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Datadog, US23804L1035

Datadog stock posts 35% revenue growth and sets new outlook

Published on 11/04/2026 at 14:19 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Datadog stock heads into a new outlook after revenue grew 35% year over year. Customer growth and AI products remain central to the investment case.

Datadog reports strong quarterly growth

  • Third-quarter revenue rose 35% year over year to $1.20 billion, while non-GAAP earnings reached $0.81 per diluted share.
  • Datadog ended the quarter with about 4,860 customers generating at least $100,000 in annual recurring revenue.
  • Fourth-quarter revenue guidance is $1.19 billion to $1.20 billion, with full-year revenue guided to $4.515 billion to $4.525 billion.
Datadog, US23804L1035, Illustration mit AI erstellt.
Datadog, US23804L1035, Illustration mit AI erstellt.

Datadog reported third-quarter 2026 results on Wednesday, November 4, after the U.S. market had been set to open. The observability and security company generated $1.20 billion in revenue for the quarter ended September 30, up 35% from a year earlier, according to the company release published by GlobeNewswire.

GAAP operating income reached $75 million, compared with a $5.8 million operating loss in the year-earlier quarter. Non-GAAP operating income rose to $334 million, producing a 28% non-GAAP operating margin. GAAP diluted earnings per share were $0.32, while the adjusted figure was $0.81. Datadog reported $290 million in operating cash flow and $251 million in free cash flow.

Enterprise customers support expansion

The company had about 4,860 customers with annual recurring revenue of at least $100,000 at the end of September. That count increased 20% from about 4,060 customers a year earlier, highlighting continued expansion among larger accounts.

Chief Executive Officer Olivier Pomel said adoption remained strong as customers scale their digital operations and increase their use of artificial intelligence. He also pointed to Datadog's AI Research work and the launch of Scout 1.0, a specialized model for investigating production issues. Scout currently powers Bits Investigation in preview and is intended to support more frequent investigations at lower inference cost.

Guidance sets the next earnings test

For the fourth quarter, Datadog guided revenue to a range of $1.19 billion to $1.20 billion. Non-GAAP operating income is expected at $280 million to $290 million, while adjusted diluted earnings per share are projected at $0.69 to $0.71.

For the full year, management expects revenue of $4.515 billion to $4.525 billion and non-GAAP operating income of $1.095 billion to $1.105 billion. Full-year adjusted diluted earnings per share are forecast at $2.73 to $2.75. The non-GAAP outlook excludes items including stock-based compensation and employer payroll taxes on equity incentive plans, which can materially affect GAAP results.

Datadog stock traded at 160.20 euros on Lang & Schwarz at 14:07 CET on Wednesday, November 4, 2026. Investors can follow the real-time quote of Datadog stock.

Datadog at a glance

  • Company: Datadog, Inc.
  • ISIN: US23804L1035
  • U.S. ticker: DDOG
  • Primary venue: Nasdaq
  • Lang & Schwarz quote: 160.20 euros at 14:07 CET on November 4, 2026
  • Third-quarter revenue: $1.20 billion, up 35% year over year
  • Non-GAAP diluted earnings per share: $0.81

The broader S&P 500 market remains the relevant U.S. equity backdrop for growth stocks.

More news and analyses on Datadog stock will follow as investors assess enterprise demand, AI adoption and the company's fourth-quarter delivery.

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en | US23804L1035 | DATADOG | boerse | 70456960 |