Datadog, Inc. (DDOG) Earnings
Datadog, Inc. is expected to report next earnings on August 6, 2026 (in NaN days), with a consensus EPS estimate of $0.57. DDOG has beaten EPS estimates in 12 of its last 12 reported quarters (average surprise +15.4% over the last four).
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 7, 2026 | $0.51 | $0.60 | +18.1% | $1.0B | +4.8% |
| Nov 6, 2025 | $0.46 | $0.55 | +20.2% | $886M | +3.9% |
| Aug 7, 2025 | $0.41 | $0.46 | +12.1% | $827M | +4.5% |
| Feb 13, 2025 | $0.44 | $0.49 | +11.4% | $738M | +3.2% |
| Nov 7, 2024 | $0.40 | $0.46 | +15.4% | $690M | +3.8% |
| Aug 8, 2024 | $0.37 | $0.43 | +15.4% | $645M | +2.9% |
| Feb 13, 2024 | $0.43 | $0.44 | +1.5% | $590M | +3.7% |
| May 4, 2023 | $0.24 | $0.28 | +16.7% | $482M | +2.9% |
| Feb 16, 2023 | $0.19 | $0.26 | +36.8% | $469M | +4.3% |
| Nov 3, 2022 | $0.15 | $0.23 | +53.3% | $437M | +5.2% |
| Aug 4, 2022 | $0.14 | $0.24 | +71.4% | $406M | +6.3% |
| May 5, 2022 | $0.11 | $0.24 | +118.2% | $363M | +7.1% |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q1 FY2026 · May 7, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
• Business drivers: Revenue growth 32% YOY, broad-based acceleration including AI and non-AI customers. Non-AI customer revenue growth accelerated to mid-20% YOY. Churn low, gross revenue retention mid- to high 90s. • Product adoption: Platform strategy resonates, more customers using multiple products. • Product launches: AI for Datadog includes MCP server, AI security agent, Bit Assistant. Datadog for AI includes GPU monitoring. Launched experiments, APM recommendations, plans for U.K. data center, received FedRAMP High certification. • Sales and marketing: Landed large deals with AI research divisions, online recruiting platform, Fortune 500 bank, global hedge fund, insurance company, travel group, fintech company.
Guidance
• Second quarter: Revenues expected $1.07 billion - $1.08 billion (29%-31% YOY growth), non-GAAP operating income $225 million - $235 million (21%-22% operating margin). • Fiscal 2026: Revenues expected $4.3 billion - $4.34 billion (25%-27% YOY growth), non-GAAP operating income $940 million - $980 million (22%-23% operating margin), non-GAAP net income per share $2.36 - $2.44.
Segment performance
Revenue was $9.1 billion, up 32% year-over-year. Ended Q1 with about 33,200 customers and about 4,550 customers with an ARR of $100,000 or more, generating about 90% of ARR. Generated free cash flow of $289 million with a free cash flow margin of 29%. Total ARR exceeds $4 billion, quarterly revenue exceeded $1 billion for the first time. 56% of customers use 4 or more products, 35% use 6 or more, 20% use 8 or more. 5 products over $100 million in ARR, 3 between $50 million and $100 million, 18 earlier stage products.
Analyst Q&A
Q: How much code going into production is driving Datadog activity?
A: More applications being created, complexity in production increasing, seen across platform.
Q: How does heterogeneity of silicon affect Datadog?
A: Heterogeneity of silicon is a trend in favor, more need to make sense of everything.
Q: Thoughts on agent triaging vs human engineers?
A: Both agent and human usage increasing, business model works regardless.
Q: Consolidation of open source tooling?
A: Most companies have open source, Datadog helps unify, save money.
Q: Why training opportunity inflecting now?
A: Training turning into production, scaled by many companies.
Q: Confidence in 2Q guide?
A: ARR growth in previous quarter, broad-based adds.
Q: Structural changes to capital intensity?
A: Run most workloads on cloud, low CapEx.
Q: Security for agents?
A: Agents built with security in mind, integrate into whole security posture.
Q: Higher conservatism on largest customer?
A: Higher degree of conservatism applied to largest customer, same methodology as before.
Q: Hyperscalers using Datadog?
A: Use Datadog for broad set of products, interested in GPU monitoring.
Q: New cloud prem offering?
A: Potential incremental growth opportunity, investing heavily, see customer traction.