Datadog, Inc.
DDOGSoftware & ITdatadoghq.com
Latest available resultsSeptember 30, 2026Quarter · 10-Q filed Nov 4, 2026
Revenue
$1.20B
▲ +35.2% vs prior year YoY
Net income
$118.32M
▲ +249.2% vs prior year YoY
EPS
0.32$
▲ +220.0% vs prior year YoY
Net margin
9.9%
▲ +6.1 pp vs prior year YoY
Revenue▲ +35.2%
Margins (% of revenue)GrossOperatingNet
Net income▲ +249.2%
EPS▲ +220.0%
Financial statements
View 10-Q filed November 4, 2026 on SEC ↗| Metric | Dec 2024* | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025* | Mar 2026 | Jun 2026 | Sep 2026 | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Operations | |||||||||
| Revenue | $737.73M | $761.55M | $826.76M | $885.65M | $953.19M | $1.01B | $1.12B | $1.20B | ▲ +35.2% |
| Gross profit | $593.55M | $603.92M | $660.78M | $709.19M | $766.30M | $797.20M | $881.34M | $959.92M | ▲ +35.4% |
| Operating income | $9.39M | −$12.42M | −$35.50M | −$5.81M | $9.36M | $7.33M | $5.46M | $74.71M | ▲ +1386.0% |
| Net income | $45.59M | $24.64M | $2.65M | $33.88M | $46.57M | $52.57M | $44.56M | $118.32M | ▲ +249.2% |
| R&D | $316.31M | $341.06M | $387.48M | $401.98M | $417.93M | $435.30M | $477.97M | $491.57M | ▲ +22.3% |
| EPS (diluted) | — | 0.07 $ | 0.01 $ | 0.10 $ | — | 0.15 $ | 0.12 $ | 0.32 $ | ▲ +220.0% |
| Margins (% of revenue) | |||||||||
| Gross | 80.5 % | 79.3 % | 79.9 % | 80.1 % | 80.4 % | 79.2 % | 78.6 % | 80.2 % | ▲ +0.1 pt |
| Operating | 1.3 % | -1.6 % | -4.3 % | -0.7 % | 1.0 % | 0.7 % | 0.5 % | 6.2 % | ▲ +6.9 pt |
| Net | 6.2 % | 3.2 % | 0.3 % | 3.8 % | 4.9 % | 5.2 % | 4.0 % | 9.9 % | ▲ +6.1 pt |
| Balance sheet | |||||||||
| Assets | $5.79B | $6.01B | $5.82B | $6.05B | $6.64B | $6.95B | $7.55B | $7.84B | ▲ +29.5% |
| Liabilities | $3.07B | $3.09B | $2.63B | $2.61B | $2.91B | $2.96B | $3.18B | $3.12B | ▲ +19.5% |
| Equity | $2.71B | $2.92B | $3.20B | $3.44B | $3.73B | $3.99B | $4.37B | $4.72B | ▲ +37.1% |
| Cash | $1.25B | $1.08B | $489.03M | $540.60M | $401.31M | $426.36M | $434.96M | $881.23M | ▲ +63.0% |
| Capital | |||||||||
| Shares outstandingnever filed | — | — | — | — | — | — | — | — | — |
| Public floatexcluding insiders | — | — | — | — | — | — | — | — | — |
* No 10-Q is filed for a fourth quarter: these amounts are the fiscal year minus the first three quarters, all filed. EPS stays blank — dilution doesn't subtract.