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Datadog (DDOG)
NASDAQ:DDOG
Earnings Data
Report Date
Apr 30, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.5Last Year’s EPS
0.46Same Quarter Last Year
Strong Buy
Based on 36 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented many strong operational and financial highlights: accelerated revenue growth (+29% YoY), record bookings (+37% YoY), rising platform adoption and large multi‑product deals, healthy cash generation (FCF $291M, 31% margin), strong retention (~120% net retention), and notable AI product momentum (multiple product launches and rapid usage growth). Offsetting these positives are conservative FY2026 guidance implying year-over-year deceleration (18%–20%), sustained high OpEx growth as the company invests in AI and go-to-market (affecting near-term margins), slight gross margin compression, and some transparency gaps around AI cohort revenue and dependence on the largest customer. On balance, the highlights materially outweigh the lowlights given robust demand, strong bookings/RPO tailwinds, expanding ARR pillars, and healthy cash flows, while the lowlights are primarily related to measured conservatism and continued investment.Company Guidance
Strong Q4 Revenue Growth
Revenue was $953 million, up 29% year-over-year and up 8% sequentially, beating the high end of guidance.
Record Bookings and Large Deals
Record bookings of $1.63 billion, up 37% year-over-year; 18 deals over $10M TCV, two deals >$100M, and a notable 8-figure land with a leading AI model company.
Robust Cash Generation and Balance Sheet
Free cash flow of $291 million (31% free cash flow margin), operating cash flow $327 million, and $4.47 billion in cash, cash equivalents, and marketable securities at quarter end.
Expanding Enterprise Footprint and ARR Concentration
Total customers ~32,700 (vs ~30,000 a year ago). Customers with ARR >= $100K grew to ~4,310 from ~3,610 and now generate ~90% of ARR. 48% of the Fortune 500 are customers, with median Fortune 500 ARR still under $500K, signaling expansion opportunity.
Platform Penetration and Multi-Product Adoption
Platform adoption increased: 84% of customers use 2+ products (from 83%), 55% use 4+ (from 50%), 33% use 6+ (from 26%), 18% use 8+ (from 12%), and 9% use 10+ (from 6%).
Three Core Pillars Exceeding $1B ARR
Infrastructure monitoring > $1.6B ARR, log management > $1B ARR (FlexLogs nearing $100M ARR), and APM + DEM suite > $1B ARR. Core APM accelerated into the mid-30s % year-over-year—currently the fastest-growing core pillar.
Strong Retention Metrics
Trailing twelve-month net revenue retention ~120% and trailing twelve-month gross revenue retention stable in the mid-to-high 90s, indicating strong customer retention and expansion.
AI Product Momentum and R&D Output
Released over 400 features in 2025. AI highlights include AI SRE agent GA with >2,000 trial/paying users running investigations in the past month, MCP server preview with tool calls up 11x Q4 vs Q3, and Datadog-for-AI adoption over 1,000 customers with spans up 10x in six months.
Strong Backlog and Contract Visibility
Billings $1.21 billion, up 34% year-over-year; Remaining Performance Obligations (RPO) $3.46 billion, up 52% year-over-year, with current RPO growth ~40% year-over-year and longer duration due to more multiyear deals.
Positive Guidance with Conservative Philosophy
Q1 revenue guide $951–$961 million (25%–26% YoY) and FY2026 revenue guide $4.06–$4.10 billion (18%–20% YoY). Guidance explicitly assumes the business excluding the largest customer grows at least 20%.
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 |
|---|---|---|---|
Feb 10, 2026 | $114.01 | $129.67 | +13.74% |
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% |
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 Apr 30, 2026, After Close (Confirmed).
What is Datadog (DDOG) earnings time?
Datadog (DDOG) earnings time is at Apr 30, 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 2026 (Q1) is 0.5.
