Just reported
From Datadog's results release of November 4, 2026; its quarterly report has since been filed.
Actual
$1.2B
+35% y/y
+6.7% q/q
Guided
$1.14B
midpoint
Actual
$0.32
+220% y/y
+167% q/q
Guided
—
No guide given
Actual
$74.7M
Guided
—
No guide given
Q4 2026
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.
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.
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.
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).
Built from Datadog, Inc.’s own filings with the U.S. Securities and Exchange Commission (SEC). Figures are as reported, with per-share history restated onto today’s share basis. This describes a business — it is not investment advice and not a recommendation to buy or sell anything.
$184.49+3.4%Nov 11 close
Figures through September 30, 2026, from the 10-Q filed November 4, 2026
Datadog sells software that helps companies monitor their cloud applications, computer systems and security and find technology problems.
Company outlook: revenue of $1.2B to $1.2B for Fiscal Q4 2026 — up 25.4% on a year earlier, slower than the 35.2% just reported
The themes Datadog is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
Graded A or B and worth $2B or more: A first, then the largest.
SAPSAP SE$287.7BA+
SHOPShopify Inc.$192.7BA+
CRMSalesforce, Inc.$179.4BA+
ADPAutomatic Data Processing, Inc.$120.9BA+
NOWServicenow, Inc.$106.7BARose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
LRCXLAM Research CorporationOct 22, 2026BAGraded B, now A
IBMInternational Business Machines CorporationOct 21, 2026BAGraded B, now A
CDNSCadence Design Systems, Inc.Oct 28, 2026BAGraded B, now A
NXPINXP Semiconductors N.V.Oct 27, 2026BAGraded B, now A
UIUbiquiti Inc.Nov 6, 2026BAGraded B, now AGrade A
The band under the price shows the grade on each date, built only from filings that were public by then.
Showing 2 of 28 quarters of Datadog, Inc.’s grade history. The other 26 go back to February 2020.
