Amit Agarwal
Amit Agarwal will be resigning from his position as President of the Company effective December 31, 2024
Highest-materiality recent filing
Datadog Q1 revenue $1.006B (+32% YoY), non-GAAP EPS $0.60, guides Q2 rev $1.07-1.08B
Q1 revenue $1.006B (+32% YoY); GAAP operating income $7M; non-GAAP operating income $223M.
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.
Datadog Q3 revenue $886M (+28% YoY), non-GAAP EPS $0.55; Q4 guidance $912-916M
Revenue $886M (+28% YoY); GAAP net income $0.10 diluted EPS; non-GAAP net income $0.55 diluted EPS.
Datadog Q2 revenue $827M (+28% YoY); non-GAAP EPS $0.46; guides Q3 revenue $847-851M
Revenue $827M (+28% YoY); GAAP net income $0.01 diluted EPS; non-GAAP $0.46 diluted EPS.
Datadog Q1 revenue $762M (+25% YoY); Non-GAAP EPS $0.46; guides Q2 revenue $787-791M
Revenue $762M (+25% YoY); GAAP diluted EPS $0.07; non-GAAP diluted EPS $0.46.
Datadog Q4 revenue $738M (+25% YoY); FY25 revenue guidance $3.175-3.195B
Q4 revenue $738M (+25% YoY); GAAP diluted EPS $0.13, non-GAAP diluted EPS $0.49.
Datadog issues $1B 0% convertible notes due 2029, repurchases $112M of 2025 notes
$1B aggregate principal (0.00% coupon) convertible notes due Dec 1, 2029; initial conversion price ~$217.60/share (35% premium over $161.19 close).
Datadog Q3 revenue $690M (+26% YoY), Non-GAAP EPS $0.46; guides Q4 rev $709-713M
Revenue $690M (+26% YoY); GAAP operating margin 3%, Non-GAAP operating margin 25%.
Datadog Q2 2024 revenue up 27% YoY to $645M; guides Q3 rev $660-664M
GAAP operating income $13M (2% margin); non-GAAP operating income $158M (24% margin).
Datadog Q1 revenue $611M (+27% YoY); President Agarwal to step down
Revenue $611M (+27% YoY); GAAP EPS $0.12, non-GAAP EPS $0.44; non-GAAP operating margin 27%.
Datadog Q4 revenue $590M (+26% YoY); FY revenue $2.13B; guides FY2024 revenue $2.56B-$2.58B
Q4 revenue $589.6M (+26% YoY); GAAP diluted EPS $0.15, non-GAAP $0.44.
Amit Agarwal will be resigning from his position as President of the Company effective December 31, 2024
the Board intends to increase the size of the Board from eight to nine and appoint Mr. Agarwal to the Board to fill the resulting vacancy
Max materiality 0.90 · Median 0.75 · Most common event earnings