DDOG · 10-Q · 2026Q3 · Full report

Market Demand Trends

Datadog, Inc. · 2026-11-04 · Importance 84 · Surprise 74

Revenue grew 35% year over year in the third quarter of 2026 and 34% for the first nine months of 2026. Approximately 70% of the increase came from existing customers and 30% from new customers. Datadog reported reduced usage from its largest customer in the third quarter, which it said may cause revenue growth to decelerate.

Key facts

• Unfavorable economic conditions in the United States and abroad, including trade restrictions or their threat, fluctuating inflation and interest rates, and conflicts in Ukraine and the Middle East, may negatively affect Datadog's growth and results. source
• Economic uncertainty or a worsening global economy may harm Datadog's business, financial condition, and results, with effects potentially reflected in future periods because of its subscription model. source