Chargement de l’entreprise
Just reported
Q3 2026 results
From Datadog's results release of 4 novembre 2026; its quarterly report has since been filed.
Revenue
Actual
1,2B $US
+35 % y/y
+6,7 % q/qGuided
1,14B $US
midpoint
Above guide+5,0 %EPS, GAAP
Actual
0,32 $US
+220 % y/y
+167 % q/qGuided
—
No guide given
Operating income, GAAP
Actual
74,7M $US
Guided
—
No guide given
Company outlook
Q4 2026
- Revenue1,19B $US – 1,2B $US+25 % y/y First given
- EPS, adjusted0,69 $US – 0,71 $USFirst given
- Operating income, adjusted280M $US – 290M $USFirst given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
The full earnings report →Keep exploring
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Grade rose recently in Technology
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Comment elle gagne de l'argent
- Subscriptions to its monitoring, analytics and security software
En concurrence avec
Ce qu'elle vend6
Infrastructure Monitoring
Tracks the performance and availability of servers, cloud services, containers and other computer infrastructure.
Application Performance Monitoring (APM)
Shows how software applications and their code are performing, including how requests move between connected services.
Log Management
Collects and searches records of activity from applications, computer systems and cloud services to help teams investigate problems.
Afficher 3 de plus
Real User Monitoring (RUM)
Shows how real users experience websites and mobile apps, including their performance.
Cloud Security
Scans cloud systems for security weaknesses, incorrect settings, identity risks and compliance problems.
Bits AI SRE
An artificial intelligence (AI) site reliability engineering (SRE) assistant that investigates alerts, identifies possible causes of service problems and drafts incident summaries.
Qui l'achète2
- Organizations of many sizes and across industries that run applications on public or private cloud systems, their own computer systems, or a mix of these; they buy subscriptions for the software they use.
- Large businesses that may buy through Datadog’s sales teams or its resellers, systems integrators and other partners.
Sur quoi elle repose, et ce qui pourrait la briser
Ce dont l'activité dépend
- 1Datadog relies on outside cloud infrastructure providers to host its software; problems with those providers could disrupt customer access.
- 2Revenue depends on customers renewing subscriptions and continuing or increasing their use of the products.
- 3Customer usage is tied to the size and activity of their technology workloads and their spending on information technology.
Ce qui pourrait mal tourner
- 1An outage, slow performance, software defect or disruption at a cloud hosting provider could interfere with Datadog’s service and lead to customer credits or cancellations.
- 2Customers may reduce usage, spend less, or not renew subscriptions. Datadog reported that its largest customer began reducing usage in the third quarter of 2026.
- 3Datadog competes with established software vendors, cloud providers and open-source tools, and must keep its products useful as technology, customer needs and security threats change.
À propos de Datadog, Inc.
Datadog collects and connects information about computer systems, applications, user activity and security so technology teams can spot problems, investigate their causes and protect systems. Customers pay mostly for recurring subscriptions to the cloud-based software, with some charges based on how much they use. As of June 30, 2026, Datadog had approximately 33,400 customers (June 30, 2026, medium); about 85% used at least two products (June 30, 2026, medium).
- Siège
- New York City, New York, United States
- Fondée en
- 2010
- Effectif
- Approximately 8,100 (December 31, 2025, medium)
- Cotée sur
- Nasdaq
- Clôture de l'exercice
- December 31
Construit à partir des documents déposés par Datadog, Inc. auprès de la Securities and Exchange Commission (SEC), le gendarme boursier américain. Les chiffres sont tels que publiés, l’historique par action étant retraité sur la base d’actions d’aujourd’hui. Ceci décrit une entreprise — ce n’est pas un conseil en investissement ni une recommandation d’acheter ou de vendre.