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Datadog

DDOG · Information Technology

Last earnings Aug 6, 2026  ·  Next earnings Nov 4, 2026

Key results

Revenuequarter

28%

revenue grew 28% year-over-year to $827 million Robust growth of larger customers, with about 3,850 $100k+ ARR customers, up from about 3,390 a year ago Unveiled more than 125 products, capabilities and features at

SEC original ↗Datadog — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Free cash flowquarter

$165 million

Datadog had a strong second quarter, with 28% year-over-year revenue growth, $200 million in operating cash flow, and $165 million in free cash flow, said Olivier Pomel, co-founder and CEO of Datadog.

SEC original ↗Datadog — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Second Quarter 2025 Financial Highlights Revenue was $827 million, an increase of 28% year-over-year.

SEC original ↗Datadog — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Non-GAAP operating incomequarter

$164 million

Non-GAAP operating income was $164 million non-GAAP operating margin was 20%.

SEC original ↗Datadog — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Operating marginquarter

20%

Non-GAAP operating income was $164 million non-GAAP operating margin was 20%.

SEC original ↗Datadog — Earnings release (8-K exhibit)EX-99Aug 7, 2025

GAAP net incomequarter

$0.01

(1) GAAP net income per diluted share was $0.01 non-GAAP net income per diluted share was $0.46.

SEC original ↗Datadog — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Net incomequarter

$0.46

(1) GAAP net income per diluted share was $0.01 non-GAAP net income per diluted share was $0.46.

SEC original ↗Datadog — Earnings release (8-K exhibit)EX-99Aug 7, 2025

(1) Operating cash flow was $200 million, with free cash flow of $165 million.

SEC original ↗Datadog — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Non-GAAP operating income between $176 million and $180 million.

SEC original ↗Datadog — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Non-GAAP net incomequarter

$0.44

Non-GAAP net income per share between $0.44 and $0.46, assuming approximately 364 million weighted average diluted shares outstanding.

SEC original ↗Datadog — Earnings release (8-K exhibit)EX-99Aug 7, 2025

AI analysis

Q2 2025 · reported Aug 7, 2025

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Free cash flow · Q2 2025
$165M
EX-99 · Aug 7, 2025
Non-GAAP operating income · Q2 2025
$164M
EX-99 · Aug 7, 2025
Operating margin · Q2 2025
20%
EX-99 · Aug 7, 2025
GAAP net income · Q2 2025
$0.01
EX-99 · Aug 7, 2025

Headline figures

MetricQ2 2025Prior qtrYear ago
Revenue28%——
Free cash flow$165 million——
Non-GAAP operating income$164 million——
Operating margin20%——
GAAP net income$0.01——
Net income$0.46——
Non-GAAP net income$0.44——

EX-99 · Aug 7, 2025

Guidance · company-stated

No guidance located in the held release

Outlook statement

“Third Quarter and Full Year 2026 Outlook Based on information as of today, August 6, 2026, Datadog is providing the following guidance Third Quarter 2026 Outlook Revenue between $1.135 billion and $1.145 billion.”

Next earningsNov 4, 2026Verified from the company’s own announcement

Margin

Operating margin20%

Cash flow & capex

Free cash flow$165M

Capital allocation

Datadog defines free cash flow as net cash provided by operating activities, minus capital expenditures and minus capitalized software development costs, if any.

In June 2020 and December 2024, Datadog issued $747.5 million of 0.125% convertible senior notes due 2025 and $1.0 billion of 0% convertible senior notes due 2029, respectively.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Datadog Q2 2025 — revenue grew 28% year-over-year to $827 million Robust growth of larger customers, with about 3,850 $100k+ ARR customers, up from about 3,390 a year ago Unveiled more than 125 products, capabilities a…

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

Datadog defines free cash flow as net cash provided by operating activities, minus capital expenditures and minus capitalized software development costs, if any.

SEC original ↗Datadog — Earnings release (8-K exhibit)EX-99Aug 7, 2025

In June 2020 and December 2024, Datadog issued $747.5 million of 0.125% convertible senior notes due 2025 and $1.0 billion of 0% convertible senior notes due 2029, respectively.

SEC original ↗Datadog — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Debt issuance costs, which reduce the carrying value of the convertible debt instrument, are amortized as interest expense over the term.

SEC original ↗Datadog — Earnings release (8-K exhibit)EX-99Aug 7, 2025

The expense for the amortization of debt issuance costs is a non-cash item, and we believe the exclusion of this interest expense will provide for a more useful comparison of our operational performance in different periods.

SEC original ↗Datadog — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Free cash flow represents net cash provided by operating activities, reduced by capital expenditures and capitalized software development costs, if any.

SEC original ↗Datadog — Earnings release (8-K exhibit)EX-99Aug 7, 2025

The reduction of capital expenditures and amounts capitalized for software development facilitates comparisons of Datadog's liquidity on a period-to-period basis and excludes items that management does not consider to be indicative of our liquidity.

SEC original ↗Datadog — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Strategy & priorities

Our estimated long-term projected tax rate is subject to change for a variety of reasons, including the rapidly evolving global tax environment, significant changes in Datadog's geographic earnings mix, or other changes to our strategy or business operations.

SEC original ↗Datadog — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Additionally, Datadog s management believes that the non-GAAP financial measure free cash flow is meaningful to investors because it is a measure of liquidity that provides useful information in understanding and evaluating the strength of our liquidity and future ability to generate cash that can be used for strategic opportunities or investing in our business.

SEC original ↗Datadog — Earnings release (8-K exhibit)EX-99Aug 7, 2025

All statements other than statements of historical facts contained in this Quarterly Report on Form 10-Q including statements regarding our future results of operations or financial condition, business strategy and plans and objectives of management for future operations, are forward-looking statements.

SEC original ↗Datadog — 10-Q Quarterly report10-QAug 6, 2026

Risks & headwinds

Datadog has not reconciled its expectations as to non-GAAP operating income, or as to non-GAAP net income per share, to their most directly comparable GAAP measure as a result of uncertainty regarding, and the potential variability of, reconciling items such as stock-based compensation and employer payroll taxes on equity incentive plans.

SEC original ↗Datadog — Earnings release (8-K exhibit)EX-99Aug 7, 2025

These forward-looking statements are based on Datadog s current assumptions, expectations and beliefs and are subject to substantial risks, uncertainties, assumptions and changes in circumstances that may cause Datadog s actual results, performance or achievements to differ materially from those expressed or implied in any forward-looking statement.

SEC original ↗Datadog — Earnings release (8-K exhibit)EX-99Aug 7, 2025

These risks and uncertainties are more fully described in our filings with the Securities and Exchange Commission (SEC), including in the section entitled Risk Factors in our Quarterly Report on Form 10-Q for the quarter ended March 31, 2025, filed with the SEC on May 7, 2025.

SEC original ↗Datadog — Earnings release (8-K exhibit)EX-99Aug 7, 2025

In light of these risks, uncertainties and assumptions, we cannot guarantee future results, levels of activity, performance, achievements, or events and circumstances reflected in the forward-looking statements will occur.

SEC original ↗Datadog — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Legal Proceedings 38 Item 1A.

SEC original ↗Datadog — 10-Q Quarterly report10-QAug 6, 2026

Exhibits 67 Signatures 68 1 SPECIAL NOTE REGARDING FORWARD-LOOKING STATEMENTS This Quarterly Report on Form 10-Q contains forward-looking statements about us and our industry that involve substantial risks and uncertainties.

SEC original ↗Datadog — 10-Q Quarterly report10-QAug 6, 2026

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Microsoft (MSFT) Information TechnologyTeradyne (TER) Information TechnologyASML Holding (ASML) Information TechnologyMicron Technology (MU) Information TechnologySeagate Technology (STX) Information TechnologyUnited Microelectronics (UMC) Information TechnologyMonolithic Power Systems (MPWR) Information TechnologyCoherent Corp. (COHR) Information Technology
Documents

Filings

35 documents

Earnings releases

13 documents

Presentations

0 documents

No presentations for Datadog are held in this edition of the library.

Transcripts

0 documents

No transcripts for Datadog are held in this edition of the library.

Mentioned by

4 companies

Other tracked companies whose held documents mention Datadog by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.