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

Reports
Earnings & Results
Filing Date
Filed February 10, 2026
Period End
February 10, 2026
Security
DDOG
In the record · 2019–202610-K710-Q218-K44

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

  1. Material agreement8-K · Jun ’20Jun ’20
  2. Leadership change8-K · Dec ’24Dec ’24

01—Abstract

Summary

Summary of the 8-K filed February 10, 2026. Cited figures are marked; the original filing is the authoritative source.

Datadog reported Q4 and fiscal 2025 results on February 10, 2026, with revenue accelerating to $953 milliona 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 millionb 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 millionc 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.

02—Key points

Key Highlights

  1. Q4 2025 revenue of $953 million grew 29% year-over-year; FY2025 revenue of $3.43 billion grew 28%.
  2. Customers with ARR of $1 million or more reached 603, up 31% from 462, and customers with ARR of $100,000 or more reached about 4,310, up 19%.
  3. GAAP operating income was $9 million in Q4 (1% margin) and a $(44) million loss for FY2025, while non-GAAP operating margin was 24% in Q4 and 22% for FY2025.
  4. FY2025 operating cash flow was $1,050 million and free cash flow was $915 million, with cash and marketable securities of $4.47 billion at December 31, 2025.
  5. FY2026 revenue guidance of $4.06 billion to $4.10 billion implies roughly 18% to 20% growth, a meaningful deceleration from 28% in 2025.
  6. Q1 2026 revenue guidance of $951 million to $961 million is roughly flat with Q4 2025 revenue, and FY2026 non-GAAP operating income guidance is $840 million to $880 million.
  7. Stock-based compensation of $751 million in FY2025 was roughly 22% of revenue and was the main driver of the gap between GAAP and non-GAAP profitability.

03—Questions

Frequently Asked Questions

  1. How did Datadog perform in the fourth quarter and full year of 2025?

    Q4 2025 revenue was $953 million, up 29% year-over-year, and FY2025 revenue was $3.43 billion, up 28%. GAAP operating income was $9 million in Q4 and a $(44) million loss for the full year, while non-GAAP operating income was $230 million in Q4 and $768 million for the year. GAAP diluted EPS was $0.13 for Q4 and $0.31 for the year, versus non-GAAP diluted EPS of $0.59 and $2.05.

  2. What is the company guiding for 2026?

    Datadog guided Q1 2026 revenue to $951 million to $961 million and non-GAAP operating income to $195 million to $205 million. For FY2026 it guided revenue to $4.06 billion to $4.10 billion, non-GAAP operating income to $840 million to $880 million, and non-GAAP EPS to $2.08 to $2.16. The revenue range implies growth of roughly 18% to 20%, below the 28% growth reported in 2025.

  3. Why does the company not provide GAAP guidance?

    Datadog said it has not reconciled its non-GAAP guidance to GAAP because of uncertainty about reconciling items, mainly stock-based compensation and employer payroll taxes on equity plans. Those items depend on future stock price and vesting activity and could be material to GAAP results.

  4. How healthy is the company's balance sheet and cash generation?

    Cash, cash equivalents and marketable securities totaled $4.47 billion at December 31, 2025. FY2025 operating cash flow was $1,050 million and free cash flow was $915 million, a 27% margin. Convertible senior notes of about $983 million (non-current) remain outstanding after the 2025 notes were repaid, and deferred revenue grew to about $1.26 billion.

  5. What should investors watch for in the coming days?

    Datadog is holding a 2026 Investor Day on February 12, 2026 from 1:00 to 5:00 P.M. ET, where management may provide longer-term targets and strategy. Investors should also watch the upcoming Form 10-K for audited results and the risk factor discussion, and track whether customer growth at the $1 million+ ARR level continues to outpace total revenue growth as the company guides to deceleration.

04—Continue

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