earnings
confidence high
sentiment positive
materiality 0.75
Datadog Q4 revenue $953M (+29% YoY); FY2025 revenue $3.43B (+28%); guides FY2026 $4.06-$4.10B
Datadog, Inc.
2025-FY EPS reported
$0.31
revenue$3,427,158,000
- Q4 revenue $953M (+29% YoY); GAAP EPS $0.13, non-GAAP EPS $0.59; operating cash flow $327M.
- FY2025 revenue $3.43B (+28%); operating cash flow $1.05B; free cash flow $915M.
- Customers with $1M+ ARR grew 31% to 603; $100K+ ARR grew 19% to 4,310.
- Q1 2026 revenue guidance $951-$961M; FY2026 revenue $4.06-$4.10B (midpoint ~$4.08B).
- Launched Bits AI SRE agent and Storage Management; expanded AWS collaboration.