Datadog, Inc. Stock Price, News & Analysis

Datadog (NASDAQ: DDOG) launched Storage Management on November 10, 2025 to help teams reduce unexpected cloud object storage spend. The product is generally available for Amazon S3 with previews for Google Cloud Storage and Azure Blob Storage.

Storage Management offers bucket- and prefix-level visibility across billions of objects, proactive anomaly detection, correlation of cost/usage/metadata, and automated recommendations to re-tier, archive or delete data. It complements Datadog's Cloud Cost Management with a specific focus on optimizing object storage for data- and AI-intensive workloads.

Rokt (BRZE) announced two senior finance appointments effective Nov 15, 2025: David Obstler, CFO of Datadog, joins the board and will chair the audit committee, and Matt Briers, former CFO of Wise, joins as board advisor and observer.

The company said both executives bring financial, operational and governance expertise to help prepare Rokt for a potential IPO. Rokt reported 2024 revenue of $600 million, up >40% year-over-year, and expects its network to power 7.5 billion transactions in 2025. Recent deals and acquisitions named include partnerships with Ulta Beauty, Albertsons, Macy's and acquisitions of Canal, mParticle and Aftersell.

Datadog (NASDAQ:DDOG) reported solid third-quarter 2025 results with $886 million revenue, up 28% year-over-year. The company generated $251 million operating cash flow and $214 million free cash flow, and held $4.1 billion in cash, cash equivalents, and marketable securities as of September 30, 2025. GAAP operating loss was $(6) million (GAAP operating margin (1)%); non-GAAP operating income was $207 million (non-GAAP margin 23%). Datadog reported about 4,060 customers with >=$100k ARR (up 16% YoY) and reached 1,000 integrations on its unified platform. Management provided Q4 2025 revenue guidance of $912–$916 million and full‑year 2025 revenue guidance of $3.386–$3.390 billion.

Datadog (NASDAQ: DDOG) was named a Leader in the 2025 Gartner Magic Quadrant for Digital Experience Monitoring, with the highest positioning on the Ability to Execute axis (October 29, 2025).

The recognition cites Datadog's completeness of vision and its extensive DEM portfolio for web and mobile, including Synthetic Monitoring, Real User Monitoring (RUM), Product Analytics, Session Replay and Error Tracking. Datadog highlighted its recent acquisition of Eppo to add experimentation and feature‑management to the unified platform and noted customer use cases from Ibnsina Pharma and Booksy.

Datadog (NASDAQ: DDOG) will report third quarter fiscal 2025 results before U.S. markets open on Thursday, November 6, 2025.

The company will host a conference call the same day at 8:00 a.m. Eastern Time to discuss financial results and guidance. Investors can register for phone dial-in details via the provided link, and a live webcast and archived replay will be available on Datadog's Investor Relations website.

Datadog (NASDAQ: DDOG) announced expanded integrations for Oracle Cloud Infrastructure on October 13, 2025, adding GPU Monitoring, Cloud Cost Management, and Cloud SIEM.

These integrations aim to improve reliability, optimize OCI spend, and secure AI and machine learning workloads by unifying observability and security telemetry across OCI and other clouds.

Datadog (NASDAQ: DDOG) released the 2025 State of Cloud Security report on October 8, 2025, analyzing thousands of cloud customers across AWS, Azure and Google Cloud.

Key findings: 40% of organizations use data perimeters (commonly via S3 bucket and VPC endpoint policies); 86% use multi-account setups within an AWS Organization and 70% have all accounts inside an Organization. Credential risk remains high: 59% of AWS IAM users, 55% of Google Cloud service accounts, and 40% of Microsoft Entra ID applications had access keys older than one year.

The report stresses stronger access controls and continuous verification to reduce credential-theft risk.

Datadog (NASDAQ: DDOG) announced on October 6, 2025 that it has reached 1,000 integrations on its unified observability and security platform. The milestone spans infrastructure, cloud services, security tools, SaaS apps, and AI technologies including NVIDIA, OpenAI, Weaviate, and Anthropic.

Datadog said the integrations deliver single-pane visibility for monitoring, securing, and optimizing AI and cloud workloads and reflect continued investment in R&D and partner collaboration.

Datadog (NASDAQ: DDOG) has announced the appointment of Ami Vora to its Board of Directors. Vora brings over 20 years of experience in product and design leadership, having served as Chief Product Officer at Faire and led product development at WhatsApp.

Her extensive background includes significant roles at Meta, where she served as Vice President and Head of Product for Facebook Ads, contributed to Instagram's scaling, and launched Facebook's developer platform. Vora, who holds a BA in Computer Science from Harvard University, began her career at Microsoft developing tools for developers.