At the archive date, Datadog, Inc. was expected to release its Q3 2026 10-Q filing on November 2, 2026, before market open. Last quarter: Datadog delivered strong 36% revenue growth and a sharp improvement in profitability in Q2 FY2026, but its largest customer reducing usage and rising infrastructure costs pose challenges ahead.
EPS Estimate
$0.67
Revenue Estimate
$1.17B
Analyst consensus captured from Finnhub and Financial Modeling Prep. This archived preview is no longer updated with later results; see the DDOG page for retained reports.
Drawn from management commentary in the Q2 2026 10-Q:
Approximately 70% of the revenue increase came from existing customers, with new customers contributing the remaining 30%. However, management noted that the largest customer, part of an AI-native cohort that contributed high single-digit percentage points to growth, reduced usage starting Q3 FY2026.
As of June 30, 2026, Datadog had approximately 33,400 customers. Platform stickiness improved, with 85% of customers using 2+ products, 58% using 4+, and 13% using 10+, up across all metrics from a year earlier.
The trailing 12-month dollar-based net retention rate was in the low-120%'s, up from about 120% a year ago, indicating strong expansion within existing accounts, though the largest customer's usage reduction may pressure this metric in the future.
Revenue
$1.12B
+35.64% YoY
EPS (Diluted)
$0.12
+1100.00% YoY
Gross Margin
78.6%
-1.3 pts YoY
Operating Income
$5.46M
+115.37% YoY
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