DDOG
Updated: 24/09/2026, 18:59:18
Datadog, Inc. offers a comprehensive cloud-based monitoring and analytics solution, serving the needs of developers, IT operations personnel, and business stakeholders across North America and internationally. This Software-as-a-Service (SaaS) offering skillfully combines and automates several crucial functions, including infrastructure oversight, application performance tracking, log management, and security surveillance, all designed to deliver live, end-to-end visibility into its customers' technology environments. Additionally, the platform extends its capabilities to include user experience monitoring, network performance analytics, robust cloud security measures, specialized observability tools for developers, and efficient incident response management. It also comes equipped with standard features like configurable dashboards, sophisticated analytical tools, collaborative features, and proactive alert systems. The company was founded in 2010 and is based in New York, New York.
No summaries found.
Reported and calculated KPIs plus operational exposure disclosed in the FY 2025 filing.
Revenue
$3.4B
FY 2025 · Reported
Net income
$0.1B
FY 2025 · Reported
Gross margin
80.0%
FY 2025 · Calculated
Free cash flow
$1.0B
FY 2025 · Calculated
R&D intensity
45.2%
FY 2025 · Calculated
Share repurchases
N/A
FY — · Reported
Other offerings mentioned without separate sales
Area-level product sales are displayed only when the filing reports a product × geography breakdown. Regional totals are not allocated across products by estimation.
Map layer
Pins show disclosed operations. The heatmap colors the filing’s reported geographies; regional figures shade the region and are not estimates for each country.
Amsterdam manufacturing network
Amsterdam · Manufacturing Partner Country
resence internationally, including in Amsterdam, Dublin, London, Paris, Seoul, Singapore, Sydney, and Tokyo.
Amsterdam
Amsterdam manufacturing network
resence internationally, including in Amsterdam, Dublin, London, Paris, Seoul, Singapore, Sydney, and Tokyo.
Dublin
Dublin manufacturing network
resence internationally, including in Amsterdam, Dublin, London, Paris, Seoul, Singapore, Sydney, and Tokyo.
London
London manufacturing network
resence internationally, including in Amsterdam, Dublin, London, Paris, Seoul, Singapore, Sydney, and Tokyo.
Paris
Paris manufacturing network
resence internationally, including in Amsterdam, Dublin, London, Paris, Seoul, Singapore, Sydney, and Tokyo.
Seoul
Seoul manufacturing network
resence internationally, including in Amsterdam, Dublin, London, Paris, Seoul, Singapore, Sydney, and Tokyo.
Singapore
Singapore manufacturing network
resence internationally, including in Amsterdam, Dublin, London, Paris, Seoul, Singapore, Sydney, and Tokyo.
Sydney
Sydney manufacturing network
resence internationally, including in Amsterdam, Dublin, London, Paris, Seoul, Singapore, Sydney, and Tokyo.
Tokyo
Tokyo manufacturing network
resence internationally, including in Amsterdam, Dublin, London, Paris, Seoul, Singapore, Sydney, and Tokyo.
Only locations and quantities explicitly supported by the filing are displayed. A country-level manufacturing percentage or product allocation is shown only when the source discloses it; materiality scores are never presented as production shares.
AI-powered observability and security SaaS platform
AI-powered observability and security platform for cloud applications; subscription SaaS revenue; land-and-expand business model
“Datadog is the AI-powered observability and security platform for cloud applications.”
Company overview
Datadog provides an observability and security platform to cloud customers on a subscription basis
“Our business depends on our existing customers purchasing additional subscriptions and products from us and renewing their subscriptions.”
Enterprise customer focus via field sales
Field sales team targets enterprise customers with long, variable sales cycles
“We have a field sales team that targets enterprise customers.”
Government and highly regulated industry customers
Sales to government agencies and financial services/telecom/healthcare customers carry budget-cycle and contract risks
“A portion of our sales are to U.S. federal, state, and local, as well as foreign, governmental agency customers, as well as to customers in highly regulated industries such as financial services, telecommunications and healthcare.”
Product families
Over 20 products including infrastructure monitoring, APM, log management, user experience monitoring, cloud security, and service management
“Our SaaS platform integrates and automates infrastructure monitoring, application performance monitoring, log management, user experience monitoring, cloud security, service management”
Revenue history
Revenue: FY2025 $3,427.2M; FY2024 $2,684.3M; FY2023 $2,128.4M
“Our revenue was $3,427.2 million, $2,684.3 million and $2,128.4 million for the years ended December 31, 2025, 2024 and 2023, respectively.”
Revenue outside North America
~29% of total revenue from regions outside North America in FY2025 and FY2024 (by customer billing address)
“Revenue, as determined based on the billing address of our customers, from regions outside of North America was approximately 29% of our total revenue for each of the years ended December 31, 2025 and 2024.”
FX exposure via USD-denominated revenue and foreign-currency expenses
Revenue USD-denominated (USD strength risk to demand); growing foreign-currency operating expenses subject to FX fluctuations
“a strengthening of the U.S. dollar could increase the real cost of our products and platform capabilities to our customers outside of the United States”
International workforce concentration
~44% of full-time employees outside the US; 34% of those in France (as of Dec 31, 2025)
“approximately 44% of our full-time employees were located outside of the United States, 34% of whom were located in France”
Cloud-provider marketplace pricing affects results
Cloud-provider marketplace subscriptions and third-party cloud capacity investments affect results
“the pricing of subscriptions from customers in our cloud-provider marketplaces”
International expansion (EMEA and APAC)
Significant investments to expand in EMEA and APAC; sales presence in Amsterdam, Dublin, London, Paris, Seoul, Singapore, Sydney, Tokyo
“we have made and plan to continue to make significant investments to expand geographically, particularly in EMEA and APAC”
Growth levers identified by management
Growth levers: pricing, platform expansion, renewals, support, international markets, acquisitions, brand
“expand the functionality and use cases for the products we offer on our platform; •maintain and expand the rates at which customers purchase and renew subscriptions”
Inflation increases personnel costs
Inflation raises costs including personnel costs
“Increased inflation rates can adversely affect us by increasing our costs, including personnel costs.”
0.00% Convertible Senior Notes due 2029
0.00% Convertible Senior Notes due 2029; conversion in shares could dilute stockholders
“our conversion obligation under our 0.00% Convertible Senior Notes due 2029, or the 2029 Notes”
Potential need for additional capital
May require additional capital via equity/debt; debt holders would have senior claims on assets
“If we incur additional debt, the debt holders would have rights senior to holders of common stock to make claims on our assets”
Expectation of declining revenue growth rate
Expects revenue growth rate to decline in the future as the business matures
“Even if our revenue continues to increase, we expect that our revenue growth rate will decline in the future as a result of a variety of factors, including the maturation of our business.”
Macroeconomic uncertainty may slow IT spending
Macro uncertainty (tariffs, inflation/interest rates, Ukraine and Middle East conflicts) may slow IT spending; subscription model delays effect into future periods
“Historically, during periods of economic uncertainty and downturns, businesses may slow spending on information technology, which may impact our business”
US state privacy laws (CCPA/CPRA and others)
CCPA/CPRA and proliferating state privacy/breach-notification laws raise compliance cost and liability
“the amendments to the CCPA made by the California Privacy Rights Act, or the CPRA, went into effect on January 1, 2023”
EU data residency requirements
EEA data center used for EU customer data; additional data-residency investments possible
“we utilize a data center in the EEA to maintain certain customer data (which may include personal information) originating from the EEA”
Anti-corruption and anti-money laundering laws
FCPA, UK Bribery Act, and AML compliance risk increasing with international/public-sector sales
“We are subject to the U.S. Foreign Corrupt Practices Act, or FCPA, U.S. domestic bribery laws, the UK Bribery Act, and other anti-corruption and anti-money laundering laws”
History of operating losses
Prior to FY2023, net losses each year since inception, including $(50.2)M in FY2022
“Prior to the year ended December 31, 2023, we incurred net losses in each fiscal year since our inception, including a net loss of $(50.2) million in the year ended December 31, 2022.”
International expansion risks
International operations subject to trade policy changes, European privacy/labor regulation, FX, geopolitical conflicts (Ukraine, Middle East), FCPA/UK Bribery Act exposure, and transfer pricing tax challenges
“political instability, terrorist activities and military conflict, including the war in Ukraine and conflicts in the Middle East”
Key personnel dependency
Dependent on co-founders Pomel and Lê-Quôc and CFO Obstler; intense competition for SaaS/AI engineering talent
“particularly Olivier Pomel, our co-founder and Chief Executive Officer, Alexis Lê-Quôc, our co-founder and Chief Technology Officer, and David Obstler, our Chief Financial Officer”
Free tier and free trials as growth strategy
Free tier/trial conversion strategy may not drive paid subscriptions
“we offer free trials and a free tier of our platform. These strategies may not be successful in leading customers to purchase our products”
Macroeconomic and geopolitical volatility exposure
Exposure to Ukraine war, Middle East conflicts, trade wars/tariffs, inflation, and financing market volatility
“including those impacted by the war in Ukraine and conflicts in the Middle East”
Cybersecurity and platform reliability risk
Cyber-attacks or security breaches, or platform interruptions, could reduce demand and create liabilities
“If we or our third-party service providers experience, or are unable to protect against cyber-attacks, ransomware, security incidents, or security breaches”
Customer renewal and expansion dependency
Renewal/expansion influenced by customer usage, satisfaction, pricing, competition, M&A and IT spend
“mergers and acquisitions affecting our customer base, consolidation of affiliates’ multiple paid business accounts into a single paid business account, or reductions in our customers’ spending on IT solutions”
Macroeconomic and IT spending risk
Trade policy uncertainty, tariffs, inflation, elevated interest rates, and Ukraine/Middle East conflicts could dampen customer IT spending
“changes in trade policies, such as trade wars, tariffs or other trade restrictions or the threat of such actions, financial and credit market fluctuations, fluctuating inflation and interest rates”
Results fluctuation factors
Enumerated factors causing quarterly results fluctuations
“seasonality driven by industry conferences”
Dual-class voting control risk
Class B holders, including executives and directors, hold concentrated voting control limiting Class A influence
“The dual class structure of our common stock has the effect of concentrating voting control with holders of our Class B common stock”
Brand and culture maintenance risk
Brand recognition and company culture preservation are competitive necessities
“We believe that maintaining and enhancing the Datadog brand is important to support the marketing and sale of our existing and future products”
Limited operating history and forecasting risk
Limited operating history at current scale limits forecast accuracy
“As a result of our limited operating history at our current scale and the introduction of several new products in recent years, our ability to accurately forecast our future results of operations is limited”
Competitive pressure from larger rivals
Competitors are often larger with greater resources and may cut prices to win Datadog customers
“Our competitors, many of which are larger and have greater financial resources than we do, may respond to challenging market conditions by lowering prices”
Data privacy and security regulation risk
Subject to stringent and changing data privacy and security laws and regulations; non-compliance could harm business
“We and our third-party service providers are subject to stringent and changing laws, regulations standards, and contractual obligations related to data privacy and security.”
Privacy litigation and mass arbitration exposure
Privacy class claims and mass arbitration demands with per-violation statutory damages
“plaintiffs have become increasingly more active in bringing privacy-related claims against companies, including class claims and mass arbitration demands”
Substantially all revenue from subscription software sales to ~32,700 customers using the cloud-based platform.
“Substantially all of our revenue is from subscription software sales.”
Growth tied to customers expanding workloads in public and private cloud and pace of cloud migration; international slower adoption of cloud/hybrid IT is a risk.
“We grow with our customers as they expand their workloads in the public and private cloud.”
Future results depend on existing customers renewing and expanding subscriptions; no renewal obligation creates churn risk.
“Whether our customers renew or expand their subscriptions with us may be impacted by a number of factors, including business strength or weakness of our customers, customer usage, customer satisfaction”
Q4-concentrated enterprise procurement cycles drive bookings seasonality; enterprise deals have long sales cycles and substantial upfront sales costs.
“We believe that this results from the procurement, budgeting, and deployment cycles of many of our customers, particularly our enterprise customers.”
Unfavorable industry or global economy conditions and reduced IT spending limit Datadog's growth.
“Unfavorable conditions in our industry or the global economy, or reductions in information technology spending, could limit our ability to grow our business and negatively affect our results of operations.”
Timing and amount of investments to expand capacity of third-party cloud infrastructure providers is a disclosed fluctuation factor in results.
“timing and amount of our investments to expand the capacity of our third-party cloud infrastructure providers”
Elevated interest rates may cause companies to moderate IT spending, reducing demand for Datadog's platform.
“interest rates remain elevated, which may dampen economic growth and cause companies to moderate spending on information technology”
Trade policy uncertainty and tariffs may reduce customer spending and demand for Datadog products.
“there is currently significant uncertainty about trade policies, treaties, tariffs and taxes”
USD-denominated contracts mean USD strengthening raises real cost to international customers; foreign-currency operating expenses create expense-side FX risk.
“Our sales contracts are denominated in U.S. dollars, and therefore, our revenue is not directly subject to foreign currency risk.”
Pricing of subscriptions sold through cloud-provider marketplaces is a disclosed driver of results of operations.
“the pricing of subscriptions from customers in our cloud-provider marketplaces”
Evolving US state privacy laws increase compliance costs, potential liability, and could force changes to business practices and products.
“we could be required to fundamentally change our business activities and practices or modify our products and platform capabilities”
Growth depends in part on introducing products to new markets outside the United States, implying concentration of current business in the US and exposure to US economic conditions.
“continue to introduce our products to new markets outside of the United States”
Stringent and changing data privacy/security regulations apply to Datadog and its third-party providers; non-compliance could harm the business.
“We and our third-party service providers are subject to stringent and changing laws, regulations standards, and contractual obligations related to data privacy and security.”
EEA data localization requirements may require additional systems and processes at substantial expense for European/multi-national customers.
“we may find it necessary to establish additional systems and processes to maintain such data in the EEA, which may involve substantial expense”
War in Ukraine and Middle East conflicts cited among drivers of economic uncertainty that may slow customer IT spending.
“the conflicts in Ukraine and the Middle East have led to economic uncertainty”
The Ukraine war and related sanctions could exacerbate adverse economic conditions in affected regions.
“The war in Ukraine, conflicts in the Middle East and related political and economic responses such as sanctions imposed on Russia, may also exacerbate these issues and trends”
More stringent privacy and data security regulation, particularly in Europe and the UK, is a disclosed international risk.
“more stringent regulations relating to privacy and data security and the unauthorized use of, or access to, commercial and personal information, particularly in Europe and the United Kingdom”
34% of the ~44% of employees located outside the US are in France; European labor laws generally more advantageous to employees raise cost/regulatory exposure.
“34% of whom were located in France”
Expanding international operations create transfer pricing challenge risk that could produce one-time tax charges, higher effective tax rates, and reduced cash flows.
“we could be required to pay additional taxes, interest, and penalties, which could result in one-time tax charges, higher effective tax rates, reduced cash flows”
Inflation increases company costs, including personnel costs, and is listed among factors affecting results of operations.
“Increased inflation rates can adversely affect us by increasing our costs, including personnel costs.”
Anti-corruption and AML compliance risk rises as international sales and public-sector sales increase; violations carry criminal/civil penalties.
“As we increase our international sales and business, our risks under these laws may increase.”
Trade wars, tariffs, and trade restrictions cited as macro events creating economic uncertainty that may slow IT spending and affect international operations.
“changes in trade policies, such as trade wars, tariffs or other trade restrictions or the threat of such actions”
Trade policies such as trade wars and tariffs are disclosed as factors affecting results of operations.
“the effects of trade policies, such as trade wars, tariffs or other trade restrictions or the threat of such actions”
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