DDOG · 8-K · 20260806PR053829

Guidance / Outlook

Datadog, Inc. · 2026-08-06 · Importance 75 · Surprise 60 · Contradicted

For the third quarter of 2026, Datadog expects revenue of $1.135 billion to $1.145 billion and non-GAAP operating income of $260 million to $270 million. Third-quarter non-GAAP diluted net income per share is expected to be $0.63 to $0.65, based on approximately 378 million diluted shares. For full-year 2026, management projects revenue of $4.45 billion to $4.47 billion, non-GAAP operating income of $1.01 billion to $1.03 billion, and non-GAAP diluted net income per share of $2.50 to $2.54, based on approximately 376 million diluted shares.

Key facts

• Datadog provided third quarter 2026 revenue guidance between $1.135 billion and $1.145 billion. source
• Datadog provided full year 2026 revenue guidance between $4.45 billion and $4.47 billion. source
• Datadog provided full year 2026 non-GAAP operating income guidance between $1.01 billion and $1.03 billion. source
• Datadog provided third quarter 2026 non-GAAP operating income guidance between $260 million and $270 million. source
• Datadog provided third quarter 2026 non-GAAP net income per share guidance between $0.63 and $0.65, assuming approximately 378 million weighted average diluted shares outstanding. source
• Datadog provided full year 2026 non-GAAP net income per share guidance between $2.50 and $2.54, assuming approximately 376 million weighted average diluted shares outstanding. source
• Datadog stated that forward-looking statements include expectations regarding gross margins, operating margins including with respect to sales and marketing, research and development expenses, net interest and other income, cash taxes, capital expenditures and capitalized software. source

Impact estimates