Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Datadog

Datadog, Inc. engages in the development of a monitoring and analytics platform for developers, information technology operations teams and business users. Its platform integrates and automates infrastructure monitoring, application performance monitoring and log management to provide real-time observability of its customers' entire technology stack. The company was founded by Olivier Pomel and Alexis Lê-Quôc on June 4, 2010, and is headquartered in New York, NY.

Earnings data Q1 2021

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Earnings data Q1 2022

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Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

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Earnings data Q3 2024

Earnings data Q4 2024

Datadog reports robust Q4 earnings, eyes FinOps and government sectors

Datadog's Q4 performance reflects strong revenue growth, customer expansion, and product innovation, positioning the company well in the competitive cloud monitoring market.
While facing challenges like potential churn and pricing pressures, Datadog can leverage opportunities in FinOps, government sector engagements, and sales capacity investments for sustained growth.
Overall, Datadog's financial outlook for 2023 remains positive, assuming ongoing customer optimization efforts and strategic investments in sales and product development.

Datadog exceeds revenue expectations in Q1, eyes growth opportunities

Datadog's Q1 performance showcased strong revenue growth, customer base expansion, and strategic milestones, despite challenges from a service outage.
The company's competitive strengths in delivering value, focus on Azure ecosystem, and customer loyalty position it well for future growth.
Challenges include revenue impact from outages, seasonality affecting customer additions, and the need to differentiate in a competitive market.
Opportunities in digital transformation, AI advancements, and cloud optimization solutions offer avenues for sustained growth and market leadership for Datadog.

Datadog reports strong Q2 earnings, eyes growth through innovation

Datadog delivered strong financial results in Q2 2023, driven by revenue growth, platform adoption, and new logo bookings. The company faces challenges in usage growth, customer evolution times, and market competition, but sees opportunities in new product adoption, AI technologies, and customer engagement.
Despite a slowdown in cloud-native businesses, Datadog's investments in innovation and hiring are yielding positive outcomes. The company's focus on security products and industry trends like unified DevSecOps practices positions it well for future growth and market expansion.
Overall, Datadog's Q2 performance reflects a mix of strengths, challenges, and opportunities, highlighting its resilience and strategic focus on driving growth through innovation, customer expansion, and market alignment.

Datadog surpasses Q3 revenue expectations, eyes AI growth opportunities

Datadog's Q3 2023 earnings call showcased strong financial performance, exceeding revenue expectations and achieving key milestones in ARR. The company's focus on platform adoption and customer expansion drove solid results.
While facing challenges in cloud optimization moderation and pricing pressures, Datadog remains well-positioned to capitalize on opportunities in AI monitoring, customer spending levels, and market expansion.
By emphasizing value delivery, strong partnerships, and innovation, Datadog can navigate challenges and leverage opportunities for sustained growth. The company's ability to adapt to evolving market dynamics bodes well for future success.
Investments in certifications, product development, and customer-centric strategies underscore Datadog's commitment to growth and innovation. Balancing enterprise and smaller customer needs while addressing market trends will be key to future success.

Datadog reports stellar Q4 results, eyes AI integration opportunities

Datadog's Q4 2023 showcased strong financial performance, robust platform adoption, and strategic product packaging adjustments. Challenges include competitive dynamics and varied security product buyers.
Key strengths encompass solid revenue growth, innovative product packaging strategies, and focus on expanding sales force capacity. Opportunities lie in AI integration, consolidation deals, and security product demand.
Navigating challenges while capitalizing on strengths and opportunities positions Datadog for continued growth and market leadership in the evolving landscape of cloud and security solutions.

Datadog reports robust Q1 growth, eyes international expansion and AI

Datadog's Q1 2024 performance reflects strong revenue growth, customer expansion, and product adoption, supported by healthy financial metrics. The company's strategic investments in R&D, sales capacity, and efficiency projects position it for long-term success.
While facing challenges such as billings deceleration and market competition, Datadog's focus on innovation, customer satisfaction, and operational efficiency mitigates risks and drives sustainable growth. Opportunities in international markets, AI-driven products, and security functionalities present avenues for future expansion and revenue growth.
Overall, Datadog's Q1 earnings call highlights a resilient performance, strategic strengths, challenges to address, and promising opportunities for growth. The company's commitment to innovation, customer value, and financial stability underpins its position in the competitive market landscape.

Datadog reports stellar Q3 earnings, eyes growth amid competition

Datadog delivered strong Q3 results, exceeding revenue expectations and showcasing robust customer adoption and financial performance.
While facing competition and investment challenges, Datadog's market leadership, product innovation, and growth opportunities position it well for future success.
Strategic focus on customer engagement, product development, and market expansion will be crucial for Datadog to maintain its growth momentum and competitive edge.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Datadog, Inc. engages in the development of a monitoring and analytics platform for developers, information technology operations teams and business users. Its platform integrates and automates infrastructure monitoring, application performance monitoring and log management to provide real-time observability of its customers' entire technology stack. The company was founded by Olivier Pomel and Alexis Lê-Quôc on June 4, 2010 and is headquartered in New York, NY.

The mean of analysts' price targets for Datadog (DDOG) points to a 29.1% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

How Much Upside is Left in Datadog (DDOG)? Wall Street Analysts Think 29.06%

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.

Wall Street Bulls Look Optimistic About Datadog (DDOG): Should You Buy?

Datadog (DDOG) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Earnings Estimates Moving Higher for Datadog (DDOG): Time to Buy?

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Bet on These 5 Stocks With Upgraded Broker Ratings Right Now

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

Here's Why Datadog (DDOG) is a Strong Momentum Stock

DDOG's innovation and partnerships drive its investment appeal in the near term despite intense competition and stretched valuation.

Datadog Rides the Cloud Wave: Should You Buy, Sell, or Hold the Stock?

ACV Auctions

Uber

Datadog, Uber Technologies and ACV Auctions are included in this Analyst Blog.

The Zacks Analyst Blog Datadog, Uber Technologies and ACV Auctions

We have narrowed our search to three Internet-based stocks for solid returns. These are DDOG, UBER and ACVA.

Buy 3 Internet-Centric Stocks for Stellar Returns Amid Rate Cut Hope

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

Wall Street Analysts Think Datadog (DDOG) Is a Good Investment: Is It?

After a smooth first half of 2024, the stock market is undergoing volatility. That could be a buying opportunity, and Datadog is one stock to consider, especially for its growing artificial intelligence (AI) business.

Nasdaq Sell-Off: 1 Unstoppable Stock Down 39% to Buy on the Dip, According to Wall Street

More customers continue to turn to Datadog and buy more of its products. Datadog now turns a profit.

Is Datadog Stock a Buy Right Now?

Amazon

Analysts see a buying opportunity in tech after recent volatility.

Amazon, Uber, Datadog, and 3 AI Stocks to Buy Right Now

Positioned based on its Ability to Execute and Completeness of Vision NEW YORK , Aug. 14, 2024 /PRNewswire/ -- Datadog , Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today announced it has been named a Leader in the Gartner Magic Quadrant for Observability Platforms, 2024. This is the fourth consecutive year Gartner has positioned Datadog as a Leader in the Magic Quadrant.

Datadog Named a Leader in the 2024 Gartner® Magic Quadrant™ For Observability Platforms

Datadog (NASDAQ:DDOG ) The Oppenheimer Technology, Internet and Communications Conference March 14, 2024 2:05 PM ET Company Participants David Obstler - CFO Conference Call Participants Ittai Kidron - Oppenheimer Ittai Kidron All right. So good afternoon, everybody, and thanks for joining us today for this session.

Datadog (DDOG) Presents at The Oppenheimer Technology, Internet and Communications Conference Transcript

Hess

PG&E

Pfizer

Shopify

We have narrowed our search to five large-cap stocks that have lagged the market year to date. These are: DDOG, SHOP, PFE, HES, PCG.

Buy These 5 Year-to-Date Laggards With Solid Near-Term Upside

Datadog's (DDOG) second-quarter 2024 results benefit from strength in customer demand for offerings in modern observability, cloud security, software delivery and cloud service management.

Datadog (DDOG) Q2 Earnings Beat Estimates, Revenues Rise Y/Y

Datadog beat Q2 revenue and EPS estimates, showing strong spending patterns by enterprise customers and launching new AIOps and LLM Observability tools. Revenue growth stabilizing around 25-26%, with impressive CAGR in revenue growth since FY19, but GenAI adoption needs to increase for meaningful valuation revision. Strong margin expansion, adjusted operating income growth, and impressive growth rates projected, but valuation multiple may still be deemed rich by markets.

Datadog Q2 Earnings: Strong Margin Expansion Preparing The Stock For Liftoff

Datadog delivered its usual "beat and raise" quarter in Q2, to which the stock barely reacted. The company raised its growth outlook by one point to 23-24% y/y growth for FY24. Though Datadog's "Rule of 40" orientation merits a premium versus many software peers, its ~11x FY25 revenue multiple is too expensive to ignore.

Datadog: Difficult To Justify This Valuation

Datadog Inc. (NASDAQ:DDOG ) Q2 2024 Earnings Conference Call August 8, 2024 8:00 AM ET Company Participants Olivier Pomel - Chief Executive Officer David Obstler - Chief Financial Officer Yuka Broderick - Vice President, Investor Relations Conference Call Participants Sanjit Singh - Morgan Stanley Raimo Lenschow - Barclays Mark Murphy - JP Morgan Kash Rangan - Goldman Sachs Kirk Materne - Evercore ISI Fatima Boolani - Citi Matt Hedberg - RBC Jake Roberge - William Blair Koji Ikeda - Bank of America Yi Fu Lee - Cantor Fitzgerald Patrick Colville - Scotiabank Taz Koujalgi - Wedbush Securities Operator Good day and thank you for standing by. Welcome to the second quarter 2024 Datadog earnings conference call.

Datadog (DDOG) Q2 2024 Earnings Call Transcript

Datadog NASDAQ: DDOG is a leading provider of observability and security solutions for cloud applications. Datadog's earnings report for the second quarter of 2024 has once again impressed Datadog's analyst community by demonstrating the company's strong market position.

Datadog Exceeds Q2 Expectations, Solidifies Market Leadership

Datadog (NASDAQ: DDOG ) stock is heading higher on Thursday following the release of the cloud applications security platform company's earnings report for the second quarter of 2024. Datadog starts off its earnings report strong today with adjusted EPS of 43 cents.

DDOG Alert: What's Pushing Up the Datadog Stock Price Today?

Datadog Inc (NASDAQ:DDOG) is up 4.2% to trade at $112.55, after the company's better-than-expected second-quarter earnings and revenue.

Cloud Stock Climbs on Beat-and-Raise

Datadog Inc. (NASDAQ: DDOG), the leading monitoring and security platform for cloud applications, has reported impressive second-quarter earnings that exceed market expectations, prompting investors to reassess the stock's potential. On Thursday, Datadog announced a Non-GAAP EPS of $0.43 for Q2 2024, surpassing analysts' forecasts by $0.07.

Is Datadog stock a buy after impressive Q2 results? Strong earnings and growth prospects signal opportunity

Datadog (DDOG) came out with quarterly earnings of $0.43 per share, beating the Zacks Consensus Estimate of $0.35 per share. This compares to earnings of $0.36 per share a year ago.

Datadog (DDOG) Q2 Earnings and Revenues Surpass Estimates

Cloud monitoring firm Datadog raised its annual revenue and profit forecasts on Thursday, after beating second-quarter estimates on rising demand for artificial intelligence-powered cybersecurity services.

News for Datadog Stock (DDOG)