DDOG News
R40 coverage for Datadog, Inc. (DDOG).
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Datadog's Growth Accelerated to 36% and Its Rule of 40 Went Down
Datadog grew 35.6%, beat on EPS and raised guidance — and its Rule of 40 still fell, because the cash half gave back more than the growth half gained.
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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 praises pay 14.5-21.5% of revenue in stock compensation. Subtract it and two fall below 40. How big the gap is.
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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.
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