Form 10-Q · Quarterly report
Datadog 10-Q, filed Aug 6, 2026
- Filed
- CIK
- 0001561550
- Accession no.
- 0001628280-26-054458
Summary
Datadog reported second-quarter 2026 revenue of $1.1 billion, up 36% from a year earlier, with net income of $44.6 million, and about 33,400 customers as of June 30, 2026. The company said its trailing 12-month dollar-based net retention rate was in the low-120% range, but that it saw a reduction in usage from its largest customer starting in the third quarter of 2026.
Key points
- Six-month revenue was $2.1 billion, up 34% year over year, with net income of $97.1 million versus $27.3 million a year earlier.
- Datadog held $435.0 million in cash and cash equivalents and $4.6 billion in marketable securities as of June 30, 2026.
- Customers with annual run-rate revenue of $100,000 or more totaled about 4,720, representing 91% of ARR, up from 3,850 customers representing 89% a year earlier.
- Free cash flow for the six months was $567.8 million, compared with $409.7 million a year earlier, on operating cash flow of $650.5 million.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
From the filing
ITEM 2. MANAGEMENT’S DISCUSSION Overview Datadog is the AI-powered observability and security platform for cloud applications. Our SaaS platform integrates and automates infrastructure monitoring, application performance monitoring, log management, user experience monitoring, cloud security, service management, and many other capabilities to provide unified, real-time observability and security for our customers’ entire technology stack. …
An excerpt of the text as filed with the SEC, cut for length.
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