Companies/Technology/Observability and security software

Datadog

DDOG · NasdaqEarnings Nov 5 (est.)New York, New York8.1K employeesWebsite ↗
283.28▼ 1.53%Pooled price · full market data →

What matters nowUpdated 3 h ago

  • Datadog reported fiscal Q2 2026 revenue of $1.12 billion on Aug 6, 2026, up 36% from a year earlier 1, and filed the matching 10-Q with the SEC the same day 2.
  • The pooled 24/7 venue price was $283.85 on Oct 13, 2026, down 1.34% from $287.69. Recent recorded moves were +7.31% on Oct 9, +4.11% on Sep 25, +5.62% on Sep 21, +7.47% on Sep 9 and -6.17% on Sep 1.
  • Trailing twelve-month revenue is $3.97 billion, up 31.5% year over year, with a 79.5% gross margin and a 4.5% net margin. Revenue growth accelerated from 32% in Q1 2026 3 to 36% in Q2.
  • Valuation stands at a $105.3 billion market cap, 568 times trailing earnings and 26.5 times sales. Insiders sold 2.69 million shares worth $624.6 million over the past 180 days in 85 sales, 63 of them under planned trading plans, with no insider purchases.
  • Next, Datadog Summit Paris takes place on Oct 15, 2026, and the September US CPI release lands on Oct 14 at 12:30 UTC. Polymarket gives 81.5% odds of no Fed rate change after the October 2026 meeting. The Q3 2026 earnings date is estimated at Nov 5, 2026 and is not yet confirmed.
[1]
Datadog reports fiscal Q2 2026 results: revenue $1.12B, up 36% from a year earlier
SEC EDGAR · Aug 6
[2]
Datadog files quarterly report (10-Q) for the period ended Jun 30, 2026
SEC EDGAR · Aug 6
[3]
Datadog reports fiscal Q1 2026 results: revenue $1.01B, up 32% from a year earlier
SEC EDGAR · May 7

Datadog sells a cloud platform that collects metrics, logs, traces and security signals from customers' servers, containers and cloud services, so engineering and security teams can monitor and investigate production systems. It sells many modules on one platform and has added AI agents that help find and investigate incidents. Almost all revenue is subscription revenue, and the company reports a growing number of customers that pay $100,000 or more a year in annual recurring revenue (ARR).

How it makes money

Datadog earns almost all of its revenue from subscriptions to its platform and product modules, which its FY2025 annual report describes as substantially all of its revenue. Customers buy the modules they use, and the company tracks how many customers reach $100,000 or more in ARR. In Q2 2026, GAAP gross margin was 79% and non-GAAP operating margin was 23%.

Last 12 monthsChart & venues →

212.54252.04291.53Aug 9Aug 25Sep 10Sep 26Oct 12
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Valuation & fundamentalsFull financials →

Market cap$105.11Bpooled price × shares
Enterprise value$105.11B+ net debt —
P/E (TTM)566.6×EPS $0.50
EV / EBITDA1341.8×EBITDA $78.3M
P / Sales26.5×EV/Sales 26.5×
P / Book24.1×equity $4.37B
FCF yield1.1%FCF $1.18B
Shareholder yield—div — · buyback —
Revenue (TTM)$3.97B31.5% YoY
Last quarter revenue35.6%growth YoY
EPS growth (TTM)42.9%last Q 1100.0%
Gross margin79.5%operating 0.4%
Net margin4.5%EBITDA 2.0%
ROE4.7%on average equity
Cash$435.0Mdebt —
Shares out—diluted 371.0M

TTM through 2026-06-30 from SEC filings (some quarters derived from annual and year-to-date figures). Ratios use our pooled 24/7 price. Quarterly statements →

Biggest businessesAll products & projects →

scalingplatform

Observability platform

Core business. Q2 2026 revenue rose 36% to $1.12 billion.

Revenue · Q2 2026 (quarter ended June 30, 2026)
$1.12 billion +36% year over year
Customers with ARR of $100,000 or more · June 30, 2026
about 4,720 +23% year over year
Non-GAAP operating income · Q2 2026 (quarter ended June 30, 2026)
$257 million (23% margin)
scalingproduct line

Security products

Growing module line. Its AI security analyst reached general availability in Q1 2026.

scalingnext-gen product

Bits AI agents

Three Bits AI launches reached general availability in 2026 so far.

launchednext-gen product

AI observability and AI Guard

AI Guard was among the product launches in the Q2 2026 release.

Latest newsAll news →

Datadog shares fall about 19% on August 6 despite a Q2 beat and raised guidance

Datadog stock fell about 19% on August 6, the day it reported a beat and raised its full-year outlook.

News

Datadog moves Bits Code, Bits Chat and Bits Agent Builder to general availability

In its Q2 2026 results, Datadog said its AI-powered Bits Code, Bits Chat and Bits Agent Builder reached general availability.

Product

Datadog reports fiscal Q2 2026 results: revenue $1.12B, up 36% from a year earlier

Datadog filed a Form 8-K with the SEC on Aug 6, 2026, 7:07 AM ET, reporting an event dated Aug 6, 2026.

Earnings

Datadog named a Leader in the 2026 Gartner Magic Quadrant for Observability Platforms, highest for Ability to Execute

Gartner placed Datadog in the Leaders quadrant of its 2026 Magic Quadrant for Observability Platforms, the sixth straight year it has been a Leader.

Analysts

Datadog acquires Adaptive ML, a reinforcement learning operations startup, for its AI research team

Datadog said it acquired Adaptive ML, which builds a platform for fine-tuning open models with reinforcement learning and scoring them against business results.

M&A

Datadog signs three acquisition agreements in the first half of 2026 worth $191.5 million in total

Datadog's second-quarter 2026 10-Q shows three purchase agreements signed in the six months to June 30, 2026, with a total price of $191.5 million.

M&A