secwatch.observer — SEC 8-K summary
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Issuer:     Datadog, Inc. (DDOG)
CIK:        0001561550
Form:       8-K
Filed at:   2026-08-06T11:07:37+00:00
Accession:  0001628280-26-053829
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Datadog Q2 revenue $1.12B (+36% YoY); non-GAAP EPS $0.65; guides FY revenue $4.45-4.47B
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1561550/000162828026053829/0001628280-26-053829-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1561550/000162828026053829/ddog-20260806.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-053829

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