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Datadog, Inc.

Datadog, Inc.

NASDAQ•DDOG
CEO: Mr. Olivier Pomel
Sector: Technology
Industry: Software - Application
Listing Date: 2019-09-19
Datadog, Inc. operates an observability and security platform for cloud applications in North America and internationally. The company's products comprise infrastructure and application performance monitoring, log management, digital experience monitoring, continuous profiler, database monitoring, data streams and universal service monitoring, network monitoring, incident management, workflow automation, observability pipelines, cloud cost and cloud security management, application security management, cloud SIEM, sensitive data scanner, and CI visibility. Datadog, Inc. was incorporated in 2010 and is headquartered in New York, New York.
Contact Information
620 8th Avenue, 45th Floor, New York, NY, 10018, United States
866-329-4466
www.datadoghq.com
Market Cap
$44.01B
P/E (TTM)
413.3
74.3
Dividend Yield
--
52W High
$201.69
52W Low
$81.63
52W Range
37%
Rank42Top 47.5%
3.9
F-Score
Modified Piotroski Analysis
Based on 8-year fundamentals
Weak • 3.9 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2018-2025

Financial Dashboard

Q3 2025 Data

Revenue

$885.65M+28.35%
4-Quarter Trend

EPS

$0.10-33.33%
4-Quarter Trend

FCF

$234.68M-5.33%
4-Quarter Trend

2025 Q3 Earnings Highlights

Key Highlights

Nine Month Revenue Growth Revenue reached $2.474B USD for nine months, marking 27% growth compared to $1.947B USD last year.
Strong Customer Expansion Dollar-based net retention rate achieved approximately 120% for the trailing twelve months ending September 2025.
Operating Cash Flow Increase Operating cash flow provided $723.1M USD over nine months, an increase of $117.7M USD year-over-year.
Customer Base Growth Customer base expanded to approximately 32,000 organizations, up from 29,200 reported at September 30, 2024.

Risk Factors

Net Income Decline Nine months net income declined sharply to $61.2M USD from $138.2M USD in the prior comparable period.
Cloud Cost Pressure Gross margin slightly compressed to 80% due to increased spending on third-party cloud infrastructure hosting costs.
Growth Sustainability Uncertainty Rapid historical growth may not indicate future success; evaluation of future prospects remains difficult due to market maturity.
Cybersecurity and Data Risks Significant exposure exists to cyber-attacks, ransomware, and security breaches impacting customer data and reputation.

Outlook

Continued Product Investment Management plans continued investment in building additional products, features, and functionality to expand platform capabilities.
International Expansion Focus Geographic expansion planned, especially in EMEA and APAC, requiring significant management attention and financial resources.
Sufficient Liquidity Position Existing cash equivalents of $540.6M and $3.6B in marketable securities support liquidity needs beyond 12 months.
Software Estimate Change Capitalized software development useful life estimate increased from two to three years, effective beginning fiscal year 2025.

Peer Comparison

Revenue (TTM)

Block, Inc.XYZ
$23.97B
+0.5%
NXP Semiconductors N.V.NXPI
$12.05B
-6.8%
Workday, Inc.WDAY
$9.22B
+6.4%

Gross Margin (Latest Quarter)

Autodesk, Inc.ADSK
92.4%
+2.7pp
Fair Isaac CorporationFICO
82.3%
+2.1pp
Atlassian CorporationTEAM
82.0%
+0.3pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
NXPI$60.17B29.221.6%46.4%
FTNT$59.84B32.0119.9%10.6%
ADSK$57.78B53.341.0%24.4%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
6.3%
Steady Growth
4Q Net Income CAGR
-9.4%
Declining Profitability
Cash Flow Stability
100%
Strong Cash Flow

Research & Insights

Next earnings:Feb 12, 2026
|
EPS:$0.55
|
Revenue:-
Reports
All Years

  • Form 10-Q - Q3 2025

    Period End: Sep 30, 2025|Filed: Nov 7, 2025|
    Revenue: $885.65M+28.4%
    |
    EPS: $0.10-33.3%
    Miss

  • Form 10-Q - Q2 2025

    Period End: Jun 30, 2025|Filed: Aug 8, 2025|
    Revenue: $826.76M+28.1%
    |
    EPS: $0.01-94.2%
    Miss

  • Form 10-Q - Q1 2025

    Period End: Mar 31, 2025|Filed: May 7, 2025|
    Revenue: $761.55M+24.6%
    |
    EPS: $0.07-44.8%
    Miss

  • Form 10-K - FY 2024

    Period End: Dec 31, 2024|Filed: Feb 20, 2025|
    Revenue: $2.68B+26.1%
    |
    EPS: $0.55+266.7%
    Beat

  • Form 10-Q - Q3 2024

    Period End: Sep 30, 2024|Filed: Nov 8, 2024|
    Revenue: $690.02M+26.0%
    |
    EPS: $0.15+115.8%
    Miss

  • Form 10-Q - Q2 2024

    Period End: Jun 30, 2024|Filed: Aug 9, 2024|
    Revenue: $645.28M+26.7%
    |
    EPS: $0.13-1156.9%
    Miss

  • Form 10-Q - Q1 2024

    Period End: Mar 31, 2024|Filed: May 8, 2024|
    Revenue: $611.25M+26.9%
    |
    EPS: $0.13-272.4%
    Miss

  • Form 10-K - FY 2023

    Period End: Dec 31, 2023|Filed: Feb 23, 2024|
    Revenue: $2.13B+27.1%
    |
    EPS: $0.15+193.8%
    Miss