DDOG · 8-K · 20261104PR069792
Guidance / Outlook
Datadog, Inc. · 2026-11-04 · Importance 68 · Surprise 60 · In source text
On November 4, 2026, Datadog provided fourth-quarter and full-year 2026 guidance. Fourth-quarter revenue is expected to be $1.19 billion–$1.20 billion, with non-GAAP operating income of $280 million–$290 million and non-GAAP diluted earnings per share of $0.69–$0.71. Full-year revenue is expected to be $4.515 billion–$4.525 billion, with non-GAAP operating income of $1.095 billion–$1.105 billion and non-GAAP diluted earnings per share of $2.73–$2.75. The per-share estimates assume approximately 379 million weighted-average diluted shares for the fourth quarter and 375 million for the year.
Key facts
- Datadog's fourth-quarter 2026 revenue guidance is $1.19 billion to $1.20 billion. source
- Datadog's fourth-quarter 2026 non-GAAP operating income guidance is $280 million to $290 million. source
- Datadog's full-year 2026 revenue guidance is $4.515 billion to $4.525 billion. source
- Datadog's full-year 2026 non-GAAP operating income guidance is $1.095 billion to $1.105 billion. source
- Datadog's fourth-quarter 2026 non-GAAP net income per share guidance is $0.69 to $0.71, assuming approximately 379 million weighted average diluted shares outstanding. source
- Datadog's full-year 2026 non-GAAP net income per share guidance is $2.73 to $2.75, assuming approximately 375 million weighted average diluted shares outstanding. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | unclear | committed | — | Datadog's full-year 2026 revenue guidance is $4.515 billion to $4.525 billion. |
| operating_income | unclear | committed | — | Datadog's full-year 2026 non-GAAP operating income guidance is $1.095 billion to $1.105 billion. |
| net_income | unclear | committed | — | Datadog's full-year 2026 non-GAAP net income per share guidance is $2.73 to $2.75, assuming approximately 375 million weighted average… |