The earnings call highlighted strong revenue growth, particularly from the AI native cohort, and significant product innovation, contributing to an overall positive outlook. However, there were concerns about potential future volatility in revenue from AI native customers and gross margin pressures.

Company Guidance

During the Q2 2025 earnings call, Datadog provided guidance for the third quarter and fiscal year 2025, projecting revenues between $847 million and $851 million for Q3, representing a 23% year-over-year growth, with a non-GAAP operating income forecast of $176 million to $180 million. For the full fiscal year 2025, the company expects revenues in the range of $3.312 billion to $3.322 billion, reflecting a growth of 23% to 24% year-over-year. The non-GAAP operating income is anticipated to be between $684 million and $694 million, maintaining an operating margin of 21%. Additionally, Datadog's guidance incorporates a conservative approach, considering potential revenue volatility from its AI native customer cohort, which contributed 11% to Q2 revenues. The company continues to focus on expanding its product offerings, particularly in security, which now generates over $100 million in ARR, growing at a mid-40s percent year-over-year.

Revenue Growth and Customer Expansion

Datadog reported Q2 2025 revenue of $827 million, an increase of 28% year-over-year, exceeding guidance. The company also expanded its customer base to approximately 31,400, up from about 28,700 a year ago.

AI Native Cohort Growth

Strong growth was observed in the AI native cohort, contributing about 11% of Q2 revenues, up from 8% in the previous quarter. The AI native customers contributed about 10 points of year-over-year revenue growth in Q2.

Security Suite Milestone

Datadog's security suite of products surpassed $100 million in ARR, growing at a mid-40s percent year-over-year rate.

Product and Innovation

Datadog announced over 125 new products and features at their DASH user conference, including autonomous AI agents and AI voice agents for incident response.

Strong Financial Performance

Generated free cash flow of $165 million with a margin of 20%, and a non-GAAP operating income of $164 million for a 20% operating margin.

Datadog (DDOG) Earnings, Revenues Date & History

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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)	0.46 / -	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.