DDOG · 8-K · 20260806PR053829
Acquisition / Partnership / Divestiture
Datadog, Inc. · 2026-08-06 · Importance 52 · Surprise 42 · From source text
Datadog acquired Adaptive ML, a frontier AI startup, to accelerate Datadog AI Research’s investment in world models and agentic LLM post-training for observability. The transaction involved $101.7 million of cash paid for acquisitions during the three months ended June 30, 2026, and $112.3 million during the six months ended June 30, 2026. Datadog plans to combine its access to real-world infrastructure and security data with Adaptive ML’s expertise in specialized, high-performance AI agents.
Key facts
- Datadog acquired Adaptive ML, a frontier AI startup developing a Reinforcement Learning Operations platform. source
- Cash paid for acquisition of businesses; net of cash acquired was $101,650 thousand for the three months ended June 30, 2026. source
- Goodwill was $706,721 thousand as of June 30, 2026, up from $530,568 thousand as of December 31, 2025. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| assets | positive | realized | +2.3% | Goodwill was $706,721 thousand as of June 30, 2026, up from $530,568 thousand as of December 31, 2025. |
| cash | negative | realized | -1.4% | Cash paid for acquisition of businesses; net of cash acquired was $101,650 thousand for the three months ended June 30, 2026. |