DDOG · 8-K · 20261104PR069792

Operating Income and Margins

Datadog, Inc. · 2026-11-04 · Importance 67 · Surprise 64 · No source text

Third-quarter GAAP operating income was $74.7 million, compared with an operating loss of $5.8 million in 2025; GAAP operating margin improved to 6% from negative 1%. Non-GAAP operating income rose 61% to $334.3 million from $207.4 million, and non-GAAP operating margin increased to 28% from 23%. For the first nine months, GAAP operating income was $87.5 million versus a $53.7 million loss, while non-GAAP operating income grew to $814.8 million from $538.0 million.

Key facts

• Datadog's third-quarter 2026 GAAP operating income was $74.706 million, compared with an operating loss of $5.809 million in third-quarter 2025. source
• Datadog's third-quarter 2026 non-GAAP operating income was $334 million and non-GAAP operating margin was 28%. source
• Datadog's third-quarter 2026 non-GAAP operating income was $334.289 million, compared with $207.364 million in third-quarter 2025. source
• Datadog's third-quarter 2026 non-GAAP net income after non-GAAP tax adjustments was $304.317 million, compared with $197.410 million in third-quarter 2025. source
• Datadog's third-quarter 2026 GAAP operating income was $75 million and GAAP operating margin was 6%. source
• Datadog's third-quarter 2026 net income was $118.316 million, compared with $33.885 million in third-quarter 2025. source
• Datadog's third-quarter 2026 GAAP net income per diluted share was $0.32. source
• Datadog's third-quarter 2026 non-GAAP net income per diluted share was $0.81. source

Impact estimates