DDOG
DatadogMonitoring and observability, including for AI and LLM applications.
Next earnings: Datadog has not announced its next earnings date. Its last earnings release was filed with the SEC on August 6, 2026 (Form 8-K, item 2.02); companies on this list usually announce the next date two to three weeks ahead. Last earnings release on EDGAR
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.
Why DDOG is rated partial
Partial. Datadog does not report AI revenue; the closest disclosure is the 10-K statement that AI-native customers contributed about seven percentage points of the 36% year-over-year growth in the quarter ended December 31, 2025. Most of the $1.12 billion quarterly revenue is monitoring of ordinary cloud workloads.
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.
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 |
|---|---|---|---|---|
Le-Quoc Alexis Director, Chief Technology Officer | Conversion · acquired | 43,224 | — | 2026-10-30 |
Le-Quoc Alexis Director, Chief Technology Officer | Open-market sale · disposed | 43,224 | $278.90 | 2026-10-30 |
Le-Quoc Alexis Director, Chief Technology Officer | Conversion · acquired | 53,912 | — | 2026-10-09 |
Le-Quoc Alexis Director, Chief Technology Officer | Open-market sale · disposed | 53,912 | $273.60 | 2026-10-09 |
Phillips Dominic Director | Grant / award · acquired | 57 | $273.85 | 2026-10-02 |
Le-Quoc Alexis Director, Chief Technology Officer | Conversion · acquired | 43,224 | — | 2026-09-25 |
Le-Quoc Alexis Director, Chief Technology Officer | Open-market sale · disposed | 43,224 | $252.17 | 2026-09-25 |
OBSTLER DAVID M Chief Financial Officer | Open-market sale · disposed | 16,000 | $241.25 | 2026-09-23 |
OBSTLER DAVID M Chief Financial Officer | Conversion · acquired | 6,000 | — | 2026-09-23 |
OBSTLER DAVID M Chief Financial Officer | Open-market sale · disposed | 40,000 | $227.47 | 2026-09-16 |
News
DDOG in plain answers
The questions readers ask about Datadog, answered from the company's own filings and this site's research. Each answer names its source.
What does Datadog (DDOG) supply to AI?+
Cloud monitoring, security and observability software. Sells tools to monitor AI applications and the infrastructure they run on; usage grows with AI workloads.
How much does AI matter to Datadog's business?+
AI exposure is rated partial on this site: One line of business, or an indirect beneficiary. 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. 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.
Company filing or releaseWhen is Datadog's next earnings date?+
Datadog has not announced its next earnings date. Its last earnings release was filed with the SEC on August 6, 2026 (Form 8-K, item 2.02); companies on this list usually announce the next date two to three weeks ahead.
Last earnings release on EDGARAre Datadog insiders buying or selling DDOG stock?+
In the latest Form 4 filings for DDOG there are 5 open-market sales, 5 other transactions (grants, option exercises, tax withholding); the most recent was filed on October 30, 2026 by Le-Quoc Alexis. Every transaction links to the filing on SEC EDGAR below.
Most recent Form 4What should investors watch for DDOG?+
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 Growth of $100k+ ARR customers beyond about 4,720 and multi-product adoption trends Adoption of Bits AI agents, GPU Monitoring and the Adaptive ML acquisition closed in June 2026
SourceWhat are the main risks for Datadog?+
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 Datadog relies on third-party cloud infrastructure providers to host its products, and disruptions or capacity limits could impede customer onboarding and expansion The markets are highly competitive, including against native tools from AWS, Azure and GCP and larger vendors offering bundled or lower-cost alternatives
10-K filed 2026-02-18, Item 1AWhich AI category is DDOG in?+
Datadog is listed under Software. Monitoring and observability, including for AI and LLM applications.
Related companies in Software
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