Datadog Inc

Latest Results (20.10.2025):

Datadog Inc reported its financial results for the second quarter of 2025, showcasing a robust 28% year-over-year revenue growth to $827 million. The company continues to expand its customer base and product offerings, reinforcing its position in the observability and security platforms market.

Revenue Growth

In the second quarter of 2025, Datadog Inc achieved total revenue of $827 million, marking a 28% increase compared to the same period last year. This growth highlights the company's strong market demand and successful sales strategies.

Operating Performance

The company reported a GAAP operating loss of $36 million with a GAAP operating margin of (4)%. On a non-GAAP basis, Datadog achieved an operating income of $164 million and a non-GAAP operating margin of 20%, reflecting effective cost management and operational efficiency.

Net Income and Earnings Per Share

Datadog Inc reported a GAAP net income per diluted share of $0.01, while the non-GAAP net income per diluted share was $0.46. These figures demonstrate the company's ability to generate profitability on a non-GAAP basis.

Cash Flow and Liquidity

The company generated an operating cash flow of $200 million and a free cash flow of $165 million during the second quarter. As of June 30, 2025, Datadog maintained a strong liquidity position with $3.9 billion in cash, cash equivalents, and marketable securities.

Customer Growth

Datadog increased its number of customers with an Annual Recurring Revenue (ARR) of $100,000 or more to approximately 3,850, up from 3,390 a year ago. This 14% growth underscores the company's expanding footprint among larger enterprises.

Product Innovations

At DASH 2025, Datadog unveiled over 125 new products, capabilities, and features aimed at enhancing observability, security, and actionability within complex cloud and AI environments. Notable introductions include three new AI agents and advanced log management solutions.

Accolades and Market Recognition

Datadog was named a Leader in the Gartner Magic Quadrant for Observability Platforms for the fifth consecutive year. Additionally, the company joined the S&P 500 Index and was featured on the Forbes Global 2000 and Forbes Global 2000 United States Lists for 2025.

Outlook for Third Quarter and Full Year 2025

Datadog forecasts revenue for the third quarter of 2025 to be between $847 million and $851 million, with non-GAAP operating income ranging from $176 million to $180 million. For the full year 2025, the company projects total revenue between $3.312 billion and $3.322 billion and a non-GAAP net income per share between $1.80 and $1.83.