Every 10-Q that Datadog, Inc. (DDOG) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow DDOG and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full DDOG filings page.
Datadog, Inc. reported strong results for the quarter ended June 30, 2026. Quarterly revenue was $1,121.5 million, up from $826.8 million a year earlier, a 36% year-over-year increase. For the first six months of 2026, revenue reached $2,127.9 million, up 34% from the prior-year period.
Net income for the quarter rose to $44.6 million from $2.6 million, with operating income improving to $5.5 million from a $35.5 million loss. For the first half, net income was $97.1 million versus $27.3 million. Operating cash flow for the first six months was $650.5 million and free cash flow was $567.8 million.
Datadog ended June 30, 2026 with $434.9 million in cash and cash equivalents and $4,550.5 million in marketable securities, total assets of $7,547.7 million, and stockholders’ equity of $4,367.2 million. The company completed three acquisitions in 2026 with an aggregate purchase price of $191.5 million, adding $178.7 million of goodwill. Customer metrics remained strong, with approximately 33,400 customers, about 4,720 customers generating at least $100,000 in annual run-rate revenue, and a trailing 12‑month dollar-based net retention rate in the low‑120% range.
Datadog, Inc. reported strong quarterly growth, with revenue of $1,006,426 (in thousands) for the three months ended March 31, 2026, up 32% from a year earlier. Net income rose to $52,574 (in thousands), reflecting improved profitability as operating income turned positive.
The company ended the quarter with $426.4 million in cash and cash equivalents and $4,332,257 (in thousands) in marketable securities, plus operating cash flow of $334,622 (in thousands) and free cash flow of $289.1 million. Datadog reported about 33,200 customers, including roughly 4,550 with annual run-rate revenue of at least $100,000 and a trailing 12‑month dollar-based net retention rate in the low‑120%'s.
Datadog, Inc. reported Q3 results showing strong top-line growth but heavier operating spend. Revenue rose to $885,651 (thousands) from $690,016 a year ago, with gross profit of $709,194 (thousands). Operating results swung to a loss of $5,809 (thousands) from income of $20,278 (thousands) a year earlier as R&D and go-to-market investments increased. Net income was $33,885 (thousands), or diluted EPS of $0.10.
Cash generation remained solid: net cash provided by operating activities reached $723,066 (thousands) for the nine months. The balance sheet showed $540,602 (thousands) in cash and cash equivalents and $3,599,737 (thousands) in marketable securities at quarter end. The company completed conversions of its 0.125% 2025 convertible notes, delivering $634,100 (thousands) in cash and issuing 1,354,569 Class A shares; its 0.00% 2029 notes remained outstanding with a $982,402 (thousands) net carrying amount.
Datadog completed three acquisitions in 2025 totaling $178.4 million in consideration, adding $163.1 million of goodwill and $17.6 million of intangibles, and increased the useful life of capitalized software development costs to three years.
Datadog’s Q2-25 10-Q shows strong topline momentum but weakening profitability. Revenue rose 28% YoY to $826.8 M and 26% for 1H-25 to $1.59 B, driven by continued expansion in cloud-observability demand. Gross margin remained high at 80%, yet operating expenses jumped 37% as the company continued to invest heavily in R&D (+41%), sales & marketing (+28%) and G&A (+47%). As a result, operating income swung to a $35.5 M loss versus a $12.6 M profit last year; net income fell 94% YoY to $2.6 M (diluted EPS $0.01).
Cash generation stayed robust: operating cash flow improved 25% YoY to $471.6 M (30% margin). Total liquidity remains solid with $3.9 B in cash and marketable securities, although the cash balance alone fell to $489 M after the $634 M redemption of 0.125% 2025 convertible notes and $117 M spent on three small acquisitions. A new zero-coupon $1.0 B 2029 convertible note (conversion price $217.60) now represents the bulk of long-term debt.
The company recorded $164.5 M of goodwill from the recent deals and is evaluating the impact of the newly enacted One Big Beautiful Bill Act, which restores immediate R&D expensing and could materially lower future tax expense; related ASC 740 adjustments will be booked in H2-25.
Key metrics
- Q2 revenue: $826.8 M vs $645.3 M
- Gross profit: $660.8 M (79.9% margin)
- Operating margin: -4.3%
- Net income: $2.6 M; diluted EPS $0.01
- Operating cash flow: $471.6 M YTD
- Current ratio: 3.4×