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Datadog (DDOG)
NASDAQ:DDOG
Earnings Data
Report Date
Feb 12, 2026After Close (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
0.55Last Year’s EPS
0.49Same Quarter Last Year
Strong Buy
Based on 32 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Datadog reported a strong quarter with impressive revenue growth and new customer acquisitions, particularly in AI and security segments. However, challenges remain in fully capitalizing on GPU monetization and maintaining consistent gross margins. Overall, the positive aspects significantly outweigh the lowlights.Company Guidance
Record Revenue and Customer Growth
Datadog reported Q3 revenue of $886 million, a 28% increase year-over-year, exceeding the high end of their guidance range. The company grew its customer base to approximately 32,000, up from about 29,200 a year ago.
Strong Growth in AI and Non-AI Segments
Revenue from AI native customers represented 12% of total revenue, up from 11% last quarter. Additionally, revenue growth from non-AI native customers accelerated to 20% year-over-year, up from 18% in Q2.
Impressive New Logo Wins and Expansions
Datadog achieved record new logo annualized bookings, more than doubling year-over-year. The company secured multiple 7-figure deals, including with a leading European telecom and a Fortune 500 technology hardware company.
Increased Product Adoption
84% of customers use 2 or more products, up from 83% a year ago. 31% of customers use 6 or more products, up from 26% a year ago. Digital experience products exceeded $300 million in ARR.
Accelerating Security Product Growth
Security ARR grew in the mid-50s percentage year-over-year, up from the mid-40s last quarter. Datadog saw growth acceleration across all security products.
DDOG Earnings History
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 |
|---|---|---|---|
Nov 06, 2025 | $154.98 | $190.82 | +23.13% |
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% |
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.
FAQ
When does Datadog (DDOG) report earnings?
Datadog (DDOG) is schdueled to report earning on Feb 12, 2026, After Close (Confirmed).
What is Datadog (DDOG) earnings time?
Datadog (DDOG) earnings time is at Feb 12, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is DDOG EPS forecast?
DDOG EPS forecast for the fiscal quarter 2025 (Q4) is 0.55.
