Company Dossier · Information Technology
Datadog Inc.
- S&P 500
- Nasdaq-100
- Russell 1000
What Datadog Inc. is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $3.97 billion, up 31% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: $1.18 billion, up 27% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2026: $0.05 billion, up 25% from a year earlier.SEC EDGAR filings (XBRL)
- Latest earnings call or results release (August 6, 2026): sentiment 0.70 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.80 of 1.Palanor Discourse
- Guidance in the last 90 days: 3 outlook figures raised, 0 lowered, 0 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed February 18, 2026): 0 risk factors added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $295 million on the open market.SEC Form 4
- 1,285 institutional managers reported a position at June 30, 2026 (+227 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 49 (66 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →What Datadog Inc. is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Expanding · Confident
Expanding ↔ Retrenching
Expanding
- Capital spending44th pct
- Debt raised—
- Buybacks vs capex—
- Hiring filings62nd pct
- Deals and private raises48th pct
- Patent publications98th pct
Confident ↔ Hedging
Confident
- Call sentiment48th pct
- Call confidence50th pct
- Guidance changes80th pct
- Risk factors added80th pct
- Insider open-market trades45th pct
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver12th pct
- Stress filings49th pct
Credit
How these are built →No bond term sheets or tagged debt on file for Datadog Inc. yet.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name Datadog Inc., with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- PositiveBernstein Upgrades Datadog (DDOG) on AI Demand, Shares Rise 4% Pre-Market
gurufocus.com · via Marketaux · Oct 20, 2026
- PositiveDatadog receives upgrade to Outperform on AI-driven demand: Bernstein
seekingalpha.com · via Marketaux · Oct 19, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Sep 1, 2026Patent
- Jun 30, 2026Patent
- Jun 16, 20268-KShareholder vote resultsItem 5.07
- Jun 9, 2026Patent
- Apr 22, 20268-KShareholder vote resultsItem 5.07
- Mar 2, 20268-KDirector or officer changeItem 5.02
- Feb 18, 202610-KAnnual report (10-K)0 risk factors added, 0 removed
- Sep 11, 20258-KDirector or officer changeItem 5.02
- Jun 18, 2025Trademark
- Jun 5, 20258-KShareholder vote resultsItem 5.07
- May 13, 2025Patent
- Apr 24, 2025Trademark
- Feb 20, 202510-KAnnual report (10-K)1 risk factors added, 2 removed
- Dec 23, 20248-KDirector or officer changeItem 5.02
- Dec 12, 20248-KMaterial agreement signedItem 1.01
- Dec 12, 20248-KMaterial agreement terminatedItem 1.02
- Oct 8, 2024Patent
- Feb 23, 202410-KAnnual report (10-K)2 risk factors added, 1 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Zoom Communications ZM | $5.0B | $1.9B | Jul 31, 2026 |
| CrowdStrike CRWD | $5.4B | $1.6B | Jul 31, 2026 |
| Snowflake Inc. SNOW | $5.4B | $1.2B | Jul 31, 2026 |
| MongoDB Inc. MDB | $2.8B | $0.7B | Jul 31, 2026 |
| Cloudflare Inc. NET | $2.5B | $0.3B | Jun 30, 2026 |
| Workday Inc. WDAY | $10.2B | $2.8B | Jul 31, 2026 |
| Palo Alto Networks PANW | $11.5B | $4.1B | Jul 31, 2026 |
| ServiceNow Inc. NOW | $14.7B | $4.6B | Jun 30, 2026 |