8-K Announcements
6Mar 2, 2026·SEC
Feb 10, 2026·SEC
Nov 6, 2025·SEC
Datadog, Inc. (DDOG) fundamental analysis — strengths, weaknesses & financial health based on data analysis
* These insights are generated automatically based on available financial data. Please conduct your own research before making investment decisions.
Datadog, Inc. (DDOG) stock price & volume — 10-year historical chart
Datadog, Inc. (DDOG) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Datadog, Inc. (DDOG) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q1 2026Latest | Feb 10, 2026 | $0.59vs $0.56+6.3% | $953Mvs $919M+3.8% |
| Q4 2025 | Nov 6, 2025 | $0.55vs $0.46+20.2% | $886Mvs $853M+3.9% |
| Q3 2025 | Aug 7, 2025 | $0.46vs $0.41+12.1% | $827Mvs $791M+4.5% |
| Q2 2025 | May 6, 2025 | $0.46vs $0.43+6.7% | $762Mvs $741M+2.7% |
Datadog, Inc. (DDOG) competitors in IT operations, security and observability — business model, growth, and fundamentals comparison
Datadog, Inc. (DDOG) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Datadog, Inc. (DDOG) annual income statement — 10-year revenue, gross profit & net income history
| Line item | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 |
|---|---|---|---|---|---|---|---|---|---|
| Sales/Revenue | 100.76M | 198.08M | 362.78M | 603.47M | 1.03B | 1.68B | 2.13B | 2.68B | 3.43B |
| Revenue Growth % | - | 96.58% | 83.15% | 66.34% | 70.48% | 62.82% | 27.06% | 26.12% | 27.68% |
| Cost of Goods Sold | 23.41M | 46.53M | 88.95M | 130.2M | 234.84M | 347.57M | 410.73M | 516.36M | 686.96M |
| COGS % of Revenue | 23.24% | 23.49% | 24.52% | 21.57% | 22.83% | 20.75% | 19.3% | 19.24% | 20.04% |
| Gross Profit | 77.35M▲ 0% | 151.55M▲ 95.9% | 273.83M▲ 80.7% | 473.27M▲ 72.8% | 793.94M▲ 67.8% | 1.33B▲ 67.2% | 1.72B▲ 29.4% | 2.17B▲ 26.2% | 2.74B▲ 26.4% |
| Gross Margin % | 76.76% | 76.51% | 75.48% | 78.43% | 77.17% | 79.25% | 80.7% | 80.76% | 79.96% |
| Gross Profit Growth % | - | 95.93% | 80.69% | 72.83% | 67.76% | 67.21% | 29.38% | 26.22% | 26.4% |
| Operating Expenses | 80.3M | 162.58M | 293.97M | 487.04M | 813.1M | 1.39B | 1.75B | 2.11B | 2.78B |
| OpEx % of Revenue | 79.7% | 82.08% | 81.03% | 80.71% | 79.03% | 82.75% | 82.27% | 78.74% | 81.25% |
| Selling, General & Admin | 55.57M | 107.41M | 182.55M | 276.42M | 393.33M | 633.88M | 788.64M | 960.93M | 1.24B |
| SG&A % of Revenue | 55.15% | 54.22% | 50.32% | 45.8% | 38.23% | 37.84% | 37.05% | 35.8% | 36.07% |
| Research & Development | 24.73M | 55.18M | 111.42M | 210.63M | 419.77M | 752.35M | 962.45M | 1.15B | 1.55B |
| R&D % of Revenue | 24.55% | 27.86% | 30.71% | 34.9% | 40.8% | 44.91% | 45.22% | 42.94% | 45.18% |
| Other Operating Expenses | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Operating Income | -2.96M▲ 0% | -11.03M▼ 273.2% | -20.14M▼ 82.5% | -13.77M▲ 31.6% | -19.16M▼ 39.1% | -58.7M▼ 206.4% | -33.46M▲ 43.0% | 54.28M▲ 262.2% | -44.37M▼ 181.7% |
| Operating Margin % | -2.93% | -5.57% | -5.55% | -2.28% | -1.86% | -3.5% | -1.57% | 2.02% | -1.29% |
| Operating Income Growth % | - | -273.24% | -82.54% | 31.61% | -39.08% | -206.41% | 42.99% | 262.22% | -181.74% |
| EBITDA | -252K | -5.01M | -7.77M | 12.12M | 3.78M | 3.94M | 50.21M | 161.26M | 78.16M |
| EBITDA Margin % | -0.25% | -2.53% | -2.14% | 2.01% | 0.37% | 0.24% | 2.36% | 6.01% | 2.28% |
| EBITDA Growth % | - | -1886.9% | -55.18% | 256.04% | -68.81% | 4.1% | 1175.29% | 221.19% | -51.54% |
| D&A (Non-Cash Add-back) | 2.7M | 6.03M | 12.37M | 25.9M | 22.94M | 62.63M | 83.67M | 106.98M | 122.53M |
| EBIT | -2.11M | -10.24M | -15.98M | 8.21M | 2.63M | -21.54M | 66.54M | 211.01M | 138.08M |
| Net Interest Income | 0 | 0 | 0 | -9.2M | 360K | 18.4M | 97.16M | 148.25M | -11.06M |
| Interest Income | 0 | 0 | 0 | 21.23M | 21.41M | 34.93M | 103.46M | 155.32M | 0 |
| Interest Expense | 0 | 0 | 0 | 30.43M | 21.05M | 16.54M | 6.3M | 7.07M | 11.06M |
| Other Income/Expense | 843K | 793K | 4.16M | -8.45M | 734K | 20.63M | 93.7M | 149.66M | 171.39M |
| Pretax Income | -2.11M▲ 0% | -10.24M▼ 384.6% | -15.98M▼ 56.0% | -22.22M▼ 39.1% | -18.42M▲ 17.1% | -38.07M▼ 106.7% | 60.23M▲ 258.2% | 203.94M▲ 238.6% | 127.02M▼ 37.7% |
| Pretax Margin % | -2.1% | -5.17% | -4.4% | -3.68% | -1.79% | -2.27% | 2.83% | 7.6% | 3.71% |
| Income Tax | 457K | 522K | 734K | 2.33M | 2.32M | 12.09M | 11.67M | 20.19M | 19.28M |
| Effective Tax Rate % | -21.63% | -5.1% | -4.59% | -10.46% | -12.61% | -31.76% | 19.37% | 9.9% | 15.18% |
| Net Income | -2.57M▲ 0% | -10.76M▼ 318.8% | -16.71M▼ 55.3% | -24.55M▼ 46.9% | -20.75M▲ 15.5% | -50.16M▼ 141.8% | 48.57M▲ 196.8% | 183.75M▲ 278.3% | 107.74M▼ 41.4% |
| Net Margin % | -2.55% | -5.43% | -4.61% | -4.07% | -2.02% | -2.99% | 2.28% | 6.85% | 3.14% |
| Net Income Growth % | - | -318.75% | -55.27% | -46.9% | 15.49% | -141.79% | 196.83% | 278.33% | -41.36% |
| Net Income (Continuing) | -2.57M | -10.76M | -16.71M | -24.55M | -20.75M | -50.16M | 48.57M | 183.75M | 107.74M |
| Discontinued Operations | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Minority Interest | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| EPS (Diluted) | -0.03▲ 0% | -0.15▼ 364.4% | -0.12▲ 20.0% | -0.08▲ 31.9% | -0.07▲ 17.9% | -0.16▼ 138.5% | 0.14▲ 187.5% | 0.51▲ 264.3% | 0.30▼ 41.2% |
| EPS Growth % | - | -364.4% | 20% | 31.92% | 17.87% | -138.45% | 187.5% | 264.29% | -41.18% |
| EPS (Basic) | -0.03 | -0.15 | -0.12 | -0.08 | -0.07 | -0.16 | 0.15 | 0.55 | 0.31 |
| Diluted Shares Outstanding | 79.57M | 70.95M | 139.87M | 300.35M | 309.05M | 315.41M | 350.29M | 358.64M | 363.47M |
| Basic Shares Outstanding | 79.57M | 70.95M | 139.87M | 300.35M | 309.05M | 315.41M | 324.03M | 336.17M | 347.31M |
| Dividend Payout Ratio | - | - | - | - | - | - | - | - | - |
Datadog, Inc. (DDOG) balance sheet — assets, liabilities & shareholders' equity
| Line item | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 |
|---|---|---|---|---|---|---|---|---|---|
| Total Current Assets | 100.42M | 121.95M | 903.94M | 1.72B | 1.87B | 2.34B | 3.18B | 4.91B | 5.38B |
| Cash & Short-Term Investments | 60.02M | 53.64M | 773.97M | 1.52B | 1.55B | 1.88B | 2.58B | 4.19B | 4.47B |
| Cash Only | 60.02M | 53.64M | 597.3M | 224.93M | 270.97M | 338.99M | 330.34M | 1.25B | 401.31M |
| Short-Term Investments | 0 | 0 | 176.67M | 1.29B | 1.28B | 1.55B | 2.25B | 2.94B | 4.07B |
| Accounts Receivable | 32.85M | 56.35M | 104.97M | 171.19M | 268.82M | 399.55M | 509.28M | 598.92M | 741.26M |
| Days Sales Outstanding | 119.01 | 103.83 | 105.61 | 103.55 | 95.38 | 87.06 | 87.34 | 81.44 | 78.95 |
| Inventory | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Days Inventory Outstanding | - | - | - | - | - | - | - | - | - |
| Other Current Assets | 3.34M | 3.72M | 8.78M | 13.64M | 23.23M | 60.36M | 85.96M | 123.14M | 166.18M |
| Total Non-Current Assets | 26.64M | 57.8M | 134.1M | 172.21M | 509.85M | 660.62M | 757.93M | 874.22M | 1.26B |
| Property, Plant & Equipment | 11.12M | 21.65M | 85.75M | 105.03M | 136.51M | 212.97M | 298.43M | 399.48M | 552.77M |
| Fixed Asset Turnover | 9.06x | 9.15x | 4.23x | 5.75x | 7.54x | 7.87x | 7.13x | 6.72x | 6.20x |
| Goodwill | 6.29M | 7.63M | 9.06M | 17.61M | 292.18M | 348.28M | 352.69M | 360.38M | 530.57M |
| Intangible Assets | 974K | 1.29M | 1.44M | 2.07M | 15.7M | 16.36M | 9.62M | 3.71M | 14.97M |
| Long-Term Investments | 3.47M | 11.34M | 0 | 0 | 3.49M | 3.3M | 0 | 0 | 0 |
| Other Non-Current Assets | 8.26M | 27.24M | 37.85M | 47.5M | 65.46M | 83M | 97.19M | 110.65M | 163.26M |
| Total Assets | 127.06M▲ 0% | 179.75M▲ 41.5% | 1.04B▲ 477.5% | 1.89B▲ 82.1% | 2.38B▲ 25.9% | 3B▲ 26.2% | 3.94B▲ 31.0% | 5.79B▲ 47.0% | 6.64B▲ 14.8% |
| Asset Turnover | 0.79x | 1.10x | 0.35x | 0.32x | 0.43x | 0.56x | 0.54x | 0.46x | 0.52x |
| Asset Growth % | - | 41.47% | 477.49% | 82.1% | 25.95% | 26.21% | 30.99% | 46.98% | 14.84% |
| Total Current Liabilities | 57.26M | 112.23M | 200.24M | 297.84M | 528.7M | 759.75M | 1B | 1.86B | 1.59B |
| Accounts Payable | 5.32M | 12.64M | 15.43M | 21.34M | 25.27M | 23.47M | 87.71M | 107.73M | 148.79M |
| Days Payables Outstanding | 82.87 | 99.14 | 63.31 | 59.83 | 39.28 | 24.65 | 77.95 | 76.15 | 79.06 |
| Short-Term Debt | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 634.02M | 39.37M |
| Deferred Revenue (Current) | 35.28M | 69.31M | 134.15M | 204.82M | 371.99M | 543.02M | 765.74M | 961.85M | 1.19B |
| Other Current Liabilities | 13.82M | 21.69M | 18.03M | 22.79M | 43.08M | 46.74M | 61.54M | 71.75M | 209.59M |
| Current Ratio | 1.75x | 1.09x | 4.51x | 5.77x | 3.54x | 3.09x | 3.17x | 2.64x | 3.38x |
| Quick Ratio | 1.75x | 1.09x | 4.51x | 5.77x | 3.54x | 3.09x | 3.17x | 2.64x | 3.38x |
| Cash Conversion Cycle | - | - | - | - | - | - | - | - | - |
| Total Non-Current Liabilities | 145.51M | 143.56M | 55.46M | 635.01M | 810.89M | 834.6M | 907.67M | 1.21B | 1.32B |
| Long-Term Debt | 140.81M | 140.81M | 0 | 575.86M | 735.48M | 738.85M | 742.24M | 979.28M | 1.24B |
| Capital Lease Obligations | 0 | 0 | 48.51M | 51.43M | 52.11M | 76.58M | 138.13M | 196.91M | 256.19M |
| Deferred Tax Liabilities | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Other Non-Current Liabilities | 141.69M | 142.16M | 2.61M | 4.26M | 9.41M | 6.23M | 6.09M | 9.38M | -244.3M |
| Total Liabilities | 202.76M | 255.79M | 255.7M | 932.85M | 1.34B | 1.59B | 1.91B | 3.07B | 2.91B |
| Total Debt | 0 | 0 | 60.43M | 643.62M | 807.75M | 837.52M | 902.34M | 1.84B | 1.54B |
| Net Debt | -60.02M | -53.64M | -536.87M | 418.7M | 536.77M | 498.54M | 572M | 595.2M | 1.13B |
| Debt / Equity | - | - | 0.08x | 0.67x | 0.78x | 0.59x | 0.45x | 0.68x | 0.41x |
| Debt / EBITDA | - | - | - | 53.09x | 213.58x | 212.73x | 17.97x | 11.42x | 19.64x |
| Net Debt / EBITDA | - | - | - | 34.53x | 141.93x | 126.63x | 11.39x | 3.69x | 14.51x |
| Interest Coverage | - | - | - | -0.45x | -0.91x | -3.55x | -5.31x | 7.68x | -4.01x |
| Total Equity | -75.7M▲ 0% | -76.04M▼ 0.4% | 782.34M▲ 1128.8% | 957.43M▲ 22.4% | 1.04B▲ 8.7% | 1.41B▲ 35.5% | 2.03B▲ 43.6% | 2.71B▲ 34.0% | 3.73B▲ 37.5% |
| Equity Growth % | - | -0.45% | 1128.84% | 22.38% | 8.75% | 35.47% | 43.59% | 34.02% | 37.5% |
| Book Value per Share | -0.95 | -1.07 | 5.59 | 3.19 | 3.37 | 4.47 | 5.78 | 7.57 | 10.27 |
| Total Shareholders' Equity | -75.7M | -76.04M | 782.34M | 957.43M | 1.04B | 1.41B | 2.03B | 2.71B | 3.73B |
| Common Stock | 0 | 0 | 3K | 3K | 3K | 3K | 3K | 3K | 3K |
| Retained Earnings | -95.37M | -106.91M | -123.62M | -148.16M | -152.11M | -202.27M | -153.7M | 30.05M | 137.79M |
| Treasury Stock | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Accumulated OCI | -48K | 31K | 133K | 2.29M | -3.83M | -12.42M | -2.22M | -4.7M | 15.4M |
| Minority Interest | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Datadog, Inc. (DDOG) cash flow — operating, investing & free cash flow history
| Line item | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 |
|---|---|---|---|---|---|---|---|---|---|
| Cash from Operations | 13.83M | 10.83M | 24.23M | 109.09M | 286.55M | 418.41M | 659.95M | 870.6M | 1.05B |
| Operating CF Margin % | 13.73% | 5.47% | 6.68% | 18.08% | 27.85% | 24.98% | 31.01% | 32.43% | 30.64% |
| Operating CF Growth % | - | -21.71% | 123.79% | 350.16% | 162.67% | 46.02% | 57.73% | 31.92% | 20.62% |
| Net Income | -2.57M | -10.76M | -16.71M | -24.55M | -20.75M | -50.16M | 48.57M | 183.75M | 107.74M |
| Depreciation & Amortization | 2.7M | 6.03M | 12.37M | 15.45M | 22.94M | 34.63M | 44.47M | 54.93M | 122.53M |
| Stock-Based Compensation | 3.07M | 5.24M | 19.03M | 74.37M | 163.74M | 363.15M | 482.3M | 570.34M | 0 |
| Deferred Taxes | 382K | 486K | 1.92M | 13.05M | 18.82M | 0 | 0 | 0 | 0 |
| Other Non-Cash Items | 1.27M | 2.67M | 17.16M | 43.23M | 38.42M | 64.39M | 39.99M | 48.24M | 766.37M |
| Working Capital Changes | 8.97M | 7.16M | -9.54M | -12.47M | 63.38M | 6.39M | 44.63M | 13.34M | 53.49M |
| Change in Receivables | -19.27M | -25.32M | -47.51M | -64.25M | -107.11M | -135.7M | -121.66M | -104.48M | -157.37M |
| Change in Inventory | -2.87M | 2.57M | -12.16M | 535K | 0 | 0 | 0 | 0 | 0 |
| Change in Payables | 4.65M | 7.24M | 2.48M | 6.54M | 3.08M | -1.29M | 57.77M | 25.61M | 36.63M |
| Cash from Investing | -12.76M | -17.46M | -202.22M | -1.15B | -273.74M | -384.67M | -731.37M | -736.84M | -1.33B |
| Capital Expenditures | -7.8M | -15.84M | -23.44M | -25.88M | -36.02M | -64.89M | -27.59M | -34.72M | -135.42M |
| CapEx % of Revenue | 7.74% | 8% | 6.46% | 4.29% | 3.5% | 3.87% | 1.3% | 1.29% | 3.95% |
| Acquisitions | -4.96M | -1.62M | -2.14M | -2.36M | -226.5M | -45.88M | -12.5M | -7.13M | -117.98M |
| Investments | - | - | - | - | - | - | - | - | - |
| Other Investing | 0 | 0 | -10.13M | 0 | 0 | 0 | -34.82M | -60.78M | 0 |
| Cash from Financing | 462K | 7.78M | 714.22M | 670.28M | 34.94M | 36.02M | 58.28M | 787.08M | -572.48M |
| Debt Issued (Net) | 0 | 0 | 0 | 730.21M | 0 | -3K | 0 | 735.95M | -635.74M |
| Equity Issued (Net) | 462K | 1000K | 1000K | -1000K | 1000K | 1000K | 1000K | 1000K | 1000K |
| Dividends Paid | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Share Repurchases | 0 | 0 | 0 | -421K | 0 | 0 | 0 | 0 | 0 |
| Other Financing | 0 | 0 | 7.9M | -58.89M | -245K | 0 | 0 | 0 | 0 |
| Net Change in Cash | 1.48M▲ 0% | 1.2M▼ 18.8% | 536.21M▲ 44509.7% | -372.48M▼ 169.5% | 45.75M▲ 112.3% | 67.83M▲ 48.2% | -11.95M▼ 117.6% | 916.64M▲ 7771.3% | -845.68M▼ 192.3% |
| Free Cash Flow | 6.03M▲ 0% | -5.01M▼ 183.1% | 791K▲ 115.8% | 83.21M▲ 10419.3% | 250.52M▲ 201.1% | 353.52M▲ 41.1% | 632.37M▲ 78.9% | 835.88M▲ 32.2% | 1B▲ 19.7% |
| FCF Margin % | 5.98% | -2.53% | 0.22% | 13.79% | 24.35% | 21.1% | 29.71% | 31.14% | 29.19% |
| FCF Growth % | - | -183.08% | 115.79% | 10419.34% | 201.08% | 41.11% | 78.88% | 32.18% | 19.7% |
| FCF per Share | 0.08 | -0.07 | 0.01 | 0.28 | 0.81 | 1.12 | 1.81 | 2.33 | 2.75 |
| FCF Conversion (FCF/Net Income) | -5.38x | -1.01x | -1.45x | -4.44x | -13.81x | -8.34x | 13.59x | 4.74x | 9.75x |
| Interest Paid | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Taxes Paid | 40K | 36K | 0 | 410K | 1.49M | 1.59M | 16.5M | 20.99M | 0 |
Datadog, Inc. (DDOG) financial ratios — P/E, ROE, debt and 30+ core market and balance-sheet ratios
| Metric | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|
| Return on Equity (ROE) | - | - | -4.73% | -2.82% | -2.08% | -4.09% | 2.83% | 7.75% | 3.34% |
| Return on Invested Capital (ROIC) | - | - | -26.09% | -1.27% | -0.97% | -2.52% | -1.11% | 1.38% | -0.81% |
| Gross Margin | 76.76% | 76.51% | 75.48% | 78.43% | 77.17% | 79.25% | 80.7% | 80.76% | 79.96% |
| Net Margin | -2.55% | -5.43% | -4.61% | -4.07% | -2.02% | -2.99% | 2.28% | 6.85% | 3.14% |
| Debt / Equity | - | - | 0.08x | 0.67x | 0.78x | 0.59x | 0.45x | 0.68x | 0.41x |
| Interest Coverage | - | - | - | -0.45x | -0.91x | -3.55x | -5.31x | 7.68x | -4.01x |
| FCF Conversion | -5.38x | -1.01x | -1.45x | -4.44x | -13.81x | -8.34x | 13.59x | 4.74x | 9.75x |
| Revenue Growth | - | 96.58% | 83.15% | 66.34% | 70.48% | 62.82% | 27.06% | 26.12% | 27.68% |
Datadog, Inc. (DDOG) SEC filings — annual & quarterly reports (10-K, 10-Q)
Mar 2, 2026·SEC
Feb 10, 2026·SEC
Nov 6, 2025·SEC
Datadog, Inc. (DDOG) stock FAQ — growth, dividends, profitability & financials explained
Datadog, Inc. (DDOG) reported $3.43B in revenue for fiscal year 2025. This represents a 3301% increase from $100.8M in 2017.
Datadog, Inc. (DDOG) grew revenue by 27.7% over the past year. This is strong growth.
Yes, Datadog, Inc. (DDOG) is profitable, generating $107.7M in net income for fiscal year 2025 (3.1% net margin).
Datadog, Inc. (DDOG) has a return on equity (ROE) of 3.3%. This is below average, suggesting room for improvement.
Datadog, Inc. (DDOG) generated $1.00B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
Datadog, Inc. (DDOG) financial analysis — history, returns, DCA and operating performance tools
Analyst verdict, bull/bear case, risk factors and peer comparison
Historical returns with dividends reinvested
Dollar cost averaging vs lump sum
Yield, growth, payout safety & DRIP
EPS trends, net income & profitability
Long-term charts & historical price data
Sales growth patterns & revenue breakdown
30 years of market, efficiency and balance-sheet ratios
DCF intrinsic value, peer multiples & estimates