正在加载公司
Just reported
Q3 2026 results
From Datadog's results release of 2026年11月4日; its quarterly report has since been filed.
Revenue
Actual
US$1.2B
+35% y/y
+6.7% q/qGuided
US$1.14B
midpoint
Above guide+5.0%EPS, GAAP
Actual
US$0.32
+220% y/y
+167% q/qGuided
—
No guide given
Operating income, GAAP
Actual
US$74.7M
Guided
—
No guide given
Company outlook
Q4 2026
- RevenueUS$1.19B – US$1.2B+25% y/y First given
- EPS, adjustedUS$0.69 – US$0.71First given
- Operating income, adjustedUS$280M – US$290MFirst 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
The themes Datadog is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The themes it is part of
Highest-graded in Software Application
Graded A or B and worth $2B or more: A first, then the largest.
SAPSAP SEUS$288.5BA+
SHOPShopify Inc.US$189.9BA+
CRMSalesforce, Inc.US$179.3BA+
ADPAutomatic Data Processing, Inc.US$122.3BA+
NOWServicenow, Inc.US$106.1BA
Grade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
TSMTaiwan Semiconductor Manufacturing Company Limited2026年11月13日BAGraded B, now A
LRCXLAM Research Corporation2026年10月22日BAGraded B, now A
IBMInternational Business Machines Corporation2026年10月21日BAGraded B, now A
CDNSCadence Design Systems, Inc.2026年10月28日BAGraded B, now A
NXPINXP Semiconductors N.V.2026年10月27日BAGraded B, now A
怎么赚钱
- Subscriptions to its monitoring, analytics and security software
竞争对手
卖什么6
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.
再显示 3 项
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.
谁在买2
- 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.
靠什么支撑，什么会击垮它
业务依赖什么
- 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.
可能出什么问题
- 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.
关于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).
- 总部
- New York City, New York, United States
- 成立于
- 2010
- 员工人数
- Approximately 8,100 (December 31, 2025, medium)
- 上市于
- Nasdaq
- 财年结束
- December 31
基于 Datadog, Inc. 自己向美国证券交易委员会（SEC）提交的申报文件。数字如实呈报，每股历史已重述到今天的股数口径。 这是对一门生意的描述——不是投资建议，也不是买卖任何证券的推荐。