Citable filing context
DDOG's research view summarizes recent SEC filing context, starting with earnings from Aug 6, 2026.
| Filed | Item | Context |
|---|---|---|
| Aug 6, 2026 | earnings | Datadog reported Q2 2026 revenue of $1.12 billion, a 36% year-over-year increase. |
| Jun 16, 2026 | other | Datadog reported voting results from its 2026 Annual Meeting, including the election of directors and auditor ratification. |
| 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. |
| Aug 6, 2026 | Guidance: non_gaap_net_income_per_share | 2.50 to 2.54 |
| Aug 6, 2026 | Guidance: non_gaap_net_income_per_share | 0.63 to 0.65 |
| Aug 6, 2026 | Guidance: non_gaap_operating_income | 1010.00 to 1030.00 |
| Aug 6, 2026 | mda_quarterly | Datadog reported strong financial performance for the first half of 2026, with revenue reaching $2.1 billion, a 34% year-over-year increase. The company’s land-and-expand model remains the primary growth driver, evidenced by a trailing 12-month dollar-based net retention rate in the low-120% range and a growing base of 4,720 customers generating over $100,000 in annual run-rate revenue. Product adoption is deepening, with 13% of customers now utilizing ten or more products, up from 7% in the prior year. Despite this growth, management highlighted a critical risk: a reduction in usage from the company’s largest customer beginning in the third quarter of 2026, which may lead to a deceleration in revenue growth. Furthermore, gross margins experienced slight pressure, contracting to 79% from 80% due to increased third-party cloud infrastructure hosting costs. While the company achieved net income of $97.1 million for the six-month period, it continues to prioritize heavy investment in research and development and global sales expansion. With $5.0 billion in combined cash, cash equivalents, and marketable securities, Datadog maintains a robust liquidity position to support its ongoing innovation strategy and potential strategic acquisitions despite broader macroeconomic uncertainties. |
| 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. |
Source: SEC EDGAR filing text and events; period Aug 6, 2026; filed Aug 6, 2026.
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