Últimos resultados de Datadog, Inc. (DDOG) — qué se declaró

Últimos resultados de Datadog, Inc. (DDOG) — qué se declaró — InspectStocks

Just reported

Q3 2026 results

From Datadog, Inc.'s results release of 4 de noviembre de 2026; its quarterly report has since been filed.

Revenue
Actual
1,2B US$
+35 % y/y
+6,7 % q/q
Guided
1,14B US$
midpoint
Above guide+5,0 %
EPS, GAAP
Actual
0,32 US$
+220 % y/y
+167 % q/q
Guided
—

Medida	3 meses hasta30 sept 2026	3 meses hasta30 sept 2025	Variación
Ingresos totales	1,2B US$	885,7M US$	+35,16 %
Beneficio	118,3M US$	33,9M US$	+249,17 %
Beneficio por acción	0,32 US$	0,10 US$	+220,00 %
Flujo de caja libre	279,1M US$	234,7M US$	+18,92 %

Estos son trimestres sueltos, no un año móvil: las cifras del resto del sitio cubren doce meses y serán mucho mayores. Un negocio estacional oscila mucho entre ambos: ServiceNow gana 2.000 M$ de flujo de caja libre en su trimestre de diciembre y 500 M$ en el de junio.

Comparado con el mismo trimestre del año anterior, no con una previsión de analistas. Un «beat» o un «miss» necesita una estimación de consenso, que es un dato licenciado que no tenemos — y equivocarse es peor que dejarlo fuera.

Conferencias de resultados

Un breve resumen de cada conferencia —qué mostró el trimestre, qué espera la dirección y si cumplió lo que dijo la última vez— con la transcripción completa debajo.

New

Conferencia Q3 FY2026

Fetching

Datadog, Inc. reported on 4 de noviembre de 2026. We are fetching the call transcript; its summary follows once the transcript is in.

The previous call

Conferencia Q2 FY2026

Celebrada el 6 de agosto de 2026

Lo que dijo la dirección

“Datadog delivered a strong third quarter, with 35% year-over-year revenue growth, $290 million in operating cash flow, and $251 million in free cash flow,”
— Olivier Pomel

Citado literalmente de la publicación, y mostrado solo cuando el informe lo atribuye a una persona con nombre.

Cómo reaccionó la cotización

Las publicaciones salen antes de la apertura o tras el cierre, así que la ventana va del cierre previo al día del informe al cierre de la sesión siguiente: la reacción queda dentro en ambos casos.

Cierre anterior

220,52 US$

3 nov 2026

Cierre posterior

174,60 US$

5 nov 2026

Movimiento

-20,82 %

13,21M acciones negociadas, frente a un volumen normal de 3,2M

A qué se dedica Datadog, Inc.

Datadog is the leading observability and security platform for the AI era, providing businesses with unified visibility across the technology stack to manage complexity at scale. It brings applications, infrastructure, data, models, and security into one place, using AI to detect and resolve issues before they impact customers. Trusted globally by Fortune 500 companies and high-growth AI leaders, Datadog enables businesses to move faster with clarity and confidence.

La propia descripción de la empresa, tal como aparece al pie de la publicación.

La cita y la descripción de la empresa proceden del 8-K del punto 2.02 que Datadog, Inc. presentó el 4 de noviembre de 2026; la tabla se elabora a partir de sus informes trimestrales. Leer la publicación en EDGAR Las cotizaciones están ajustadas por splits y dividendos.

What changed in this report

AI read of the filings

Results released 4 de noviembre de 2026, before the market closed

-14,4 %-16,1 % against the marketMarket +1,7 % · 3 nov 2026 close to 4 nov 2026 close

A sharp selloff despite raised FY2026 guidance likely reflects a lower implied Q4 adjusted-profit run rate and slower large-customer growth; expectations are not available to confirm why.

Into the report: -20,2 % over a month, -22,1 % over three months, -24,8 % from the year's high.

What changed

OutlookLower implied Q4 profitQ4 2026 guidance leaves adjusted operating income at $285M and EPS at $0.69, below Q3 actuals of $334M and $0.81.
TrendLarge-customer growth slowedCustomers with $100,000-plus ARR grew 20% year over year in Q3 2026, down from 23% in Q2 2026.
QualityCash and dilution qualityQ3 2026 FCF grew 18.9% year over year versus net income growth of 249.2%; FCF margin fell to 21% from 24%.
Outlook · Pulled the other wayFull-year guidance raisedFY2026 midpoint rose $60M for revenue, $80M for adjusted operating income, and $0.22 for adjusted EPS versus August.
SetupWeak pre-report setupShares had fallen 20.3% over the 21 sessions through November 3, 2026, before declining another 14.4% on November 4.

The outlook

Non-GAAP net income per share · FY20262,52 US$2,74 US$+0,22 US$ at the midpoint
Revenue · FY20264,5B US$4,5B US$+60M US$ at the midpoint
Non-GAAP operating income · FY20261B US$1,1B US$+80M US$ at the midpoint

What the full-year guide leaves · Non-GAAP net income per share

Same quarter last year0,59 US$
This quarter0,81 US$
Next quarter, implied0,69 US$

Like for like: No definition changed between the August and November 2026 releases; both use non-GAAP measures that adjust for M&A transaction costs.

Working for it

AI investigation productScout 1.0, in Preview, powers Bits Investigation; the release gives no AI revenue or ARR figure.Needs: Preview use would need to develop into broader customer adoption and measurable commercial contribution.

Working against it

Q4 adjusted profit guideQ4 2026 adjusted operating income guidance of $285M and EPS guidance of $0.69 are below Q3 2026 actuals of $334M and $0.81.
Large-customer growthYear-over-year growth in customers with $100,000-plus ARR eased to 20% in Q3 2026 from 23% in Q2 2026.
FCF margin declineFCF margin was 21% in Q3 2026, versus 24% in Q3 2025 and 31% in Q4 2025.

Quality of the quarter

Stock compensation and dilution · Weighs on the figuresQ3 2026 non-GAAP results excluded $237.181M of stock compensation, versus $200.558M in Q3 2025; diluted shares rose 3.6% year over year.
Profit and cash diverged · Weighs on the figuresQ3 2026 FCF grew 18.9% year over year while net income grew 249.2%; the FCF-to-net-income ratio was 2.36 versus 6.87 a year earlier.
Quarter beat company guidance · Flatters the figuresQ3 2026 revenue beat the company guide by 5.0%, adjusted operating income by 26.1%, and adjusted EPS by 26.6%.

What was and wasn't said

The FY2025 release reported 603 customers with $1M-plus ARR, up 31% year over year; the Q3 2026 release does not update that cohort.

Change in the business

Datadog introduced Scout 1.0, its AI Research team's first specialized model for investigating production issues; Scout is in Preview and powers Bits Investigation.

Watch next quarter

Whether Q4 2026 adjusted operating income and EPS meet the company's guidance.
Whether large-customer ARR growth and FCF margin stabilize or continue to slow.
Whether Datadog gives a FY2027 outlook or quantifies AI revenue or ARR.

What the filings can't tell us

The inputs contain no analyst consensus, so they cannot show whether the results or guidance fell short of market expectations.

Written by AI on 5 de noviembre de 2026 from Datadog, Inc.'s results releases, earnings call and SEC filings; every quote it relied on was checked against them. It describes the report, it is not investment advice, and it is in English only.

Datadog, Inc.

Q3 2026 results

Revenue

EPS, GAAP

Conferencias de resultados

Conferencia Q3 FY2026

Conferencia Q2 FY2026

Lo que dijo la dirección

Cómo reaccionó la cotización

A qué se dedica Datadog, Inc.

Operating income, GAAP

Company outlook

Conferencias anteriores

What changed in this report

What changed

The outlook

Working for it

Working against it

Quality of the quarter

What was and wasn't said

Change in the business

Watch next quarter

What the filings can't tell us

The trend

Datadog, Inc.

Rentabilidad pasada

Q3 2026 results

Revenue

EPS, GAAP

Conferencias de resultados

Lo que dijo la dirección

Cómo reaccionó la cotización

A qué se dedica Datadog, Inc.

Operating income, GAAP

Company outlook

Conferencias anteriores

What changed in this report

What changed

The outlook

Working for it

Working against it

Quality of the quarter

What was and wasn't said

Change in the business

Watch next quarter

What the filings can't tell us

The trend