DDOG

EX-99.1

2 ex-991x20260930x8k.htm

EX-99.1

Document

Exhibit 99.1

Datadog Announces Third Quarter 2026 Financial Results

November 4, 2026

Third quarter revenue grew 35% year-over-year to $1.20 billion

Robust growth of larger customers, with about 4,860 $100k+ ARR customers, up from about 4,060 a year ago

Launched Scout 1.0, Datadog's first specialized model, now powering Bits Investigation

NEW YORK-- Datadog, Inc. (NASDAQ:DDOG), the leading AI-powered observability and security platform, today announced financial results for its third quarter ended September 30, 2026.

"Datadog delivered a strong third quarter, with 35% year-over-year revenue growth, $290 million in operating cash flow, and $251 million in free cash flow," said Olivier Pomel, co-founder and CEO of Datadog. "We are seeing strong adoption across our platform as customers scale their digital operations and use of AI."

Pomel added, "We are innovating rapidly, including developing specialized AI models through our AI Research team, to help customers manage growing complexity and move towards autonomous operations."

Third Quarter 2026 Financial Highlights:

•Revenue was $1.20 billion, an increase of 35% year-over-year.

•GAAP operating income was $75 million; GAAP operating margin was 6%.

•Non-GAAP operating income was $334 million; non-GAAP operating margin was 28%.

•GAAP net income per diluted share was $0.32; non-GAAP net income per diluted share was $0.81.

•Operating cash flow was $290 million, with free cash flow of $251 million.

•Cash, cash equivalents, and marketable securities were $5.2 billion as of September 30, 2026.

Third Quarter & Recent Business Highlights:

•As of September 30, 2026, we had about 4,860 customers with ARR of $100,000 or more, an increase of 20% from about 4,060 as of September 30, 2025.

•Earned a Leader designation in the 2026 Forrester Wave for AIOps Platforms, for the second consecutive year. Datadog received the highest scores possible in eleven criteria including Innovation, Roadmap, and AI Governance.

•Introduced Scout 1.0, Datadog AI Research team's first specialized model for investigating production issues. Scout (in Preview) now powers Bits Investigation and achieves frontier-model performance at a fraction of the inference cost—enabling more frequent, earlier investigations that reduce on-call burden and accelerate incident response.

•Recognized as the "Company to Beat" for observability platforms in Gartner’s 2026 AI Vendor Race report, which assessed competitive positioning and market influence across the observability landscape.

Fourth Quarter and Full Year 2026 Outlook:

Based on information as of today, November 4, 2026, Datadog is providing the following guidance:

•Fourth Quarter 2026 Outlook:

◦Revenue between $1.19 billion and $1.20 billion.

◦Non-GAAP operating income between $280 million and $290 million.

◦Non-GAAP net income per share between $0.69 and $0.71, assuming approximately 379 million weighted average diluted shares outstanding.

•Full Year 2026 Outlook:

◦Revenue between $4.515 billion and $4.525 billion.

◦Non-GAAP operating income between $1.095 billion and $1.105 billion.

◦Non-GAAP net income per share between $2.73 and $2.75, assuming approximately 375 million weighted average diluted shares outstanding.

Datadog has not reconciled its expectations as to non-GAAP operating income, or as to non-GAAP net income per share, to their most directly comparable GAAP measure as a result of uncertainty regarding, and the potential variability of, reconciling items such as stock-based compensation and employer payroll taxes on equity incentive plans. Accordingly, reconciliation is not available without unreasonable effort, although it is important to note that these factors could be material to Datadog’s results computed in accordance with GAAP.

Conference Call Details:

•What: Datadog financial results for the third quarter of 2026 and outlook for the fourth quarter and the full year 2026

•When: November 4, 2026 at 8:00 A.M. Eastern Time (5:00 A.M. Pacific Time)

•Dial in: To access the call in the U.S., please register here. Callers are encouraged to dial into the call 10 to 15 minutes prior to the start to prevent any delay in joining.

•Webcast: https://investors.datadoghq.com (live and replay)

•Replay: A replay of the call will be archived on the investor relations website

About Datadog

Datadog is the leading observability and security platform for the AI era, providing businesses with unified visibility across the technology stack to manage complexity at scale. It brings applications, infrastructure, data, models, and security into one place, using AI to detect and resolve issues before they impact customers. Trusted globally by Fortune 500 companies and high-growth AI leaders, Datadog enables businesses to move faster with clarity and confidence.

Forward-Looking Statements

This press release and the earnings call referencing this press release contain “forward

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