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

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

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.

NEW YORK, Dec. 9, 2021 /PRNewswire/ --  Datadog , Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today announced the launch of Sensitive Data Scanner. When configured for a customer's environment, this new service provides customers with an easy solution to detect, classify and protect sensitive data found in their application logs, helping them comply with regulatory requirements (such as GDPR, HIPAA, CCPA), industry standards and business policies.

Datadog Launches Service to Protect Sensitive Data and Assist with Compliance Requirements

Shares of software companies, including Datadog Inc  (NASDAQ:DDOG), are trading higher in sympathy with PagerDuty Inc (NASDAQ:PD) which gained following a strong third-quarter earnings report. PagerDuty reported quarterly losses of 7 cents per share which beat the analyst consensus estimate of a loss of 9 cents per share.

Why Datadog Shares Are Rising

DDOG lost 25% of its value very swiftly in recent weeks. That, I believe, has presented an outstanding opportunity to own a market leader at a lower price.

Buy Datadog Before It Makes New Highs

Datadog, Inc. (DDOG) Management Presents at Barclays Global Technology, Media and Telecommunications Conference (Transcript)

Datadog has been growing rapidly with its unified cloud observability platform. It plays a highly critical monitoring role for its customers' cloud workloads. However, Datadog stock also trades with a significant growth premium. Therefore, it requires management to continue executing with excellence.

Datadog's Unified Platform For Observability Is Well-Primed For Robust Growth Ahead

Investors are reacquiring their taste for risk.

Why High-Growth Tech Stocks Like Datadog Rose Today

These two stocks still have lots of room ahead of them, despite past success.

Could These 2 Unbeatable Stocks Help You Retire Early?

NEW YORK, Nov. 30, 2021 /PRNewswire/ --  Datadog , Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, announced today that it has achieved the AWS Graviton Ready designation, part of the Amazon Web Services (AWS) Service Ready Program. This designation recognizes that Datadog has demonstrated successful integration with AWS Graviton.

Datadog Achieves AWS Graviton Ready Designation

Datadog, Inc. (DDOG) Presents at Credit Suisse 25th Annual Technology Conference (Transcript)

NEW YORK, Nov. 29, 2021 /PRNewswire/ --  Datadog , Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, announced today that it has achieved Amazon Web Services (AWS) Migration & Modernization Competency status for AWS Partners . This designation recognizes that Datadog has demonstrated technical proficiency and proven customer success automating and accelerating customer application migration and modernization journeys.

Datadog Achieves AWS Migration & Modernization Competency Status

The shares of Datadog Inc (NASDAQ: DDOG) have received a price target of $235 from RBC Capital. These are the details.

Datadog (DDOG) Stock: $235 Price Target From RBC Capital

Asana

Dropbox

monday.com

Cloudflare

Okta

SentinelOne

Zoom Video

Is slower growth decay and higher gross margins causing the rich valuations seen among software stocks today?

Are Software Stocks In A Bubble Or A New Paradigm?

GlobalFoundries

NVIDIA

PayPal

Could these tech stocks be good buys this Thanksgiving week?

Most Active Stocks Today? 4 Tech Stocks To Know

Lemonade

Roku

You'll want to get in on this trio that's making waves in their respective industries.

3 Disruptive Tech Stocks That Can Supercharge Your Portfolio

NEW YORK, Nov. 18, 2021 /PRNewswire/ -- Datadog, Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, today announced its integration with Confluent, the platform to set data in motion. Users running Confluent Cloud at any scale, from a proof of concept to mission-critical applications, can now use Datadog to monitor their Confluent Cloud resources alongside the rest of their technology stack.

Datadog Announces Real-Time Monitoring for Confluent Cloud

The future looks bright for this tech company.

Why Datadog Stock Is Still a Smart Buy

The shares of Datadog Inc (NASDAQ: DDOG) have received a price target of $230 from Loop Capital. These are the details.

Datadog (DDOG) Stock: $230 Price Target From Loop Capital

This high-flier is at all-time highs after its third quarter, but this company is just getting started.

Is It Too Late to Buy Datadog?

Datadog Inc (NASDAQ: DDOG) is trading higher after multiple analysts maintained bullish ratings on the stock and raised their price targets. The company last week reported better-than-expected third-quarter financial results.

Why Datadog Shares Are Rising Today

Bill.com

CrowdStrike

MongoDB

Shopify

Snowflake

Atlassian

Zscaler

In the analysis below, we give a brief overview of our universe of cloud stocks and discuss key metrics that investors should be aware of heading into Q3 earnings. Looking forward, Bill.com (BILL) and Snowflake are expected to be the fastest-growing cloud stocks in our universe.

Cloud Q3 2021 Earnings Overview

On Friday, Datadog Inc. (NASDAQ:DDOG) shares spiked 8.2% after announcing its most recent quarterly results. The company reported its fiscal third-quarter revenue and earnings Thursday after markets closed, beating the consensus for Street expectations.

Is it time to buy Datadog stock as shares spike after solid Q3 results?

The cloud monitoring and security platform delivered blockbuster earnings.

Why Datadog Stock Ran to a New All-Time High on Friday

Datadog's (DDOG) third-quarter 2021 results reflect new customer additions and increased adoption of its cloud-based monitoring and analytics platform.

Datadog (DDOG) Q3 Earnings Top Estimates, Revenues Rise Y/Y

Datadog Inc (NASDAQ: DDOG) is trading higher Friday after the company announced better-than-expected third-quarter financial results and issued guidance above estimates.  Datadog reported quarterly adjusted earnings of 13 cents per share, which beat the estimate of 6 cents per share.

Why Datadog Shares Are Making New All-Time Highs Today

Datadog Inc (NASDAQ: DDOG) reported third-quarter FY21 revenue growth of 75% year-on-year to $270.5 million, beating the consensus of $247.7 million. As of September 30, 2021, Datadog had 1,800 customers with an ARR of $100,000 or more, an increase of 66% Y/Y.

News for Datadog Stock (DDOG)