Added to YB: 2025-11-12
Pitch date: 2025-11-06
DDOG [neutral]
Datadog, Inc.
-20.78%
current return
Author Info
Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.
Company Info
Datadog, Inc. operates an observability and security platform for cloud applications in the United States and internationally.
Market Cap
$56.1B
Pitch Price
$184.29
Price Target
N/A
Dividend
N/A
EV/EBITDA
759.28
P/E
516.44
EV/Sales
16.58
Sector
Software
Category
growth
Datadog Q3 2025 Earnings Analysis
DDOG (earnings): Q3 rev $886M (+28% YoY) beat by 4.2%, EPS $0.69 beat by 53%. RPO +53% to $2.79B, billings +41%. 120% DBNR, 32k customers (+9.5%), 4k $100k+ customers (+16%). Security ARR +mid-50s%, Digital Experience >$300M ARR. Q4 guide $912-916M (+24%), FY raised to $3.39B (+26%). Margins pressured but strong FCF.
Read full article (7 min)