DDOG · 10-Q · 2026Q3 · Full report
Revenue Performance and Mix
Datadog, Inc. · 2026-11-04 · Importance 60 · Surprise 38 · In source text
Revenue for the three months ended September 30, 2026 increased 35% year over year to $1.197 billion, a $311.4 million increase. Revenue for the nine months ended September 30, 2026 increased 34% to $3.325 billion, up $851.0 million. Existing customers contributed approximately 70% of the increase in both periods, while new customers contributed the remaining 30%.
Key facts
- Datadog generated $1.2 billion in revenue in the three months ended September 30, 2026, up 35% year over year from $885.7 million. source
- Datadog revenue was $3.3 billion for the nine months ended September 30, 2026, up 34% year over year from $2.5 billion. source
- Datadog's three-month revenue increase was $311.4 million, or 35%, for the period ended September 30, 2026 versus 2025; approximately 70% came from existing customers and 30% from new customers. source
- Datadog's revenue increased $851.0 million, or 34%, in the nine months ended September 30, 2026 compared with 2025; approximately 70% of the increase came from existing customers and 30% from new customers. source
- Substantially all Datadog revenue is from subscription software sales. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +71.1% | Datadog's revenue increased $851.0 million, or 34%, in the nine months ended September 30, 2026 compared with 2025; approximately 70% of… |