Datadog, Inc.'s Stock Analysis

Datadog Board Expands with Appointment of New Director

On September 11, 2025, Datadog, Inc. expanded its Board of Directors from nine to ten members by appointing Ami Vora as a Class I director. Her term will last until the Annual Meeting of Stockholders in 2026. There are no existing arrangements or family relationships between Ms. Vora and other Board members, and she has no material interest in any relevant transactions.

To incentivize Ms. Vora's appointment, the Board increased her initial grant of restricted stock units from $400,000 to $600,000 under the Director Compensation Policy. This grant will vest in three equal annual installments contingent on her continued service. The adjustment reflects the competitive market for Board members and aims to align her interests with those of the stockholders.

Sep 11, 2025 16:31:53

Datadog Reports 28% Revenue Growth and New Innovations

Datadog, Inc. announced its financial results for the second quarter of 2025, reporting revenue of $827 million, a 28% increase year-over-year. The company achieved an operating cash flow of $200 million and a free cash flow of $165 million. Datadog also saw growth in its larger customer base, with approximately 3,850 customers generating over $100,000 in annual recurring revenue (ARR), reflecting a 14% increase from the previous year. The company launched more than 125 new products and features at its DASH 2025 conference and was named a leader in the Gartner Magic Quadrant for Observability Platforms for the fifth consecutive year. Additionally, Datadog joined the S&P 500 Index and was recognized on the Forbes Global 2000 list for 2025.

For the third quarter of 2025, Datadog expects revenue between $847 million and $851 million, and non-GAAP operating income between $176 million and $180 million. The full-year revenue outlook is projected to be between $3.312 billion and $3.322 billion, with non-GAAP net income per share anticipated to be between $1.80 and $1.83. The company's strong cash position, with $3.9 billion in cash, cash equivalents, and marketable securities as of June 30, 2025, further supports its operational capabilities and growth initiatives.

Aug 07, 2025 07:06:09

Datadog Reports 25% Revenue Growth in Q1 2025

Datadog, Inc. announced its financial results for the first quarter of 2025, reporting a revenue increase of 25% year-over-year, reaching $762 million. The company also reported an operating cash flow of $272 million and free cash flow of $244 million. Datadog's number of customers with annual recurring revenue (ARR) of $100,000 or more rose to approximately 3,770, up from about 3,340 a year ago. Despite a GAAP operating loss of $12 million, the non-GAAP operating income stood at $167 million, with a non-GAAP net income per diluted share of $0.46. As of March 31, 2025, Datadog held $4.4 billion in cash and marketable securities.

In addition to financial performance, Datadog made several strategic moves, including acquiring Eppo and Metaplane to enhance its product offerings. The company has also announced its upcoming DASH user conference scheduled for June 10-11, 2025, in New York City. Looking ahead, Datadog provided guidance for the second quarter of 2025, projecting revenue between $787 million and $791 million and a non-GAAP net income per share between $0.40 and $0.42, based on approximately 361 million weighted average diluted shares outstanding.

May 06, 2025 07:45:15

Datadog Reports $738 Million Revenue in Q4 2024

Datadog, Inc. announced a 25% increase in fourth-quarter revenue, reaching $738 million, with notable growth in larger customers, now totaling 462 with annual recurring revenue of $1 million or more. The company also reported $871 million in operating cash flow and $775 million in free cash flow for the fiscal year 2024, reflecting a solid financial position with cash and marketable securities totaling $4.2 billion as of December 31, 2024.

However, the company faced a GAAP operating income of only $9 million in the fourth quarter, equating to a 1% operating margin. Although non-GAAP operating income was significantly higher at $179 million, the GAAP figures indicate challenges in profitability. Additionally, the net income per diluted share decreased to $0.13 from $0.16 year-over-year, highlighting potential concerns in sustaining profitability amidst rapid growth and increased operational expenses.

Feb 13, 2025 07:09:55

Datadog Announces $775 Million Convertible Senior Notes Offering

Datadog, Inc. has entered into a call option transaction involving $775 million in principal amount of Convertible Senior Notes due 2029, with an option for an additional $116.25 million. This transaction is part of a broader strategy to manage capital and enhance financial flexibility, indicating a proactive approach to funding and investment opportunities in the market.

However, the press release does not provide specific details about the interest rates or terms of the Convertible Senior Notes, which could raise concerns among investors regarding potential costs associated with this offering. Additionally, the complexity of the transaction and reliance on the terms of the Indenture may lead to uncertainties about the implications for shareholders and future equity dilution.

Dec 12, 2024 16:38:25

Datadog Reports $690 Million Revenue in Q3 2024

Datadog announced revenue of $690 million for the third quarter of 2024, reflecting a 26% increase compared to the previous year. The company reported a rise in larger customers, with approximately 3,490 clients generating over $100,000 in annual recurring revenue (ARR), up from 3,130 a year earlier. Additionally, Datadog achieved recognition as a Leader in both the 2024 Gartner Magic Quadrant for Observability Platforms and Digital Experience Monitoring, highlighting its competitive positioning in the market.

On the downside, Datadog's GAAP operating income was $20 million, resulting in a modest GAAP operating margin of 3%. While the company generated significant operating cash flow of $229 million, it also reported a net income of $51.7 million, which, although positive, may raise concerns about its overall profitability in a highly competitive sector. Furthermore, the company has a history of operating losses and faces various risks associated with its growth and market dynamics.

Nov 07, 2024 07:09:14

Datadog Reports Strong Q2 2024 Growth and Innovations

Datadog's second quarter revenue surged 27% to $645 million, with significant growth in high-value customers. The company launched several new products at its DASH 2024 conference, enhancing its offerings in AI, security, and observability. However, GAAP operating income was modest at $13 million, indicating some challenges in profitability despite strong revenue growth.

Aug 08, 2024 07:05:26

Datadog Q1 2024 Financial Results & Business Highlights

Datadog reports 27% revenue growth, reaching $611 million in Q1 2024. Notable increase in larger customers. New product innovations like Bits AI for Incident Management released. Strong financial outlook for Q2 and full-year 2024. Key personnel changes announced. Datadog awarded Google Cloud Technology Partner of the Year. DASH user conference returns. Datadog's platform offers real-time observability and security for cloud applications, aiding digital transformation and collaboration among teams.

May 07, 2024 07:04:16

Datadog Reports Strong Financial Results and Business Growth

Datadog's Q4 2023 revenue grew 26% YoY to $590 million, with 396 $1M+ ARR customers. Fiscal year 2023 saw 27% revenue growth, $660M operating cash flow, and $598M free cash flow. The company added 400+ new features, expanded strategic partnerships, and announced a new CMO. Q1 2024 outlook predicts revenue between $587M - $591M, and FY 2024 outlook forecasts revenue between $2.555B - $2.575B. Datadog will host an Investor Day on February 15, 2024, and the financial results call was scheduled for February 13, 2024.

Feb 13, 2024 07:08:41

Datadog Reports Strong Q3 2023 Financial Results

Datadog announced its third quarter 2023 financial results, reporting a 25% year-over-year revenue growth to $548 million and an increase in larger customers with $100k+ ARR customers.

Nov 07, 2023 07:01:41