Welcome to our dedicated page for Datadog news (Ticker: DDOG), a resource for investors and traders seeking the latest updates and insights on Datadog stock.
Datadog, Inc. provides an AI-powered observability and security software-as-a-service platform for cloud applications. Company updates commonly address financial results, customer adoption of higher annual recurring revenue tiers, and platform capabilities spanning infrastructure monitoring, application performance monitoring, log management, user experience monitoring, cloud security, data observability and AI operations.
Recurring developments include product launches such as Datadog Experiments, GPU Monitoring and Bits AI Security Analyst, security and compliance milestones such as FedRAMP High certification for Datadog for Government, and integrations that connect Datadog telemetry with partner recovery or resilience workflows. Coverage also reflects research reports on AI operations and the company’s positioning around real-time visibility across applications, infrastructure, data, models and security.
Datadog (NASDAQ: DDOG) reported second quarter 2026 revenue of $1.12 billion, up 36% year-over-year. GAAP operating income was $5 million (0% margin), while non-GAAP operating income reached $257 million with a 23% margin. GAAP diluted EPS was $0.12, and non-GAAP diluted EPS was $0.65.
Operating cash flow was $316 million and free cash flow $279 million, with cash, equivalents, and marketable securities totaling $5.0 billion. Datadog had about 4,720 customers with ARR of $100,000+ (up 23% year-over-year), acquired AI startup Adaptive ML, and launched over 100 new capabilities, including autonomous Bits AI and Bits Agent Builder.
For Q3 2026, Datadog guides revenue to $1.135–$1.145 billion and non-GAAP EPS to $0.63–$0.65. Full-year 2026 revenue guidance is $4.45–$4.47 billion, with non-GAAP operating income of $1.01–$1.03 billion.
Datadog (NASDAQ:DDOG) announced management presentations at three investor conferences. The company will present at Canaccord Genuity’s 46th Annual Growth Conference on Wednesday, August 12, 2026, at 3:30 p.m. ET, the Citi Global TMT Conference on Tuesday, September 8, 2026, at 11:30 a.m. ET, and the Goldman Sachs Communacopia & Technology Conference on Thursday, September 10, 2026, at 12:30 p.m. ET / 9:30 a.m. PT. Webcasts and limited-time replays will be available in the “Events and Presentations” section of Datadog’s investor relations website.
Datadog (NASDAQ:DDOG) announced it will release its second quarter fiscal year 2026 financial results before U.S. markets open on Thursday, August 6, 2026. The company will host a conference call the same day at 8:00 a.m. Eastern Time to discuss results and financial guidance.
According to Datadog, investors can access the call by registering via a provided link to receive dial-in details. A live webcast will be available on the company’s Investor Relations website, and a replay of the webcast will be archived on the site for later viewing.
Datadog (NASDAQ: DDOG) announced it has been named a Leader in the 2026 Gartner Magic Quadrant for Observability Platforms, marking its sixth consecutive year in the Leader position. In the 2026 report, Datadog is positioned highest for Ability to Execute among evaluated vendors.
According to Datadog, the company invests more than $1 billion in non-GAAP R&D annually, supporting innovations such as Bits Investigation, Agent Observability, end-to-end APM, and Digital Experience Monitoring. Customer quotes highlight Datadog’s role in AI and LLM observability, unified observability across products, and ongoing feature expansion in the age of AI.
Datadog (NASDAQ: DDOG) announced the acquisition of Adaptive ML, a frontier AI startup focused on Reinforcement Learning Operations (RLOps), enabling enterprises to build and deploy specialized AI agents and models.
Adaptive ML joins Datadog AI Research to advance world models and agentic LLM post-training for observability and security, supported by Datadog’s annual R&D investment of over $1B and recent AI products like Toto 2.0 and Bits Investigation, Bits Code, and Bits Security Analyst.
Datadog (NASDAQ: DDOG) announced over 100 new observability and security capabilities at its DASH 2026 event, aimed at helping customers manage AI-driven complexity and drive autonomy.
Highlights include autonomous Bits AI, AI Guard for AI agents, Bring Your Own Cloud, and new agent creation and monitoring tools.
Datadog (NASDAQ:DDOG) announced management presentations at three upcoming investor conferences.
- J.P. Morgan Global Technology, Media and Communications Conference on May 19, 2026 at 1:35 p.m. ET
- Bernstein’s 42nd Annual Strategic Decisions Conference on May 28, 2026 at 1:30 p.m. ET
- Bank of America Global Technology Conference on June 3, 2026 at 3:30 p.m. ET / 12:30 p.m. PT
All sessions will be available via live webcast and limited-time replays on Datadog’s investor relations website.
Datadog (NASDAQ: DDOG) reported Q1 2026 revenue of $1,006 million, up 32% year‑over‑year, GAAP operating income of $7 million (1% margin) and non‑GAAP operating income of $223 million (22% margin). Operating cash flow was $335 million and free cash flow was $289 million. Cash and marketable securities totaled $4.8 billion as of March 31, 2026. Datadog added about 4,550 customers with $100k+ ARR (21% growth) and provided Q2 and full‑year 2026 revenue and non‑GAAP earnings guidance. The company announced FedRAMP High certification, several product launches (MCP Server, Bits AI Security Analyst, GPU Monitoring, Experiments), a partnership with Sakana AI, and DASH 2026 registration.
Datadog (NASDAQ: DDOG) announced it has achieved FedRAMP High certification on May 6, 2026. This certification authorizes Datadog to meet one of the federal government’s most stringent cloud security baselines for handling controlled unclassified information (CUI).
The designation enables use by agencies requiring high-impact data protection, supporting sensitive federal workloads such as law enforcement and emergency services, and reflects Datadog's multi-year investment in the U.S. public sector.
Datadog (NASDAQ: DDOG) launched GPU Monitoring, now generally available worldwide on April 22, 2026, to help customers manage GPU fleet health, cost, and performance for AI workloads. The product links GPU telemetry to workloads to reduce wasted spend, speed troubleshooting, and proactively surface unhealthy GPUs before failures.
Datadog says GPU instances account for 14% of compute costs, and GPU Monitoring offers forecasting, utilization visibility, and per-instance metrics to help platform and ML teams optimize capacity and ROI.