10-K · February 18, 2026
Datadog reports continued high-growth scale: revenue increased to $3,428.0 million in 2025 (sum of quarterly revenues $762M + $827M + $886M + $953M) with gross margins roughly stable around ~80% (Q4 2025 gross margin…
Earnings analysis · 10-Q
DDOG earnings analysis
Filed May 7, 2026 · Our reading of the company's report
The latest report
Datadog reported strong Q1 2026 results with revenues of $1,006 million, a 32% increase year-over-year, and an EPS of $0.60, beating expectations. Management anticipates continued growth, driven by customer expansion…
Read full summary
Datadog reported strong Q1 2026 results with revenues of $1,006 million, a 32% increase year-over-year, and an EPS of $0.60, beating expectations. Management anticipates continued growth, driven by customer expansion and product adoption across sectors, despite potential macroeconomic challenges.
Gross and operating margin
How much of each revenue dollar the business keeps.
One point per quarterly or annual filing. Both margins are shares of that report's revenue.
From revenue to operating profit
Where each $100 of revenue went in this report.
Cost of sales, operating expenses, and what remained. Figures are rounded to whole dollars.
How we read each report
Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
Reported figures
- Earnings per share
- $0.6
What stood out
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Strong Revenue Growth
Datadog's revenue increased 32% from $761.6M in Q1 2025 to $1,006.4M in Q1 2026.
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Exceeded EPS Estimates
EPS for Q1 2026 was reported at $0.60, beating estimates of $0.42.
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Robust Operating Cash Flow
Operating cash flow rose from $271.5M in Q1 2025 to $334.6M in Q1 2026.
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Significant Free Cash Flow
Free cash flow increased to $289.1M from $244.4M year-on-year.
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Increase in High-Value Customers
The number of customers with annual run-rate revenue of $100,000 or more rose to 4,550, up from 3,770 a year ago.
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Solid Market Position
Datadog maintains a trailing dollar-based net retention rate in the low-120%'s, improved from high-110%'s in the previous year.
What to watch
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Macroeconomic Exposure
Management warns that unfavorable economic conditions could affect growth, especially regarding IT spending.
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History of Operating Losses
Despite profitability in Q1 2026, there is a history of operating losses, raising concerns over sustained profitability.
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Competition Risks
Increased competition from larger firms with more resources could threaten market position and pricing strategies.
Management's outlook
Management expects Q2 revenue in the range of $1.07B to $1.08B and EPS between $0.57 and $0.59.
Earlier filings 4
10-Q · August 8, 2025
Datadog reported quarter revenue of $826,760,000 (up from $645,279,000 a year ago) with gross profit of $660,782,000, but operating expenses rose to $696,282,000 producing an operating loss of $35,500,000 and GAAP…
10-Q · August 9, 2024
Datadog reported Q2 revenue of $645,279 and GAAP net income of $43,824, reversing a year-ago net loss of $(3,969). Gross profit was $521,780 (about 80.9% of revenue) and operating income was $12,618 versus an operating…
10-Q · November 7, 2023
Datadog reported a strong Q3 2023 with revenue of $547.5M (up $111.0M or 25.4% YoY) and GAAP net income of $22.63M (diluted EPS $0.06), reversing a prior-year loss. Gross margin expanded to ~81.1% and operating loss…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.