[DDOG] Datadog: Q3 2026 Earnings Test Growth After Largest Customer Cut

Datadog sells a cloud-based observability and security platform that customers use, on subscription, to monitor infrastructure, applications, logs and user experience in one place and to secure the systems they run in the cloud[1]. Datadog Q3 2026 earnings, covering the Third quarter 2026 (three months ended September 30, 2026), are scheduled for 2026-11-04, according to the Drillr earnings calendar[2]. In the latest disclosed period, the second quarter of 2026, revenue rose 36% year over year to $1.12 billion, GAAP operating income was only $5 million, non-GAAP operating income was $257 million for a 23% margin, operating cash flow was $316 million, free cash flow was $279 million, and about 4,720 customers had annual run-rate revenue (ARR) above $100,000[3]; the quarter added $115 million of revenue sequentially, the largest quarter-over-quarter increase since the second quarter of 2022[4]. On August 6 the company guided third-quarter revenue to $1.135 billion to $1.145 billion (28% to 29% growth), non-GAAP operating income to $260 million to $270 million and non-GAAP EPS to $0.63 to $0.65, with full-year revenue guidance of $4.45 billion to $4.47 billion[3][4]; management said its largest customer renewed in the second quarter and began reducing usage in the third quarter, and that this effect is already in the guidance[5][4]. Analyst estimates compiled by Drillr on 2026-10-23 from 25 analysts put third-quarter revenue at $1.1461 billion (range $1.1393 billion to $1.1561 billion), slightly above the top of company guidance, and non-GAAP EPS at $0.643 (range $0.638 to $0.653), inside the guided range; for comparison, the equivalent second-quarter revenue estimate was $1.0797 billion, against actual revenue of $1.12 billion[6][3].

Three things matter most in this report. First, whether revenue holds and beats guidance: the third-quarter outlook implies only about $14 million to $24 million of sequential revenue growth, far below the second quarter's $115 million, and second-quarter revenue came in about 4% above the top of its $1.07 billion to $1.08 billion guidance[7][3], so the size of this quarter's beat will show whether the largest customer's cut is a one-time step down or a continuing decline. Second, whether non-AI customers keep growing in the high 20s: revenue from these customers grew about 28% to 29% in the second quarter, up from the mid-20s in the first quarter and 18% a year earlier[4][8], and it is the only official signal that separates "one customer cut back" from "core enterprise demand is slowing too." Third, whether margins hold as revenue growth slows: cost of revenue rose 45% in the second quarter, faster than revenue's 36%, and GAAP gross margin fell to 78.6% from 79.9% a year earlier[5], while the company's third-quarter non-GAAP operating margin guidance is 23% to 24%[4], which requires costs to stay contained even as revenue additions shrink.

Company Background and Business Structure

Datadog is a New York-based platform software company that is still expanding quickly, with both its customer base and its product coverage growing[3]. It had about 32,700 customers as of December 31, 2025, up from about 30,000 a year earlier[1]; by the end of the second quarter of 2026 the total had reached about 33,400, compared with about 31,400 a year earlier, and Gartner named the company a Leader in its Magic Quadrant for Observability Platforms for the sixth consecutive year[4].

The company reports a single segment, and substantially all of its revenue comes from subscription software sales[9]. Its products span infrastructure monitoring, application performance monitoring (APM), log management, user experience monitoring, cloud security and service management[1]; Real User Monitoring (RUM) has passed $200 million in annual revenue and is growing more than 50% a year, while the AI product line includes GPU monitoring, agent observability and AI security, serving more than 750 AI customers in the second quarter of 2026, of which 31 spend more than $1 million a year and 8 spend more than $10 million[4]. In the same quarter the company made its Bits AI code, chat and agent-builder tools generally available[3] and closed the acquisition of AI research firm Adaptive ML to speed up internal model development[4].

Datadog runs a "land-and-expand" model in which revenue is concentrated among large customers, but geographic and single-customer concentration have clear limits. Subscription terms are mainly monthly or annual, customers can add products such as extra container monitoring or custom metrics packages, and because the products are easy to adopt on a self-service basis, customers often start with one or two products and expand as their workloads and product count grow[1]. In the second quarter of 2026, 58% of customers used four or more products (52% a year earlier), 37% used six or more (29%) and 13% used ten or more (7%), and the roughly 4,720 customers with ARR above $100,000 generated about 91% of ARR[4]; at the end of 2025 that tier had about 4,310 customers generating 90% of ARR, and about 603 customers had ARR of $1 million or more[1]. By billing address, regions outside North America accounted for about 28% of revenue in the first quarter of 2026, down from 30% a year earlier[9]. The largest customer belongs to the AI-native cohort, and the company has disclosed neither its identity nor its revenue[5], although it renewed a nine-figure annual contract with a leading AI company in the second quarter[4].

Financial History and Current Position

Datadog's annual record shows fast revenue growth, GAAP operating income hovering around zero and cash flow far stronger than reported profit. According to financial data compiled by Drillr, revenue grew from $1.029 billion in 2021 to $3.427 billion in 2025, GAAP operating income was -$33 million in 2023, $54 million in 2024 and -$44 million in 2025, and 2025 net income was $108 million, stock-based compensation $751 million and operating cash flow $1.050 billion. The annual report shows that 2025 revenue increased by $742.9 million, or 28%, with about 75% of the increase coming from existing customers; free cash flow was $597.5 million in 2023, $775.1 million in 2024 and $914.7 million in 2025[1].

Gross margin was already under pressure from cloud hosting costs in 2025. Cost of revenue rose by $171.4 million, or 33%, that year, including a $149.8 million increase in third-party cloud infrastructure hosting and software costs, and the company said gross margin fell by about 1 percentage point as a result[1], to a full-year GAAP gross margin of 80.0%. Costs growing faster than revenue was therefore a problem before 2026, not something that first appeared after the largest customer's cut.

Growth and profit both improved in the first quarter of 2026. Revenue was $1.006 billion, up 32%, GAAP operating income was $7 million, non-GAAP operating income was $223 million for a 22% margin, operating cash flow was $335 million, free cash flow was $289 million, and cash, cash equivalents and marketable securities totaled $4.8 billion at March 31[7]. Net income for the quarter was $52.6 million, and the trailing 12-month dollar-based net retention rate rose to the low-120%s from the high-110%s a year earlier[9].

In the second quarter of 2026 revenue growth accelerated again, but gross margin kept sliding. Revenue was $1.1215 billion, compared with $826.8 million a year earlier, up 36%; cost of revenue rose 45%, GAAP gross margin was 78.6% versus 79.9% a year earlier, net income was $44.6 million, and stock-based compensation was $220.3 million, or 19.6% of revenue[5]. GAAP operating income was $5 million, a margin of roughly zero, non-GAAP operating income was $257 million, and cash, cash equivalents and marketable securities totaled $5.0 billion at June 30[3].

Cash and contract measures show that cash conversion stayed strong in the second quarter, but contracted revenue not yet recognized barely grew. First-half operating cash flow was $650.5 million and free cash flow was $567.8 million, compared with $471.6 million and $409.7 million a year earlier; remaining performance obligations (RPO) were $3.4714 billion at June 30, and the company expects to recognize substantially all of that over the next 24 months[5]. The balance was $3.4612 billion at December 31, 2025 and $3.4844 billion at March 31, 2026[9], while the current portion of deferred revenue was $1.2867 billion at June 30, up 33% year over year[5].

Operating Model

Datadog's revenue is roughly the sum of every customer's committed subscription plus usage above that commitment, so changes in usage show up in revenue in the same quarter[1]. Split by customer cohort, total year-over-year growth is roughly the AI-native cohort's contribution plus the non-AI customers' contribution: the AI-native cohort contributed high single-digit percentage points of growth in the second quarter[5], also high single digits in the first quarter[9] and about 7 points in the fourth quarter of 2025[1], while non-AI customer revenue grew in the high 20s[4]. Split by source, about 70% of the second quarter's $294.7 million year-over-year revenue increase came from existing customers' usage growth and multi-product expansion and 30% from new customers[5]; the third-quarter guidance of $1.135 billion to $1.145 billion implies only about $14 million to $24 million of sequential growth, reflecting the largest customer's reduction starting in the third quarter[3]. Because the dollar-based net retention rate is a trailing 12-month measure, a single quarter's usage change takes several quarters to show up fully in that metric[5].

Operating profit depends on whether revenue grows faster than hosting and personnel costs, because GAAP operating income equals revenue times gross margin minus research and development, sales and marketing, and general and administrative expenses. Second-quarter cost of revenue was about $240 million, mostly third-party cloud hosting, and research and development, sales and marketing, and general and administrative expenses were about $478 million, $312 million and $86 million, leaving GAAP operating income of only about $5 million[5]; adding back about $220 million of stock-based compensation and other items gives non-GAAP operating income of $257 million[3]. Hosting costs rise with customer data volumes in the same quarter, while hiring in research and sales is an up-front investment, so once revenue additions shrink, expense ratios are hard to dilute within the same quarter.

Cash flow runs ahead of profit because annual prepaid contracts bring in cash before revenue is recognized and capital spending is low. Operating cash flow is roughly non-GAAP profit plus the increase in deferred revenue, minus the increase in receivables and cash taxes; the current portion of deferred revenue was $1.2867 billion at June 30[5]. Management's 2026 assumptions are capital expenditures plus capitalized software of about 4% to 5% of revenue, cash taxes of $30 million to $40 million and net interest and other income of about $180 million[4], and management has said the company runs most workloads in the cloud and keeps capital spending low[8].

This model has some clear limits. The company does not disclose revenue by product or customer cohort, the AI-native cohort's contribution is given only as an approximation or a qualitative range, and the largest customer's identity and revenue are undisclosed[5]; non-AI customer growth, multi-product penetration and AI customer counts come only from earnings-call summaries rather than formal filings[4]. The dollar-based net retention rate is itself an approximate range, and deferred revenue here is the current-portion balance compiled by Drillr rather than a billings figure disclosed by the company.

Industry and Competitive Position

Datadog competes in an observability market made up of specialist vendors, cloud providers' built-in tools and open-source options, and its edge lies in consolidating many tools onto one platform. Gartner has named it a Leader in the Magic Quadrant for Observability Platforms for six consecutive years[4]; on the first-quarter call management said most customers already run open-source tools and Datadog helps them unify those tools and save money, and that the large cloud providers themselves use a broad set of Datadog products and are interested in GPU monitoring[8]. In the second quarter, a multi-year deal worth more than $30 million in total contract value replaced four legacy tools at a large global online media company and was the company's largest Bring Your Own Cloud (BYOC) deal to date[4].

AI workloads bring Datadog new demand along with new cost and concentration questions. The company says all of the world's top 10 AI leaders are its customers and that MCP tool-call volume quadrupled quarter over quarter in the second quarter[4]; it also launched infinite-cardinality metrics at no extra cost to address the unpredictable bills that AI workloads can create[4]. The annual report warns, however, that both the earlier cloud-native cohort and today's large AI-native customers have optimized their usage after rapid expansion[1]. The available material provides no competitor revenue or share data, so Datadog's competitive position can be judged only from its own evidence on customers, product penetration and tool replacement.

Core Debates

With its largest customer cutting usage after renewal, can Datadog hold third-quarter revenue within its $1.135-1.145 billion guidance?

This debate matters because the AI-native cohort has been a key source of revenue acceleration over the past year, and the largest customer sits inside it. According to company disclosures, the cohort contributed about 10, 8 and 7 percentage points of total year-over-year growth in the second, third and fourth quarters of 2025, and high single-digit points in both the first and second quarters of 2026[1][9][5]. The company's second-quarter 10-Q states that its largest customer began reducing usage in the third quarter of 2026, which may slow revenue growth[5]; third-quarter guidance implies only about $14 million to $24 million of sequential revenue growth, far below the second quarter's $115 million, and the November 4 report will be the first full quarter after the cut[3].

The current evidence supports the view that the cut is already in the numbers, but it leaves room for another reading. Second-quarter revenue was $1.1215 billion, up 36% and above the $1.08 billion top of guidance[5][7]; management said the largest customer's reduction is fully reflected in guidance, that the rest of the business has accelerated for five straight quarters excluding that customer, that 31 of more than 750 AI customers spend over $1 million a year, and that it renewed a nine-figure annual contract with a leading AI company in the second quarter[4]. The other reading comes from the contract data: RPO rose only from $3.4612 billion at the end of 2025 to $3.4714 billion at the end of June, after reaching $3.4844 billion at the end of March[9][5], so the largest customer's cut may not be a one-time step down; if other AI customers also start optimizing usage, revenue could land near guidance rather than clearly above it as in the past.

The path from this cut to the financial statements is short. After renewing in the second quarter, the largest customer reduced usage from July, so usage-billed revenue falls in the same quarter; third-quarter guidance therefore implies only about $14 million to $24 million of sequential growth, and total year-over-year growth slows from 36% in the second quarter to the guided 28% to 29%[5][4]. Faster expansion among the other AI-native customers could partly offset that gap.

This debate has no answer yet, and the third-quarter report will provide the first set of numbers to check. The first is whether revenue lands within $1.135 billion to $1.145 billion and whether the beat over the top end stays close to the second quarter's roughly 4%[3]; the second is whether the 10-Q still describes the AI-native cohort's contribution as high single-digit points and what it says next about the largest customer's usage[5]; the third is whether RPO at September 30 exceeds the $3.4714 billion recorded at June 30[5]. Revenue below the low end of guidance, or barely above the top, together with an AI-native contribution falling to mid-single digits, would show the cut is larger than expected; revenue more than 3% above the top end with the AI-native contribution still in the high single digits would support a one-time step down.

Traditional enterprise customers accelerated to high-20s growth in the second quarter; can cloud migration and tool consolidation keep that going in the third quarter?

This debate matters because non-AI customers make up most of Datadog's revenue, while total revenue growth is guided to slow from 36% to 28% to 29% in the third quarter[4]. Investors need to know whether the slowdown is just one customer's reduction or whether core enterprise demand is also cooling; non-AI customer growth and movement into the larger-customer tiers are the only official signals that can draw that line.

Second-quarter data show traditional customers accelerating, but an outside reading is more cautious. Non-AI customer revenue growth rose to the high 20s in the second quarter, from the mid-20s in the first quarter and 18% a year earlier[4][8]; customers with ARR above $100,000 numbered about 4,720, up 23%[3], and new customers contributed 30% of the year-over-year revenue increase, up from 25% in the first quarter[5][9]. Management attributes the acceleration to existing customers' cloud migration and tool consolidation and says current growth is still well below the 2021 peak, so it is sustainable[4]. The other reading is that Bernstein judged traditional-customer demand to be soft last quarter[10], and the dollar-based net retention rate is a trailing measure that registers a slowdown late; if non-AI growth falls back to the mid-20s in the third quarter, the total slowdown cannot be blamed on the largest customer alone.

Traditional customers' expansion flows through usage and product count into revenue, deferred revenue and cash flow. As enterprises move workloads to the cloud and fold several legacy monitoring tools into Datadog, the hosts, log volumes and products they monitor all increase, and 58% of customers used four or more products in the second quarter, up from 52% a year earlier[4]; that drives growth from existing customers (about 70% of the year-over-year increase) and faster ramps from new customers (about 30%), which together feed total revenue[5]. Annual prepaid contracts also lift deferred revenue and operating cash flow, and the current portion of deferred revenue was up 33% year over year at June 30[5].

This debate is still open, and the third quarter needs to show three sets of numbers. The first is whether the earnings call still describes non-AI customer growth as being in the high 20s[4]; the second is whether the count of customers with ARR above $100,000 keeps growing 23% or more and new customers still contribute around 30% of the increase[3][5]; the third is whether the dollar-based net retention rate stays in the low-120%s and deferred revenue growth stays at 28% or higher[5]. Slowing non-AI growth and a slower rise in large customers would show core enterprise demand is decelerating too; non-AI growth that holds in the high 20s would support the view that the total slowdown comes mainly from the largest customer.

With hosting costs outpacing revenue and AI research spending rising, can Datadog hold a 23-24% non-GAAP operating margin in a slower third quarter?

This debate matters because Datadog's profit leverage depends on revenue growing faster than expenses, and the third quarter is exactly when revenue additions shrink sharply. Cost of revenue rose 45% in the second quarter, faster than revenue's 36%, and GAAP gross margin fell from 79.9% a year earlier to 78.6%[5]; third-quarter revenue additions are expected to be much smaller, but hosting costs, research staff and acquisition-related expenses will not shrink in step, and the $260 million to $270 million non-GAAP operating income guidance implies a 23% to 24% margin, above the second quarter's 23%[3][4].

The current evidence shows that cash generation remains strong, but the gross margin decline may also be structural. Second-quarter non-GAAP operating income was $257 million for a 23% margin, GAAP operating income was only $5 million, operating cash flow was $316 million and free cash flow was $279 million[3], and stock-based compensation was $220.3 million, or 19.6% of revenue, down from 21.8% a year earlier[5]. The company says it runs most workloads in the cloud with low capital spending[8], puts full-year capital expenditures plus capitalized software at about 4% to 5% of revenue, and has launched infinite-cardinality metrics at no extra charge[4]. The other reading is that the gross margin decline reflects fast-growing AI data volumes combined with products that carry no extra charge, a structural shift; if expense ratios cannot be diluted once revenue slows, the third-quarter margin could land at the low end of guidance.

Cost pressure reaches profit and cash flow through two lines, gross margin and operating expenses. Growth in customer data volumes and AI workloads pushes up third-party cloud hosting and software costs, which rose $64.1 million year over year in the second quarter, leaving cost-of-revenue growth 9 percentage points above revenue growth, compared with a 5-point gap for full-year 2025[5][1]; at the same time, AI research, Adaptive ML and sales expansion lift operating expenses[4]. The largest customer's cut makes third-quarter revenue additions smaller while costs do not fall with them, putting pressure on the non-GAAP operating margin and free cash flow margin; and the second quarter's $220 million of stock-based compensation keeps GAAP operating income near zero[5].

This debate also has to wait for third-quarter data. The first test is whether non-GAAP operating income reaches $260 million to $270 million and clearly beats the top end as it did in the second quarter[3]; the second is whether GAAP gross margin stops falling at 78.6% or above and cost-of-revenue growth slows toward revenue growth[5]; the third is whether the free cash flow margin stays around 25% (24.9% in the second quarter and 28.7% in the first) and stock-based compensation stays below 20% of revenue[3][7][5]. Gross margin below 78% with non-GAAP operating income under guidance would show the cost structure cannot keep pace with slower revenue; a gross margin rebound with profit above the top of guidance would support the view that costs can adjust to the revenue pace.

Risks and Falsifiers

The first risk is that macroeconomic uncertainty and trade policies such as tariffs could lead businesses to slow IT spending, and the subscription-plus-usage model means a slowdown takes several quarters to show up fully in revenue and the dollar-based net retention rate. The company notes that businesses may slow information technology spending during periods of economic uncertainty and downturns; regions outside North America made up about 28% of revenue in the first quarter of 2026, nearly all revenue comes from subscription software, and lower usage directly reduces usage-based revenue above commitments[9]. If the third-quarter net retention rate stays in the low-120%s and non-AI customer growth stays at least in the high 20s, this concern does not hold for now[5][4].

The second risk is that the largest customer keeps lowering usage after renewal, or that other AI-native customers follow by optimizing usage, so that revenue growth slows quarter after quarter. This risk hits revenue directly: third-quarter guidance implies about $14 million to $24 million of sequential growth, against $115 million in the second quarter[3]; the AI-native cohort contributed about 10 points of year-over-year growth in the second quarter of 2025, and on second-quarter revenue of $1.12 billion each point of growth corresponds to about $8 million of quarterly revenue[5]. Third-quarter revenue above $1.145 billion with the AI-native contribution still in the high single digits would show this risk has not grown[4].

The third risk is that enterprise customers, under IT budget scrutiny, cut monitoring usage or delay tool consolidation, pulling non-AI customer growth down. Management also acknowledges that CFO budget scrutiny has consistently shaped sales cycles and that the company must keep proving the return on platform expansion[4]. On second-quarter revenue of $1.12 billion, and assuming non-AI revenue is about 80% or more of the total (the company does not disclose the share), each 1-point drop in non-AI customer growth would reduce the year-over-year revenue increase by about $7 million or more[5]. If the third-quarter call confirms non-AI growth holding in the high 20s and the count of customers with ARR above $100,000 growing at least 23%, this risk has not materialized[3].

The fourth risk is that data growth from AI workloads and new products offered at no extra charge keep hosting costs rising faster than revenue, which, combined with slower revenue growth, would compress gross and operating margins. On second-quarter revenue of $1.12 billion, each 1-point drop in gross margin cuts quarterly gross profit by about $11 million, and each 1-point drop in the non-GAAP operating margin cuts operating profit by about $11 million as well[5][3]. A third-quarter GAAP gross margin of at least 78.6% and non-GAAP operating income of at least $260 million would show costs are still under control.

What to Watch Next

• Largest customer cut: third-quarter revenue against guidance of $1.135 billion to $1.145 billion, after $1.12 billion in the second quarter[3]. Revenue below the low end or barely above the top would point to a bigger cut; a beat of more than 3% over the top would support a one-time step down.
• Largest customer cut: the 10-Q description of the AI-native cohort's contribution, which was high single-digit points in the second quarter[5]. A drop to mid-single digits would suggest AI customers are optimizing usage.
• Largest customer cut: RPO at September 30 against $3.4714 billion at June 30[5]. A higher balance would support a stable contract base.
• Non-AI customer expansion: whether the call still puts non-AI growth in the high 20s[4]. A return to the mid-20s would signal slowing core demand.
• Non-AI customer expansion: customers with ARR above $100,000, about 4,720 and up 23%[3]. Growth below 23% or a new-customer share well below 30% would point to slower expansion.
• Non-AI customer expansion: net retention in the low-120%s and deferred revenue growth of 33%[5]. Retention slipping out of the low-120%s or deferred revenue growth below 28% would signal a slowdown.
• Hosting costs and margin: non-GAAP operating income against guidance of $260 million to $270 million, after $257 million in the second quarter[3]. A miss would show expenses cannot adjust to revenue.
• Hosting costs and margin: GAAP gross margin, 78.6% in the second quarter[5]. A drop below 78% would point to a structural rise in costs.
• Hosting costs and margin: free cash flow margin of 24.9% and stock-based compensation at 19.6% of revenue[3][5]. Falling clearly below about 25% or rising above 20% respectively would signal weaker cash conversion.

Conclusion

Datadog's growth is driven by customers' cloud usage and product expansion, and its financial profile combines high growth, strong cash conversion and GAAP profit near zero. In the second quarter of 2026 the company posted revenue of $1.12 billion, up 36%, a 23% non-GAAP operating margin, $279 million of free cash flow and $5.0 billion of cash and marketable securities[3]; but cost of revenue grew 45%, faster than revenue, GAAP gross margin fell to 78.6%, and RPO has barely grown since the end of 2025[5]. The most important and least settled relationship right now is which force wins out: the largest customer's reduction starting in the third quarter, or the non-AI customers' high-20s growth together with expansion among the other AI customers, and whether the margin can stay at 23% to 24% as revenue additions shrink[4].

Only one independent outside interpretation turned up over this period, and it partly agrees and partly conflicts with management's account. Bernstein analyst Peter Weed said on October 19, as relayed by TIKR's Michael Douglass, that the cautious view formed last quarter, after the largest AI-native customer cut about $100 million of ARR and traditional-customer demand looked softer, was too conservative; he said his alternative data suggest enterprise token consumption at the largest AI labs grew at least 50% quarter over quarter, and that consumer AI agents could raise traditional customers' monitoring needs as well[10]. On the AI-customer side, this view points the same way as management's statement that the rest of the business has accelerated for five straight quarters excluding the largest customer[4]; on the traditional-customer side, it acknowledges soft signals at quarter end, which conflicts with management's judgment that non-AI acceleration is sustainable. Token growth does not necessarily translate one-for-one into Datadog revenue, and the figures of about $100 million of ARR and traditional customers making up about 85% of revenue come from media reports and have not been confirmed by the company[10].

What would really change the current understanding is a combination of operating and financial signals arriving together. If third-quarter revenue beats the $1.145 billion top of guidance by more than 3%, the AI-native contribution stays in the high single digits and non-AI growth holds in the high 20s, while gross margin stops falling at 78.6% or above and non-GAAP operating income reaches $260 million or more, the reading that the cut is a one-time step down and that both core demand and the cost structure are holding would be clearly strengthened[3][5][4]. Conversely, if revenue lands only near guidance, non-AI growth slips back to the mid-20s, RPO falls below $3.4714 billion and gross margin drops under 78%, the revenue slowdown could not be blamed on a single customer, and margin pressure would grow with it[5].

Sources

[1] DDOG FY2025 10-K filed 2026-02-18 · 2026-02-18 · 10-K · https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001561550&type=10-K&dateb=&owner=include&count=40

[2] DDOG earnings calendar updated 2026-10-23 · 2026-10-23 · Drillr earnings calendar

[3] DDOG Q2 2026 8-K filed 2026-08-06 · 2026-08-06 · 8-K · https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001561550&type=8-K&dateb=&owner=include&count=40

[4] DDOG Q2 2026 earnings call 2026-08-06 · 2026-08-06 · earnings-call · https://gateway.drillr.ai/mcp/private

[5] DDOG Q2 2026 10-Q filed 2026-08-06 · 2026-08-06 · 10-Q · https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001561550&type=10-Q&dateb=&owner=include&count=40

[6] Drillr analyst estimates DDOG Q3 2026 retrieved 2026-10-23 · 2026-10-23 · Drillr analyst estimates · https://gateway.drillr.ai/mcp/private

[7] DDOG Q1 2026 8-K filed 2026-05-07 · 2026-05-07 · 8-K · https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001561550&type=8-K&dateb=&owner=include&count=40

[8] DDOG Q1 2026 earnings call 2026-05-07 · 2026-05-07 · earnings-call · https://gateway.drillr.ai/mcp/private

[9] DDOG Q1 2026 10-Q filed 2026-05-07 · 2026-05-07 · 10-Q · https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001561550&type=10-Q&dateb=&owner=include&count=40

[10] Bernstein view on Datadog via TIKR 2026-10-19 · 2026-10-19 · Bernstein · https://www.tikr.com/blog/datadog-soars-6-on-bernstein-upgrade-as-ai-token-use-has-grown-at-least-50