FirmAtlas
Company handbook · DDOG · Prepared by FirmAtlas · firmatlas.app · printed 2026-10-17
DDOG · CIK 1561550 · LATEST FILING: 10-Q JUN '26 · FILED AUG 6, 2026
Datadog, Inc.
$247.11
−19.14 (−7.19%)
Close, Oct 16, 2026 · 52-week $98–301
Last fiscal year
Datadog, Inc. reported revenue of $3.4B for the year ended Dec 31, 2025 (FY25), up 27.7% from FY24. Net income was $108M, operating cash flow $1.1B and free cash flow $1.0B. Source: 10-K filed Feb 18, 2026.
Market cap
$89.8B
P/E
505.8
EV/EBITDA
18524.2x
P/B
20.6
ROIC
−1.6%
Revenue 1Y
27.7%/yr
EPS 1Y
−40.4%/yr
Shares 1Y
+1%
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Median
Daily closes, split-adjusted · ratios at each fiscal year end
Company
CEOOlivier Pomel
HQNew York, NY
AuditorDeloitte & Touche LLP
Employees8,100
Year endsDecember
Compounded growth & averages
10Y
5Y
3Y
TTM
Share price
—
9.9%
39.8%
63.5%
Upgrade to see 10 years
Share price: yearly compound rate of the traded close; the last column is the past year.
Where the cash went · FY24–FY25
$209M deployed
Capex
$84M
40.3%
Acquisitions
$125M
59.7%
Operating cash flow over the period: $1.9B. Total debt changed by $0M. R&D of $2.7B is already inside operating costs.
Growth engines
How much of the profit growth came from new investment, and how much from running the business better.
Upgrade to see 10 years
Financials
Last 2 years · Upgrade to see 10 years · USD millions · each year opens its 10-K · change vs previous year
Last 4 quarters · USD millions · quarter-end month shown · change vs same quarter a year earlier
TTM = the last four quarters, to Jun '26. Balance-sheet rows show that latest quarter. “—” where the quarters do not add up to the annual figures. No TTM for cash: our quarterly rows do not hold short-term investments yet, and annual cash includes them.
Income
Revenue
2,684
3,427+27.7%
3,967
YoY
+27.7%
Gross profit
2,169
2,740+26.3%
3,154
Gross margin
80.8%
80.0%−0.8 pp
—
Operating income
54
(44)−181.7%
16
Operating margin
2.0%
−1.3%−3.3 pp
—
EBITDA
103
5−95.3%
—
EBITDA margin
3.8%
0.1%−3.7 pp
—
Interest expense
7
11+56.5%
—
Interest coverage
14.54x
0.44x−14.11x
—
Net income
184
108−41.4%
178
YoY
−41.4%
Net margin
6.8%
3.1%−3.7 pp
—
EPS (diluted, $)
0.52
0.31−40.4%
0.50
YoY
−40.4%
Balance sheet
Total assets
5,785
6,644+14.8%
7,548
Cash & short-term investments
1,247
401−67.8%
—
Accounts receivable
599
741+23.8%
—
Net PP&E
227
338+49.0%
—
Other assets
3,712
5,163+39.1%
—
Total liabilities
3,071
2,912−5.2%
3,181
Accounts payable
108
149+38.1%
—
Other liabilities
2,963
2,763−6.8%
—
Shareholders’ equity
2,714
3,732+37.5%
4,367
Total liabilities = total assets − shareholders’ equity, so it includes minority interest where a company has one.
Cash flow statement · as filed
Cash from operations
871
1,050+20.6%
1,229
Net income
184
108−41.4%
—
Depreciation & amortization
48
49+1.4%
—
Stock-based compensation
570
751+31.6%
—
Working capital & other
68
143+109.5%
—
Cash from investing
(737)
(1,334)n/m
—
Capex
(35)
(50)n/m
—
Acquisitions
(7)
(118)n/m
—
Investments bought
(2,653)
(3,600)n/m
—
Investments sold / matured
2,019
2,488+23.2%
—
Other investing
(61)
(55)n/m
—
Cash from financing
787
(572)−172.7%
—
Shares issued
7
6−13.5%
—
Other financing
780
(579)−174.3%
—
Net change in cash
917
(846)−192.3%
—
Free cash flow (OCF − capex)
836
1,001+19.7%
1,182
Where the cash went
Operating cash flow
871
1,050+20.6%
1,229
Reinvested in the business
42
168+300.4%
—
% of operating cash flow
4.8%
16.0%
Capex
35
50+42.8%
47
Acquisitions
7
118+1554.5%
—
R&D (memo, already in costs)
1,153
1,548+34.3%
—
Free cash flow
836
1,001+19.7%
1,182
YoY
+19.7%
FCF conversion (FCF ÷ net income)
454.9%
928.7%+473.8 pp
—
Owner earnings
—
6
—
Owner earnings margin
—
0.2%
—
Returns & ratios
Income
Sep '25
Dec '25
Mar '26
Jun '26
Revenue
886
953
1,006
1,121
vs year-ago quarter
Gross profit
709
766
797
881
Gross margin
80.1%
80.4%
79.2%
78.6%
Operating income
(6)
9
7
5
Net income
34
47
53
45
vs year-ago quarter
Net margin
3.8%
4.9%
5.2%
4.0%
EPS (diluted, $)
0.10
0.13
0.15
0.12
vs year-ago quarter
Balance sheet
Sep '25
Dec '25
Mar '26
Jun '26
Total assets
6,052
6,644
6,952
7,548
Cash & equivalents
541
401
426
435
Shareholders’ equity
3,439
3,732
3,988
4,367
Cash flow
Sep '25
Dec '25
Mar '26
Jun '26
Operating cash flow
251
327
335
316
Capex
17
9
11
10
Free cash flow
235
318
323
306
vs year-ago quarter