DDOG
Market read
The latest filing evidence is available. 0 of 37 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 8 directly disclosed connections are confirming.
Invalidation: The isolated read changes if DDOG's group or a disclosed connection begins moving with it.
Research brief
The latest filing evidence is available. 0 of 37 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 8 directly disclosed connections are confirming.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“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 amo…”10-Q · May 7, 2026 ↗
“This increase was primarily driven by an increase of $11.3 million in other income mainly due to fluctuations related to foreign currency exchange rates.”10-Q · Aug 6, 2026 ↗
Valuation discipline
Price/sales 23.5× · EV/sales 23.4×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for DDOG. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment · baseline
10-Q filed 2026-05-07 against the comparable filing from 2025-05-07.
“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.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
“For Elastic Observability: software vendors with specific observability solutions, such as AppDynamics and Splunk (each owned by Cisco Systems), Datadog, Dynatrace, and New Relic.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 12 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
DDOG is currently a Participant in the organic co-movement group No Coherent Theme. 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.
This group is retained as the last observed read for DDOG; it is not active in the latest market snapshot.
Context history
No durable theme membership has been observed for this name yet.