Every 8-K 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 8-K covers material events a company has to report between its quarterly 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 second quarter 2026 results, with revenue of $1.12 billion, an increase of 36% year-over-year. GAAP operating income was $5 million with a 0% margin, while non-GAAP operating income reached $257 million for 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, implying a 25% free cash flow margin. Cash, cash equivalents and marketable securities totaled $5.0 billion as of June 30, 2026. Customers with at least $100,000 in ARR grew to about 4,720, up 23% from about 3,850 a year earlier.
Datadog highlighted AI-focused innovation, including the acquisition of Adaptive ML and the launch of fully autonomous Bits AI, AI Guard, Bits Code, Bits Chat and Bits Agent Builder, along with more than 100 new capabilities. For the third quarter 2026, the company expects revenue of $1.135–$1.145 billion and non-GAAP operating income of $260–$270 million, and for full year 2026 it projects revenue of $4.45–$4.47 billion and non-GAAP diluted EPS of $2.50–$2.54.
Datadog, Inc. reported results from its 2026 Annual Meeting of Stockholders held on June 15, 2026. Stockholders elected four Class I directors — Olivier Pomel, Dev Ittycheria, Shardul Shah and Ami Vora — to serve until the 2029 annual meeting, with each receiving over 430 million votes in favor.
Stockholders approved, on a non-binding advisory basis, the compensation of the company’s named executive officers, with 492,631,049 votes for and 20,881,163 against. They also ratified Deloitte & Touche LLP as independent registered public accounting firm for the year ending December 31, 2026, with 539,501,723 votes for.
A shareholder proposal to adopt a simple majority voting provision did not pass, receiving 217,163,770 votes for and 296,078,084 votes against, along with broker non-votes.
Datadog, Inc. reported strong first-quarter 2026 results, with revenue of $1,006 million, up 32% year-over-year. GAAP operating income was $7 million with a 1% margin, while non-GAAP operating income reached $223 million, yielding a 22% non-GAAP operating margin.
GAAP net income was $52.6 million, or $0.15 per diluted share, and non-GAAP net income was $218.2 million, or $0.60 per diluted share. Operating cash flow was $335 million and free cash flow was $289 million, supported by cash, cash equivalents and marketable securities totaling $4.8 billion as of March 31, 2026.
Datadog ended the quarter with about 4,550 customers generating at least $100,000 in ARR, up 21% from about 3,770 a year earlier. The company highlighted numerous AI-focused product launches, a FedRAMP High certification for its government offering, a new strategic partnership with Sakana AI, and issued guidance for both the second quarter and full year 2026.
Datadog, Inc. has completed a legal move of its corporate home from Delaware to Nevada by conversion, following stockholder approval at an April 21, 2026 special meeting. The change was effected at 11:59 p.m. Eastern Time the same day.
Each outstanding share of Class A and Class B common stock of the Delaware corporation automatically became one corresponding share of the Nevada corporation with the same par value, and existing stock certificates and book-entry positions remain valid. Outstanding stock options, restricted stock units, performance stock units and other equity awards similarly converted into equivalent Nevada-based awards on the same terms.
The company states that the redomiciliation did not change its business, management, assets, liabilities or contracts, and its Class A common stock continues to trade on the Nasdaq Global Select Market under the symbol “DDOG”. The filing notes that certain stockholder rights have changed under the new Nevada charter and bylaws, as described in the previously distributed proxy statement.
Datadog, Inc. reported that its Board of Directors increased its size from ten to eleven members and appointed Dominic Phillips as a Class II director. His term runs until the 2027 Annual Meeting of Stockholders, and he is not currently expected to serve on any board committee.
There are no arrangements, understandings, or family relationships connected to his selection, and he has no material interest in related-party transactions under Item 404(a) of Regulation S-K. As an inducement to join the Board, his initial restricted stock unit grant under the Non-Employee Director Compensation Policy was increased from $400,000 to $600,000, vesting in three equal annual installments, subject to continued service.
Datadog, Inc. reported strong growth for the fourth quarter and fiscal year 2025. Q4 revenue was $953 million, up 29% year-over-year, with non-GAAP operating income of $230 million and a 24% non-GAAP operating margin. GAAP net income per diluted share was $0.13, while non-GAAP diluted EPS was $0.59.
For 2025, revenue reached $3.43 billion, up 28% year-over-year. The company generated $1,050 million in operating cash flow and $915 million in free cash flow, and ended the year with $4.47 billion in cash, cash equivalents and marketable securities. Non-GAAP operating income was $768 million, a 22% non-GAAP operating margin.
Large-customer adoption continued to expand, with 603 customers generating over $1 million in ARR and about 4,310 customers above $100,000 ARR. Datadog highlighted new AI and observability products and guided 2026 revenue to between $4.06 billion and $4.10 billion, with non-GAAP diluted EPS between $2.08 and $2.16.
Datadog, Inc. (DDOG) furnished an 8-K announcing results for the quarter ended September 30, 2025. The company issued a press release detailing its quarterly financial results, which is furnished as Exhibit 99.1.
The information under Item 2.02, including Exhibit 99.1, is furnished and not deemed filed under the Exchange Act, and is not subject to Section 18 liabilities, unless specifically incorporated by reference. The filing was signed by Chief Financial Officer David Obstler.
Datadog, Inc. disclosed the appointment of Ms. Vora to its Board and clarified there is no arrangement or family relationship affecting her selection and no material transactions requiring disclosure. The company will compensate her under its Amended and Restated Non-Employee Director Compensation Policy, increasing her initial restricted stock unit grant from $400,000 to $600,000 as an inducement and to align her interests with stockholders. The grant equals $600,000 divided by the closing price of Class A common stock on the grant date and vests in three equal annual installments over three years, subject to continuous service.