Added to YB: 2026-05-13
Pitch date: 2026-05-11
DDOG [neutral]
Datadog, Inc.
Author Info
Company Info
Datadog, Inc. operates an observability and security platform for cloud applications in the United States and internationally.
Market Cap
$72.0B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
647.93
P/E
530.38
EV/Sales
18.67
Sector
Software
Category
growth
Datadog, Inc. (DDOG) — Q1 2026 Results
DDOG (earnings): Q1 rev $1.01B (+32% YoY, accel from 29%), first $1B+ quarter. Non-AI rev growth mid-20s% (3rd consec accel). New logo bookings >2x YoY, avg land size also >2x. 2 hyperscaler 7-8 fig GPU training deals (TAM expansion). FY26 guide raised $240M to $4.32B mid (~33% growth) w/ extra conservatism on largest customer = upside if customer performs. RPO $3.48B (+51%). 80% GM, 22% op margin. $4.8B cash.
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