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Datadog

Datadog (DDOG) Q4 2025 Earnings

Reported Feb 10, 2026 at 7:11 AM ET · SEC Source

Q4 25 EPS

$0.59

BEAT +6.33%

Est. $0.55

Q4 25 Revenue

$953.2M

BEAT +3.81%

Est. $918.2M

vs S&P Since Q4 25

+92.6%

BEATING MARKET

DDOG +100.5% vs S&P +7.9%

Full Year 2025 Results

FY 25 EPS

$2.05

BEAT +1.49%

Est. $2.02

FY 25 Revenue

$3.43B

BEAT +1.02%

Est. $3.39B

Market Reaction

Did DDOG Beat Earnings? Q4 2025 Results

Datadog closed out fiscal 2025 with a strong fourth quarter, beating Wall Street expectations on both the top and bottom lines as robust enterprise demand drove accelerating growth. The cloud monitoring and analytics company reported Q4 revenue of $9… Read more Datadog closed out fiscal 2025 with a strong fourth quarter, beating Wall Street expectations on both the top and bottom lines as robust enterprise demand drove accelerating growth. The cloud monitoring and analytics company reported Q4 revenue of $953.19 million, up 29.2% year over year and ahead of the $918.67 million consensus estimate, while non-GAAP diluted EPS of $0.59 cleared the $0.55 analyst forecast by 7.27%. The most compelling driver behind the result was continued enterprise expansion, with customers generating $1 million or more in annual recurring revenue climbing 31% to 603, signaling deepening adoption of Datadog's observability platform. Non-GAAP operating income reached $230.07 million, representing a 24% margin, and full-year free cash flow of $914.72 million underscored the company's durable cash generation. Looking ahead, management guided fiscal 2026 revenue of $4.06 billion to $4.10 billion, implying roughly 18% to 20% growth, with non-GAAP EPS of $2.08 to $2.16, reflecting confidence in sustained demand even as broader software sector sentiment remains uneven.

Key Takeaways

  • • 29% year-over-year Q4 revenue growth
  • • 31% growth in $1M+ ARR customers to 603
  • • 19% growth in $100K+ ARR customers to approximately 4,310
  • • Strong free cash flow generation of $291 million in Q4 and $915 million for FY 2025
  • • Non-GAAP operating margin of 24% in Q4
24/7 Wall St

DDOG YoY Financials

Q4 2025 vs Q4 2024, source: SEC Filings

“We are pleased with our strong execution in fiscal year 2025, with 28% year-over-year revenue growth, $1,050 million in operating cash flow, and $915 million in free cash flow. During 2025, we delivered over 400 new features and capabilities to help our customers as they migrate to the cloud and begin to deploy to production with next-gen AI.”

— Olivier Pomel, Q4 2025 Earnings Press Release

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