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Q3 25 EPS
$0.55
BEAT +20.38%
Est. $0.46
Q3 25 Revenue
$885.7M
BEAT +3.92%
Est. $852.3M
vs S&P Since Q3 25
+29.5%
BEATING MARKET
DDOG +40.9% vs S&P +11.4%
Market Reaction
Did DDOG Beat Earnings? Q3 2025 Results
Datadog delivered a strong third quarter, beating Wall Street expectations on both the top and bottom lines as the cloud monitoring platform sustained its momentum heading into year-end. The company posted revenue of $885.65 million, up 28.4% year ov… Read more Datadog delivered a strong third quarter, beating Wall Street expectations on both the top and bottom lines as the cloud monitoring platform sustained its momentum heading into year-end. The company posted revenue of $885.65 million, up 28.4% year over year and ahead of the $852.27 million consensus estimate, while non-GAAP earnings of $0.55 per diluted share cleared the $0.46 analyst forecast by 20.38%. The key driver behind the profit beat was robust non-GAAP operating income of $207.36 million, though heavier investment in research and development, which climbed to $401.98 million from $291.80 million a year ago, pressured GAAP results and produced a slim operating loss of $5.81 million. Customer expansion reinforced the demand story, with clients generating $100,000 or more in annual recurring revenue growing 16% to approximately 4,060. Insider share sales by executives in recent weeks drew some attention, though the company's forward guidance remains constructive, with Q4 revenue expected between $912 million and $916 million and full-year 2025 non-GAAP EPS projected at $2.00 to $2.02.
Key Takeaways
- • 28% year-over-year revenue growth
- • Growth of larger customers — about 4,060 $100K+ ARR customers, up 16% year-over-year
- • Strong operating cash flow of $251 million and free cash flow of $214 million
- • Non-GAAP operating margin of 23%
DDOG YoY Financials
Q3 2025 vs Q3 2024, source: SEC Filings
“Datadog had a strong third quarter, with 28% year-over-year revenue growth, $251 million in operating cash flow, and $214 million in free cash flow.”
— Olivier Pomel, Q3 2025 Earnings Press Release
DDOG Earnings Trends
DDOG vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
DDOG EPS Trend
Earnings per share: estimate vs actual
DDOG Revenue Trend
Quarterly revenue: estimate vs actual
DDOG Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $0.51 | $0.60 | +18.25% | $1.01B | +4.84% |
| Q4 25 BEAT FY | $0.55 | $0.59 | +6.33% | $953.2M | +3.81% |
| FY Full Year | $2.02 | $2.05 | +1.49% | $3.43B | +1.02% |
| Q3 25 BEAT | $0.46 | $0.55 | +20.38% | $885.7M | +3.92% |
| Q2 25 BEAT | $0.41 | $0.46 | +12.83% | $826.8M | +4.53% |
| Q1 25 BEAT | $0.42 | $0.46 | +8.44% | $761.6M | +2.71% |