DDOG
Datadog, Inc.140.05
-2.00-1.41%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Q&A deepens AI moats conviction
Q&A largely reaffirms prepared remarks on broad growth acceleration and AI momentum, while elaborating defensibility against agentic AI threats. Olivier emphasized observability's expansion into faster dev cycles and real-time data plane moats trumping post-hoc LLMs, with MCP server usage exploding for agent integration. AI natives favor Datadog over homegrown for engineer velocity, not cost. Guidance conservatism implies core ex-largest customer tops 20% growth. No competitive shifts; Datadog takes share. Moats hold firm. Confident tone points to GTM scaling as next watch item.
Key Stats
Market Cap
49.11BP/E (TTM)
451.77Basic EPS (TTM)
0.31Dividend Yield
0%Recent Filings
8-K
Datadog appoints board director
Datadog expanded its board from 10 to 11 members, appointing Dominic Phillips as a Class II director effective February 26, 2026, with his term expiring at the 2027 annual meeting. No committees yet. As inducement, he receives an initial $600,000 RSU grant—up from $400,000—vesting over three years to align interests. Board targets his expertise.
10-K
FY2025 results
Datadog posted FY2025 revenue of $3.4B, up 28% y/y, with 75% from existing customers and dollar-based net retention at ~120%. Q4 momentum shone through AI-native cohort growth adding seven points to y/y revenue, though larger customers optimized usage. Gross margin slipped to 80% on cloud costs, yet free cash flow hit $915M. Balance sheet stays rock-solid with $4.1B in marketable securities. Customers using 10+ products doubled to 9%. Unfavorable economic conditions could crimp IT budgets.
10-Q
Q3 FY2025 results
Datadog posted Q3 revenue of $885.7M, up 28% y/y from $690.0M, with gross margin steady at 80%. Operating loss narrowed to $5.8M from $20.3M profit, driven by R&D spend up 38% on personnel and cloud investments, while sales/marketing rose 27%. Diluted EPS held at $0.10 on 362M shares, matching net income of $33.9M. YTD operating cash flow hit $723.1M; free cash flow $623.7M (derived). Acquisitions added $163.1M goodwill, $17.6M intangibles; 2025 Notes repaid, $982.4M 2029 Notes remain at quarter-end cash of $540.6M. Cash plus $3.6B marketable securities. Customers optimize usage amid competition.
8-K
Q3 revenue up 28% to $886M
Datadog posted Q3 revenue of $886 million, up 28% year-over-year, with $100k+ ARR customers hitting 4,060, up 16%. Non-GAAP operating income reached $207 million at 23% margin, while GAAP showed a slim $(6) million loss. Revenue hit 1,000 integrations. Q4 revenue guided to $912-916 million. Cash pile: $4.1 billion.
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