Earnings Releases·Nov 4, 2026, 7:11 AM ET

Datadog — Third Quarter 2026 Earnings Summary

Q3 2026 revenue reached $1.20 billion, up 35% year-over-year, while GAAP operating income turned positive at $75 million (6% margin) compared to prior year losses, and non-GAAP operating income rose to $334 million (28% margin).
Full-year 2026 revenue guidance is set between $4.515 billion and $4.525 billion, with non-GAAP operating income projected between $1.095 billion and $1.105 billion.
The customer base with $100,000+ ARR grew 20% year-over-year to approximately 4,860, driven by strong adoption of the newly launched Scout 1.0 AI model and recognition as a leader in AIOps and AI observability.
The company generated $251 million in free cash flow for the quarter and repaid $635.5 million of convertible senior notes during the nine-month period, maintaining $5.2 billion in cash and marketable securities.