DatadogDDOGRevenue: is the business selling more than it used to?
$3.4B+28% YoYFY 2025
◌ 2026 = trailing twelve months to the latest filed quarter, not a full fiscal year
→Revenue reached $3.4B in 2025, compounding +27% a year since 2022 though the pace has cooled. The trailing twelve months are already running at $4.0B, ahead of the last full year.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
DatadogDDOGNet income: how much of that revenue becomes profit?
$108M−41% YoYFY 2025
◌ 2026 = trailing twelve months to the latest filed quarter, not a full fiscal year
→Net income was $108M in 2025, against $184M the year before. Earnings per share moved +43% over the last twelve months. Trailing twelve-month profit stands at $178M.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
DatadogDDOGHow fast is it growing, year by year?
+27.7%revenue growth, FY 2025
Off the axis: 2024 earnings +278.3% - rebounds off a collapsed prior year.
→Revenue grew +28% in 2025 against a five-year average of +43%. Earnings went the other way (-41%) even as sales grew, so margins compressed: costs rose faster than revenue. 2024's +278% earnings rebound off a collapsed base sits off the axis.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
DatadogDDOGRevenue per share: is your slice growing as fast as the company?
$9.43revenue per share, FY 2025
◌ 2026 = trailing twelve months to the latest filed quarter (2026-06-30), not a full fiscal year
→Revenue per share reached $9.43 in 2025, compounding +21% a year against +27% for DDOG as a whole. Dilution absorbed about 5.9 points of that growth. Free cash flow per share stands at $2.75.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
DatadogDDOGFree cash flow: what is left in real cash after everything?
$1.0B+20% YoYFY 2025
◌ 2026 = trailing twelve months to the latest filed quarter, not a full fiscal year
→Free cash flow was $1.0B in 2025, compounding +38% a year since 2022. That is the most cash the business has ever thrown off in a year. The trailing twelve months stand at $1.2B.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
DatadogDDOGWhere does each dollar of revenue actually go?
→Of $3.4B in 2025 sales, $108M reaches net profit - 3 cents on the dollar. The largest single deduction is running the company ($2.8B).
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
DatadogDDOGHow much of every sales dollar ends up as free cash?
◌ 2026 = trailing twelve months to the latest filed quarter, not a full fiscal year
→29 cents of every sales dollar became free cash in 2025, up 6 points since 2022.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
DatadogDDOGWhat does staying competitive cost, per dollar of sales?
◌ 2026 = trailing twelve months to the latest filed quarter (2026-06-30), not a full fiscal year
→The biggest claim on each sales dollar is research and development, at 45% of revenue (stock compensation 22%, capital spending 1%).
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
DatadogDDOGMargins: of every $1 of sales, how much survives each cost layer?
◌ 2026 = trailing twelve months to the latest filed quarter (2026-06-30), not a full fiscal year
→Operating margin widened 2 points to -1% since 2022. After everything, 3 cents of each sales dollar reaches net profit.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
DatadogDDOGWhat does it earn on the money it uses?
◌ 2026 = trailing twelve months to the latest filed quarter (2026-06-30), not a full fiscal year
→ROE of 4% sits well above ROCE of -1%. A meaningful share of the shareholder return is manufactured with leverage rather than operations.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
DatadogDDOGWhat has the market paid for DDOG over time?
435.9xP/E today
◌ 2026 = at the latest close (2026-09-04), over the trailing twelve months; earlier years are annual averages
→At 435.9x earnings, the market is paying about what it has typically paid DDOG's own 3-year median of 450.4x. Neither a bargain nor a stretch by its own standard.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
DatadogDDOGWhat cash return does the business throw off per dollar of market value?
1.5%FCF yield today
◌ 2026 = at the latest close (2026-09-04), over the trailing twelve months; earlier years are annual averages
→Every dollar of market value currently buys 1.5% of annual free cash flow, more than its 7-year median of 1.1% - the cash is cheaper than usual.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
DatadogDDOGCould it handle its debt if things went wrong?
→Debt isn't clearly tagged in DDOG's filings, so treat the balance sheet with extra care rather than assuming zero.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
DatadogDDOGIs the company's own capital growing?
→The company's own capital grew from $2.0B in 2023 to $4.4B (+116%). The business is building book value rather than consuming it.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
DatadogDDOGHow fast is your ownership being diluted - or concentrated?
→The share count grew 1.3% in 2025, averaging 4.9% a year over three years. Your slice of the company shrinks by that much each year unless earnings grow faster.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
DatadogDDOGDoes DDOG earn more on its capital than that capital costs?
→DDOG's return on capital is negative at -0.9% in 2025. The capital in the business is not yet earning anything back.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
DatadogDDOGDDOG has issued or retired shares - did shareholders end up better off?
→DDOG's share count rose +493% from 2017 to 2025 while revenue per share grew +474%. Holders are further ahead than before, though the gain per share is smaller than the growth in the business.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
DatadogDDOGAre the people running it buying or selling?
→Insiders sold $277M on the open market and bought nothing. Many sales are pre-scheduled diversification rather than a view on the price. A further 5 filings were grants, option exercises or tax withholding, which say nothing either way.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30