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Operating Expense Breakdown
Details core costs like R&D, marketing, and admin, offering insight into how efficiently the company runs and where it’s prioritizing investment.Datadog is deliberately dialing up spending—R&D has become the dominant and fastest-growing line item while Sales & Marketing has stepped up—reflecting heavy investment in AI, new products, and global/sovereignty expansion. That explains accelerating ARR and record new‑logo bookings, but also creates near‑term margin pressure and variability; management acknowledges rising OpEx and built guidance with conservatism for a large customer while still targeting ~22% non‑GAAP operating margins. Expect continued elevated spending and episodic margin variability as newer products scale.
Date | Sales and Marketing | Research and Development | General and Administrative |
|---|---|---|---|
Jun 30, 2026 | $311.52M | $477.97M | $86.40M |
Mar 31, 2026 | $279.82M | $435.30M | $74.75M |
Dec 31, 2025 | $264.38M | $417.93M | $74.64M |
Sep 30, 2025 | $238.73M | $401.98M | $74.29M |
Jun 30, 2025 | $239.03M | $387.48M | $69.77M |
Mar 31, 2025 | $214.29M | $341.06M | $60.99M |
Dec 31, 2024 | $207.95M | $316.31M | $59.90M |
Sep 30, 2024 | $187.77M | $291.80M | $52.41M |
Jun 30, 2024 | $187.00M | $274.60M | $47.56M |
Mar 31, 2024 | $173.88M | $269.99M | $45.29M |