million. The notes pay no regular interest and do not accrete, so the cost of the debt is primarily the embedded conversion option. The initial conversion price is approximately $217.60 per share, a 35% premium to the $161.19 reference price on December 9, 2024. Up to about 6.2 million shares may be issued on conversion at the initial maximum rate, and the company may settle conversions in cash, shares, or a combination. Datadog used $100.9 million of proceeds to buy capped calls with a cap price of $322.38 (a 100% premium), which should offset dilution up to that level. It also spent about $196.8 million to repurchase $112.0 million of its 0.125% Convertible Senior Notes due 2025, and it expects to receive roughly $54.7 million from partially unwinding the existing 2025 capped calls. The remaining proceeds are earmarked for general corporate purposes, including potential acquisitions or strategic investments, though the company says it has no current specific plans. For investors, the deal extends Datadog's maturity profile to 2029 at a near-zero coupon and retires part of the nearer-term 2025 debt. Dilution is limited by the capped call structure, and the 2029 notes carry no near-term cash interest burden. Key risks include the fundamental change put, the company's limited redemption rights before December 2027, and the hedging and repurchase activity by counterparties, which could affect the stock price around conversion observation periods.

Datadog 8-K Report, Financial Results (Nov 7, 2024)

Datadog reported third quarter 2024 results on November 7, 2024, with revenue of $690 million, up 26% year-over-year from $547.5 million. Growth was driven in part by larger customers: the company had about 3,490 customers with ARR of $100,000 or more, up 12% from about 3,130 a year earlier. Profitability was solid on a non-GAAP basis, with non-GAAP operating income of $173 million (25% margin) and non-GAAP diluted EPS of $0.46. GAAP operating income was $20 million (3% margin), and GAAP diluted EPS was $0.14, with stock-based compensation of $142 million the main gap between the two measures. Cash generation was strong. Operating cash flow was $229 million and free cash flow was $204 million (30% margin) in the quarter. Cash, cash equivalents and marketable securities totaled $3.2 billion at September 30, 2024. Deferred revenue and accounts receivable both moved in ways worth watching, with deferred revenue down $1.4 million sequentially-to-period in the quarter's cash flow line and receivables down, but overall working capital remained healthy. Looking forward, Datadog guided Q4 2024 revenue to $709-713 million and full-year 2024 revenue to $2.656-2.660 billion, with non-GAAP EPS of $0.42-0.44 for Q4 and $1.75-1.77 for the full year. The company did not provide GAAP reconciliations for its guidance because of variability in stock-based compensation and payroll tax items. Investors should weigh the strong top-line growth and cash flow against the large gap between GAAP and non-GAAP profitability, which is driven by equity compensation.

Datadog 8-K Report, Financial Results (Aug 8, 2024)

Datadog reported second quarter 2024 results on August 8, 2024, with revenue of $645.3 million, up 27% year-over-year from $509.5 million. Growth was broad-based across larger customers, with about 3,390 customers at $100K+ ARR, up 13% from about 2,990 a year earlier. Profitability improved meaningfully: GAAP operating income was $12.6 million (2% margin) versus a $22.0 million loss a year ago, and non-GAAP operating income was $157.5 million (24% margin, up from 21%). GAAP net income was $43.8 million, or $0.12 per diluted share, and free cash flow was $143.8 million (22% margin), compared with $141.7 million in the prior-year quarter. The company raised its outlook. For Q3 2024, it guided to revenue of $660-664 million and non-GAAP operating income of $146-150 million. For full year 2024, it guided to revenue of $2.62-2.63 billion, non-GAAP operating income of $620-630 million, and non-GAAP EPS of $1.62-1.66 on roughly 360 million diluted shares. Because the Q3 revenue guide implies sequential growth of only about 2-3%, and the Q3 non-GAAP operating income guide is below Q2's level, investors may look closely at margin trajectory and the pace of customer growth in coming quarters. On the balance sheet, cash, cash equivalents and marketable securities totaled $3.0 billion at June 30, 2024. The $747.5 million of 0.125% convertible senior notes due 2025 moved to current liabilities, a reclassification that reflects their maturity approaching within twelve months. Operating cash flow was $164.4 million in the quarter. Accounts receivable rose sharply to $533.3 million, and the filing discloses product launches at DASH 2024, including general availability of LLM Observability and Data Jobs Monitoring, along with new leadership hires. Note that the GAAP-to-non-GAAP guidance reconciliation is not provided, as management cited uncertainty in stock-based compensation and related payroll taxes.

Datadog 8-K Report, Shareholder Vote Results (Jun 6, 2024)

Datadog, Inc. (DDOG) filed an 8-K on June 6, 2024, reporting the results of its Annual Meeting of Stockholders held on June 5, 2024. The filing confirms the election of two Class II directors, Alexis Lê-Quôc and Michael Callahan, to serve until the 2027 Annual Meeting. The voting outcomes for these director elections indicate strong shareholder support, with a significant majority of votes cast in favor of both nominees. Furthermore, the company's shareholders approved, on an advisory (non-binding) basis, the compensation of the Named Executive Officers. The proposal to ratify the selection of Deloitte & Touche LLP as the independent registered public accounting firm for the fiscal year ending December 31, 2024, also received overwhelming approval. These results suggest broad shareholder alignment with the company's governance and executive compensation practices, as well as confidence in its auditor.

Datadog 8-K Report, Financial Results (May 7, 2024)

Datadog reported first quarter 2024 results that showed solid top-line momentum and a clear step-up in profitability. Revenue rose 27% year-over-year to $611 million, and customers with ARR of $100,000 or more grew about 15% to roughly 3,340. GAAP operating income turned positive at $12 million (2% margin, versus a $35 million loss a year earlier), while non-GAAP operating income reached $164 million (27% margin, up from 18%). Operating cash flow was $212 million and free cash flow was $187 million (31% margin), and the company ended the quarter with $2.8 billion in cash and marketable securities. Management guided to second-quarter revenue of $620-624 million and full-year 2024 revenue of $2.59-2.61 billion, with non-GAAP operating income of $585-605 million for the year. The company did not provide a GAAP reconciliation for its non-GAAP guidance, citing variability in stock-based compensation and payroll tax items. Investors should note that stock-based compensation rose to $135 million in the quarter, and GAAP net income was flattered by roughly $35 million of interest and other income. The filing also disclosed a leadership change: President Amit Agarwal will step down effective December 31, 2024, and is expected to join the Board, which will expand from eight to nine members. Because the transition is planned well in advance and Agarwal remains in his role through year-end, the near-term operational impact appears limited, though investors may watch for how responsibilities are reassigned.

Datadog 8-K Report, Financial Results (Feb 13, 2024)

Datadog reported strong fourth-quarter and full-year 2023 results on February 13, 2024. Q4 revenue reached $589.6 million, up 26% year-over-year, and full-year revenue hit $2.13 billion, up 27%. Customer expansion remained a key driver: customers with ARR of $1 million or more rose 25% to 396, and customers with ARR of $100,000 or more rose 15% to about 3,190. Profitability improved meaningfully. Q4 GAAP operating margin was 5% and non-GAAP operating margin was 28%, while full-year GAAP operating loss narrowed to $(33.5) million and non-GAAP operating margin reached 23%. Full-year operating cash flow was $660.0 million and free cash flow was $597.5 million, a 28% free cash flow margin, supported by $2.6 billion in cash and marketable securities. The company guided to Q1 2024 revenue of $587–591 million and full-year 2024 revenue of $2.555–2.575 billion, implying continued growth in the mid-20% range. Management also changed its non-GAAP net income presentation to include an assumed 21% long-term tax rate, which reduced non-GAAP EPS by $0.32 for FY2023. Investors should note that this change lowers comparability with prior non-GAAP EPS figures and prior guidance, which did not reflect the tax adjustment. GAAP results remain thinner than non-GAAP figures because stock-based compensation was $482.3 million for the year, a substantial cost that the company excludes from its adjusted metrics. Investors will want to weigh this gap alongside the strong cash generation and growth. The company also announced an Investor Day for February 15, 2024.

Datadog 8-K Report, Financial Results (Nov 7, 2023)

Datadog reported third quarter 2023 results on November 7, 2023 that show strong top-line momentum and improving profitability. Revenue grew 25% year-over-year to $547.5 million, and the company added customers with ARR of $100,000 or more, reaching about 3,130 versus about 2,600 a year earlier (up 20%). GAAP operating loss narrowed to $(4.2) million (a (1)% margin) from $(31.3) million a year earlier, while non-GAAP operating income reached $130.8 million (a 24% margin, up from 17%). Operating cash flow was $152.8 million and free cash flow was $138.2 million, and cash, equivalents and marketable securities totaled $2.3 billion at quarter end. Management guided to fourth-quarter revenue of $564 million to $568 million and full-year 2023 revenue of $2.103 billion to $2.107 billion, with full-year non-GAAP operating income of $453 million to $457 million. Non-GAAP EPS guidance was $1.52 to $1.54 for the full year. The company did not reconcile these forward non-GAAP figures to GAAP, citing variability in stock-based compensation and employer payroll taxes, so investors should weigh the gap between GAAP and non-GAAP results, notably stock-based compensation of $123.1 million in the quarter. The filing is an Item 2.02 disclosure furnishing the earnings press release as Exhibit 99.1. Under that item, the information is furnished rather than filed, so it is not subject to Section 18 liability unless specifically incorporated by reference. Key items for investors include the GAAP net income of $22.6 million (diluted EPS $0.06), which was helped by $29.8 million of interest and other income, and the continued growth in deferred revenue and accounts receivable.

Datadog 8-K Report, Financial Results (Aug 8, 2023)

Datadog reported second-quarter 2023 revenue of $509.5 million, up 25% year over year, with continued growth among larger customers. The company had about 2,990 customers with ARR of $100,000 or more, up about 24% from roughly 2,420 a year earlier. GAAP operating margin was (4)% (operating loss of $22.0 million), while non-GAAP operating margin was 21% (non-GAAP operating income of $106.5 million). GAAP diluted EPS was $(0.01), and non-GAAP diluted EPS was $0.36. Free cash flow was $141.7 million, a 28% margin, and cash, cash equivalents and marketable securities totaled about $2.2 billion at June 30, 2023. Management guided third-quarter revenue to $521 million to $525 million and full-year 2023 revenue to $2.05 billion to $2.06 billion. Full-year non-GAAP operating income is guided to $390 million to $400 million, and non-GAAP EPS to $1.30 to $1.34. Implied second-half revenue is roughly $1.06 billion to $1.07 billion, so the outlook assumes sequential growth through the rest of the year. The company's GAAP profitability remains thin because stock-based compensation was $118.3 million in the quarter, nearly equal to the non-GAAP operating income of $106.5 million. Investors should weigh the strong cash generation and customer growth against that large equity-compensation burden. The filing is a Form 8-K under Item 2.02, which furnishes the earnings press release (Exhibit 99.1). Under the filing's terms, that information is not deemed filed for Section 18 purposes. The release includes the GAAP-to-non-GAAP reconciliations and product announcements from the DASH 2023 conference, including generative AI offerings such as Bits AI and LLM Observability.

Datadog 8-K Report, Shareholder Vote Results (Jun 9, 2023)

Datadog, Inc. (DDOG) filed an 8-K on June 9, 2023, reporting the results of its Annual Meeting of Stockholders held on June 8, 2023. The filing details the voting outcomes for three key proposals: the election of directors, an advisory vote on executive compensation, and the ratification of the company's independent auditor. All three proposals received overwhelming support from shareholders. Directors Olivier Pomel, Dev Ittycheria, and Shardul Shah were re-elected, and the compensation of named executive officers was approved on an advisory basis. Furthermore, the selection of Deloitte & Touche LLP as the independent registered public accounting firm for the fiscal year ending December 31, 2023, was ratified. The strong shareholder support across these critical areas indicates continued confidence in the company's leadership and governance.

Datadog 8-K Report, Financial Results (May 4, 2023)

Datadog reported first quarter 2023 revenue of $481.7 million, up 33% year-over-year from $363.0 million, with growth driven by larger customers. The number of customers with ARR of $100,000 or more rose 29% to about 2,910 from about 2,250 a year earlier. Revenue growth remained strong, but profitability is mixed on a GAAP basis: GAAP operating loss was $(35.0) million (a (7)% margin, versus a 3% operating margin a year earlier), and GAAP net loss was $(24.1) million, or $(0.08) per diluted share. Stock-based compensation of $112.7 million, which rose sharply from $66.9 million, is the main driver of the gap between GAAP and non-GAAP results. Non-GAAP operating income was $86.4 million (18% margin, down from 23%), and non-GAAP diluted EPS was $0.28. Operating cash flow was $133.8 million and free cash flow was $116.3 million, a 24% margin compared with 36% a year earlier, and cash, cash equivalents and marketable securities totaled $2.0 billion. Management guided to second-quarter 2023 revenue of $498 million to $502 million and non-GAAP operating income of $82 million to $86 million, with non-GAAP EPS of $0.27 to $0.29. For full-year 2023, guidance calls for revenue of $2.08 billion to $2.10 billion, non-GAAP operating income of $340 million to $360 million, and non-GAAP EPS of $1.13 to $1.20. The company did not reconcile these non-GAAP forward-looking figures to GAAP, citing variability in items such as stock-based compensation. Product news included general availability of Data Streams Monitoring and Application Vulnerability Management, and the launch of a Tokyo data center, Datadog's first in Asia. Investors will likely focus on whether revenue growth holds near 30%, whether margin compression from rising investment levels and stock-based compensation reverses, and whether free cash flow margins recover.

Datadog 8-K Report, Financial Results (Feb 16, 2023)

Datadog reported fourth quarter 2022 revenue of $469.4 million, up 44% year-over-year, and full-year 2022 revenue of $1.68 billion, up 63%. Profitability was mixed on a GAAP basis: the company posted a Q4 GAAP operating loss of $(34.6) million (-7% margin) and a full-year GAAP operating loss of $(58.7) million, driven largely by stock-based compensation of $363 million for the year. On a non-GAAP basis, Q4 operating income was $83.1 million (18% margin) and full-year non-GAAP operating income was $326.3 million (19% margin). Cash generation was strong, with full-year operating cash flow of $418.4 million and free cash flow of $353.5 million (21% margin). Customer growth at the upper end of the base was notable, with customers at $1 million+ ARR rising 47% to 317 and customers at $100,000+ ARR rising 38% to about 2,780. Management guided to first-quarter 2023 revenue of $466-470 million and non-GAAP operating income of $68-72 million, implying a sequential revenue decline from Q4 2022 and a notable step-down in margin. For full-year 2023, guidance calls for revenue of $2.07-2.09 billion, implying roughly 23-25% growth versus 2022, and non-GAAP operating income of $300-320 million. The guidance implies a sharp deceleration from the 63% growth reported in 2022, and investors will likely focus on whether this reflects conservatism, macroeconomic caution about IT spending, or a structural slowdown in customer consumption. The balance sheet remained solid, with $1.9 billion in cash, cash equivalents, restricted cash, and marketable securities at year-end, against $747.5 million of 0.125% convertible senior notes due 2025. Deferred revenue grew to $556 million, which supports near-term revenue visibility. The filing also notes that GAAP-to-non-GAAP reconciliations for forward guidance were not provided, as stock-based compensation and related payroll taxes are not reliably forecastable.

Datadog 8-K Report, Financial Results (Nov 3, 2022)

Datadog reported third quarter 2022 results on November 3, 2022 that showed strong top-line momentum. Revenue reached $436.5 million, up 61% year-over-year from $270.5 million, and the company added customers at the high end, with about 2,600 customers at $100,000+ ARR, up 44% from about 1,800 a year earlier. Profitability remained mixed: GAAP operating loss was $(31.3) million (-7% margin), driven largely by $101.4 million of stock-based compensation, while non-GAAP operating income was $74.8 million (17% margin). Cash generation was solid, with operating cash flow of $83.6 million and free cash flow of $67.1 million, and the company held $1.8 billion in cash and marketable securities. The main investor takeaway is durable hypergrowth with improving non-GAAP economics, offset by a heavy GAAP cost base and a more modest guide for Q4. Full-year 2022 guidance was raised to revenue of $1.650-$1.654 billion, with non-GAAP operating income of $300-$304 million and non-GAAP EPS of $0.90-$0.92. Q4 guidance calls for revenue of $445-$449 million, implying sequential growth of roughly 2-3% over Q3, which is a notable deceleration in sequential terms and a point investors will scrutinize. Management also highlighted 18 product announcements at its Dash conference and expanding enterprise adoption, signaling continued product-led expansion. Datadog did not reconcile forward non-GAAP guidance to GAAP, citing variability in stock-based compensation and payroll tax items, so GAAP profitability forecasts are not provided. This 8-K is a furnishing under Item 2.02 and Exhibit 99.1 is not deemed filed for Section 18 purposes, so the information is disclosed but carries reduced liability exposure. Investors should weigh the strong growth and customer expansion against the sizable GAAP losses, dilution-related costs, and the implied Q4 sequential slowdown.

Datadog 8-K Report, Financial Results (Aug 4, 2022)

Datadog reported second quarter 2022 results on August 4, 2022, with revenue of $406.1 million, up 74% year-over-year from $233.5 million. The growth was broad-based across customer size tiers, with the company citing about 2,420 customers with ARR of $100,000 or more, up 54% from 1,570 a year earlier. Revenue for the first half of 2022 reached $769.2 million, versus $432.1 million in the prior-year period, reflecting sustained demand for its cloud observability and security platform. Profitability improved on a non-GAAP basis. Non-GAAP operating income was $84.7 million, a 21% margin, compared with 13% a year ago, and non-GAAP net income per diluted share was $0.24. GAAP results were weaker: the company posted a GAAP operating loss of $(3.1) million and a GAAP net loss of $(4.9) million, or $(0.02) per share, largely because stock-based compensation rose to $82.4 million in the quarter from $34.5 million. Operating cash flow was $73.0 million and free cash flow was $60.2 million, and the company held $1.7 billion in cash and marketable securities. For the third quarter, Datadog guided to revenue of $410–$414 million and non-GAAP operating income of $51–$55 million. For full-year 2022 it guided to revenue of $1.61–$1.63 billion and non-GAAP operating income of $255–$275 million. Investors should note that the company did not reconcile its non-GAAP guidance to GAAP, citing variability in stock-based compensation and payroll tax items, and that forward-looking statements carry macroeconomic and competitive risks, including potential reductions in IT spending.

Datadog 8-K Report, Shareholder Vote Results (Jun 3, 2022)

Datadog, Inc. (DDOG) filed an 8-K on June 3, 2022, reporting the results of its Annual Meeting of Stockholders held on June 2, 2022. The filing indicates that all three proposals presented to shareholders passed with significant support. This includes the election of three Class III directors, the advisory vote on executive compensation, and the ratification of Deloitte & Touche LLP as the independent registered public accounting firm for the fiscal year ending December 31, 2022. Investors can view these results as a positive sign of shareholder confidence in the current board and management's approach to compensation and financial oversight. The overwhelming support for each proposal suggests alignment between the company's strategic direction and its owners' preferences.

Datadog 8-K Report, Financial Results (May 5, 2022)

Datadog reported first quarter 2022 results on May 5, 2022, with revenue of $363.0 million, up 83% year-over-year from $198.5 million. Growth was driven in large part by larger customers: about 2,250 customers had ARR of $100,000 or more, up 60% from 1,406 a year earlier. Profitability improved meaningfully. GAAP operating income was $10.4 million (3% margin) versus a $12.8 million loss a year ago, and non-GAAP operating income was $83.7 million (23% margin) versus $19.6 million (10%). GAAP net income was $9.7 million ($0.03 per diluted share), and operating cash flow of $147.4 million produced free cash flow of $129.9 million. Cash, cash equivalents, restricted cash, and marketable securities totaled $1.7 billion at quarter-end. Management guided to second-quarter revenue of $376-380 million and full-year 2022 revenue of $1.60-1.62 billion, with non-GAAP operating income of $240-260 million for the year. Non-GAAP EPS guidance was $0.13-0.15 for Q2 and $0.70-0.77 for the full year. The company did not reconcile these forward non-GAAP figures to GAAP, citing variability in stock-based compensation and payroll tax items, which is a point investors should weigh because stock-based compensation was $66.9 million in the quarter, more than six times the GAAP operating income. The quarter also included the launch of Application Security Monitoring and expansions to the Watchdog AI engine. Deferred revenue grew sharply to $454.8 million current, which supports near-term revenue visibility. Investors should note that GAAP profitability remains thin, that non-GAAP metrics exclude significant recurring costs, and that the company continues to face competition and dependence on cloud migration trends, as outlined in its risk factors.

Datadog 8-K Report, Financial Results (Feb 10, 2022)

Datadog reported strong fourth-quarter and full-year 2021 results in its February 10, 2022 earnings release, furnished under Item 2.02 of Form 8-K. Q4 revenue rose 84% year-over-year to $326.2 million, and full-year revenue reached $1.03 billion, up 70%. Growth was broad-based across customer size: customers with ARR of $1 million or more rose 114% to 216, and customers with ARR of $100,000 or more rose 63% to about 2,010. Profitability improved sharply. Q4 GAAP operating income was $8.5 million (3% margin), versus a GAAP operating loss in the year-ago quarter, and non-GAAP operating margin reached 22%. Full-year operating cash flow was $286.5 million and free cash flow was $250.5 million. The company guided to first-quarter 2022 revenue of $334 million to $339 million and full-year 2022 revenue of $1.51 billion to $1.53 billion, with non-GAAP operating income of $160 million to $180 million for the year. Management also highlighted new product and partnership activity, including a strategic partnership with AWS, the launch of Sensitive Data Scanner, FedRAMP moderate-impact authorization, and expansion into cloud security and developer-focused products. Investors should note that GAAP results include substantial stock-based compensation, which management excludes from non-GAAP measures, and that the company did not reconcile its forward-looking non-GAAP guidance to GAAP. Cash and marketable securities totaled $1.6 billion at year-end.

Datadog 8-K Report, Financial Results (Nov 4, 2021)

Datadog reported third quarter 2021 results on November 4, 2021, with revenue of $270.5 million, up 75% year-over-year and accelerating from prior periods. The top line strength was broad-based across customer segments and products. Customers with ARR of $100,000 or more rose 66% to 1,800 from 1,082 a year earlier, signaling that larger customers are expanding their footprint on the platform. Management also highlighted ten new products and features announced at the Dash user conference, including general availability of CI Visibility, Session Replay, Funnel Analysis, Network Device Monitoring, Datadog Apps, and Database Monitoring. Profitability improved on a non-GAAP basis. Non-GAAP operating income was $44.0 million, a 16% margin, versus 9% a year earlier, and free cash flow reached $57.1 million. GAAP results remained near breakeven, with a GAAP operating loss of $4.9 million and a GAAP net loss of $0.02 per diluted share, largely because stock-based compensation was $44.0 million in the quarter. Cash, cash equivalents, restricted cash, and marketable securities totaled $1.5 billion at quarter end, and goodwill rose sharply to $255.7 million from $17.6 million following acquisitions. For the outlook, Datadog guided fourth quarter 2021 revenue to $290 million to $292 million and full-year 2021 revenue to $993 million to $995 million. Full-year non-GAAP operating income is expected at $133 million to $135 million, and non-GAAP EPS at $0.39 to $0.40. The company did not reconcile these non-GAAP forward figures to GAAP, citing variability in stock-based compensation and payroll tax items. Investors should weigh the strong growth against the continued GAAP losses and the sizable stock-based compensation burden.

Datadog 8-K Report, Financial Results (Aug 5, 2021)

Datadog reported second quarter 2021 results on August 5, 2021, with revenue of $233.5 million, up 67% year-over-year and 18% quarter-over-quarter. Growth accelerated, and the company cited broad-based strength across customer segments and products. Customers with ARR of $100,000 or more rose 59% to 1,610 from 1,015 a year earlier, which points to continued expansion among larger customers. GAAP operating margin was (4)% with a GAAP net loss of $(9.4) million, or $(0.03) per diluted share. Non-GAAP operating income was $30.9 million (13% margin) and non-GAAP net income per diluted share was $0.09, after adjusting mainly for stock-based compensation, which totaled $34.5 million in the quarter. Cash flow and balance sheet metrics were solid. Operating cash flow was $51.7 million and free cash flow was $42.3 million. Cash, cash equivalents, restricted cash and marketable securities totaled $1.4 billion as of June 30, 2021. Goodwill rose sharply to $258.7 million from $17.6 million at year-end 2020, reflecting recent acquisitions, and acquisition cash outflows were $188.8 million in the quarter. Product momentum included general availability of Cloud Security Posture Management and Cloud Workload Security, beta launches of CI Visibility and Application Security, and expanded cloud marketplace and partner presence. Guidance calls for third-quarter revenue of $246 million to $248 million and full-year 2021 revenue of $938 million to $944 million. Full-year non-GAAP operating income is expected at $87 million to $93 million, and non-GAAP EPS at $0.26 to $0.28 on about 344 million diluted shares. Investors should weigh the strong top-line growth against continued GAAP losses, the reliance on non-GAAP metrics, and the ongoing risks listed in the company's forward-looking statements, including dependence on existing customers expanding their spend and competitive pressures.

Datadog 8-K Report, Shareholder Vote Results (Jun 16, 2021)

This 8-K filing from Datadog, Inc. (DDOG), dated June 16, 2021, reports the results of its Annual Meeting of Stockholders held on June 10, 2021. The primary purpose of the filing is to disclose the voting outcomes on several key proposals presented to shareholders. All proposals, including the election of directors, advisory approval of executive compensation, advisory vote on the frequency of executive compensation votes, and ratification of the independent auditor, passed with strong majority support. For investors, the overwhelmingly positive votes on these routine matters indicate continued shareholder confidence in the company's governance and management. Specifically, the re-election of directors Alexis Lê-Quôc and Michael Callahan, the advisory approval of executive compensation, and the ratification of Deloitte & Touche LLP as the auditor all received significant "For" votes, with minimal opposition or abstentions. The shareholder advisory vote on executive compensation frequency was overwhelmingly in favor of an annual vote, aligning with common corporate governance practices.

Datadog 8-K Report, Financial Results (May 6, 2021)

Datadog reported first quarter 2021 results on May 6, 2021, with revenue of $198.5 million, up 51% year-over-year from $131.2 million. The growth was driven in part by larger customers: customers with ARR of $100,000 or more rose 50% to 1,437 from 960 a year earlier. Profitability remained mixed. GAAP operating loss was $(12.8) million (a (6)% margin), versus operating income of $3.8 million a year earlier, largely because stock-based compensation rose to $28.9 million from $12.1 million. Non-GAAP operating income was $19.6 million (a 10% margin), down from $16.3 million (12%) a year earlier, and free cash flow was $44.5 million. The company ended the quarter with $1.6 billion in cash, cash equivalents, restricted cash and marketable securities, and it closed the Sqreen and Timber acquisitions. Management guided to second-quarter 2021 revenue of $211 million to $213 million and non-GAAP operating income of $9 million to $11 million. For full-year 2021 it guided to revenue of $880 million to $890 million and non-GAAP operating income of $45 million to $55 million. Non-GAAP EPS guidance was $0.13 to $0.16 for the year. The Sqreen acquisition moves Datadog toward a full-stack security offering, and the company's ability to sustain roughly 50% growth at scale is the key point for investors to monitor against the rising GAAP losses and the $747.5 million convertible notes due 2025.

Datadog 8-K Report, Financial Results (Feb 11, 2021)

Datadog reported fourth quarter and full year 2020 results on February 11, 2021, showing strong top-line momentum. Q4 revenue grew 56% year-over-year to $177.5 million, and full-year revenue reached $603.5 million, up 66%. The company posted a GAAP operating loss of $13.8 million for the year (a (2%) margin) but generated non-GAAP operating income of $63.6 million (11% margin), and free cash flow of $83.2 million for the full year, a sharp improvement from $0.8 million in 2019. Customer expansion was a key highlight, with 97 customers at $1 million+ ARR, up 94% from 50 a year earlier, and 1,253 customers at $100,000+ ARR, up 46%. Management guided to Q1 2021 revenue of $185 million to $187 million and full-year 2021 revenue of $825 million to $835 million, with full-year non-GAAP operating income of $35 million to $45 million. The outlook implies continued high growth while the company expects to keep investing heavily, as signaled by the planned acquisitions of Sqreen (application security) and Timber Technologies (Vector observability data pipeline). Cash, cash equivalents, restricted cash and marketable securities totaled $1.5 billion at year-end, supported by the $747.5 million convertible notes issued in May 2020. Investors should weigh the strong growth and expanding enterprise customer base against the GAAP losses, stock-based compensation burden, and the expectation of continued investment in security and platform expansion. The 8-K furnishes the earnings release under Item 2.02, and the information is not deemed filed for purposes of Section 18 of the Exchange Act.

Datadog 8-K Report, Financial Results (Nov 10, 2020)

Datadog reported third-quarter 2020 results (quarter ended September 30, 2020) that show strong top-line momentum at scale. Revenue was $154.7 million, up 61% year-over-year, and the company added customers at the high end, with 1,107 customers at $100k+ ARR, up 52% from 727 a year earlier. GAAP operating loss was $(9.3) million (-6% margin), while non-GAAP operating income was $13.8 million (9% margin), and GAAP net loss per share was $(0.05) versus non-GAAP net income of $0.05 per diluted share. Operating cash flow was $36.3 million and free cash flow was $28.6 million, and cash and marketable securities totaled $1.5 billion following the May 2020 convertible note issuance. Management guided fourth-quarter 2020 revenue to $162-164 million and full-year 2020 revenue to $588-590 million, with non-GAAP operating income of $3-5 million for Q4 and $48.5-50.5 million for the full year. The company also announced eight new products at its virtual Dash conference, a strategic partnership with Microsoft (Azure Marketplace integration, currently in public preview), and an expanded Google Cloud partnership into North America. The company did not reconcile its forward non-GAAP guidance to GAAP, citing variability in stock-based compensation and payroll tax items, so investors should weigh GAAP losses and the large stock-based compensation charge ($20.7 million in the quarter, up from $4.7 million) when assessing profitability. For investors, the key takeaways are sustained hypergrowth alongside a rising mix of larger customers, with the cloud and partnership ecosystem serving as distribution tailwinds. The main considerations are the GAAP loss position, the increase in interest expense from the convertible notes, and reliance on continued pandemic-driven digital transformation. This summary is based solely on the Form 8-K furnished under Item 2.02, which is furnished rather than filed and therefore not subject to Section 18 liability.

Datadog 8-K Report, Financial Results (Aug 6, 2020)

Datadog reported second quarter 2020 results on August 6, 2020, with revenue of $140.0 million, up 68% year-over-year from $83.2 million. Growth was strong, and the company's larger-customer traction was a standout: customers with ARR of $100,000 or more rose 71% to 1,015 from 594 a year earlier. Profitability improved meaningfully on a non-GAAP basis, with non-GAAP operating income of $15.3 million (11% margin) versus a non-GAAP loss of $5.5 million a year earlier. GAAP operating income was $0.7 million (0.5% margin), and GAAP net income was $0.3 million, or $0.00 per diluted share. Free cash flow was $18.6 million for the quarter. The balance sheet changed materially during the quarter. Datadog issued $747.5 million of 0.125% convertible senior notes due 2025 and ended June 30 with roughly $1.5 billion in cash, cash equivalents, restricted cash and marketable securities. Stock-based compensation rose sharply to $16.8 million from $2.9 million, and it is a significant driver of the gap between GAAP and non-GAAP results. Management described the macro environment as a near-term pressure on customers while arguing that the pandemic would accelerate digital transformation and cloud migration. Guidance points to continued growth with a narrower profitability outlook. For Q3 2020, Datadog expects revenue of $143 million to $145 million and non-GAAP operating income of negative $1 million to positive $1 million. For full-year 2020, it expects revenue of $566 million to $572 million, non-GAAP operating income of $28 million to $34 million, and non-GAAP EPS of $0.11 to $0.13. The company did not reconcile its non-GAAP guidance to GAAP, citing variability in items such as stock-based compensation and payroll taxes on equity plans.

Datadog 8-K Report, Shareholder Vote Results (Jun 15, 2020)

Datadog, Inc. filed this 8-K on June 15, 2020, to report on the outcomes of its Annual Meeting of Stockholders held on June 11, 2020. The key information for investors revolves around the routine governance matters that were voted upon. All proposed items, including the election of directors and the ratification of the independent auditor, passed with overwhelming support from stockholders, indicating strong shareholder confidence in the current board and the company's financial oversight. Specifically, directors Olivier Pomel, Dev Ittycheria, and Shardul Shah were re-elected to the Board of Directors. Additionally, Deloitte & Touche LLP was ratified as the company's independent registered public accounting firm for the fiscal year ending December 31, 2020. The high approval margins for both proposals suggest a stable and well-supported corporate governance structure at Datadog during this period.

Datadog 8-K Report, Material Agreement (Jun 2, 2020)

Datadog, Inc. (DDOG) filed an 8-K on June 2, 2020, to report the closing of a private offering of $747.5 million aggregate principal amount of 0.125% Convertible Senior Notes due 2025. This offering, which included the full exercise of an option for additional notes, represents a significant capital raise for the company. The notes are unsecured and mature in June 2025, with a low annual interest rate of 0.125% payable semi-annually. The company utilized capped call transactions to mitigate potential dilution from the convertible notes, with a cap price set significantly above the then-current stock price.

Datadog 8-K Report, Financial Results (May 11, 2020)

Datadog reported first quarter 2020 results on May 11, 2020, with revenue of $131.2 million, up 87% year-over-year from $70.0 million. Growth was driven by larger customers: the count of customers with ARR of $100,000 or more rose 89% to 960 from 508 a year earlier. The company posted GAAP operating income of $3.8 million (2.9% margin) versus a GAAP operating loss of $9.7 million in the prior-year quarter, and non-GAAP operating income of $16.1 million (12.3% margin). Operating cash flow was $24.3 million and free cash flow was $19.3 million. Cash, cash equivalents, restricted cash and marketable securities totaled $798.5 million at March 31, 2020, following the cash deployed into marketable securities. Management issued second quarter 2020 revenue guidance of $134 million to $136 million, with non-GAAP operating income of between $(1) million and $1 million. For full year 2020, guidance calls for revenue of $555 million to $565 million and non-GAAP operating income of $0 to $10 million. The guidance is explicitly framed around the COVID-19 pandemic, and management noted it is not possible to predict the duration and extent of the impact. Datadog moved to a fully remote workforce, suspended non-essential travel and canceled in-person events, and added a COVID-19 risk factor to its 10-K disclosures. Investors should weigh the strong top-line growth against the thin profitability, the uncertainty in the sales cycle and expansion outlook, and the pandemic-related risks. The filing also furnishes the earnings press release under Item 2.02 and does not treat it as filed for purposes of Section 18 of the Exchange Act. The 8-K's Item 8.01 supplements the risk factors in the 2019 Form 10-K with a COVID-19 risk factor. That risk factor covers potential effects on marketing, sales cycles, international expansion, recruiting, customer spending, counterparty obligations, and the risk of guidance revisions affecting the stock price.

Datadog 8-K Report, Financial Results (Feb 13, 2020)

Datadog reported fourth quarter 2019 revenue of $113.6 million, up 85% year-over-year, and full-year 2019 revenue of $362.8 million, up 83%. The company moved to a GAAP operating loss of $(2.3) million in Q4 (a (2.0)% margin) and a non-GAAP operating income of $7.0 million (6.1% margin). For the full year, GAAP operating loss was $(20.1) million and non-GAAP operating loss was $(5.4) million, a (1.5)% non-GAAP margin, improving from (2.7)% in 2018. Free cash flow was $10.9 million in Q4 and roughly breakeven at $0.8 million for the full year. Note that the Q4 GAAP net income of $0.9 million and the full-year non-GAAP figures include a one-time, non-cash $5.0 million tax benefit, which management excluded from non-GAAP results. Growth indicators were strong. Customers with ARR of $100k or more rose 89% to 858, and customers with ARR of $1 million or more rose 72% to 50. Cash, cash equivalents, restricted cash, and marketable securities totaled $777.9 million at year-end, following the 2019 IPO, which raised about $706 million in net proceeds. Product activity included general availability of Network Performance Monitoring and Real User Monitoring, and a beta launch of Security Monitoring. For 2020, Datadog guided to revenue of $535-545 million and a non-GAAP operating loss of $(30)-(20) million, and Q1 2020 revenue of $117-119 million. This guidance implies the company will continue investing for growth rather than maximizing near-term profitability. As an emerging growth company, Datadog's disclosures are subject to the risks listed in its 10-Q filings, including the sustainability of rapid growth, its history of operating losses, and competition. This is a press release furnished under Item 2.02, so it is not deemed filed under Section 18 of the Exchange Act.

Datadog 8-K Report, Corporate Update (Dec 6, 2019)

Datadog, Inc. (DDOG) filed this 8-K on December 6, 2019, to announce an early release of shares from lock-up agreements following their Initial Public Offering (IPO). Due to the company's stock performance meeting a specific price condition (closing price at least 33% above IPO price for 10 out of 15 consecutive trading days), a portion of the shares held by directors, executive officers, and significant equity holders will become eligible for sale earlier than initially scheduled. This early release is a positive signal for investors, indicating market confidence in the company's stock valuation post-IPO. The filing specifies that 20% of the locked-up shares will be eligible for sale starting December 10, 2019. While the original lock-up expiration was set for March 16, 2020, the company anticipates a trading black-out period around that date, leading to an earlier full release of all remaining locked-up shares on March 9, 2020. This early release mechanism was triggered by the stock's performance, suggesting strong initial investor interest and a successful post-IPO market reception for Datadog.

Datadog 8-K Report, Financial Results (Nov 12, 2019)

Datadog reported third quarter 2019 results on November 12, 2019, its first earnings release as a public company following its September 2019 IPO. Revenue reached $95.9 million, up 88% year-over-year from $51.1 million, and the company reported a GAAP operating loss of $(4.2) million (-4.4% margin) and non-GAAP operating income of $0.6 million (0.7% margin). Growth was supported by a 93% increase in customers with ARR of $100,000 or more, to 727 from 377, which points to traction with larger accounts. Management also highlighted the launch of more than fifteen products and features at its Dash user conference, including Network Performance Monitoring and Real User Monitoring. The IPO raised approximately $709 million in net proceeds from 27.6 million shares priced at $27, leaving cash, cash equivalents and restricted cash of about $771 million at quarter-end. Free cash flow was negative at $(3.7) million for the quarter and $(10.1) million year-to-date, although operating cash flow was positive at $3.8 million. The quarter's GAAP net loss of $(4.2) million, or $(0.04) per share, was reduced by a one-time non-cash tax benefit of $5.0 million recognized in the first nine months of 2019, which management excluded from non-GAAP results. For the fourth quarter, Datadog guided to revenue of $101 million to $103 million and a non-GAAP operating loss of $(8) million to $(6) million. Full-year 2019 revenue guidance is $350 million to $352 million, with a non-GAAP operating loss of $(20) million to $(18) million. Investors should weigh the strong top-line growth and cash position against the company's continued losses on a GAAP basis, the large share count increase following the IPO, and the reliance on non-GAAP metrics, which exclude substantial stock-based compensation.

Datadog 8-K Report, Bylaw Amendment (Sep 23, 2019)

Datadog, Inc. (DDOG) filed an 8-K on September 23, 2019, primarily to report the effectiveness of its Amended and Restated Certificate of Incorporation and Amended and Restated Bylaws. These corporate actions were taken in direct conjunction with the closing of the Company's initial public offering (IPO) of Class A common stock on the same date. The filing ensures that the Company's foundational corporate documents are updated and aligned with the requirements and implications of being a publicly traded entity. For investors, this 8-K signifies a crucial procedural step in Datadog's transition to a public company. The updated Certificate of Incorporation and Bylaws lay the groundwork for its corporate governance and capital structure as a public entity. Investors should refer to the Company's final prospectus, filed on September 19, 2019, for detailed information regarding these documents, including the description of its capital stock.