DDOG · 10-Q · 2026Q2 · Full report
Revenue Performance and Mix
Datadog, Inc. · 2026-08-06 · Importance 64 · Surprise 56 · From source text
Revenue increased 36% year over year to $1.121 billion in the three months ended June 30, 2026, from $826.8 million in the comparable 2025 period. Six-month revenue rose 34% to $2.128 billion from $1.588 billion. Existing customers generated approximately 70% of quarterly growth and 75% of six-month growth, while new customers generated the balance. Substantially all revenue came from subscription software sales, and revenue from outside North America represented 27% of six-month revenue, down from 29% in 2025.
Key facts
- Revenue grew 36% year-over-year for the three months ended June 30, 2026 compared to the three months ended June 30, 2025. source
- Revenue grew 34% year-over-year for the six months ended June 30, 2026 compared to the six months ended June 30, 2025. source
- Revenue for the three months ended June 30, 2026 was $1,121,454 thousand ($1.121454 billion). source
- Revenue for the three months ended June 30, 2025 was $826,760 thousand ($826.760 million). source
- Revenue for the six months ended June 30, 2026 was $2,127,880 thousand ($2.12788 billion). source
- Revenue for the six months ended June 30, 2025 was $1,588,313 thousand ($1.588313 billion). source
- Approximately 70% of the revenue increase for the three months ended June 30, 2026 was attributable to growth from existing customers and approximately 30% to growth from new customers. source
- Approximately 75% of the revenue increase for the six months ended June 30, 2026 was attributable to growth from existing customers and approximately 25% to growth from new customers. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +48.1% | Revenue for the six months ended June 30, 2026 was $2,127,880 thousand ($2.12788 billion). |
| revenue | positive | realized | +26.3% | Revenue for the three months ended June 30, 2026 was $1,121,454 thousand ($1.121454 billion). |
| revenue | positive | realized | — | Revenue grew 36% year-over-year for the three months ended June 30, 2026 compared to the three months ended June 30, 2025. |
| revenue | positive | realized | — | Revenue grew 34% year-over-year for the six months ended June 30, 2026 compared to the six months ended June 30, 2025. |