Datadog (DDOG) Q2 2025

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025

Earnings

Datadog posted a notably strong second quarter, with revenue of $826.76 million rising 28.1% year over year and clearing the $790.90 million consensus estimate by 4.53%, while non-GAAP EPS of $0.46 beat the $0.41 analyst expectation by 12.83%. The pr… Read more Datadog posted a notably strong second quarter, with revenue of $826.76 million rising 28.1% year over year and clearing the $790.90 million consensus estimate by 4.53%, while non-GAAP EPS of $0.46 beat the $0.41 analyst expectation by 12.83%. The primary engine behind the beat was broad customer expansion, with roughly 3,850 customers now generating at least $100,000 in annual recurring revenue, a 14% increase from a year ago, underscoring deepening platform adoption across the enterprise. Free cash flow of $165.35 million, representing a 20% margin, added further evidence of underlying business health even as GAAP results reflected $180.46 million in stock-based compensation and elevated R&D investment of $387.48 million, up 41% year over year. Management raised its full-year 2025 revenue outlook to a range of $3.31 billion to $3.32 billion, with non-GAAP EPS guided between $1.80 and $1.83, while Q3 revenue is expected to land between $847 million and $851 million, signaling continued confidence in demand momentum heading into the second half.