What Datadog, Inc.'s SEC filings said

10-Q for 2026Q3, filed 4 Nov 2026, and 1 8-K since. Each line is something a filing stated, ranked by score and linked to its source.

Ranked highest

Market Demand Trends84 · importance in its document · 10-Q · 2026Q3
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…
Guidance / Outlook68 · importance in its document · 8-K exhibit · 4 Nov 2026
On November 4, 2026, Datadog provided fourth-quarter and full-year 2026 guidance. Fourth-quarter revenue is expected to be $1.19 billion–$1.20 billion, with non-GAAP operating income of $280 million–$290 million and non-GAAP diluted…
Operating Income and Margins67 · importance in its document · 8-K exhibit · 4 Nov 2026
Third-quarter GAAP operating income was $74.7 million, compared with an operating loss of $5.8 million in 2025; GAAP operating margin improved to 6% from negative 1%. Non-GAAP operating income rose 61% to $334.3 million from $207.4…
Customer Expansion Dynamics63 · importance in its document · 10-Q · 2026Q3
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…
Operating Cash Flow and Free Cash Flow Trends62 · importance in its document · 10-Q · 2026Q3
Net cash provided by operating activities increased $217.4 million year over year to $940.4 million for the nine months ended September 30, 2026. The increase was supported by $154.3 million more net income, $149.2 million more non-cash…

Ranked by score, 0–100. A topic read from a document carries its importance within that document; an 8-K event carries the rule score that ranks a filing among filings. Neither is about the share price, and the two scales are named on each row because they are not the same measure.

Latest report: 10-Q · 2026Q3 filed 4 Nov 2026

Full report · Filing on EDGAR

Market Demand TrendsImportance 84
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…
Customer Expansion DynamicsImportance 63
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%.…
Operating Cash Flow and Free Cash Flow TrendsImportance 62
Net cash provided by operating activities increased $217.4 million year over year to $940.4 million for the nine months ended September 30, 2026. The increase was supported by $154.3 million more net income, $149.2…
Revenue Performance and MixImportance 60
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…
Research and Development ExpenseImportance 58
Q3 2026 R&D expense increased 22% year over year to $491.6 million, up $89.6 million. The increase included $58.8 million in personnel and allocated overhead costs for engineering, product, and design teams due to…
Operating Expense TrendsImportance 58
Q3 2026 sales and marketing expense rose 27% year over year to $303.3 million, driven by $53.9 million of additional personnel and allocated overhead costs, including higher headcount and sales variable compensation,…
Product Adoption and ConsolidationImportance 53
Datadog describes its cloud application observability and security platform as integrating infrastructure monitoring, application performance monitoring, log management, user experience monitoring, cloud security and…
Income Tax Rate ChangesImportance 45
For the nine months ended September 30, 2026, income tax provision was $19.8 million on $235.2 million of pretax income, an effective rate of approximately 8.4%. In the comparable 2025 period, the provision was $12.4…
Gross Margin DriversImportance 45
Q3 2026 cost of revenue rose 34% year over year to $237.2 million, including a $52.1 million increase in third-party cloud infrastructure hosting and software costs and a $3.9 million increase in personnel and…
Geographic Revenue PerformanceImportance 42
Revenue from outside North America represented approximately 27% of total revenue for the nine months ended September 30, 2026, down from 29% in the comparable 2025 period. Datadog said it plans to continue significant…
Geographic Market CommentaryImportance 42
Regions outside North America accounted for approximately 27% of revenue for the nine months ended September 30, 2026, compared with 29% in the corresponding 2025 period. Datadog cites continued opportunity to expand…
Liquidity and Debt PositionImportance 42
As of September 30, 2026, Datadog held $881.2 million in cash and cash equivalents and $4.4 billion in marketable securities. The company had issued $1.0 billion aggregate principal amount of 2029 Notes in December…

8-K filings last 12 months

Guidance issued4 Nov 2026 · 8-K Item 2.02 · Routine · rule score 25
“Fourth Quarter and Full Year 2026 Outlook: Based on information as of today, November 4, 2026, Datadog is providing the following guidance:”
Read from the attached exhibit: Guidance / Outlook · Operating Income and Margins · Acquisition / Partnership / Divestiture
Results (release not read)6 Aug 2026 · 8-K Item 2.02 · Routine · rule score 20
Read from the attached exhibit: Guidance / Outlook · Operating Income and Margins · Operating Cash Flow Trends
Results (release not read)7 May 2026 · 8-K Item 2.02 · Routine · rule score 20
Management change (filing not read)2 Mar 2026 · 8-K Item 5.02 · Routine · rule score 20
Results (release not read)10 Feb 2026 · 8-K Item 2.02 · Routine · rule score 20

Earlier reports

10-Q · 2026Q2filed 6 Aug 2026
Cloud Infrastructure Cost Pressure · Operating Income and Margins · Revenue Performance and Mix

Topics are read from the text of the 10-K, 10-Q or the exhibit attached to an 8-K, each linked to the passage it came from. 8-K events are labelled by fixed rules from the item codes and the filing text — the same rules for every company and every year. The Full Picture merges these with earnings calls and news.