Earnings Data
Report Date
Aug 06, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.51Last Year’s EPS
0.4Same Quarter Last Year
Strong Buy
Based on 37 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a strong operational and financial quarter: accelerating revenue growth (32% YoY), record sequential ARR adds, record new-logo bookings, expanding product adoption, notable AI traction and strategic large deals, robust cash generation and conservative but bullish guidance. Offsetting considerations include margin variability from ongoing investments, rising OpEx to fund growth, concentration risk in large AI accounts, and the need to scale newer products and sovereignty/on‑prem offerings. Overall the positives (broad-based acceleration, product momentum, strong cash and guidance) materially outweigh the risks highlighted.Company Guidance
Revenue Growth and Quarterly Milestone
Q1 revenue of $1.01 billion, up 32% year-over-year; quarterly revenue exceeded $1 billion for the first time. Sequential revenue growth was 6% quarter-over-quarter, with a $53 million quarter-over-quarter revenue add (highest for a Q1).
ARR and Customer Base Expansion
Total ARR exceeded $4.0 billion. Ended Q1 with ~33,200 customers and ~4,550 customers with ARR ≥ $100,000 (up from ~3,770 a year ago, ~+20.7%), with those customers representing ~90% of ARR.
Strong Platform Adoption and Product Depth
56% of customers now use 4+ products (vs. 51% a year ago), 35% use 6+ products (vs. 28% a year ago), and 20% use 8+ products (vs. 13% a year ago). Of 26 products, 5 exceed $100M ARR and 3 are $50–100M ARR.
AI Traction and Large Strategic Wins
AI-native customer cohort continues to outpace growth; 22 customers spend >$1M annually and 5 spend >$10M. Landed large deals (7‑figure and 8‑figure) with two major AI research labs. 6,500 customers are sending data to 1+ AI integrations (~20% of customers representing ~80% of ARR). Usage metrics: SRE agent investigations more than doubled (Dec–Mar), spans to LLM observability nearly tripled QoQ, MCP server calls quadrupled QoQ.
Billings, RPO and Cash Generation
Billings of $1.03 billion, up 37% year-over-year. Remaining performance obligations (RPO) of $3.48 billion, up 51% year-over-year; current RPO grew mid-40s% YoY. Cash, cash equivalents and marketable securities totaled $4.8 billion. Cash flow from operations $335 million; free cash flow $289 million with a 29% free cash flow margin.
Profitability and Margins
Non-GAAP gross profit of $807 million with gross margin of 80.2%. Non-GAAP operating income of $223 million, corresponding to a 22% operating margin for the quarter.
Forward Guidance and Confidence
Q2 revenue guidance $1.07–1.08 billion (29%–31% YoY), implying 6%–7% sequential growth. FY2026 revenue guidance $4.30–4.34 billion (25%–27% YoY). Q2 non-GAAP operating income guidance $225–235 million (21%–22% margin); FY non-GAAP operating income guidance $940–980 million (22%–23% margin).
Product Launches and Certifications
Multiple product launches and advancements: MCP Server GA, AI security agent, Bit Assistant (Preview), GPU monitoring, Experiments GA, APM recommendations. Announced a new U.K. data center and achieved FedRAMP High certification, enabling pursuit of federal agency customers.
Record New Logo and Deal Metrics
New-logo annualized bookings set an all-time record and more than doubled YoY. New-logo average land size also more than doubled year-over-year. Q1 delivered the strongest sequential usage growth from existing customers since early 2022.
DE:3QD Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DE:3QD Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | €121.80 | €158.80 | +30.38% |
Feb 10, 2026 | €94.86 | €110.92 | +16.93% |
Nov 06, 2025 | €135.76 | €162.42 | +19.64% |
Aug 07, 2025 | €115.72 | €116.00 | +0.24% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Datadog Inc (DE:3QD) report earnings?
Datadog Inc (DE:3QD) is schdueled to report earning on Aug 06, 2026, After Close (Confirmed).
What is Datadog Inc (DE:3QD) earnings time?
Datadog Inc (DE:3QD) earnings time is at Aug 06, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Datadog Inc stock?
The P/E ratio of Datadog is N/A.
What is DE:3QD EPS forecast?
DE:3QD EPS forecast for the fiscal quarter 2026 (Q2) is 0.51.
