Datadog, Inc.
Business
Datadog is an AI-powered SaaS platform for cloud observability and security that integrates infrastructure monitoring, application performance monitoring, log management, user experience monitoring, cloud security, service management, and other capabilities into a unified real-time platform. The company offers modular products including Infrastructure Monitoring, APM, Log Management, Cloud Security, Incident Response, Workflow Automation, and over 20 additional capabilities, supported by 1,000+ out-of-the-box integrations. Datadog serves organizations globally across all industries through a land-and-expand business model, with approximately 32,700 customers in over 160 countries as of December 31, 2025, deployed across public cloud, private cloud, hybrid, and on-premise environments.
Summary from 10-K filed 2026-02-18
Financials
Consolidated Statement of Income
| Concept | Trend | FY 2025 2025-12-31 | FY 2024 2024-12-31 | FY 2023 2023-12-31 | FY 2022 2022-12-31 | FY 2021 2021-12-31 |
|---|---|---|---|---|---|---|
| Revenue | 3,427 | 2,684 | 2,128 | 1,675 | 1,029 | |
| Cost of revenue | 687 | 516 | 410 | 347 | 234 | |
| Gross profit | 2,740 | 2,169 | 1,718 | 1,328 | 795 | |
| Research and development | 1,548 | 1,153 | 962 | 752 | 420 | |
| Sales and marketing | 956 | 757 | 609 | 495 | 299 | |
| General and administrative | 280 | 205 | 180 | 139 | 94 | |
| Total operating expenses | 2,785 | 2,114 | 1,752 | 1,387 | 814 | |
| Operating (loss) income | −44 | 54 | −33 | −59 | −19 | |
| Interest expense | −11 | −7 | −6 | −17 | — | |
| Interest income and other income, net | 182 | 157 | 100 | 37 | — | |
| Other income, net | 171 | 150 | 94 | 21 | — | |
| Income before provision for income taxes | 127 | 204 | 60 | −38 | −18 | |
| Provision for income taxes | 19 | 20 | 12 | 12 | 2 | |
| Net income | 108 | 184 | 49 | −50 | −21 | |
| Net income attributable to common stockholders, basic | 108 | 184 | 49 | −50 | −21 | |
| Net income attributable to common stockholders, diluted | 108 | 184 | 49 | −50 | −21 | |
| Basic net income per share (in dollars per share) | 0.31 | 0.55 | 0.15 | −0.16 | −0.07 | |
| Diluted net income per share (in dollars per share) | 0.31 | 0.52 | 0.14 | −0.16 | −0.07 | |
| Weighted average shares used in calculating basic net income per share (in shares) | 347 | 336 | 324 | 315 | 309 | |
| Weighted average shares used in calculating diluted net income per share (in shares) | 363 | 359 | 350 | 315 | 309 |
Consolidated Balance Sheet
| Concept | Trend | FY 2025 2025-12-31 | FY 2024 2024-12-31 | FY 2023 2023-12-31 | FY 2022 2022-12-31 | FY 2021 2021-12-31 |
|---|---|---|---|---|---|---|
| Cash and cash equivalents | 401 | 1,247 | 330 | 339 | 271 | |
| Marketable securities | 4,074 | 2,942 | 2,253 | 1,545 | 1,283 | |
| Accounts receivable, net of allowance for credit losses of $19,292 and $16,302 as of December 31, 2025 and 2024, respectively | 741 | 599 | 509 | 400 | 269 | |
| Deferred contract costs, current | 76 | 56 | 45 | 33 | 23 | |
| Prepaid expenses and other current assets | 90 | 67 | 41 | 27 | 24 | |
| Total current assets | 5,382 | 4,911 | 3,178 | 2,344 | 1,871 | |
| Property and equipment, net | 338 | 227 | 172 | 125 | 75 | |
| Operating lease assets | 215 | 173 | 127 | 88 | 61 | |
| Goodwill | 531 | 360 | 353 | 348 | 292 | |
| Intangible assets, net | 15 | 4 | 10 | 16 | 16 | |
| Deferred contract costs, non-current | 127 | 87 | 74 | 55 | 42 | |
| Other assets | 37 | 24 | 23 | 24 | 20 | |
| TOTAL ASSETS | 6,644 | 5,785 | 3,936 | 3,005 | 2,381 | |
| Accounts payable | 149 | 108 | 88 | 23 | 25 | |
| Accrued expenses and other current liabilities | 210 | 127 | 128 | 171 | 111 | |
| Operating lease liabilities, current | 39 | 32 | 22 | 22 | 20 | |
| Convertible senior notes, net, current | 0 | 634 | 0 | — | — | |
| Deferred revenue, current | 1,194 | 962 | 766 | 543 | 372 | |
| Total current liabilities | 1,591 | 1,863 | 1,003 | 760 | 529 | |
| Operating lease liabilities, non-current | 256 | 197 | 138 | 77 | 52 | |
| Convertible senior notes, net, non-current | 983 | 979 | 742 | 739 | 735 | |
| Deferred revenue, non-current | 69 | 23 | 21 | 13 | 14 | |
| Other liabilities | 12 | 9 | 6 | 6 | 9 | |
| Total liabilities | 2,912 | 3,071 | 1,911 | 1,594 | 1,340 | |
| COMMITMENTS AND CONTINGENCIES (NOTE 9) | — | — | — | — | — | |
| Additional paid-in capital | 3,579 | 2,689 | 2,181 | 1,625 | 1,197 | |
| Accumulated other comprehensive income (loss) | 15 | −5 | −2 | −12 | −4 | |
| Retained earnings | 138 | 30 | −154 | −202 | −152 | |
| Total stockholders equity | 3,732 | 2,714 | 2,025 | 1,411 | 1,041 | |
| TOTAL LIABILITIES AND STOCKHOLDERS' EQUITY | 6,644 | 5,785 | 3,936 | 3,005 | 2,381 |
Consolidated Statement of Cash Flows
| Concept | Trend | FY 2025 2025-12-31 | FY 2024 2024-12-31 | FY 2023 2023-12-31 | FY 2022 2022-12-31 | FY 2021 2021-12-31 |
|---|---|---|---|---|---|---|
| Net income | 108 | 184 | 49 | −50 | −21 | |
| Depreciation and amortization | 56 | 55 | 44 | 35 | 23 | |
| Accretion of discounts on marketable securities | −45 | −52 | −42 | 5 | 16 | |
| Amortization of issuance costs | 6 | 4 | 3 | 3 | 3 | |
| Net loss on conversion inducement and capped call settlement | 0 | 599,000 | 0 | 0 | — | |
| Amortization of deferred contract costs | 67 | 52 | 39 | 28 | 18 | |
| Stock-based compensation, net of amounts capitalized | 751 | 570 | 482 | 363 | 164 | |
| Non-cash lease expense | 35 | 27 | 26 | 21 | 17 | |
| Allowance for credit losses on accounts receivable | 17 | 15 | 12 | 5 | 2 | |
| Loss on disposal of property and equipment | 2 | 2 | 706,000 | 2 | 274,000 | |
| Accounts receivable, net | −157 | −104 | −122 | −136 | −107 | |
| Deferred contract costs | −127 | −76 | −69 | −51 | −43 | |
| Prepaid expenses and other current assets | −21 | −27 | −14 | −7 | −737,000 | |
| Other assets | −4 | −1 | 1 | −5 | −3 | |
| Accounts payable | 37 | 26 | 58 | −1 | 3 | |
| Accrued expenses and other liabilities | 53 | −2 | −40 | 38 | 37 | |
| Deferred revenue | 273 | 198 | 231 | 169 | 176 | |
| Net cash provided by operating activities | 1,050 | 871 | 660 | 418 | 287 | |
| Purchases of marketable securities | −3,600 | −2,653 | −2,558 | −1,414 | −1,126 | |
| Maturities of marketable securities | 2,488 | 2,019 | 1,865 | 1,138 | 1,047 | |
| Proceeds from sale of marketable securities | 31 | 201,000 | 37 | — | — | |
| Purchases of property and equipment | −50 | −35 | −28 | −35 | −10 | |
| Capitalized software development costs | −86 | −61 | −35 | −30 | −26 | |
| Cash paid for acquisition of businesses; net of cash acquired | −118 | −7 | −12 | −46 | −227 | |
| Net cash used in investing activities | −1,334 | −737 | −731 | −385 | −274 | |
| Proceeds from exercise of stock options | 6 | 7 | 21 | 10 | 15 | |
| Proceeds from issuance of common stock under the employee stock purchase plan | 57 | 44 | 37 | 26 | 20 | |
| Proceeds from issuance of 2029 Convertible Senior Notes, net of issuance costs | −190,000 | 979 | 0 | 0 | — | |
| Proceeds from settlement of capped calls related to 2025 Convertible Senior Notes | 0 | 55 | 0 | 0 | — | |
| Purchase of capped calls related to 2029 Convertible Senior Notes | 0 | −101 | 0 | 0 | — | |
| Repayments of 2025 Convertible Senior Notes | −636 | −197 | 0 | −3,000 | 0 | |
| Net cash (used in) provided by financing activities | −572 | 787 | 58 | 36 | 35 | |
| Effect of exchange rate changes on cash and cash equivalents | 11 | −4 | 1 | −2 | −2 | |
| NET (DECREASE) INCREASE IN CASH AND CASH EQUIVALENTS | −846 | 917 | −12 | 68 | 46 | |
| Cash paid for income taxes | 18 | 21 | 17 | 2 | 1 | |
| Accrued property and equipment purchases | 7 | 5 | 7 | 972,000 | 2 | |
| Stock-based compensation included in capitalized software development costs | 23 | 13 | 14 | 15 | 10 | |
| Issuance of restricted shares of common stock for the acquisition of businesses | 53 | 4 | 2 | 14 | 58 | |
| Acquisition holdback | 16 | 3 | 750,000 | 8 | 6 |
Filings
Material Events
Insiders
Institutional Holders
Frequently asked questions
What is Datadog, Inc.'s CIK number?
Datadog, Inc.'s SEC CIK number is 0001561550 (1561550). The CIK (Central Index Key) is the permanent identifier the SEC assigns to every EDGAR filer — unlike a ticker symbol, it never changes.
Where can I find Datadog, Inc.'s SEC filings?
All of Datadog, Inc.'s EDGAR filings — 10-K annual reports, 10-Q quarterly reports, 8-K material events, and insider transactions — are listed on this page, sourced live from SEC EDGAR.
When did Datadog, Inc. last report earnings?
Datadog, Inc. (DDOG) most recently filed an earnings 8-K with the SEC on May 7, 2026, furnishing its results under Item 2.02 (Results of Operations and Financial Condition). The earnings press release is attached to that filing (accession 0001628280-26-031677). This is Datadog, Inc.'s most recent earnings filing of record — not a forecast of its next earnings date.
What is Datadog, Inc.'s most recent earnings 8-K?
Datadog, Inc.'s latest earnings 8-K (Item 2.02) was filed May 7, 2026 under accession 0001628280-26-031677. It carries the quarterly or annual earnings press release — the earliest official, SEC-filed version of the results.
View Datadog, Inc.'s latest earnings 8-K →
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