DDOG · 8-K · 20260806PR053829

Operating Expense Trends

Datadog, Inc. · 2026-08-06 · Importance 57 · Surprise 38 · No source text

GAAP research and development expense increased 23% year over year to $478.0 million from $387.5 million, while non-GAAP R&D rose 24% to $325.1 million. GAAP sales and marketing expense increased 30% to $311.5 million from $239.0 million, and non-GAAP sales and marketing rose 30% to $260.4 million. GAAP general and administrative expense increased 24% to $86.4 million from $69.8 million, including $2.0 million of M&A transaction costs.

Key facts

• Research and development expense for the three months ended June 30, 2026 was $477,968 thousand. source
• Sales and marketing expense for the three months ended June 30, 2026 was $311,519 thousand. source
• Total stock-based compensation expense for the three months ended June 30, 2026 was $220,251 thousand. source
• General and administrative expense for the three months ended June 30, 2026 was $86,399 thousand. source
• Employer payroll taxes on employee stock transactions included $27,643 thousand for the three months ended June 30, 2026. source

Impact estimates