DDOG · 10-Q · 2026Q3

Datadog, Inc.

Filed 2026-11-04 · Technology · View original filing on EDGAR

Everything DDOG's SEC filings said, ranked

Ranked Events

• Market Demand TrendsImportance 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…
• Customer Expansion DynamicsImportance 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%.…
• Operating Cash Flow and Free Cash Flow TrendsImportance 62 · Surprise 56
  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 · Surprise 38
  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…
• Operating Expense TrendsImportance 58 · Surprise 30
  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,…
• Research and Development ExpenseImportance 58 · Surprise 30
  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…
• Product Adoption and ConsolidationImportance 53 · Surprise 32
  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 · Surprise 64
  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 · Surprise 38
  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 Market CommentaryImportance 42 · Surprise 14
  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 · Surprise 6
  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…
• Geographic Revenue PerformanceImportance 42 · Surprise 14
  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…
• Other Income (Expense), NetImportance 35 · Surprise 22
  Other income, net increased 20% year over year to $49.9 million in Q3 2026, up $8.4 million, primarily because interest income increased $7.1 million on investments in marketable securities. For the first nine months…

Revenue by Geography (in thousands)