DDOG · 10-Q · 2026Q3 · Full report

Customer Expansion Dynamics

Datadog, Inc. · 2026-11-04 · Importance 63 · Surprise 48

As of September 30, 2026, Datadog had approximately 4,860 customers with annual run-rate revenue (ARR) of at least $100,000, up from 4,060 a year earlier; these customers represented 91% of ARR, compared with 89%. Trailing 12-month dollar-based net retention was in the low-120% range, versus about 120% a year earlier, with the increase attributed to greater usage by existing customers. The company says customers expand deployments across teams and the enterprise as they migrate more workloads to the cloud and adopt additional use cases.

Key facts

• Datadog saw reduced usage from its largest customer in the third quarter of 2026, which may cause revenue growth to decelerate. source
• Datadog had approximately 33,500 customers as of September 30, 2026, compared with approximately 32,000 as of September 30, 2025. source
• As of September 30, 2026, Datadog had approximately 4,860 customers with ARR of at least $100,000, representing 91% of ARR, up from 4,060 customers and 89% of ARR as of September 30, 2025. source
• Datadog's trailing 12-month dollar-based net retention rate was in the low-120%'s as of September 30, 2026, compared with about 120% as of September 30, 2025. source
• The increase in Datadog's trailing 12-month dollar-based net retention rate was attributable to increased usage growth from existing customers. source