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Datadog (DDOG) earnings and revenue breakdown
Latest: Q3 2026 · 10-Q filed Nov 4, 2026 · Datadog (DDOG) Q3 2026 earnings results →
Q3 2026 Revenue up 35% year over year to $1.2B · 10¢ of every $1 of revenue kept as net profit · operating margin 6.2%
Datadog made $1.2B in Q3 2026 (+35% Y/Y). Operating margin 6.2%, net earnings $118M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Nov 4, 2026.
Drawing the Sankey…
Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF
What changed this quarter
Revenue was $1.2B in Q3 2026, up 35% year over year and up 7% from the previous quarter.
Gross margin was 80.2%, up 0.1 points from Q3 2025. Operating profit was $0.07B, a 6.2% margin (up 6.9 points year over year). Operating expenses grew 24% against revenue growth of 35%. The fastest-growing cost line was Sales & marketing (+27%). Net earnings were $0.12B, up 249% year over year. The effective tax rate was 5.0%. Non-operating items added $0.05B, 40% of pre-tax earnings, so the bottom line overstates operating performance.
Operating cash flow was $0.29B (up 15% year over year), 245% of net earnings. Non-cash charges added back $0.02B of depreciation and amortization and $0.24B of share-based compensation. Working capital and other items used $0.09B. After capitalized software development costs ($0.03B) and purchases of property and equipment ($0.01B), free cash flow as the company reports it was $0.25B.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 10-Q | Nov 4, 2026 | $1.2B | +35% | 6.2% | $118M | $290M |
| Q2 2026 | 10-Q | Aug 6, 2026 | $1.1B | +36% | 0.5% | $44.6M | $316M |
| Q1 2026 | 10-Q | May 7, 2026 | $1.0B | +32% | 0.7% | $52.6M | $335M |
| Q4 2025 | 10-K | Feb 18, 2026 | $953M | +29% | 1.0% | $46.6M | $327M |
| Q3 2025 | 10-Q | Nov 7, 2025 | $886M | +28% | -0.7% | $33.9M | $251M |
| Q2 2025 | 10-Q | Aug 8, 2025 | $827M | +28% | -4.3% | $2.6M | $200M |
| Q1 2025 | 10-Q | May 7, 2025 | $762M | +25% | -1.6% | $24.6M | $272M |
Charts
In supply chains and themes
Interactive views
The same charts as the app — open one to draw it.
💵Where each $1 goesinteractive
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🌏Named in Asian annual reportsinteractive
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🔄Rotation against the market and its industry (RRG)interactive
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🔍Earnings qualityinteractive
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⚖️Fair value by methodinteractive
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🔭Outlook & guidanceinteractive
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📈Investments: gains and what it boughtinteractive
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🏭Its industry’s money flow (input-output)interactive
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About Datadog
Our SaaS platform integrates and automates infrastructure monitoring, application performance monitoring, log management, user experience monitoring, cloud security, service management, and many other capabilities to provide unified, real-time observability and security for our customers’ entire technology stack. Datadog is used by organizations of all sizes and across a wide range of industries to enable digital transformation and cloud migration, drive collaboration among development, operations, security and business teams, accelerate time to market for applications, reduce time to problem resolution, secure applications and infrastructure, understand user behavior, and track key business metrics.
In its own words, from its 10-K, filed Feb 18, 2026.
Datadog against its Services-Prepackaged Software peers
The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +35% against the peers' median +19%. Operating margin: 6.2% against the peers' median 15.2%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| DDOG Datadog | Q3 2026 | $1.2B | +35% | 6.2% |
| MSFT Microsoft | Q1 FY27 | $92.3B | +19% | 49.8% |
| ORCL Oracle | Q1 FY27 | $19.3B | +30% | 34.8% |
| CRM Salesforce | Q2 FY27 | $11.3B | +11% | 20.5% |
| ADBE Adobe | Q3 FY26 | $6.8B | +13% | 34.8% |
| XYZ Block | Q3 2026 | $6.7B | +10% | 6.4% |
| INTU Intuit | Q4 FY26 | $4.4B | +14% | 10.9% |
| NOW ServiceNow | Q3 2026 | $4.1B | +20% | 9.4% |
| SHOP Shopify | Q3 2026 | $3.7B | +32% | 15.2% |
Source: Datadog 10-Q on SEC EDGAR · CIK 1561550 · Services-Prepackaged Software
Guidance and outlook
13F: who owns DDOG and who is buying
More on DDOG
History
Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results