The earnings call reflected strong financial performance with significant growth in revenue, customer base, and product adoption, driven by AI native customers and platform adoption. However, there were concerns about potential revenue volatility from AI native customers and stable but moderate growth in enterprise usage.

Company Guidance -

Q3 2025

During the Q2 2025 earnings call, Datadog provided robust guidance for the third quarter and the fiscal year 2025, underpinned by strong financial and operational performance. The company reported Q2 revenue of $827 million, marking a 28% year-over-year increase, and projected Q3 revenue in the range of $847 million to $851 million, equating to a 23% year-over-year growth. For the full fiscal year 2025, revenue guidance stands between $3.312 billion and $3.322 billion, reflecting a 23% to 24% growth. Datadog also reported a free cash flow of $165 million with a margin of 20%, and an operating margin of 20%, with expectations to maintain this margin level for the remainder of the year. The company experienced significant growth in its AI native cohort, which contributed approximately 10 points to year-over-year revenue growth in Q2, increasing from 8% of revenues in the previous quarter to 11%. Datadog is optimistic about its long-term opportunities, particularly in AI, and continues to invest in R&D and sales capacity to drive future growth.

Strong Revenue Growth

Q2 2025 revenue was $827 million, up 28% year-over-year and 9% quarter-over-quarter.

Increased Customer Base

Datadog ended Q2 with about 31,400 customers, up from about 28,700 a year ago.

AI Native Cohort Growth

AI native customers represented about 11% of Q2 revenues, up from 8% in the last quarter and about 4% in the year-ago quarter.

Platform Adoption

83% of customers were using two or more products, with 52% using four or more products, 29% using six or more products, and 14% using eight or more products.

Security Suite Milestone

Security suite of products now generates over $100 million in ARR and is growing mid-40s percent year-over-year.

Significant Customer Expansions

Datadog signed several notable deals including a 3-year contract worth more than $60 million with a major bank and a nearly 7-figure annualized deal with a leading U.S. insurance company.

Record Product Announcements

Announced over 125 new products and features at the DASH user conference.

Datadog (DDOG) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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DDOG Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2025 (Q3)	0.45 / -	0.46	―	―	―
Aug 07, 2025	2025 (Q2)	0.41 / 0.46	0.43	6.98% (+0.03)	―
May 06, 2025	2025 (Q1)	0.43 / 0.46	0.44	4.55% (+0.02)	―
Feb 13, 2025	2024 (Q4)	0.43 / 0.49	0.44	11.36% (+0.05)	―
Nov 07, 2024	2024 (Q3)	0.40 / 0.46	0.45	2.22% (+0.01)	―
Aug 08, 2024	2024 (Q2)	0.37 / 0.43	0.36	19.44% (+0.07)	―
May 07, 2024	2024 (Q1)	0.35 / 0.44	0.28	57.14% (+0.16)	―
Feb 13, 2024	2023 (Q4)	0.43 / 0.44	0.26	69.23% (+0.18)	―
Nov 07, 2023	2023 (Q3)	0.34 / 0.45	0.23	95.65% (+0.22)	―
Aug 08, 2023	2023 (Q2)	0.29 / 0.36	0.24	50.00% (+0.12)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

DDOG Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$136.96	$136.38	-0.42%
May 06, 2025	$105.70	$106.06	+0.34%
Feb 13, 2025	$148.09	$135.89	-8.24%
Nov 07, 2024	$128.35	$129.79	+1.12%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.