DDOG · 10-Q · 2026Q2 · Full report

Market Demand Trends

Datadog, Inc. · 2026-08-06 · Importance 64 · Surprise 56

Datadog’s revenue increased 36% year over year to $1.1 billion in the three months ended June 30, 2026, with approximately 70% of growth coming from existing customers and 30% from new customers. For the six-month period, revenue increased 34% to $2.1 billion, with 75% of growth attributable to existing customers and 25% to new customers. The customer base grew to approximately 33,400 organizations from 31,400 a year earlier. However, Datadog reported reduced usage from its largest customer beginning in the third quarter of 2026, which may decelerate revenue growth.