secwatch.observer — SEC 8-K summary ====================================== Issuer: Datadog, Inc. (DDOG) CIK: 0001561550 Form: 8-K Filed at: 2026-02-10T23:59:59+00:00 Accession: 0001628280-26-006645 Event type: earnings Sentiment: positive Materiality: 0.75 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Datadog Q4 revenue $953M (+29% YoY); FY2025 revenue $3.43B (+28%); guides FY2026 $4.06-$4.10B -------------------------------------------------------------------------------- - 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. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1561550/000162828026006645/0001628280-26-006645-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1561550/000162828026006645/ddog-20260210.htm HTML page: https://secwatch.observer/filing/0001628280-26-006645 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer