Datadog 10-Q, filed Nov 4, 2026

Summary

Datadog reported third-quarter 2026 revenue of $1.2 billion, up 35% year over year, with net income of $118.3 million and 4,860 customers generating at least $100,000 in annual run-rate revenue. The company said it had $881.2 million in cash and cash equivalents and $4.4 billion in marketable securities as of September 30, 2026, and noted reduced usage from its largest customer in the quarter.

Key points

• Datadog's nine-month revenue was $3.3 billion, up 34% year over year, and net income was $215.4 million versus $61.2 million in the year-earlier period.
• Operating cash flow was $940.4 million and free cash flow was $818.4 million for the nine months ended September 30, 2026.
• Datadog had approximately 33,500 customers as of September 30, 2026, up from approximately 32,000 a year earlier, and 4,860 customers with ARR of $100,000 or more, representing 91% of ARR.
• The trailing 12-month dollar-based net retention rate was in the low-120% range, up from about 120%, despite reduced usage from the largest customer in the third quarter of 2026.

Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.