DDOG
DatadogSoftwareAI exposure: Partial
Monitoring and observability, including for AI and LLM applications.
Alerts for DDOG
01What does it supply?
Products, customers, and where it sits in the AI stack.
What the company does
Cloud monitoring, security and observability software.
Its role in AI
Sells tools to monitor AI applications and the infrastructure they run on; usage grows with AI workloads.
02How much does AI matter to its business?
Partial. One line of business, or an indirect beneficiary.
Reported figures come from the company's own filings and releases. Estimates are third-party or editorial and are kept separate. The exposure label is an editorial judgment.
Reported by the company
- Does not report AI revenue separately. Revenue $1.12 billion, up 36% year-over-year; about 4,720 customers with ARR of $100,000 or more, up 23% from about 3,850 a year ago.Source · Q2 2026, quarter ended June 30, 2026
- Remaining performance obligations $3.47 billion, up 43% year-over-year; billings $1.18 billion, up 38%; trailing-twelve-month net revenue retention in the low-120s.Source · Q2 2026, quarter ended June 30, 2026
- Q3 2026 revenue guidance $1.135-$1.145 billion (28%-29% YoY) with non-GAAP operating income $260-$270 million; full-year 2026 revenue $4.45-$4.47 billion.Source · Guidance issued Aug 6, 2026
- 10-K: the AI-native cohort, which includes the largest customer, represented approximately seven percentage points of year-over-year revenue growth for the quarter ended Dec 31, 2025.Source · Q4 2025, quarter ended December 31, 2025
Estimates
No third-party or editorial estimates are listed for DDOG. Only company-reported figures are shown at present.
Key financial metrics, by reporting period
Company-reported, via TradingView03What should visitors watch next?
Earnings, product launches, customer spending, and the risks that matter.
Next earnings
No announced date on file. Check the investor relations page.
Last earnings release: 2026-08-06 (8-K)
Watch list
- Q3 2026 revenue versus guidance of $1.135-$1.145 billion after management said a usage reduction at the largest customer is incorporated in Q3 and full-year guidance source
- Growth of $100k+ ARR customers beyond about 4,720 and multi-product adoption trends source
- Adoption of Bits AI agents, GPU Monitoring and the Adaptive ML acquisition closed in June 2026 source
Growth drivers
- CEO Olivier Pomel: customers are building and deploying with AI and using the Datadog platform to observe, secure and act on their AI-enabled solutions source
- Platform expansion: 58% of customers use four or more products (up from 52%), 37% use six or more (up from 29%), 13% use ten or more (up from 7%) source
- Launched 100+ capabilities at DASH 2026 including autonomous Bits AI, AI Guard and Bits Agent Builder, and acquired Adaptive ML for reinforcement-learning operations source
Risks
- The business depends on existing customers buying additional products and renewing; the AI-native cohort including the largest customer drove ~7 points of growth, creating concentration risk if usage is optimized down source
- Datadog relies on third-party cloud infrastructure providers to host its products, and disruptions or capacity limits could impede customer onboarding and expansion source
- The markets are highly competitive, including against native tools from AWS, Azure and GCP and larger vendors offering bundled or lower-cost alternatives source
The company's own risk factors: 10-K filed 2026-02-18, Item 1A.
Recent developments: SEC filings
Source: SEC EDGAR · refreshed every 15 min- 10-QQuarterly report2026-08-06documentfolder
- 8-KEarnings release · items 2.02,9.012026-08-06documentfolder
- 8-KCurrent report · items 5.072026-06-16documentfolder
- 10-QQuarterly report2026-05-07documentfolder
- 8-KEarnings release · items 2.02,9.012026-05-07documentfolder
- DEF 14AProxy statement2026-04-29documentfolder
- 8-KCurrent report · items 3.03,5.03,5.07,8.01,9.012026-04-22documentfolder
- 8-KCurrent report · items 5.022026-03-02documentfolder
- DEF 14AProxy statement2026-02-27documentfolder
- 10-KAnnual report2026-02-18documentfolder
- 8-KEarnings release · items 2.022026-02-10documentfolder
- 10-QQuarterly report2025-11-07documentfolder
Insider trades
Form 4, last 6 filings| Insider | Transaction | Shares | Avg price | Filed |
|---|---|---|---|---|
OBSTLER DAVID M Chief Financial Officer | Conversion · acquired | 24,000 | — | 2026-09-16 |
OBSTLER DAVID M Chief Financial Officer | Open-market sale · disposed | 24,000 | $227.48 | 2026-09-16 |
OBSTLER DAVID M Chief Financial Officer | Open-market sale · disposed | 40,000 | $227.47 | 2026-09-16 |
Acocella Kerry General Counsel and Secretary | Open-market sale · disposed | 5,280 | $228.85 | 2026-09-16 |
Walters Sean Michael Chief Revenue Officer | Open-market sale · disposed | 11,710 | $221.04 | 2026-09-15 |
Li Yanbing Chief Product Officer | Open-market sale · disposed | 12,700 | $221.26 | 2026-09-15 |
Pomel Olivier Director, Chief Executive Officer | Conversion · acquired | 89,497 | — | 2026-09-10 |
Pomel Olivier Director, Chief Executive Officer | Open-market sale · disposed | 89,497 | $207.86 | 2026-09-10 |
News
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Compare all →Original sources
- Investor relations — earnings dates, releases, presentations
- SEC EDGAR company page — every filing (CIK 0001561550)
- Latest annual report (10-K) — filed 2026-02-18
- TradingView symbol page — full chart and data
Research note — No Q3 2026 earnings-date release found on investors.datadoghq.com as of 2026-09-17 (Q2 date was announced Jul 16 for Aug 6). The press release does not disclose AI-native revenue share; RPO, NRR and product-adoption figures come from the Q2 call transcript hosted on the IR site.