Datadog, Inc.(DDOG)— Stock Profile, AI Score & Financials
Technology · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
Datadog, Inc. (DDOG) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores DDOG at 71.4/100 on a 32-signal composite quality model, placing it at rank #182 of 2,960 stocks — the top 10% of the AI-ranked universe. DDOG scores in the top quartile across earnings quality (94.2), revenue growth (88.1), free cash flow (83.8). Shareholder dilution risk is elevated at 8.2/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Datadog, Inc. reports quarterly revenue of $1.1B, net income of $44.6M, an operating margin of 0.5%. Top institutional holders of DDOG by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, FMR, based on the most recent SEC filings. DDOG trades on the Nasdaq exchange and files with the SEC under CIK 1561550. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate DDOG daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Datadog, Inc. directly from SEC EDGAR.
AI Quality Score
71.4/100
AI Rank
#182
Revenue
$1.1B
Net Income
$44.6M
Free Cash Flow
$306.0M
Operating Margin
0.5%
DDOG key financials by period
Datadog, Inc. reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$3.4B
$107.7M
-1.3%
FY 2024
10-K
$2.7B
$183.7M
2.0%
FY 2023
10-K
$2.1B
$48.6M
-1.6%
FY 2022
10-K
$1.7B
$-50.2M
-3.5%
FY 2021
10-K
$1.0B
$-20.7M
-1.9%
FY 2020
10-K
$603.5M
$-24.5M
-2.3%
Institutions holding DDOG
Institutional investors reporting a position in Datadog, Inc. on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-08-06 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Revenue rose 36% YoY to $1.12B with operating income turning positive at $5.5M, but the company disclosed its largest customer reduced usage starting in Q3 2026.
Biggest Revenue Drivers
North America$824.7M
Approximately 70% of the revenue increase came from existing customers, 30% from new customers
International$296.8M
Regions outside North America were about 27% of total revenue for the six months, down from 29%
Biggest Revenue Drivers
Total revenue: $1,121.5M+36% YoY
North America$824.7M
Approximately 70% of the revenue increase came from existing customers, 30% from new customers
Within North America
United States$790.1M
Component of North America revenue, by customer billing address
International$296.8M
Regions outside North America were about 27% of total revenue for the six months, down from 29%
Largest Expense Items
Research and development$478.0M+23% YoY
$62.5M higher personnel costs from increased headcount and $28.2M more cloud infrastructure and software investments
Sales and marketing$311.5M+30% YoY
$56.6M higher personnel and variable compensation costs, plus $12.0M more advertising and promotional activity
Cost of revenue$240.1M+45% YoY
$64.1M increase in third-party cloud infrastructure hosting and software costs, $5.2M in personnel costs
General and administrative$86.4M+24% YoY
Primarily a $12.9M increase in personnel costs including allocated overhead from increased headcount
Margins: Gross margin declined to 79% from 80% a year ago, which the filing attributes primarily to increased spend with third-party cloud infrastructure providers. Operating margin improved to roughly break-even from -4%.
Watch Items from the Filing
The company saw a reduction in usage from its largest customer starting in the third quarter of 2026, which may cause a deceleration in revenue growth.
The AI-native cohort, which includes the largest customer, contributed high single digit percentage points to total year-over-year revenue growth for the quarter and may optimize usage.
Trailing 12-month dollar-based net retention rate was in the low-120%'s, up from about 120% a year earlier, on increased usage growth from existing customers.
Approximately 4,720 customers carry ARR of $100,000 or more, representing 91% of ARR, up from 3,850 customers at 89% a year earlier.
In April 2025 an unauthorized third party accessed Datadog source code repositories via compromised employee credentials, which may increase vulnerability to later attacks.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
