DDOG
Datadog, Inc.
Quarterly revenue, EPS, free cash flow, valuation, and Rule of 40 scores for Datadog, Inc..
Coverage
Our Own Explainer Says the Rule of 40 Captures Stock Compensation 'Not Perfectly'. Here Is How Imperfectly.
The four companies our Rule of 40 explainer holds up as the metric working properly pay between 14.5% and 21.5% of revenue in stock-based compensation. Subtract it and two of the four fall below 40. Between a third and four fifths of the free cash flow making up the profitability half of those scores is matched, in the same quarter, by stock issued to employees.
Datadog: Growth Reaccelerated to 32% Last Quarter — Q2 2026 Earnings Land August 6
Datadog's Q1 2026 revenue growth accelerated to 32% year-over-year on record new-logo bookings and rising AI-observability demand, and shares jumped roughly 30% on the print. Q2 2026 results, due before the open on August 6, are the next test of whether that acceleration holds.
Earnings release dates
Company History
Olivier Pomel and Alexis Lê-Quôc found Datadog in New York to bridge the gap between developers and IT operations with unified infrastructure and application monitoring.
Datadog launches its core infrastructure monitoring product, establishing the foundation of its SaaS observability platform.
Launches Application Performance Monitoring (APM), expanding beyond infrastructure metrics into distributed tracing.
Introduces Log Management and Analytics, unifying logs, metrics, and traces in a single platform.
Goes public on Nasdaq on September 19, 2019, raising over $640 million and valuing the company at roughly $10.7 billion.
Enters cloud security with the launch of Cloud Workload Security, broadening the platform beyond observability.
Acquires Sqreen (application security) and Timber Technologies (data pipelines), strengthening security and log-processing capabilities.
Launches Bits AI, a generative-AI DevOps copilot, marking Datadog's first major push into AI-assisted operations.
Revenue growth accelerates to 32% year-over-year in Q1 2026 as AI workload monitoring, LLM Observability, and Flex Logs drive record new-logo bookings, prompting a raised full-year guidance range.
