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Company file · DDOG

Datadog

Datadog's revenue rose 27.7% in FY2025, to $3.4B, and net income fell 41.4% to $108M

Revenue rose 27.7% to $3.4B in FY2025, from $2.7B in FY2024. Net income fell 41.4% to $108M. North America was the largest region, at 71% of revenue.

Prepared from SEC filings · Latest annual report: 10-K for FY2025 (filed Feb 18, 2026) · Latest quarter: 10-Q for the quarter ended Jun 30, 2026 (filed Aug 6, 2026) · Data pulled Oct 28, 2026

Key facts

In fiscal 2025, which ended Dec 31, 2025, Datadog (Nasdaq: DDOG) took in $3.4B of revenue (up 27.7% on fiscal 2024); net income was $108M (down 41.4%). The most recent quarter, ended Jun 30, 2026, brought revenue of $1.1B, up 35.6% year over year, with net income of $45M. North America was the biggest single line by region: 71% of fiscal 2025 revenue. Sources: 10-K for fiscal 2025 (filed Feb 18, 2026) and 10-Q for the quarter ended Jun 30, 2026 (filed Aug 6, 2026).

Revenue$3.4BFY2025 · +27.7% vs FY2024
Net income$108MFY2025 · −41.4% vs FY2024
Operating cash flow$1.1BFY2025 · +20.6% vs FY2024
Cash & equivalents$435Mat Jun 30, 2026 · +8.4% vs FY2025 end
Diluted shares363MFY2025 avg · +1.3% vs FY2024
Revenue and net income, three fiscal yearsBy fiscal year, $bn
RevenueNet income
Revenue and net income by fiscal yearRevenue FY2023: $2.1B2.1Net income FY2023: $49M0.05FY2023Revenue FY2024: $2.7B2.7Net income FY2024: $184M0.18FY2024Revenue FY2025: $3.4B3.4Net income FY2025: $108M0.11FY2025

Source: 10-K FY2025, filed Feb 18, 2026

Quarterly revenue: fiscal 2026 vs a year earlierFiscal Q1–Q2, $bn (each quarter from that quarter's 10-Q)
FY2025FY2026
Quarterly revenue, fiscal 2026 vs 2025FY2025 Q1: $762M0.76FY2026 Q1: $1.0B1.0Q1FY2025 Q2: $827M0.83FY2026 Q2: $1.1B1.1Q2

Source: 10-Q filed May 7, 2026 · 10-Q filed Aug 6, 2026

How it makes money

FY2025 total by categoryNorth America: $2.4B (71%)International: $994M (29%)$3.4BFY2025 total

By region, FY2025

  • LineAmountSharevs FY2024
  • North America$2.4B71%+29.8%
  • International$994M29%+22.7%

Source: 10-K FY2025, XBRL breakdown

By region in FY2025: North America (71%) and International (29%), as shares of total revenue. Total revenue was $3.4B.

By region: three-year mixShare of the total each fiscal year
North AmericaInternational

Source: 10-K FY2025

Learn more: Revenue vs. net income · Gross, operating and net margin

What changed last quarter

How the quarter compared with a year earlier

Comparing Q2 2026 (Apr to Jun 2026) compared with Q2 2025 (Apr to Jun 2025)

Each pair of bars shows the dollar amount for both quarters. Longer bar, more money. Bars in a group share one scale.

Q2 2026Q2 2025

Company

Revenue
$1.1B Q2 2026
$827M Q2 2025
35.6% increase
Net income
$45M Q2 2026
$3M Q2 2025
1583.3% increase

Source: Datadog 10-Q for the quarter ended Jun 30, 2026, filed Aug 6, 2026

By region

North America
$825M Q2 2026
$587M Q2 2025
40.6% increase
International
$297M Q2 2026
$240M Q2 2025
23.6% increase

Source: Datadog 10-Q for the quarter ended Jun 30, 2026, filed Aug 6, 2026

  • Cash & equivalents $435M at Jun 30, 2026, vs $401M at FY2025 end.
  • Operating cash flow, first 6 months of fiscal 2026: $650M vs $472M a year earlier.

The bull case and the bear case

The bull case

The bear case

  • Net income fell 41.4% in FY2025 to $108M, from $184M. 10-K, FY2025
  • Diluted shares rose 1.3% in FY2025, which spreads profit across more shares. 10-K, FY2025
  • The company's own risk factors are in Item 1A of its 10-K. Risks common in this industry include competition and AI; renewals; security incidents. 10-K, Item 1A

What optimists and skeptics tend to point to, each tied to a filing. Ticker Sage doesn't pick a side, and neither list is a reason to buy or sell.

What the company does

Datadog is in the application software industry, part of the information technology sector. The SEC files it under Services-Prepackaged Software.

The full description of Datadog's business is in Item 1 of its 10-K, linked below. This page shows its revenue by region.

Its fiscal year ends in December; the latest, FY2025, ended Dec 31, 2025.

Source: 10-K, Item 1 Business

Risks common in this industry

These are general risks for companies in the application software industry. They are not a summary of Datadog’s own risk factors; for those, read Item 1A of its latest 10-K, linked below.

  1. Competition and AIRivals, open-source products and shifts such as AI can change which products customers choose.
  2. RenewalsSubscription revenue depends on customers renewing and expanding.
  3. Security incidentsA breach or outage can harm customers and its reputation.
  4. Sales executionGrowth depends on adding customers and selling more to existing ones.
  5. PricingCustomers may negotiate lower prices or switch to cheaper products.

Source: 10-K, Item 1A Risk Factors (the company's own list, in the company's words)

Three years of key numbers

Every number links to its filing; hover for the XBRL tag. A dash means the number isn't cleanly available, and we don't estimate it.

US$FY2023FY2024FY2025
Revenue$2.1B$2.7B$3.4B
Net income$49M$184M$108M
Operating cash flow$660M$871M$1.1B
Cash & equivalents (year end)$330M$1.2B$401M
Diluted shares350M359M363M
  • Revenue: Total revenue for the fiscal year, as the company reports it on its income statement.
  • Net income: Net income attributable to the company's shareholders, after all costs, interest and taxes.
  • Operating cash flow: Cash the business brought in from its day-to-day operations during the year (cash flow statement).
  • Cash & equivalents: Cash and short-term investments that count as cash equivalents on the balance sheet. Excludes longer-dated marketable securities.
  • Diluted shares: Weighted average shares outstanding for the year, including the effect of options and stock awards.

Learn more: How to read an income statement · Earnings per share, basic and diluted · Free cash flow · How to read a balance sheet · Growth rate calculator · P/E calculator

About these numbers

    What we left out

    • Total debt: the company's filing data doesn't carry a consistent debt total for the years shown, so it isn't shown.

    Recent filings

    FormFiledPeriod
    10-QAug 6, 2026Jun 30, 2026
    10-QMay 7, 2026Mar 31, 2026
    DEF 14AApr 29, 2026Jun 15, 2026
    DEF 14AFeb 27, 2026Apr 21, 2026
    10-KFeb 18, 2026Dec 31, 2025

    Learn more: 10-K vs. 10-Q vs. 8-K · Form 4 insider filings · Fiscal years and quarters

    Common questions about Datadog

    How does Datadog make money?

    In fiscal 2025, revenue totaled $3.4B. By region in FY2025: North America (71%) and International (29%), as shares of total revenue. Total revenue was $3.4B. Source: 10-K for fiscal 2025, filed Feb 18, 2026.

    What was Datadog's revenue in fiscal 2025?

    Revenue came to $3.4B in the year ended Dec 31, 2025. Going back two years, it was $2.1B in fiscal 2023 and $2.7B in fiscal 2024, so the latest year was up 27.7%. Source: 10-K for fiscal 2025, filed Feb 18, 2026.

    Is Datadog profitable?

    Yes, by US accounting rules (GAAP): net income was $108M in fiscal 2025, down 41.4% from $184M a year earlier. For the quarter ended Jun 30, 2026, net income was $45M. The page's About these numbers section explains what is included. Source: 10-K for fiscal 2025, filed Feb 18, 2026.

    What did Datadog report in its latest quarterly filing?

    The 10-Q for the quarter ended Jun 30, 2026 shows revenue of $1.1B, against $827M in the same quarter a year before (up 35.6%), and net income of $45M, against $3M (up 1583.3%). Source: 10-Q for the quarter ended Jun 30, 2026, filed Aug 6, 2026.

    What are the main risks Datadog faces?

    Datadog's own risk factors are in Item 1A of its 10-K for fiscal 2025, filed Feb 18, 2026. Risks that are common among companies in the application software industry include Competition and AI; renewals; security incidents; sales execution; pricing. The first: Rivals, open-source products and shifts such as AI can change which products customers choose. Source: 10-K, Item 1A Risk Factors.

    Where do these Datadog numbers come from?

    Two filings Datadog made with the SEC: its fiscal 2025 10-K, filed Feb 18, 2026, and its 10-Q for the quarter ended Jun 30, 2026, filed Aug 6, 2026. The figures are taken from the XBRL data the SEC publishes, and every one links back to its source. Methodology explains how fiscal years and missing numbers are handled.

    Disclosures

    Editor holdings in DDOG
    The editor holds no position in Datadog (DDOG). As of Oct 25, 2026.
    Trading rule
    The editor does not buy or sell DDOG from 3 days before to 3 days after this page is published or substantively updated.
    Compensation
    Nobody paid for this page. No affiliate links on this page.
    Sources
    The company's SEC filings, linked next to each number or, for charts, in the source line under them.
    Last updated
    Oct 28, 2026

    General education, the same for every reader. Not a recommendation to buy, sell or hold DDOG, and it doesn't consider your situation.

    Compare with peers

    CompanyFiscal yearRevenueRevenue growthNet income
    DatadogDDOGFY2025$3.4B+27.7%$108M
    PalantirPLTRFY2025$4.5B+56.2%$1.6B
    OracleORCLFY2026$67.4B+17.3%$17.1B
    SalesforceCRMFY2026$41.5B+9.6%$7.5B
    AdobeADBEFY2025$23.8B+10.5%$7.1B

    Each row is that company’s latest fiscal year from its own 10-K, using its own revenue and net income lines. Fiscal years end in different months, and line definitions differ (banks, insurers and oil companies count revenue differently), so this is a rough side-by-side, not a like-for-like comparison.

    More company files

    New to filings? Learn has plain-English explainers and Tools has calculators. Methodology & Disclosures covers where every number comes from.