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Datadog (DDOG) guidance and outlook
Datadog (DDOG) raised its guidance on Nov 4, 2026: Revenue $1.2B for Q4 2026; Operating income $280M–$290M for Q4 2026; EPS $0.69–$0.71 for Q4 2026; Revenue $4.5B for FY2026. Datadog's 10-Q filed Nov 4, 2026 makes 14 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| Revenue | Q4 2026 | $1.2B | new |
| Operating income | Q4 2026 | $280M–$290M | new |
| EPS | Q4 2026 | $0.69–$0.71 | new |
| Revenue | FY2026 | $4.5B | raised |
| Operating income | FY2026 | $1.1B | raised |
| EPS | FY2026 | $2.73–$2.75 | raised |
| Tax rate | long-term | 21% | reaffirmed |
From the earnings release filed Nov 4, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Nov 4, 2026
- We intend to drive new customer acquisition by continuing to invest significantly in sales and marketing to engage our prospective customers, increase brand awareness and drive adoption of our platform and products.
- We also plan to continue to invest in building brand awareness within the development and operations communities.
- We intend to continue to invest in enhancing awareness of our brand and developing more products, features and functionality, which we believe are important factors to achieve widespread adoption of our platform.
- We intend to continue to invest in building additional products, features and functionality that expand our capabilities and facilitate the extension of our platform to new use cases.
- We also intend to continue to evaluate strategic acquisitions and investments in businesses and technologies to drive product and market expansion.
- In addition, we have made and plan to continue to make significant investments to expand geographically, particularly in EMEA and APAC.
- Although these investments may adversely affect our operating results in the near term, we believe that they will contribute to our long-term growth.
- We intend to continue to invest additional resources in our platform infrastructure and our customer support and success organizations to expand the capability of our platform and ensure that our customers are realizing the full benefit of our platform and products.
- We expect that our research and development expense will increase in absolute dollars as our business grows, particularly as we incur additional costs related to continued investments in our platform.
- Sales commissions earned by our sales force are deferred and amortized on a straight-line basis over the expected period of benefit, which we have determined to be four years.
- We expect that our sales and marketing expense will increase in absolute dollars as we expand our sales and marketing efforts.
- We expect that our general and administrative expense will increase in absolute dollars as our business grows.
Datadog's latest quarter
Datadog, Q3 2026: revenue $1.2B (+35% year over year), operating margin 6.2%, net earnings $118M, operating cash flow $290M. The chart follows the revenue to costs, profit and cash.
Questions
Did Datadog raise or lower its guidance?
Datadog (DDOG) raised its guidance on Nov 4, 2026: Revenue $1.2B for Q4 2026; Operating income $280M–$290M for Q4 2026; EPS $0.69–$0.71 for Q4 2026; Revenue $4.5B for FY2026.
What does Datadog expect?
We intend to drive new customer acquisition by continuing to invest significantly in sales and marketing to engage our prospective customers, increase brand awareness and drive adoption of our platform and products. We also plan to continue to invest in building brand awareness within the development and operations communities. We intend to continue to invest in enhancing awareness of our brand and developing more products, features and functionality, which we believe are important factors to achieve widespread adoption of our platform.
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.