Form 8-K · Current report
Datadog 8-K, filed Nov 4, 2026
- Filed
- CIK
- 0001561550
- Accession no.
- 0001628280-26-069792
Summary
Datadog reported third-quarter 2026 revenue of $1.20 billion, up 35% year-over-year, with GAAP operating income of $75 million and free cash flow of $251 million, and guided fourth-quarter revenue to $1.19–1.20 billion and full-year 2026 revenue to $4.515–4.525 billion. CEO Olivier Pomel attributed the results to platform adoption as customers scale digital operations and AI use, and said the company is developing specialized AI models through its AI Research team.
Key points
- Datadog had about 4,860 customers with ARR of $100,000 or more as of September 30, 2026, up 20% from about 4,060 a year earlier.
- Non-GAAP operating income was $334 million (28% margin) and non-GAAP net income per diluted share was $0.81.
- Datadog introduced Scout 1.0, its AI Research team's first specialized model for investigating production issues, which now powers Bits Investigation in Preview.
- Fourth-quarter 2026 guidance: non-GAAP operating income of $280–290 million and non-GAAP net income per share of $0.69–0.71.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
Items reported
- 2.02Results of Operations and Financial Condition
- 9.01Financial Statements and Exhibits
From the filing
Item 2.02 Results of Operations and Financial Condition. On November 4, 2026, Datadog, Inc. (the “Company”) issued a press release announcing its financial results for the quarter ended September 30, 2026. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference. The information contained in this Item 2.02, including Exhibit 99.1 hereto, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing made by the Company under the…
An excerpt of the text as filed with the SEC, cut for length.
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