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Nasdaq · Technology

Datadog, Inc. (DDOG)

As-reported financials and SEC filings for Datadog, Inc. The latest annual period is FY2025. The latest reported quarter is Q2 FY2026. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About Datadog, Inc.

Datadog, Inc. provides a cloud-based software platform that integrates infrastructure monitoring, application performance monitoring, log management, user experience monitoring, cloud security, and service management. Its platform serves organizations of all sizes across various industries, enabling collaboration among development, operations, security, and business teams to monitor and secure their technology environments. Datadog's services support digital transformation and cloud migration by offering real-time observability and security for complex cloud and hybrid infrastructures.

Snapshot

Revenue
$3.43B
Revenue growth (YoY)
27.7%
Net income
$107.7M
Diluted EPS
$0.31
Gross margin
80.0%
Operating margin
-1.3%
Net margin
3.1%
FCF margin
29.2%
ROE
2.9%
net income / fiscal-year-end equity
P/E
476.3×
trailing when available, otherwise FY EPS
Market cap
$80.38B
Long-term debt / equity
non-current term debt only

Fundamentals are from SEC filings for FY2025, the latest annual period (ended December 31, 2025). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at Datadog

  • Revenue grew 27.7% to $3.4B in FY2025, in line with the 26.1% the year before.
  • Operating margin is -1.3% in FY2025, +0.6 pp against -1.9% in FY2021.
  • Most recent quarter Q2 FY2026: revenue $1.1B, up 35.6% from Q2 FY2025.
  • Free cash flow was $1.0B in FY2025, 29.2% of revenue.
  • Net income fell 41.4% to $108M in FY2025.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where Datadog’s fundamentals sit among the 332 software companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Gross margin80.0%
85th percentile of 264
Operating margin-1.3%
41st percentile of 303
Net margin3.1%
53rd percentile of 307
FCF margin29.2%
85th percentile of 285
Revenue growth (YoY)+27.7%
82nd percentile of 325
ROE2.9%
50th percentile of 285
P/E476.3×
98th percentile of 169
Short interest1.43d
18th percentile of 330

Datadog’s P/E of 476.3 ranks in the 98th percentile of the 169 peers with a meaningful P/E. Datadog’s gross margin of 80.0% ranks in the 85th percentile of the 264 software companies reporting it. Datadog’s FCF margin of 29.2% ranks in the 85th percentile of the 285 software companies reporting it.

No reported insider purchases (code P) in the last 90 days; 266 insider sales totaling $323.4M. For context, about 15% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among industry peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 4 of the superinvestors we track (plus 7 quant / multi-strat books), based on each investor’s most recent 13F; periods vary by investor (newest: Q2 2026).

Conviction investors
4
+7 quant / multi-strat
Initiated / added
3
0 new, 3 added
Reduced / exited
8
8 trimmed, 0 exited
Combined position
$1.54B
reported long value
InvestorAs ofPosition valueSharesChange
AQR Capital ManagementquantQ2 2026$454.9M1.8MReduced
Citadel AdvisorsquantQ2 2026$370.5M1.4MReduced
Sands Capital ManagementQ2 2026$260.3M999.8KReduced
Two Sigma InvestmentsquantQ2 2026$169.1M649.5KAdded
Point72 Asset ManagementquantQ2 2026$59.3M227.7KReduced
Millennium ManagementquantQ2 2026$54.9M210.7KReduced
ARK Investment ManagementQ2 2026$54.7M210.1KReduced
Renaissance TechnologiesquantQ2 2026$49.2M189.1KReduced
D. E. ShawquantQ2 2026$37.7M144.7KAdded
Gotham Asset ManagementQ2 2026$26.0M99.8KAdded
Soros Fund ManagementQ2 2026$2.5M9.7KReduced

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4.

Buys (90d)
0
code P
Bought (90d)
code P value
Sells (90d)
266
$323.4M
Reported activity
Net selling
by $ value, 90d
Trade dateInsiderTypeSharesPriceValue
2026-08-24
filed 2026-08-26
Le-Quoc AlexisChief Technology OfficerSell14.5K$228.30$3.3M
2026-08-24
filed 2026-08-26
Le-Quoc AlexisChief Technology OfficerSell9.3K$229.18$2.1M
2026-08-24
filed 2026-08-26
Le-Quoc AlexisChief Technology OfficerSell7.2K$227.38$1.6M
2026-08-24
filed 2026-08-26
Le-Quoc AlexisChief Technology OfficerSell4.9K$226.22$1.1M
2026-08-24
filed 2026-08-26
Le-Quoc AlexisChief Technology OfficerSell3.8K$230.27$881K
2026-08-24
filed 2026-08-26
Le-Quoc AlexisChief Technology OfficerSell1.8K$233.44$420K
2026-08-24
filed 2026-08-26
Le-Quoc AlexisChief Technology OfficerSell1.0K$231.14$233K
2026-08-24
filed 2026-08-26
Le-Quoc AlexisChief Technology OfficerSell769$232.41$179K
2026-08-19
filed 2026-08-21
Pomel OlivierChief Executive OfficerSell19.2K$233.68$4.5M
2026-08-19
filed 2026-08-21
Pomel OlivierChief Executive OfficerSell9.4K$235.78$2.2M
2026-08-19
filed 2026-08-21
Pomel OlivierChief Executive OfficerSell5.8K$234.84$1.4M
2026-08-19
filed 2026-08-21
Pomel OlivierChief Executive OfficerSell3.4K$232.98$802K

Reported non-derivative purchases and sales (codes P/S) — which may be open-market or private; excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
9.2M
settled 2026-08-14
Change vs prior
-21.2%
vs previous settlement
Days to cover
1.43
at avg daily volume
Avg daily volume
6.5M
FINRA reported
SettlementShares shortChangeDays to cover
2026-08-149.2M-21.2%1.43
2026-07-3111.7M-6.1%3.04
2026-07-1512.5M-15.2%2.94
2026-06-3014.7M+0.8%3.02
2026-06-1514.6M+3.4%2.24
2026-05-2914.1M-9.4%2.55
2026-05-1515.6M+1.1%1.91
2026-04-3015.4M+21.1%3.40

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2025FY2024FY2023FY2022FY2021
Revenue$3.43B$2.68B$2.13B$1.68B$1.03B
Gross profit$2.74B$2.17B$1.72B$1.33B$794.5M
Operating income$-44.4M$54.3M$-33.5M$-58.7M$-19.2M
Net income$107.7M$183.7M$48.6M$-50.2M$-20.7M
Diluted EPS$0.31$0.52$0.14$-0.16$-0.07

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Balance sheet (as reported)

 FY2025FY2024FY2023FY2022FY2021
Cash and equivalents$401.3M$1.25B$330.3M$339.0M$271.0M
Current assets$5.38B$4.91B$3.18B$2.34B$1.87B
Total assets$6.64B$5.79B$3.94B$3.00B$2.38B
Current liabilities$1.59B$1.86B$1.00B$759.7M$528.7M
Long-term debt
Total liabilities$2.91B$3.07B$1.91B$1.59B$1.34B
Total equity$3.73B$2.71B$2.03B$1.41B$1.04B

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2025FY2024FY2023FY2022FY2021
Operating cash flow$1.05B$870.6M$660.0M$418.4M$286.5M
Capital expenditure$49.6M$34.7M$27.6M$35.3M$10.0M
Free cash flow$1.00B$835.9M$632.4M$383.1M$276.6M

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Quarterly trend (as reported)

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q2 FY2026$1.12B35.6%$44.6M$0.12
Q1 FY2026$1.01B32.2%$52.6M$0.15
Q4 FY2025$953.2M29.2%$46.6M$0.13
Q3 FY2025$885.7M28.4%$33.9M$0.10
Q2 FY2025$826.8M28.1%$2.6M$0.01
Q1 FY2025$761.6M24.6%$24.6M$0.07
Q4 FY2024$737.7M25.1%$45.6M$0.13
Q3 FY2024$690.0M26.0%$51.7M$0.14

Latest 8 reported quarters, from company XBRL filings on SEC EDGAR.

Company facts

ExchangeNasdaq
SectorTechnology
SIC industryServices-Prepackaged Software
Latest annual periodFY2025 (ended December 31, 2025)
Latest reported quarterQ2 FY2026 (ended June 30, 2026)
Oldest indexed filing2023
SEC CIK1561550

Selected SEC filings

10-K2026-02-18
View on EDGAR →
10-K2025-02-20
View on EDGAR →
10-Q2026-08-06
View on EDGAR →
10-Q2026-05-07
View on EDGAR →
10-Q2025-11-07
View on EDGAR →
10-Q2025-08-08
View on EDGAR →
8-K2026-08-06
View on EDGAR →
8-K2026-06-16
View on EDGAR →

Largest software peers

All software stocksAll Technology companies →

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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.