Feed / DDOG

Datadog, Inc.

DDOG

Technology · 267.97 -0.3% today

Jodie read · what matters now

Revenue increased 32.2% versus the comparable filing period.

The story is only the start. Jodie keeps watching the filing evidence, the companies connected to DDOG, and whether its market group begins moving.

Latest storyNo Struct brief yetJodie is monitoring new filings.
Disclosed connections15 verified links12 additional receipts in Pro
Organic co-movement groupPayment Software · ParticipantDiscovered from trading behaviour, not sector labels · Open group →

Latest filing assessment · baseline

Fundamentals strengthened in the latest filing

10-Q filed 2026-05-07 against the comparable filing from 2025-05-07.

constructive
OperationsconstructiveEvidence score +4
liquidityneutralEvidence score 0
valuationpremium

What improved

  • Revenue increased 32.2% versus the comparable filing period.
  • Operating margin improved 2.4 percentage points.
  • Net income increased 113.4% versus the comparable filing period.

What weakened

  • Operating cash flow was 6.36x net income; review non-cash and one-time items before treating this as recurring conversion.

Filing receipts

Other Income, (Loss), Net Other income, (loss), net consists of interest income, primarily due to income earned on money market funds included in cash and cash equivalents and on marketable securities, partially offset by interest expense on the Notes and amortization of premiums on our marketable securities.

31 Cash Flows The following table shows a summary of our cash flows for the periods presented: Three Months Ended March 31, 2026 2025 (in thousands) Cash provided by operating activities $ 334,622 $ 271,541 Cash used in investing activities (314,798) (443,408) Cash provided by financing activities 9,711 1,653 Operating Activities Net cash provided by operating activities for the three months ended March 31, 2026 increased by $63.1 million compared to the three months ended March 31, 2025, primarily driven by an increase in non-cash charges of $44.8 million, an increase in deferred revenue of $33.5 million, and an increase in accounts payable of $32.2 million.

This increase was primarily due to an increase of $53.7 million in personnel costs including allocated overhead costs for our sales and marketing organization as a result of increased headcount and increased variable compensation for our sales personnel and an increase of $8.4 million in advertising, sales, marketing and promotional activities.

Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.

Who this business touches

The relationships behind DDOG

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

CSCOCisco Systems, Inc.competitorFull receipt with Pro →
DTDynatrace, Inc.competitorFull receipt with Pro →

Depended on by

ESTCElastic N.V.supplierFull receipt with Pro →

Filing peers

Companies whose filings use similar operating language.

You can see the shape of the network here. Pro opens 12 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →

What is moving around it

Live connections

DDOG is currently a Participant in the organic co-movement group Payment Software. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

Theme membership history

No durable theme membership has been observed for this name yet.