OpenNashEarnings

Software · Nasdaq: DDOG

Datadog earnings: results, call transcripts & KPI history

2 quarters · fiscal year ends December · next results expected around 9 Feb 2027

Investor relations ↗SEC filings ↗KPIs as CSV

Latest: Q3 2026

Third quarter revenue grew 35% year-over-year to $1.20 billion, with GAAP operating income of $75 million and non-GAAP net income per diluted share of $0.81.

Datadog grew third-quarter revenue 35% from a year ago to $1.20 billion, and the CEO said that was above the high end of the company's own guidance. GAAP operating income was $75 million, versus a loss a year earlier. Non-GAAP operating margin was 28%. Free cash flow was $251 million. Revenue from customers outside AI sped up for a fifth straight quarter, to the high 20s percent. The company had about 4,860 customers paying $100,000 or more a year.

Read the Q3 2026 summary →

Quarters

KPI history

Revenue$1.2B+35.2% y/yQ3 2026
Q4 2024: $737.7M (worked out from the annual figure)Q4 ’24$737.7MQ1 2025: $761.6MQ1 ’25$761.6MQ2 2025: $826.8MQ2 ’25$826.8MQ3 2025: $885.7MQ3 ’25$885.7MQ4 2025: $953.2M (worked out from the annual figure)Q4 ’25$953.2MQ1 2026: $1.0BQ1 ’26$1.0BQ2 2026: $1.1BQ2 ’26$1.1BQ3 2026: $1.2BQ3 ’26$1.2B

Fourth quarter worked out from the annual figure.

Data
Q4 2024$737.7M *
Q1 2025$761.6M
Q2 2025$826.8M
Q3 2025$885.7M
Q4 2025$953.2M *
Q1 2026$1.0B
Q2 2026$1.1B
Q3 2026$1.2B
Diluted EPS (GAAP)$0.32+220.0% y/yQ3 2026
Q1 2025: $0.07Q1 ’25$0.07Q2 2025: $0.01Q2 ’25$0.01Q3 2025: $0.10Q3 ’25$0.10Q1 2026: $0.15Q1 ’26$0.15Q2 2026: $0.12Q2 ’26$0.12Q3 2026: $0.32Q3 ’26$0.32
Data
Q1 2025$0.07
Q2 2025$0.01
Q3 2025$0.10
Q1 2026$0.15
Q2 2026$0.12
Q3 2026$0.32

Fourth-quarter EPS appears once the press release is read; filings report it only for the full year.

Operating margin6.2%+6.9 pts y/yQ3 2026
Q4 2024: 1.3%Q4 ’241.3%Q1 2025: -1.6%Q1 ’25-1.6%Q2 2025: -4.3%Q2 ’25-4.3%Q3 2025: -0.7%Q3 ’25-0.7%Q4 2025: 1.0%Q4 ’251.0%Q1 2026: 0.7%Q1 ’260.7%Q2 2026: 0.5%Q2 ’260.5%Q3 2026: 6.2%Q3 ’266.2%
Data
Q4 20241.3%
Q1 2025-1.6%
Q2 2025-4.3%
Q3 2025-0.7%
Q4 20251.0%
Q1 20260.7%
Q2 20260.5%
Q3 20266.2%
Free cash flow$279.1M+18.9% y/yQ3 2026
Q4 2024: $257.5MQ4 ’24$257.5MQ1 2025: $262.8MQ1 ’25$262.8MQ2 2025: $184.9MQ2 ’25$184.9MQ3 2025: $234.7MQ3 ’25$234.7MQ4 2025: $318.2MQ4 ’25$318.2MQ1 2026: $323.3MQ1 ’26$323.3MQ2 2026: $306.0MQ2 ’26$306.0MQ3 2026: $279.1MQ3 ’26$279.1M
Data
Q4 2024$257.5M
Q1 2025$262.8M
Q2 2025$184.9M
Q3 2025$234.7M
Q4 2025$318.2M
Q1 2026$323.3M
Q2 2026$306.0M
Q3 2026$279.1M

Operating cash flow minus capital expenditure, from cash flow statements.

Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026Q3 2026
Revenue$737.7Md$761.6M$826.8M$885.7M$953.2Md$1.0B$1.1B$1.2B
Gross margin80.5%79.3%79.9%80.1%80.4%79.2%78.6%80.2%
Operating income$9.4Md-$12.4M-$35.5M-$5.8M$9.4Md$7.3M$5.5M$74.7M
Operating margin1.3%-1.6%-4.3%-0.7%1.0%0.7%0.5%6.2%
Net income$45.6Md$24.6M$2.6M$33.9M$46.6Md$52.6M$44.6M$118.3M
Diluted EPS—$0.07$0.01$0.10—$0.15$0.12$0.32
Operating cash flow$265.2Md$271.5M$200.1Md$251.5Md$327.1Md$334.6M$315.9Md$290.0Md
Capital expenditure$7.8Md$8.7M$15.2Md$16.8Md$8.9Md$11.4M$9.9Md$10.9Md
Free cash flow$257.5M$262.8M$184.9M$234.7M$318.2M$323.3M$306.0M$279.1M
R&D expense$316.3Md$341.1M$387.5M$402.0M$417.9Md$435.3M$478.0M$491.6M

From XBRL data in 10-Q and 10-K filings. d derived: a fourth quarter is the full year minus the first nine months, and cash flows are year-to-date figures differenced.

10-Q and 10-K filings