Q1 26 EPS
$0.60
BEAT +18.25%
Est. $0.51
Q1 26 Revenue
$1.01B
BEAT +4.84%
Est. $959.9M
vs S&P Since Q1 26
+60.0%
BEATING MARKET
DDOG +65.6% vs S&P +5.6%
Market Reaction
Did DDOG Beat Earnings? Q1 2026 Results
Datadog delivered a standout first quarter for fiscal 2026, extending its beat streak to four consecutive quarters as non-GAAP diluted EPS of $0.60 cleared the $0.51 consensus estimate by 17.65%, while revenue of $1.01 billion grew 32.1% year over ye… Read more Datadog delivered a standout first quarter for fiscal 2026, extending its beat streak to four consecutive quarters as non-GAAP diluted EPS of $0.60 cleared the $0.51 consensus estimate by 17.65%, while revenue of $1.01 billion grew 32.1% year over year. The results silenced concerns heading into the print about whether the cloud monitoring leader could sustain momentum, with customer expansion serving as a primary engine: approximately 4,550 customers now generate $100K or more in annual recurring revenue, up 21% from roughly 3,770 a year ago. The company also swung to GAAP operating profitability with $7.33 million in operating income, compared to a loss of $12.42 million in the prior-year period, while free cash flow reached $289.09 million. Looking ahead, Datadog guided Q2 revenue of $1.07 billion to $1.08 billion and raised its full-year 2026 revenue outlook to $4.30 billion to $4.34 billion, with non-GAAP EPS expected between $2.36 and $2.44.
Key Takeaways
- • 32% year-over-year revenue growth driven by robust customer expansion
- • 21% growth in $100K+ ARR customers to approximately 4,550
- • Strong operating cash flow of $335 million and free cash flow of $289 million
- • Helping customers deploy modern, cloud-based, AI-enabled solutions
DDOG YoY Financials
Q1 2026 vs Q1 2025, source: SEC Filings
“Datadog executed to a strong quarter, with 32% year-over-year revenue growth, $335 million in operating cash flow, and $289 million in free cash flow. We are helping customers of all sizes and industries deploy modern, cloud-based, AI-enabled solutions.”
— Olivier Pomel, Q1 2026 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
6 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q2 26 BEAT | $0.58 | $0.65 | +11.45% | $1.12B | +4.00% |
| 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% |