| Metric | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 | FY 2018 | FY 2017 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $2.68B | $2.13B | $1.68B | $1.03B | $603.47M | $362.78M | $198.08M | $100.76M |
| Cost of Revenue | $516.36M | $410.73M | $347.57M | $234.84M | $130.20M | $88.95M | $46.53M | $23.41M |
| Gross Profit | $2.17B | $1.72B | $1.33B | $793.94M | $473.27M | $273.83M | $151.55M | $77.35M |
| Gross Margin | 80.76% | 80.70% | 79.25% | 77.17% | 78.43% | 75.48% | 76.51% | 76.76% |
| Operating Expenses | $2.11B | $1.75B | $1.39B | $813.10M | $487.04M | $293.97M | $162.58M | $80.30M |
| Operating Income | $54.28M | $-33.46M | $-58.70M | $-19.16M | $-13.77M | $-20.14M | $-11.03M | $-2.96M |
| Operating Margin | 2.02% | -1.57% | -3.50% | -1.86% | -2.28% | -5.55% | -5.57% | -2.93% |
| Net Income | $183.75M | $48.57M | $-50.16M | $-20.75M | $-24.55M | $-16.71M | $-10.76M | $-2.57M |
| Net Margin | 6.85% | 2.28% | -2.99% | -2.02% | -4.07% | -4.61% | -5.43% | -2.55% |
| EPS (Basic) | $0.55 | $0.15 | $-0.16 | $-0.07 | $-0.08 | $-0.12 | $-0.15 | $-0.03 |
| EBITDA | $317.99M | $150.21M | $41.10M | $25.57M | $34.11M | $-3.61M | $-4.21M | $591.00K |
| Stock Option Compensation Expense | $570.34M | $482.30M | $363.15M | $163.74M | $74.37M | $19.03M | $5.24M | $3.07M |
| Price To Earnings Ratio | 261.42 | 809.82 | -462.17 | -2653.39 | -1204.48 | -316.24 | -247.56 | -1162.53 |
| Price To Sales Ratio | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Shares Outstanding | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Market Capitalization | $48.04B | $39.33B | $23.18B | $55.04B | $29.57B | $5.28B | $2.66B | $2.99B |
| Metric | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 | FY 2018 | FY 2017 |
|---|---|---|---|---|---|---|---|---|
| Cash & Short Term Investments | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Short Term Receivables | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Inventories | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Other Current Assets | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Total Current Assets | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Net Property, Plant & Equipment | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Total Investments and Advances | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Long-Term Note Receivable | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Intangible Assets | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Deferred Tax Assets | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Other Assets | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Total Assets | $5.79B | $3.94B | $3.00B | $2.38B | $1.89B | $1.04B | $179.75M | $127.06M |
| Short Term Debt Incl. Current Port. of LT Debt | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Accounts Payable | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Income Tax Payable | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Other Current Liabilities | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Total Current Liabilities | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Long Term Debt | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Provision for Risks Charges | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Deferred Tax Liabilities | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Other Liabilities | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Total Liabilities | $3.07B | $1.91B | $1.59B | $1.34B | $932.85M | $255.70M | $255.79M | $202.76M |
| Non-Equity Reserves | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Preferred Stock - Carrying Value | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Common Equity | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Total Shareholders Equity | $2.71B | $2.03B | $1.41B | $1.04B | $957.43M | $782.34M | $-76.04M | $-75.70M |
| Accumulated Minority Interest | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Total Equity | $2.71B | $2.03B | $1.41B | $1.04B | $957.43M | $782.34M | $-76.04M | $-75.70M |
| Total Liabilities & Stockholders Equity | $5.79B | $3.94B | $3.00B | $2.38B | $1.89B | $1.04B | $179.75M | $127.06M |
| Book Value Per Share | $8.07 | $6.25 | $4.47 | $3.37 | $3.19 | $5.59 | $-1.07 | $-0.95 |
| Tangible Book Value Per Share | $6.99 | $5.13 | $3.32 | $2.37 | $3.12 | $5.52 | $-1.20 | $-1.04 |
| Full-Time Employees | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Price to Book Ratio | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Return on Assets | 3.18% | 1.23% | -1.67% | -0.87% | -1.30% | -1.61% | -5.99% | -2.02% |
| Return on Equity | 6.77% | 2.40% | -3.56% | -1.99% | -2.56% | -2.14% | 14.15% | 3.39% |
| Return on Invested Capital | 1.07% | -0.91% | -2.59% | -1.02% | -0.86% | -2.37% | -16.34% | -4.23% |
| Quick Ratio | 2.64 | 3.17 | 3.09 | 3.54 | 5.77 | 4.51 | 1.09 | 1.75 |
| Current Ratio | 2.64 | 3.17 | 3.09 | 3.54 | 5.77 | 4.51 | 1.09 | 1.75 |
| Metric | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 | FY 2018 | FY 2017 |
|---|---|---|---|---|---|---|---|---|
| Net Income | $183.75M | $48.57M | $-50.16M | $-20.75M | $-24.55M | $-16.71M | $-10.76M | $-2.57M |
| Depreciation | $106.98M | $83.67M | $62.63M | $22.94M | $25.90M | $12.37M | $6.03M | $2.70M |
| Other Funds (Non Cash) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Funds from Operations | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Extraordinary Item | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Changes in Working Capital | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Income Taxes Payable | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Cash from Operating Activities | $870.60M | $659.95M | $418.41M | $286.55M | $109.09M | $24.23M | $10.83M | $13.83M |
| Capital Expenditures | $34.72M | $27.59M | $64.89M | $36.02M | $25.88M | $23.44M | $15.84M | $7.80M |
| Net Assets From Acquisitions | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Sale of Fixed Assets and Businesses | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Purchase or Sale of Investments | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Purchase of Investments | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Sale Or Maturity of Investments | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Other Uses | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Other Sources | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Cash from Investing Activities | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Cash Dividends Paid | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| Change in Capital Stock | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Repurchase of Common Pref Stock | $0.00 | $0.00 | $0.00 | $0.00 | $421.00K | $0.00 | $0.00 | $0.00 |
| Sale of Common Pref Stock | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Proceeds from Stock Options | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Issuance or Reduction of Debt, Net | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Change in Long Term Debt | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Issuance of Long Term Debt | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Reduction of Long Term Debt | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Net Financing Active Other Cash Flow | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Other Financing Activities Uses | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Cash from Financing Activities | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Exchange Rate Effect | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Net Change in Cash | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Free Cash Flow | $835.88M | $632.37M | $353.52M | $250.52M | $83.21M | $791.00K | $-5.01M | $6.03M |
| Preferred Dividends (Cash Flow) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Price to Free Cash Flow | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
Company coverage
Datadog, Inc. offers a comprehensive cloud-based monitoring and analytics solution, serving the needs of developers, IT operations personnel, and business stakeholders across North America and internationally. This Software-as-a-Service (SaaS) offering skillfully combines and automates several crucial functions, including infrastructure oversight, application performance tracking, log management, and security surveillance, all designed to deliver live, end-to-end visibility into its customers' technology environments. Additionally, the platform extends its capabilities to include user experience monitoring, network performance analytics, robust cloud security measures, specialized observability tools for developers, and efficient incident response management. It also comes equipped with standard features like configurable dashboards, sophisticated analytical tools, collaborative features, and proactive alert systems. The company was founded in 2010 and is based in New York, New York.
Why it moved over time
Datadog (DDOG) reported Q2 revenue and earnings above estimates and raised its 2026 revenue outlook, signaling AI-driven demand and customer expansion as the likely catalyst.
Key fact: Datadog's revenue grew 36% year over year last quarter and management raised full-year revenue guidance to $4.45–$4.47 billion.
fool.com: Datadog Beat on Revenue, Beat on Earnings, and Raised Its Outlook. The Stock Fell 19%.Datadog (DDOG) reported a Q2 beat and raised FY26 guidance, but decelerating bookings and softer-than-expected Q3 guidance have investors rethinking growth, pressuring near-term valuation.
Key fact: Q2 revenue grew 35.6% year-over-year, beating estimates, yet management flagged decelerating bookings and softer Q3 guidance.
proactiveinvestors.com: Datadog stock falls as high bar, cooling bookings offset strong quarterDatadog (DDOG) reported Q2 revenue and earnings above estimates and raised full-year revenue guidance, but warned lower usage from its largest customer—prompting investor scrutiny of near-term growth forecasts.
Key fact: Q2 revenue grew 36% year-over-year, topping estimates; management raised FY revenue guidance while noting lower usage from a major customer.
zacks.com: Datadog Q2 Earnings and Revenues Surpass Estimates, Rise Y/YDatadog (DDOG) reported stronger-than-expected Q2 results and raised full-year revenue guidance, but warned of lower usage from a major AI customer and softer bookings—an update investors view as a growth risk.
Key fact: Q2 revenue grew about 36% and Datadog raised full-year revenue guidance to $4.45–$4.47 billion.
zacks.com: Datadog Q2 Earnings and Revenues Surpass Estimates, Rise Y/YDatadog reported a strong Q2 beat but investors focused on decelerating bookings and softer-than-expected Q3 guidance, raising concerns about near-term revenue growth and future momentum.
Key fact: Q2 revenue grew 35.6% year-over-year, above Datadog's guidance range.
proactiveinvestors.com: Datadog stock falls as high bar, cooling bookings offset strong quarterDatadog is in focus ahead of its Aug. 6 premarket Q2 earnings, seen as a test of revenue, profit and AI-product momentum after recent analyst forecast updates.
Key fact: Datadog will release its second-quarter earnings report before the opening bell on Aug. 6, according to Benzinga.
benzinga.com: Datadog Gears Up For Q2 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate AnalystsPositioning ahead of Datadog's Q2 earnings, analysts highlight AI product momentum, platform expansion and growing multi‑year contracts that lift RPO and bolster the company's 2026 outlook.
Key fact: RPO rose 51% to $3.48 billion, increasing revenue visibility and supporting a higher 2026 outlook.
zacks.com: Datadog Before Q2 Earnings: Should You Buy, Sell or Hold the Stock?