DDOG · 8-K · 20260806PR053829

Market Demand Trends

Datadog, Inc. · 2026-08-06 · Importance 64 · Surprise 56

Datadog reported second-quarter revenue growth of 36% year-over-year to $1.12 billion, indicating continued demand for its observability and security platform. The number of customers with annual recurring revenue of at least $100,000 increased 23% year-over-year to approximately 4,720 as of June 30, 2026, from approximately 3,850 a year earlier. Management said customers are building and deploying AI and using Datadog to observe, secure, and manage AI-enabled solutions.

Key facts

• As of June 30, 2026, Datadog had about 4,720 customers with ARR of $100,000 or more, an increase of 23% from about 3,850 as of June 30, 2025. source
• Datadog was named a Leader in the Gartner Magic Quadrant for Observability Platforms, 2026, for the sixth consecutive year. source