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Datadog 8-K Report, Financial Results (Aug 6, 2026)

Reports
Earnings & Results·Exhibits & Filings
Filing Date
Filed August 6, 2026
Period End
August 6, 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 · Sep ’25Sep ’25

01—Abstract

Summary

Summary of the 8-K filed August 6, 2026. Cited figures are marked; the original filing is the authoritative source.

Datadog reported second quarter 2026 results on August 6, 2026, with revenue of $1.12 billiona, up 36% year-over-year from $826.8 million.

Growth was driven in part by larger customers: about 4,720 customers had ARR of $100,000b 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 millionc 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 milliond in the quarter (about 20% of revenue) is a significant gap between GAAP and non-GAAP profitability.

02—Key points

Key Highlights

  1. Revenue of $1.12 billion, up 36% year-over-year, from $826.8 million in Q2 2025
  2. GAAP operating income of $5.5 million (0% margin) versus a $35.5 million loss a year earlier; non-GAAP operating margin of 23%, up from 20%
  3. About 4,720 customers with ARR of $100K+, up 23% from about 3,850, indicating continued upmarket expansion
  4. Operating cash flow of $316 million and free cash flow of $279 million (25% margin), versus $165 million in the prior-year quarter
  5. Cash, cash equivalents, and marketable securities of $5.0 billion at June 30, 2026, with $985.5 million in non-current convertible senior notes outstanding
  6. FY2026 guidance: revenue of $4.45–$4.47 billion and non-GAAP EPS of $2.50–$2.54; Q3 revenue guidance of $1.135–$1.145 billion
  7. Acquired Adaptive ML; cash paid for acquisitions of $101.7 million in the quarter, with goodwill rising to $706.7 million

03—Questions

Frequently Asked Questions

  1. How strong was Datadog's growth and profitability in Q2 2026?

    Revenue grew 36% year-over-year to $1.12 billion. Non-GAAP operating margin was 23%, up from 20%, and GAAP operating income turned slightly positive at $5.5 million, compared with a $35.5 million loss in Q2 2025.

  2. Why is there a large gap between GAAP and non-GAAP results?

    The main adjustment is stock-based compensation, which was $220 million in the quarter (about 20% of revenue). Employer payroll taxes on stock transactions ($27.6 million), amortization of acquired intangibles, and M&A transaction costs also are excluded from non-GAAP figures.

  3. What is the company's outlook for the rest of 2026?

    For Q3 2026, Datadog expects revenue of $1.135–$1.145 billion and non-GAAP EPS of $0.63–$0.65. For full year 2026, it expects revenue of $4.45–$4.47 billion and non-GAAP EPS of $2.50–$2.54. The filing does not include prior guidance, so the change from previous expectations cannot be confirmed from this document.

  4. Is the GAAP guidance available?

    No. Datadog did not reconcile its forward-looking non-GAAP operating income or non-GAAP EPS to GAAP measures, citing uncertainty about items such as stock-based compensation and employer payroll taxes on equity plans. The company states these items could be material.

  5. How is the company's balance sheet and cash position?

    Cash, cash equivalents, and marketable securities totaled $5.0 billion at June 30, 2026. Total assets were $7.55 billion and total liabilities were $3.18 billion, leaving stockholders' equity of $4.37 billion. Free cash flow was $279 million for the quarter.

04—Continue

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