Datadog (DDOG) official guidance
Datadog (DDOG) official earnings guidance and management outlook. Each figure management stated is shown with its revisions and the source quote.
See the full Filings Intelligence suiteDDOGDatadog, Inc.FY2026 · ends 2026-12-31
3 metrics3 maintainedearnings call · 2026-08-07 04:01:00 UTC
2026-08-07 04:01:00 UTC4% – 5%maintained
Finally, we expect CapEx and capitalized software together to be in the 4%-5% of revenue range in the fiscal 2026.
DDOG · transcript · Q2 FY2026
2026-08-07 04:00:00 UTCOpen source
2026-05-08 04:01:12 UTC4% – 5%maintained
We expect capital expenditures and capitalized software together to be 4%-5% of revenue in fiscal 2026.
DDOG · transcript · Q1 FY2026
2026-05-08 04:00:00 UTCOpen source
2026-02-11 05:01:06 UTC4% – 5%new
Finally, we expect capital expenditures and capitalized software together to be in the 4%-5% of revenue range in fiscal year 2026.
DDOG · transcript · Q4 FY2025
2026-02-11 05:00:00 UTCOpen source
2026-08-07 04:01:00 UTC$30M – $40Mmaintained
We expect cash taxes in 2026 to be about $30 million-$40 million.
DDOG · transcript · Q2 FY2026
2026-08-07 04:00:00 UTCOpen source
2026-05-08 04:01:12 UTC$30M – $40Mmaintained
We expect cash taxes for 2026 to be approximately $30 million-$40 million.
DDOG · transcript · Q1 FY2026
2026-05-08 04:00:00 UTCOpen source
2026-02-11 05:01:06 UTC$30M – $40Mnew
Next, we expect cash taxes in 2026 to be about $30 million-$40 million, and we continue to apply a 21% Non-GAAP tax rate for 2026 and beyond.
DDOG · transcript · Q4 FY2025
2026-02-11 05:00:00 UTCOpen source
2026-08-07 04:01:00 UTC376Mmaintained3.4% vs FY2025
Non-GAAP net income per share is expected to be in the range of $2.50-$2.54 per share, based on approximately 376 million average diluted shares outstanding.
DDOG · transcript · Q2 FY2026
2026-08-07 04:00:00 UTCOpen source
2026-08-06 11:08:12 UTC376Mraised +1.1%3.4% vs FY2025
Non-GAAP net income per share between $2.50 and $2.54, assuming approximately 376 million weighted average diluted shares outstanding.
DDOG · EX-99.1 · Q2 FY2026
2026-08-06 11:07:37 UTCOpen source
2026-05-08 04:01:12 UTC372Mmaintained2.3% vs FY2025
Non-GAAP net income per share is expected to be in the range of $2.36-$2.44 per share based on approximately 372 million weighted average diluted shares outstanding.
DDOG · transcript · Q1 FY2026
2026-05-08 04:00:00 UTCOpen source
2026-05-07 11:06:06 UTC372Mmaintained2.3% vs FY2025
Non-GAAP net income per share between $2.36 and $2.44, assuming approximately 372 million weighted average diluted shares outstanding.
DDOG · EX-99.1 · Q1 FY2026
2026-05-07 11:05:30 UTCOpen source
2026-02-11 05:01:06 UTC372Mmaintained
Non-GAAP net income per share is expected to be in the range of $2.08-$2.16 per share, based on approximately 372 million weighted average diluted shares.
DDOG · transcript · Q4 FY2025
2026-02-11 05:00:00 UTCOpen source
2026-02-10 12:11:34 UTC372Mnew
◦Non-GAAP net income per share between $2.08 and $2.16, assuming approximately 372 million weighted average diluted shares outstanding.
DDOG · EX-99.1 · Q4 FY2025
2026-02-10 12:11:00 UTCOpen source
DDOGDatadog, Inc.Q3 FY2026 · ends 2026-09-30
1 metric1 maintainedearnings call · 2026-08-07 04:01:00 UTC
2026-08-07 04:01:00 UTC378Mmaintained4.4% vs Q3 FY2025
Non-GAAP net income per share is expected to be in the $0.63-$0.65 per share range, based on approximately 378 million weighted average diluted shares outstanding.
DDOG · transcript · Q2 FY2026
2026-08-07 04:00:00 UTCOpen source
2026-08-06 11:08:12 UTC378Mnew4.4% vs Q3 FY2025
Non-GAAP net income per share between $0.63 and $0.65, assuming approximately 378 million weighted average diluted shares outstanding.
DDOG · EX-99.1 · Q2 FY2026
2026-08-06 11:07:37 UTCOpen source
DDOGDatadog, Inc.FY2026 · ends 2026-12-31
2 metrics2 maintainedearnings call · 2026-08-07 04:01:00 UTC
2026-08-07 04:01:00 UTC21%maintained
We continue to imply a 21% Non-GAAP tax rate for 2026 and going forward.
DDOG · transcript · Q2 FY2026
2026-08-07 04:00:00 UTCOpen source
2026-05-08 04:01:12 UTC21%maintained
We continue to apply a 21% non-GAAP tax rate for 2026 and going forward.
DDOG · transcript · Q1 FY2026
2026-05-08 04:00:00 UTCOpen source
2026-02-11 05:01:06 UTC21%new
Next, we expect cash taxes in 2026 to be about $30 million-$40 million, and we continue to apply a 21% Non-GAAP tax rate for 2026 and beyond.
DDOG · transcript · Q4 FY2025
2026-02-11 05:00:00 UTCOpen source
2026-08-07 04:01:00 UTC$2.5 – $2.54maintained
Non-GAAP net income per share is expected to be in the range of $2.50-$2.54 per share, based on approximately 376 million average diluted shares outstanding.
DDOG · transcript · Q2 FY2026
2026-08-07 04:00:00 UTCOpen source
2026-08-06 11:08:12 UTC$2.5 – $2.54raised +5.0%
Non-GAAP net income per share between $2.50 and $2.54, assuming approximately 376 million weighted average diluted shares outstanding.
DDOG · EX-99.1 · Q2 FY2026
2026-08-06 11:07:37 UTCOpen source
2026-05-08 04:01:12 UTC$2.36 – $2.44maintained
Non-GAAP net income per share is expected to be in the range of $2.36-$2.44 per share based on approximately 372 million weighted average diluted shares outstanding.
DDOG · transcript · Q1 FY2026
2026-05-08 04:00:00 UTCOpen source
2026-05-07 11:06:06 UTC$2.36 – $2.44raised +13.2%
Non-GAAP net income per share between $2.36 and $2.44, assuming approximately 372 million weighted average diluted shares outstanding.
DDOG · EX-99.1 · Q1 FY2026
2026-05-07 11:05:30 UTCOpen source
2026-02-11 05:01:06 UTC$2.08 – $2.16maintained
Non-GAAP net income per share is expected to be in the range of $2.08-$2.16 per share, based on approximately 372 million weighted average diluted shares.
DDOG · transcript · Q4 FY2025
2026-02-11 05:00:00 UTCOpen source
2026-02-10 12:11:34 UTC$2.08 – $2.16new
◦Non-GAAP net income per share between $2.08 and $2.16, assuming approximately 372 million weighted average diluted shares outstanding.
DDOG · EX-99.1 · Q4 FY2025
2026-02-10 12:11:00 UTCOpen source
DDOGDatadog, Inc.Q3 FY2026 · ends 2026-09-30
1 metric1 maintainedearnings call · 2026-08-07 04:01:00 UTC
2026-08-07 04:01:00 UTC$0.63 – $0.65maintained
Non-GAAP net income per share is expected to be in the $0.63-$0.65 per share range, based on approximately 378 million weighted average diluted shares outstanding.
DDOG · transcript · Q2 FY2026
2026-08-07 04:00:00 UTCOpen source
2026-08-06 11:08:12 UTC$0.63 – $0.65new
Non-GAAP net income per share between $0.63 and $0.65, assuming approximately 378 million weighted average diluted shares outstanding.
DDOG · EX-99.1 · Q2 FY2026
2026-08-06 11:07:37 UTCOpen source
DDOGDatadog, Inc.FY2026 · ends 2026-12-31
2 metrics1 raised1 maintainedearnings call · 2026-08-07 04:01:00 UTC
2026-08-07 04:01:00 UTC$180Mraised +5.9%
For some additional notes on guidance, we expect net interest and other income for the fiscal year 2026 to be approximately $180 million.
DDOG · transcript · Q2 FY2026
2026-08-07 04:00:00 UTCOpen source
2026-05-08 04:01:12 UTC$170Mraised +21.4%
We expect net interest and other income for fiscal 2026 to be approximately $170 million.
DDOG · transcript · Q1 FY2026
2026-05-08 04:00:00 UTCOpen source
2026-02-11 05:01:06 UTC$140Mnew
First, we expect net interest and other income for the fiscal year 2026 to be approximately $140 million.
DDOG · transcript · Q4 FY2025
2026-02-11 05:00:00 UTCOpen source
2026-08-07 04:01:00 UTC$1B – $1Bmaintained
Non-GAAP operating income is expected to be in the range of $1.01 billion-$1.03 billion, which implies an operating margin of 23%.
DDOG · transcript · Q2 FY2026
2026-08-07 04:00:00 UTCOpen source
2026-08-06 11:08:12 UTC$1B – $1Braised +6.3%
Non-GAAP operating income between $1.01 billion and $1.03 billion.
DDOG · EX-99.1 · Q2 FY2026
2026-08-06 11:07:37 UTCOpen source
2026-05-08 04:01:12 UTC$940M – $980Mmaintained
Non-GAAP operating income is expected to be in the range of $940 million-$980 million, which implies an operating margin of 22%-23%.
DDOG · transcript · Q1 FY2026
2026-05-08 04:00:00 UTCOpen source
2026-05-07 11:06:06 UTC$940M – $980Mraised +11.6%
Non-GAAP operating income between $940 million and $980 million.
DDOG · EX-99.1 · Q1 FY2026
2026-05-07 11:05:30 UTCOpen source
2026-02-11 05:01:06 UTC$840M – $880Mmaintained
Non-GAAP operating income is expected to be in the range of $840-$880 million, which implies an operating margin of 21%.
DDOG · transcript · Q4 FY2025
2026-02-11 05:00:00 UTCOpen source
2026-02-10 12:11:34 UTC$840M – $880Mnew
◦Non-GAAP operating income between $840 million and $880 million.
DDOG · EX-99.1 · Q4 FY2025
2026-02-10 12:11:00 UTCOpen source
DDOGDatadog, Inc.Q3 FY2026 · ends 2026-09-30
1 metric1 maintainedearnings call · 2026-08-07 04:01:00 UTC
2026-08-07 04:01:00 UTC$260M – $270Mmaintained
Non-GAAP operating income is expected to be in the range of $260 million-$270 million, which implies an operating margin of 23%-24%.
DDOG · transcript · Q2 FY2026
2026-08-07 04:00:00 UTCOpen source
2026-08-06 11:08:12 UTC$260M – $270Mnew
Non-GAAP operating income between $260 million and $270 million.
DDOG · EX-99.1 · Q2 FY2026
2026-08-06 11:07:37 UTCOpen source
DDOGDatadog, Inc.FY2026 · ends 2026-12-31
1 metric1 raisedearnings call · 2026-08-07 04:01:00 UTC
2026-08-07 04:01:00 UTC23%raised +2.2%
Non-GAAP operating income is expected to be in the range of $1.01 billion-$1.03 billion, which implies an operating margin of 23%.
DDOG · transcript · Q2 FY2026
2026-08-07 04:00:00 UTCOpen source
2026-05-08 04:01:12 UTC22% – 23%raised +7.1%
Non-GAAP operating income is expected to be in the range of $940 million-$980 million, which implies an operating margin of 22%-23%.
DDOG · transcript · Q1 FY2026
2026-05-08 04:00:00 UTCOpen source
2026-02-11 05:01:06 UTC21%new
Non-GAAP operating income is expected to be in the range of $840-$880 million, which implies an operating margin of 21%.
DDOG · transcript · Q4 FY2025
2026-02-11 05:00:00 UTCOpen source
DDOGDatadog, Inc.Q3 FY2026 · ends 2026-09-30
1 metric1 newearnings call · 2026-08-07 04:01:00 UTC
2026-08-07 04:01:00 UTC23% – 24%new
Non-GAAP operating income is expected to be in the range of $260 million-$270 million, which implies an operating margin of 23%-24%.
DDOG · transcript · Q2 FY2026
2026-08-07 04:00:00 UTCOpen source
DDOGDatadog, Inc.FY2026 · ends 2026-12-31
1 metric1 maintainedearnings call · 2026-08-07 04:01:00 UTC
2026-08-07 04:01:00 UTC$4.5B – $4.5Bmaintained29.8% – 30.4% vs FY2025
For the full fiscal year 2026, we expect revenue to be in the range of $4.45 billion-$4.47 billion, which represents a 30% year-over-year growth.
DDOG · transcript · Q2 FY2026
2026-08-07 04:00:00 UTCOpen source
2026-08-06 11:08:12 UTC$4.5B – $4.5Braised +3.2%29.8% – 30.4% vs FY2025
Revenue between $4.45 billion and $4.47 billion.
DDOG · EX-99.1 · Q2 FY2026
2026-08-06 11:07:37 UTCOpen source
2026-05-08 04:01:12 UTC$4.3B – $4.3Bmaintained25.5% – 26.6% vs FY2025
For fiscal 2026, we expect revenues to be in the range of $4.3 billion-$4.34 billion, which represents 25%-27% year-over-year growth.
DDOG · transcript · Q1 FY2026
2026-05-08 04:00:00 UTCOpen source
2026-05-07 11:06:06 UTC$4.3B – $4.3Braised +5.9%25.5% – 26.6% vs FY2025
Revenue between $4.30 billion and $4.34 billion.
DDOG · EX-99.1 · Q1 FY2026
2026-05-07 11:05:30 UTCOpen source
2026-02-11 05:01:06 UTC$4.1B – $4.1Bmaintained
For the full fiscal year 2026, we expect revenues to be in the range of $4.06 billion-$4.1 billion, which represents 18%-20% year-over-year growth.
DDOG · transcript · Q4 FY2025
2026-02-11 05:00:00 UTCOpen source
2026-02-10 12:11:34 UTC$4.1B – $4.1Bnew
◦Revenue between $4.06 billion and $4.10 billion.
DDOG · EX-99.1 · Q4 FY2025
2026-02-10 12:11:00 UTCOpen source
DDOGDatadog, Inc.Q3 FY2026 · ends 2026-09-30
1 metric1 maintainedearnings call · 2026-08-07 04:01:00 UTC
2026-08-07 04:01:00 UTC$1.1B – $1.1Bmaintained28.2% – 29.3% vs Q3 FY2025
For the third quarter, we expect our revenue to be in the range of $1.135 billion-$1.145 billion, which represents a 28%-29% year-over-year growth.
DDOG · transcript · Q2 FY2026
2026-08-07 04:00:00 UTCOpen source
2026-08-06 11:08:12 UTC$1.1B – $1.1Bnew28.2% – 29.3% vs Q3 FY2025
Revenue between $1.135 billion and $1.145 billion.
DDOG · EX-99.1 · Q2 FY2026
2026-08-06 11:07:37 UTCOpen source
DDOGDatadog, Inc.Q2 FY2026 · ends 2026-06-30
6 metrics2 new4 maintainedearnings call · 2026-05-08 04:01:12 UTC
2026-05-08 04:01:12 UTC369Mmaintained2.1% vs Q2 FY2025
Non-GAAP net income per share is expected to be $0.57-$0.59 per share based on approximately 369 million weighted average diluted shares outstanding.
DDOG · transcript · Q1 FY2026
2026-05-08 04:00:00 UTCOpen source
2026-05-07 11:06:06 UTC369Mnew2.1% vs Q2 FY2025
Non-GAAP net income per share between $0.57 and $0.59, assuming approximately 369 million weighted average diluted shares outstanding.
DDOG · EX-99.1 · Q1 FY2026
2026-05-07 11:05:30 UTCOpen source
2026-05-08 04:01:12 UTC$0.57 – $0.59maintained
Non-GAAP net income per share is expected to be $0.57-$0.59 per share based on approximately 369 million weighted average diluted shares outstanding.
DDOG · transcript · Q1 FY2026
2026-05-08 04:00:00 UTCOpen source
2026-05-07 11:06:06 UTC$0.57 – $0.59new
Non-GAAP net income per share between $0.57 and $0.59, assuming approximately 369 million weighted average diluted shares outstanding.
DDOG · EX-99.1 · Q1 FY2026
2026-05-07 11:05:30 UTCOpen source
2026-05-08 04:01:12 UTC$15Mnew
As a reminder, in Q2 we will be holding our Dash User Conference, which we estimate to cost about $15 million and which we have reflected in our operating income guidance.
DDOG · transcript · Q1 FY2026
2026-05-08 04:00:00 UTCOpen source
2026-05-08 04:01:12 UTC$225M – $235Mmaintained
Non-GAAP operating income is expected to be in the range of $225 million-$235 million, which implies an operating margin of 21%-22%.
DDOG · transcript · Q1 FY2026
2026-05-08 04:00:00 UTCOpen source
2026-05-07 11:06:06 UTC$225M – $235Mnew
Non-GAAP operating income between $225 million and $235 million.
DDOG · EX-99.1 · Q1 FY2026
2026-05-07 11:05:30 UTCOpen source
2026-05-08 04:01:12 UTC21% – 22%new
Non-GAAP operating income is expected to be in the range of $225 million-$235 million, which implies an operating margin of 21%-22%.
DDOG · transcript · Q1 FY2026
2026-05-08 04:00:00 UTCOpen source
2026-05-08 04:01:12 UTC$1.1B – $1.1Bmaintained29.4% – 30.6% vs Q2 FY2025
For the second quarter, we expect revenues to be in the range of $1.07 billion-$1.08 billion, which represents a 29%-31% year-over-year growth. This guidance implies sequential revenue growth of $64 million-$74 million, or 6%-7%, due to the strong growth of revenue in Q1 and into April.
DDOG · transcript · Q1 FY2026
2026-05-08 04:00:00 UTCOpen source
2026-05-07 11:06:06 UTC$1.1B – $1.1Bnew29.4% – 30.6% vs Q2 FY2025
Revenue between $1.07 billion and $1.08 billion.
DDOG · EX-99.1 · Q1 FY2026
2026-05-07 11:05:30 UTCOpen source