| May 7, 2026 | earnings | Datadog reported Q1 2026 revenue of $1,006 million, up 32% year-over-year, with non-GAAP EPS of $0.60. |
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| Apr 22, 2026 | other | Datadog, Inc. redomiciled from Delaware to Nevada, changing its state of incorporation and adopting new bylaws. |
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| Mar 2, 2026 | management_change | Datadog appointed Dominic Phillips as a new director, increasing board size to eleven, with a $600,000 RSU grant. |
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| May 7, 2026 | Guidance: non_gaap_net_income_per_share | 2.36 to 2.44 |
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| May 7, 2026 | Guidance: non_gaap_net_income_per_share | 0.57 to 0.59 |
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| May 7, 2026 | Guidance: non_gaap_operating_income | 225.00 to 235.00 |
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| May 7, 2026 | mda_quarterly | Datadog, an AI-powered observability and security platform for cloud applications, reported Q1 2026 revenue of $1,006.4 million, a 32% year-over-year increase. This growth was primarily fueled by existing customers (75%) expanding their usage of products like infrastructure monitoring, application performance monitoring, and cloud security, alongside new customer acquisition (25%). The company's land-and-expand model is reflected in a low-120%'s dollar-based net retention rate and increasing multi-product adoption, with 85% of customers using two or more products and 11% using ten or more.
Net income rose to $52.6 million from $24.6 million year-over-year, with operating income turning positive at $7.3 million from a prior-year loss. Gross margin remained stable at 79%. Datadog continues significant investments in R&D (43% of revenue) and sales & marketing (28% of revenue) to drive innovation and expand its customer base, which grew to 33,200. Customers with over $100,000 in annual run-rate revenue increased to 4,550, representing 90% of total ARR. The company maintains strong liquidity with $426.4 million in cash and $4.3 billion in marketable securities, generating $334.6 million in operating cash flow and $289.1 million in free cash flow for the quarter. Macroeconomic uncertainties, including inflation and geopolitical conflicts, are noted as potential risks to future IT spending and growth. International expansion, particularly in EMEA and APAC, remains a strategic focus. |
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| Feb 18, 2026 | business | Datadog provides a unified platform for real-time IT environment observability, encompassing monitoring, application performance management (APM), and log management across cloud, multi-cloud, and on-premise infrastructures, increasingly leveraging AI/ML. The company faces significant financial and operational challenges, including a history of operating losses and uncertain future profitability due to substantial investments in technology, product development, sales, and international expansion. Revenue growth is highly dependent on customer renewals and expansion, with a noted trend of larger "AI-native cohort" customers optimizing usage, potentially impacting net retention. The market is intensely competitive, featuring diversified tech giants (IBM, Microsoft), specialized vendors (Dynatrace, New Relic), and native cloud solutions (AWS, Azure), leading to pricing pressures. Key risks include rapid technological change, the need for continuous product enhancement and integration, and the complex, evolving landscape of cybersecurity threats and data privacy regulations (e.g., GDPR, EU AI Act). A specific source code breach occurred in April 2025. Operational hurdles involve scaling sales, attracting talent, and reliance on third-party cloud infrastructure. Financial results are subject to fluctuations and seasonality, and additional capital may be required. |
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