Datadog 8-K
PositiveEarningsNew guidance
New AI products debut alongside the Adaptive ML acquisition to support AI research.
Filed 2026-08-06 07:07 ET
- 2.02 Results of Operations
- 9.01 Financial Statements and Exhibits
Summary
Q2 2026 results with Q3 and FY2026 guidance. Revenue grew 36% Y/Y, and customers with at least $100,000 in ARR rose 23% to about 4,720. Datadog launched new AI products and acquired Adaptive ML to support its AI research.
Key Figures
| Metric | Q2 2026 | Q2 2025 | Y/Y |
|---|---|---|---|
| Revenue | $1.12B | $827M | 35.7% |
| Operating income (GAAP) | $5.46M | $(35.5)M | n/m |
| Operating income (non-GAAP) | $257M | $164M | 56.6% |
| Net income (GAAP) | $44.6M | $2.65M | 1,580% |
| Net income (non-GAAP) | $240M | $164M | 46.8% |
| Diluted EPS (GAAP) | $0.12 | $0.01 | 1,100% |
| Diluted EPS (non-GAAP) | $0.65 | $0.46 | 41.3% |
| Operating cash flow | $316M | $200M | 57.9% |
| Free cash flow | $279M | $165M | 68.5% |
| Customers with $100,000+ ARR | ≈4,720 | ≈3,850 | 23% |
- Operating margin was 0% GAAP vs (4)% a year earlier, and 23% non-GAAP vs 20%.
- Cash, cash equivalents and marketable securities totaled $5.0B at quarter-end.
Guidance
The ranges set Datadog’s near-term benchmarks for growth and profitability.
| Metric | Period | Guidance | Prior | Direction |
|---|---|---|---|---|
| Revenue | Q3 2026 | $1.135B-$1.145B | — | — |
| Operating income (non-GAAP) | Q3 2026 | $260M-$270M | — | — |
| Diluted EPS (non-GAAP; ≈378M weighted average diluted shares) | Q3 2026 | $0.63-$0.65 | — | — |
| Revenue | FY2026 | $4.45B-$4.47B | — | — |
| Operating income (non-GAAP) | FY2026 | $1.01B-$1.03B | — | — |
| Diluted EPS (non-GAAP; ≈376M weighted average diluted shares) | FY2026 | $2.50-$2.54 | — | — |
Investor Takeaways
- Watch Q3 results against the guided ranges and whether growth in $100,000+ ARR customers continues.
The summary is written by an AI model reading the filing.
Model 005 · prompt 01d34d48e3