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Gotrade News - Datadog (DDOG) reported third-quarter 2026 revenue of $1.20 billion, an increase of 35% year-over-year, according to Datadog's official release published on Wednesday, November 4, 2026, at 7:11 a.m. ET. Non-GAAP net income per diluted share was $0.81, and GAAP net income per diluted share was $0.32.
Regular-session close on November 4, 2026, New York time. Prices and changes: Yahoo Finance, cross-checked against the closing price on Nasdaq.com.
Datadog Earnings Details
For the quarter ended September 30, 2026, Datadog said GAAP operating income was $75 million, a GAAP operating margin of 6%, while non-GAAP operating income was $334 million, a non-GAAP operating margin of 28%. Operating cash flow was $290 million, with free cash flow of $251 million, and cash, cash equivalents and marketable securities were $5.2 billion as of September 30, 2026, according to the release.
"Datadog delivered a strong third quarter, with 35% year-over-year revenue growth, $290 million in operating cash flow, and $251 million in free cash flow," said Olivier Pomel, co-founder and CEO of Datadog. "We are seeing strong adoption across our platform as customers scale their digital operations and use of AI."
For the fourth quarter of 2026, Datadog guided revenue between $1.19 billion and $1.20 billion, non-GAAP operating income between $280 million and $290 million, and non-GAAP net income per share between $0.69 and $0.71. For the full year 2026, the company expects revenue between $4.515 billion and $4.525 billion, non-GAAP operating income between $1.095 billion and $1.105 billion, and non-GAAP net income per share between $2.73 and $2.75.
Why It Matters for DDOG
Datadog said it had about 4,860 customers with ARR of $100,000 or more as of September 30, 2026, an increase of 20% from about 4,060 as of September 30, 2025. The release also says Datadog earned a Leader designation in the 2026 Forrester Wave for AIOps Platforms for the second consecutive year.
On product, the company said it introduced Scout 1.0, its AI Research team's first specialized model for investigating production issues, which now powers Bits Investigation while in Preview. Pomel said Datadog is "developing specialized AI models through our AI Research team, to help customers manage growing complexity and move towards autonomous operations."
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M. Alfathan Rahman is a content writer with over 3 years of experience developing digital content strategies across various industries, including fintech. He has experience producing content for tax-related websites and financial education platforms. His focus areas include data research, and crafting financial articles that are informative, accurate, and accessible to investors of all experience levels.
