Акции Datadog, Inc. (DDOG) — это хороший бизнес?

Акции Datadog, Inc. (DDOG) — это хороший бизнес? — InspectStocks

Just reported

Q3 2026 results

From Datadog's results release of 4 ноября 2026 г.; its quarterly report has since been filed.

Revenue
Actual
1,2B $
+35 % y/y
+6,7 % q/q
Guided
1,14B $
midpoint
Above guide+5,0 %
EPS, GAAP
Actual
0,32 $
+220 % y/y
+167 % q/q
Guided
—
No guide given
Operating income, GAAP
Actual
74,7M $
Guided
—
No guide given

Company outlook

Q4 2026

Revenue1,19B $ – 1,2B $+25 % y/y First given
EPS, adjusted0,69 $ – 0,71 $First given
Operating income, adjusted280M $ – 290M $First 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.

На чём зарабатывает

Subscriptions to its monitoring, analytics and security software

Конкурирует с

Что продаёт6

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.

Показать ещё 3

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.

Кто покупает2

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.

На чём держится и что может это сломать

От чего зависит бизнес

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.

Что может пойти не так

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.

Полная финансовая отчётность →

О компании 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).

Штаб-квартира: New York City, New York, United States
Год основания: 2010
Сотрудников: Approximately 8,100 (December 31, 2025, medium)
Торгуется на: Nasdaq
Конец финансового года: December 31

Построено по собственной отчётности Datadog, Inc., поданной в Комиссию по ценным бумагам и биржам США (SEC). Цифры — как отчиталась компания, история на акцию пересчитана на сегодняшнюю базу. Это описание бизнеса — не инвестиционная рекомендация и не совет что-либо покупать или продавать.

Just reported

Q3 2026 results

From Datadog's results release of 4 ноября 2026 г.; its quarterly report has since been filed.

Revenue
Actual
1,2B $
+35 % y/y
+6,7 % q/q
Guided
1,14B $
midpoint
Above guide+5,0 %
EPS, GAAP
Actual
0,32 $
+220 % y/y
+167 % q/q
Guided
—
No guide given
Operating income, GAAP
Actual
74,7M $
Guided
—
No guide given

Company outlook

Q4 2026

Revenue1,19B $ – 1,2B $+25 % y/y First given
EPS, adjusted0,69 $ – 0,71 $First given
Operating income, adjusted280M $ – 290M $First given

Keep exploring

The themes Datadog is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.

The theme it is part of

Highest-graded in Software Application

Graded A or B and worth $2B or more: A first, then the largest.

Grade rose recently in Technology

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

На чём зарабатывает

Subscriptions to its monitoring, analytics and security software

Конкурирует с

Что продаёт6

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.

Показать ещё 3

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.

Кто покупает2

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.

На чём держится и что может это сломать

От чего зависит бизнес

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.

Что может пойти не так

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.

Полная финансовая отчётность →

О компании Datadog, Inc.

Штаб-квартира: New York City, New York, United States
Год основания: 2010
Сотрудников: Approximately 8,100 (December 31, 2025, medium)
Торгуется на: Nasdaq
Конец финансового года: December 31

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

На чём зарабатывает

Конкурирует с

Что продаёт6

Кто покупает2

На чём держится и что может это сломать

От чего зависит бизнес

Что может пойти не так

О компании Datadog, Inc.

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

Keep exploring

The theme it is part of

Highest-graded in Software Application

Grade rose recently in Technology

На чём зарабатывает

Конкурирует с

Что продаёт6

Кто покупает2

На чём держится и что может это сломать

От чего зависит бизнес

Что может пойти не так

О компании Datadog, Inc.

Datadog, Inc.

Keep exploring

The theme it is part of

Highest-graded in Software Application

Grade rose recently in Technology

Data & AI software

Рост и деньги — 5 из 5

Тренд бизнеса

Цена акции и оценка во времени

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

На чём зарабатывает

Конкурирует с

Что продаёт6

Кто покупает2

На чём держится и что может это сломать

От чего зависит бизнес

Что может пойти не так

О компании Datadog, Inc.

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

Keep exploring

The theme it is part of

Highest-graded in Software Application

Grade rose recently in Technology

На чём зарабатывает

Конкурирует с

Что продаёт6

Кто покупает2

На чём держится и что может это сломать

От чего зависит бизнес

Что может пойти не так

О компании Datadog, Inc.

Datadog, Inc.

Доходность за прошлые периоды

Keep exploring

The theme it is part of

Highest-graded in Software Application

Grade rose recently in Technology

Data & AI software

Рост и деньги — 5 из 5

Тренд бизнеса

Цена акции и оценка во времени