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Datadog
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Latest analysis
Updated Nov 4, 2026
Datadog Q3 2026: 35% revenue growth to $1.2B with NRR inflecting higher, offset by largest-customer usage reduction signaling near-term deceleration risk.
Datadog delivered Q3 2026 revenue of $1.197 billion, up 35% year-over-year, with net revenue retention inflecting from approximately 120% to the low-120s percent range on the back of broad-based usage expansion across its AI-native customer cohort. The single most material disclosure is a confirmed reduction in usage from Datadog's largest customer in Q3 2026, which management explicitly flags as a potential cause of revenue growth deceleration — a meaningful risk given that the AI-native cohort contributed high single-digit percentage points to total year-over-year revenue growth this quarter. Product adoption breadth continues to expand structurally, with customers using six or more products doubling in penetration from 31% to 41% year-over-year, underscoring the platform consolidation thesis even as the largest-customer signal warrants close scrutiny.
Tone: mixedRevenue
$3.4B
DDOG 10-K · FY 2025
Employees
8,100
Revenue growth YoY
+28%
Founded
2010
Profile
DDOG 10-K Item 1 · Feb 18, 2026Datadog is a SaaS-based AI-powered observability and security platform for cloud applications, serving approximately 32,700 customers across more than 160 countries. The platform integrates infrastructure monitoring, APM, log management, user experience monitoring, and cloud security into a unified, real-time data platform. Datadog employs a land-and-expand model, growing revenue as customers increase usage and adopt additional products.
Read filing description ↓ Collapse description ↑
Datadog is the AI-powered observability and security platform for cloud applications. Our SaaS platform integrates and automates infrastructure monitoring, application performance monitoring, log management, user experience monitoring, cloud security, service management, and many other capabilities to provide unified, real-time observability and security for our customers' entire technology stack. Datadog is used by organizations of all sizes and across a wide range of industries to enable digital transformation and cloud migration, drive collaboration among development, operations, security and business teams, accelerate time to market for applications, reduce time to problem resolution, secure applications and infrastructure, understand user behavior, and track key business metrics. We started Datadog to break this model and facilitate collaboration among development and operations teams, enabling the adoption of DevOps practices. Since then, we have continuously pushed to unify separate tools into an integrated monitoring and analytics platform, readily available to everyone who cares about applications and their impact on business. Our proprietary platform combines the power of metrics, traces, logs, user sessions, security signals, and other data from a single agent and over 1,000 integrations to provide a unified view of infrastructure, application performance and the real-time events impacting performance. Datadog is designed to be cloud agnostic and easy to deploy, with hundreds of out-of-the-box integrations, a built-in understanding of modern technology stacks, and extensive customizations. We employ a land-and-expand business model centered around offering products that are easy to adopt and have a very short time to value.
Primary products
- Infrastructure Monitoring
- Application Performance Monitoring (APM)
- Log Management
- Observability Pipelines
- Synthetics
- Real User Monitoring (RUM)
End markets
Geographies
Named competitors
“We believe that we compete favorably with respect to the factors listed above. However, many of our competitors have greater financial, technical and other resources, greater brand recognition, larger sales forces and marketing budgets, broader distribution networks, more diverse product and services offerings and larger and more mature intellectual property portfolios.” Competitive position, as stated in the filing
Revenue commentary · FY 2025
Revenue grew 28% year-over-year from fiscal 2024 to fiscal 2025, following 26% growth from fiscal 2023 to fiscal 2024.
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