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
Market Cap
$44.79B
P/E (TTM)
412.2
66.9
Dividend Yield
--
52W High
$201.69
52W Low
$81.63
52W Range
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
Q4 2025 Data
Revenue
$953.19M+0.00%
4-Quarter Trend
EPS
$0.13+0.00%
4-Quarter Trend
FCF
$318.18M+0.00%
4-Quarter Trend
2025 Annual Earnings Highlights
Key Highlights
Revenue Reached $3.43B Revenue hit $3.43B USD in 2025, achieving 28% growth driven by existing customer expansion.
Customer Base Expansion Customer base expanded to 32,700 organizations by year-end 2025, up from 30,000 last year.
Strong Cash Generation Operating cash flow totaled $1.05B USD, resulting in $914.7M USD in Free Cash Flow for 2025.
Existing Customer Revenue Growth Existing customer expansion accounted for 75% of the $742.9M USD revenue increase for the year.
Risk Factors
Operating Profitability Decline Operating results shifted to a loss of ($44.4M) USD in 2025, reversing prior year profitability.
Gross Margin Compression Gross margin compressed 1 point to 80% due to increased third-party cloud infrastructure hosting costs.
Cybersecurity and Data Risks Significant risk remains from cyber-attacks, data breaches, and compliance failures impacting organizational reputation.
Dual Class Stock Control Dual class stock structure limits Class A holder influence on important corporate transactions and strategy.
Outlook
Technology Leadership Investment Intend to invest heavily in platform expansion, adding new capabilities including advanced AI features.
International Market Expansion Plan geographic expansion beyond North America, focusing on growing presence in EMEA and APAC.
Existing Customer Upsell Focus Focus remains on land-and-expand strategy, driving sales through broader deployments within existing customers.
Sales and Marketing Investment Will continue investing in sales and marketing to capitalize on market opportunity and acquire new customers.
Peer Comparison
Revenue (TTM)
$24.19B
$12.27B
$10.73B
Gross Margin (Latest Quarter)
92.7%
85.0%
83.0%
Key Metrics
Symbol | Market Cap | P/E (TTM) | ROE (TTM) | Debt to Assets |
|---|---|---|---|---|
| WDC | $97.04B | 26.0 | 64.2% | 29.8% |
| STX | $86.96B | 43.5 | -889.4% | 51.7% |
| FTNT | $62.83B | 33.9 | 123.6% | 9.6% |
Long-Term Trends
Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
7.8%
Steady Growth
4Q Net Income CAGR
23.6%
Profitability Improved
Cash Flow Stability
100%
Strong Cash Flow
Deep Research
Next earnings:Apr 30, 2026
EPS:$0.50
|Revenue:$959.94M
Financials
Earnings Calls
Reports
News
Income Statement
Balance Sheet
Cash Flow Statement
Ratios
% Chg.
Income Statement | LTM |
|---|
No Data