earnings
confidence high
sentiment positive
materiality 0.80
Datadog Q2 revenue $1.12B (+36% YoY); non-GAAP EPS $0.65; guides FY revenue $4.45-4.47B
Datadog, Inc.
- Revenue $1.12B (+36% YoY); GAAP operating income $5M (0% margin); non-GAAP operating income $257M (23% margin).
- GAAP diluted EPS $0.12; non-GAAP diluted EPS $0.65; operating cash flow $316M; free cash flow $279M.
- Customers with $100k+ ARR reached 4,720, up 23% from 3,850 a year ago.
- Q3 guidance: revenue $1.135-1.145B, non-GAAP EPS $0.63-0.65; FY2026 revenue $4.45-4.47B, non-GAAP EPS $2.50-2.54.
- Acquired Adaptive ML to accelerate AI research; launched over 100 new capabilities at DASH 2026.