Jun 2026 (Q2 FY26) — Aug 6, 2026
Datadog Q2 FY26 — Revenue Accelerates Across Customer Base Despite Large Customer Usage Reduction
Read the full callDatadog (DDOG) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Datadog earnings: last reported Thu, 6 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 1,121 | +35.6% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 0.5 | +4.8 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 44.6 | +1583.3% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Guidance
What management said, and what became of it
15 of 15 judged targets kept · 32 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| DASH user conference cost | about $15 million | Mar 2026 | We held our DASH Conference, User Conference in June, and as expected, the event cost about $15 million | Achieved |
| Full-year net interest and other income | approximately $140 million | Dec 2025 | we expect net interest and other income for the fiscal year 2026 to be approximately $180 million | Revised Up |
| Full-year capital expenditures and capitalized software as a percentage of revenue | 4% to 5% of revenue | Dec 2025 | And finally, we expect CapEx and capitalized software together to be in the 4% to 5% of revenue range in the fiscal 2026 | On Track |
32 of Datadog, Inc.'s 47 targets are still open. See which are on track and which have gone quiet. The 3 above are the free sample; 44 more targets are in the full ledger.
Claimed
- Revenue reached $1.12 billion, marking a 36% year-over-year increase and exceeding the high end of guidance.
- Revenue growth for non-AI customers accelerated to the high 20% year-over-year, up from mid-20s last quarter and 18% in the year-ago quarter.
- Free cash flow was $279 million, resulting in a strong 25% free cash flow margin.
- Product adoption continues to strengthen, with 58% of customers now using 4 or more products (up from 52% a year ago), 37% using 6 or more products (up from 29% a year ago), and 13% using 10 or more products (up from 7% a year ago).
- New logo dollar bookings showed particular strength in enterprise, with annualized bookings more than doubling from a year ago.
Qualified
- Guidance for Q3 and full-year FY26 incorporates a usage reduction from the largest customer, leading to a sequential slowdown in Q3 revenue growth guidance to 28-29% year-over-year.
Price
$260.36 +5.36% · +$13.25
Performance +70.3% 1Y
1Y: $152.87 on 17 Oct 2025 → $260.36. High $293.26 (9 Oct 2026), low $102.62 (23 Feb 2026).
- Previous close
- $247.11
- 52-week range
- $102.62 – $293.26
- One year
- +66.59%
Overview
- Symbol
- DDOG
- Sector
- Information Technology
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
15 of 15 judged targets kept · 32 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| DASH user conference cost | about $15 million | Mar 2026 | We held our DASH Conference, User Conference in June, and as expected, the event cost about $15 million | Achieved |
| Full-year net interest and other income | approximately $140 million | Dec 2025 | we expect net interest and other income for the fiscal year 2026 to be approximately $180 million | Revised Up |
| Full-year capital expenditures and capitalized software as a percentage of revenue | 4% to 5% of revenue | Dec 2025 | And finally, we expect CapEx and capitalized software together to be in the 4% to 5% of revenue range in the fiscal 2026 | On Track |
Claimed
- Revenue reached $1.12 billion, marking a 36% year-over-year increase and exceeding the high end of guidance.
- Revenue growth for non-AI customers accelerated to the high 20% year-over-year, up from mid-20s last quarter and 18% in the year-ago quarter.
- Free cash flow was $279 million, resulting in a strong 25% free cash flow margin.
- Product adoption continues to strengthen, with 58% of customers now using 4 or more products (up from 52% a year ago), 37% using 6 or more products (up from 29% a year ago), and 13% using 10 or more products (up from 7% a year ago).
- New logo dollar bookings showed particular strength in enterprise, with annualized bookings more than doubling from a year ago.
Qualified
- Guidance for Q3 and full-year FY26 incorporates a usage reduction from the largest customer, leading to a sequential slowdown in Q3 revenue growth guidance to 28-29% year-over-year.
The full ledger
Open Datadog, Inc.’s full ledger
A free account opens 5 company ledgers a month. All 47 tracked commitments, with each call’s wording and source.
Call summaries
Mar 2026 (Q1 FY26) — May 7, 2026
Datadog Q1 FY26 — revenue accelerates to 32% as ARR crosses $4B and quarterly revenue tops $1B
Read the full callDec 2025 (Q4 FY25) — Feb 10, 2026
Datadog, Inc. Q4 FY25 — Strong Revenue Acceleration and AI Momentum
Read the full callEvery analysed call
Datadog earnings calls (DDOG)
Financials
What the filings say
Net profit, year on year: +1583% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 690 | 738 | 762 | 827 | 886 | 953 | 1,006 | 1,121 |
| Operating profit | 20 | 9 | -12 | -35 | -6 | 9 | 7 | 5 |
| Operating margin | 2.9% | 1.3% | −1.6% | −4.3% | −0.7% | 1.0% | 0.7% | 0.5% |
| Interest | 2 | 3 | 3 | 3 | 2 | 3 | 3 | 3 |
| Profit before tax | 56 | 54 | 32 | 6 | 36 | 53 | 59 | 52 |
| Tax rate | 7.9% | 15.3% | 22.5% | 56.5% | 5.0% | 12.9% | 10.8% | 13.9% |
| Net profit | 52 | 46 | 25 | 3 | 34 | 47 | 53 | 45 |
| EPS ($ per share) | 0.15 | — | 0.07 | 0.01 | 0.10 | — | 0.15 | 0.13 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Reserves | -107 | -124 | -148 | -152 | -202 | -154 | 30 | 138 |
| Total liabilities | 115 | 256 | 933 | 1,340 | 1,594 | 1,911 | 3,071 | 2,912 |
| Fixed assets | 22 | 33 | 47 | 75 | 125 | 172 | 227 | 338 |
| Total assets | 180 | 1,038 | 1,890 | 2,381 | 3,005 | 3,936 | 5,785 | 6,644 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 11 | 24 | 109 | 287 | 418 | 660 | 871 | 1,050 |
| Cash from investing | -17 | -202 | -1,153 | -274 | -385 | -731 | -737 | -1,334 |
| Cash from financing | 8 | 714 | 670 | 35 | 36 | 58 | 787 | -572 |
| Net cash flow | 1 | 536 | -372 | 46 | 68 | -12 | 917 | -846 |
| Capital expenditure | -10 | -13 | -5 | -10 | -35 | -28 | -35 | -50 |
| Free cash flow | 1 | 11 | 104 | 277 | 383 | 632 | 836 | 1,001 |
DDOG operating KPIs by quarter
| KPI | Dec 2024 Q4 FY24 | Jun 2025 Q2 FY25 | Sep 2025 Q3 FY25 | Dec 2025 Q4 FY25 | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|---|---|---|---|
| Customers | ~30KWe ended with about 30,000 customers, up from about 27,300 a year ago.Source: earnings call transcript | ~31.4KWe ended Q2 with about 31,400 customers, up from about 28,700 a year ago.Source: earnings call transcript | ~32KWe ended Q3 with about 32,000 customers up from about 29,200 a year ago.Source: earnings call transcript | ~32.7KWe ended Q4 with about 32,700 customers, up from about 30,000 a year ago.Source: earnings call transcript | ~33.2KWe ended Q1 with about 33,200 customers, up from about 30,500 a year ago.Source: earnings call transcript | ~33.4KWe ended Q2 with about 33,400 customers, up from about 31,400 a year ago.Source: earnings call transcript | — |
| Customers above an annual spend threshold ARR >= $100K | ~3,610We ended Q4 with about 3,610 customers with an ARR of $100,000 or more, up from about 3,190 a year ago.Source: earnings call transcript | ~3,850We ended Q2 with about 3,850 customers with an ARR of $100,000 or more, up from about 3,390 a year ago, and these customers generated about 89% of our ARR, and we generated free cash flow of $165 million with a free cash flow margin of 20%.Source: earnings call transcript | ~4,060We also ended with about 4,060 customers with an ARR of $100,000 more, up from about 3,490 a year ago.Source: earnings call transcript | ~4,310We also ended Q4 with about 4,310 customers with an ARR of $100,000 or more, up from about 3,610 a year ago.Source: earnings call transcript | ~4,550We also ended with about 4,550 customers with an ARR of $100,000 or more, up from about 3,770 a year ago.Source: earnings call transcript | ~4,720We also ended with about 4,720 customers with an ARR of $100,000 or more, up from about 3,850 a year ago.Source: earnings call transcript | — |
| Annual recurring revenue (ARR) | $3B+First, our total ARR now exceeds $3 billion, a big achievement for all of us at Datadog even though we're still only just getting started.Source: earnings call transcript | — | — | — | $4B+Our total ARR now exceeds $4 billion, and our quarterly revenue exceeded $1 billion for the first time in Q1.Source: earnings call transcript | — | — |
| Annual recurring revenue (ARR) Log Management | $750M+As log management is now over $750 million in ARR and so is our third pillar as our end to end APM products together also exceed $750 million in ARR.Source: earnings call transcript | — | — | $1B+Meanwhile, Log Management is now over $1 billion in ARR.Source: earnings call transcript | — | — | — |
| Customers AI Integrations | ~3,500At the end of Q4, about 3,500 customers used 1 or more Datadog AI integrations to send their data about their machine learning, AI and LLM usage.Source: earnings call transcript | 4,500+Today, over 4,500 customers use one or more Datadog AI integrations.Source: earnings call transcript | 5,000+Finally, we continue to see rising customer interest for next-gen AI observability with over 5,000 customers sending us AI data to one or more of AI integrations.Source: earnings call transcript | ~5,500Today, about 5,500 customers use one or more Datadog AI integrations to send us data about their machine learning, AI and LLM usage.Source: earnings call transcript | 6,500+We now have over 6,500 customers sending data for one or more of our AI integrations.Source: earnings call transcript | — | — |
| Billings | $908MBillings were $908 million, up 26% year-over-year.Source: earnings call transcript | $852MFirst, billings were $852 million, up 20% year-over-year, and remaining performance obligations, or RPO, was $2.43 billion, up 35% year-over-year.Source: earnings call transcript | $893MOur billings were $893 million, up 30% year-over-year.Source: earnings call transcript | — | $1.03BBillings were $1.03 billion, up 37% year-over-year.Source: earnings call transcript | $1.18BBillings were $1.18 billion, up 38% year-over-year.Source: earnings call transcript | +14.6% |
| Remaining performance obligation (RPO) | $2.27BRemaining performance obligations, or RPO, was $2.27 billion, up 24% year-over-year.Source: earnings call transcript | $2.43BFirst, billings were $852 million, up 20% year-over-year, and remaining performance obligations, or RPO, was $2.43 billion, up 35% year-over-year.Source: earnings call transcript | $2.79BOur remaining performance obligations or RPO was $2.79 billion, up 53% year-over-year, and current RPO growth was in the low 50s percentage year-over-year.Source: earnings call transcript | $3.46BRemaining performance obligations, or RPO, was $3.46 billion, up 52% year-over-year.Source: earnings call transcript | $3.48BAnd remaining performance obligations, or RPO, was $3.48 billion, up 51% year-over-year, with current RPO growing in the mid-40s percent year-over-year.Source: earnings call transcript | $3.47BRemaining performance obligations or RPO was $3.47 billion, up 43% year-over-year.Source: earnings call transcript | -0.3% |
| Net revenue retention rate | — | — | 120%Our trailing 12-month net revenue retention percentage was 120% similar to last quarter and our trailing 12-month gross revenue retention percentage remain in the mid- to high 90s.Source: earnings call transcript | ~120%Regarding retention metrics, our trailing 12-month net retention -- revenue retention percentage was about 120%, similar to last quarter, and our trailing 12-month gross revenue retention percentage remains in the mid- to high 90s.Source: earnings call transcript | — | — | — |
| Customers above an annual spend threshold AI-native spending $1M+ annually | — | — | — | 19And we are seeing these customers grow with us, including 19 customers spending $1 million or more annually with Datadog.Source: earnings call transcript | 22This group continues to diversify and grow, including 22 customers spending more than $1 million annually and 5 spending more than $10 million annually.Source: earnings call transcript | 31In Q2, this includes 31 customers spending more than $1 million annually, of which 8 customers spent more than $10 million annually.Source: earnings call transcript | +40.9% |
| Customers above an annual spend threshold AI-native spending $10M+ annually | — | — | — | — | 5This group continues to diversify and grow, including 22 customers spending more than $1 million annually and 5 spending more than $10 million annually.Source: earnings call transcript | 8In Q2, this includes 31 customers spending more than $1 million annually, of which 8 customers spent more than $10 million annually.Source: earnings call transcript | +60% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Insider filings
810 filings between Oct 22, 2025 and Oct 7, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$872.49M
685 sales by 15 insiders
91% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 28
- Award — granted as compensation
Also filed: 89 conversions, 8 gifts.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Pomel Olivier | — | $248.23M | Sep 8, 2026 |
| Le-Quoc Alexis | — | $214.97M | Oct 7, 2026 |
| Jacobson Matthew | — | $122.07M | Aug 14, 2026 |
| Agarwal Amit | — | $76.05M | Aug 13, 2026 |
| OBSTLER DAVID M | — | $50.09M | Sep 21, 2026 |
| Callahan Michael James | — | $38.43M | Aug 4, 2026 |
| Ittycheria Dev | — | $34.33M | Jun 3, 2026 |
| Walters Sean Michael | — | $23.04M | Sep 11, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 7, 2026 | Le-Quoc Alexis Chief Technology Officer | Sale 10b5-1 plan | 5,338 | $1.45M |
| Oct 7, 2026 | Le-Quoc Alexis Chief Technology Officer | Sale 10b5-1 plan | 600 | $168.3K |
| Oct 7, 2026 | Le-Quoc Alexis Chief Technology Officer | Sale 10b5-1 plan | 13,036 | $3.58M |
| Oct 7, 2026 | Le-Quoc Alexis Chief Technology Officer | Sale 10b5-1 plan | 2,272 | $627.6K |
| Oct 7, 2026 | Le-Quoc Alexis Chief Technology Officer | Conversion 10b5-1 plan | 10,688 | $0 |
| Oct 7, 2026 | Le-Quoc Alexis Chief Technology Officer | Sale 10b5-1 plan | 2,789 | $762.1K |
| Oct 7, 2026 | Le-Quoc Alexis Chief Technology Officer | Sale 10b5-1 plan | 1,300 | $362.5K |
| Oct 7, 2026 | Le-Quoc Alexis Chief Technology Officer | Sale 10b5-1 plan | 18,609 | $5.05M |
| Oct 7, 2026 | Le-Quoc Alexis Chief Technology Officer | Sale 10b5-1 plan | 8,268 | $2.28M |
| Oct 7, 2026 | Le-Quoc Alexis Chief Technology Officer | Sale 10b5-1 plan | 1,700 | $471.5K |
| Oct 7, 2026 | Le-Quoc Alexis Chief Technology Officer | Conversion 10b5-1 plan | 43,224 | $0 |
| Oct 1, 2026 | Phillips Dominic Director | Award | 57 | $15.6K |
| Sep 23, 2026 | Le-Quoc Alexis Chief Technology Officer | Conversion 10b5-1 plan | 43,224 | $0 |
| Sep 23, 2026 | Le-Quoc Alexis Chief Technology Officer | Sale 10b5-1 plan | 22,007 | $5.53M |
| Sep 23, 2026 | Le-Quoc Alexis Chief Technology Officer | Sale 10b5-1 plan | 1,372 | $343.8K |
| Sep 23, 2026 | Le-Quoc Alexis Chief Technology Officer | Sale 10b5-1 plan | 1,600 | $408.9K |
| Sep 23, 2026 | Le-Quoc Alexis Chief Technology Officer | Sale 10b5-1 plan | 9,633 | $2.43M |
| Sep 23, 2026 | Le-Quoc Alexis Chief Technology Officer | Sale 10b5-1 plan | 620 | $158.8K |
| Sep 23, 2026 | Le-Quoc Alexis Chief Technology Officer | Sale 10b5-1 plan | 5,347 | $1.35M |
| Sep 23, 2026 | Le-Quoc Alexis Chief Technology Officer | Sale 10b5-1 plan | 645 | $160.7K |
| Sep 23, 2026 | Le-Quoc Alexis Chief Technology Officer | Sale 10b5-1 plan | 2,000 | $508.7K |
| Sep 21, 2026 | OBSTLER DAVID M Chief Financial Officer | Sale 10b5-1 plan | 3,000 | $723.8K |
| Sep 21, 2026 | OBSTLER DAVID M Chief Financial Officer | Conversion 10b5-1 plan | 3,000 | $0 |
| Sep 21, 2026 | OBSTLER DAVID M Chief Financial Officer | Conversion 10b5-1 plan | 3,000 | $0 |
| Sep 21, 2026 | OBSTLER DAVID M Chief Financial Officer | Sale 10b5-1 plan | 10,000 | $2.41M |
| Sep 21, 2026 | OBSTLER DAVID M Chief Financial Officer | Sale 10b5-1 plan | 3,000 | $723.8K |
| Sep 14, 2026 | OBSTLER DAVID M Chief Financial Officer | Sale 10b5-1 plan | 724 | $167.6K |
| Sep 14, 2026 | OBSTLER DAVID M Chief Financial Officer | Sale 10b5-1 plan | 182 | $42.5K |
| Sep 14, 2026 | OBSTLER DAVID M Chief Financial Officer | Sale 10b5-1 plan | 918 | $213.6K |
| Sep 14, 2026 | OBSTLER DAVID M Chief Financial Officer | Sale 10b5-1 plan | 1,689 | $389.3K |
| Sep 14, 2026 | OBSTLER DAVID M Chief Financial Officer | Conversion 10b5-1 plan | 12,000 | $0 |
| Sep 14, 2026 | OBSTLER DAVID M Chief Financial Officer | Sale 10b5-1 plan | 2,656 | $587.6K |
| Sep 14, 2026 | OBSTLER DAVID M Chief Financial Officer | Sale 10b5-1 plan | 5,625 | $1.30M |
| Sep 14, 2026 | OBSTLER DAVID M Chief Financial Officer | Sale 10b5-1 plan | 2,873 | $660.6K |
| Sep 14, 2026 | OBSTLER DAVID M Chief Financial Officer | Sale 10b5-1 plan | 713 | $165.1K |
| Sep 14, 2026 | OBSTLER DAVID M Chief Financial Officer | Sale 10b5-1 plan | 5,424 | $1.21M |
| Sep 14, 2026 | OBSTLER DAVID M Chief Financial Officer | Sale 10b5-1 plan | 190 | $44.3K |
| Sep 14, 2026 | OBSTLER DAVID M Chief Financial Officer | Sale 10b5-1 plan | 786 | $173.9K |
| Sep 14, 2026 | OBSTLER DAVID M Chief Financial Officer | Sale 10b5-1 plan | 899 | $209.2K |
| Sep 14, 2026 | OBSTLER DAVID M Chief Financial Officer | Sale 10b5-1 plan | 9,623 | $2.21M |
| Sep 14, 2026 | OBSTLER DAVID M Chief Financial Officer | Sale 10b5-1 plan | 2,414 | $558.9K |
| Sep 14, 2026 | Acocella Kerry General Counsel and Secretary | Sale 10b5-1 plan | 409 | $92.2K |
| Sep 14, 2026 | OBSTLER DAVID M Chief Financial Officer | Sale 10b5-1 plan | 163 | $37.1K |
| Sep 14, 2026 | Acocella Kerry General Counsel and Secretary | Sale 10b5-1 plan | 300 | $66.8K |
| Sep 14, 2026 | Acocella Kerry General Counsel and Secretary | Sale 10b5-1 plan | 191 | $43.2K |
| Sep 14, 2026 | Acocella Kerry General Counsel and Secretary | Sale 10b5-1 plan | 400 | $89.7K |
| Sep 14, 2026 | Acocella Kerry General Counsel and Secretary | Sale 10b5-1 plan | 100 | $23.3K |
| Sep 14, 2026 | Acocella Kerry General Counsel and Secretary | Sale 10b5-1 plan | 1,024 | $236.4K |
| Sep 14, 2026 | Acocella Kerry General Counsel and Secretary | Sale 10b5-1 plan | 900 | $209.3K |
| Sep 14, 2026 | OBSTLER DAVID M Chief Financial Officer | Sale 10b5-1 plan | 358 | $81.8K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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