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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

Show full summary:
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)