DDOG · 10-Q · 2026Q2 · Full report

Customer Dynamics

Datadog, Inc. · 2026-08-06 · Importance 41 · Surprise 48 · In source text

Datadog had approximately 33,400 customers as of June 30, 2026, up from approximately 31,400 one year earlier. Customers with annual run-rate revenue of at least $100,000 increased to approximately 4,720 from 3,850 and represented 91% of ARR versus 89% previously. The trailing 12-month dollar-based net retention rate was in the low-120% range, compared with approximately 120% a year earlier, driven by higher existing-customer usage. Approximately 85% of customers used at least two products, while adoption of four or more products rose to 58% from 52%.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenuenegativeprobableDatadog saw a reduction in usage from its largest customer starting in the third quarter of 2026.