$DDOG

Datadog, Inc.

CIK:0001561550|SEC Filings

CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS - USD ($) shares in Thousands, $ in Thousands	3 Months Ended		6 Months Ended
	Jun. 30, 2026	Jun. 30, 2025	Jun. 30, 2026	Jun. 30, 2025
Income Statement [Abstract]
Revenue	$ 1,121,454	$ 826,760	$ 2,127,880	$ 1,588,313
Cost of revenue	240,113	165,978	449,341	323,606
Gross profit	881,341	660,782	1,678,539	1,264,707
Operating expenses:
Research and development	477,968	387,482	913,266	728,543
Sales and marketing	311,519	239,026	591,342	453,317
General and administrative	86,399	69,774	161,149	130,767
Total operating expenses	875,886	696,282	1,665,757	1,312,627
Operating income (loss)	5,455	(35,500)	12,782	(47,920)
Other income:
Interest expense	(3,255)	(3,075)	(6,374)	(6,038)
Interest income and other income, net	49,533	44,663	104,255	91,842
Other income, net	46,278	41,588	97,881	85,804
Income before provision for income taxes	51,733	6,088	110,663	37,884
Provision for income taxes	7,175	3,441	13,531	10,595
Net income	44,558	2,647	97,132	27,289
Net income attributable to common stockholders, basic	44,558	2,647	97,132	27,289
Net income attributable to common stockholders, diluted	$ 44,558	$ 2,647	$ 97,132	$ 27,289
Basic net income per share (in dollars per share)	$ 0.13	$ 0.01	$ 0.27	$ 0.08
Diluted net income per share (in dollars per share)	$ 0.12	$ 0.01	$ 0.27	$ 0.08
Weighted average shares used in calculating basic net income per share (in shares)	356,253	346,185	354,771	344,650
Weighted average shares used in calculating diluted net income per share (in shares)	371,023	358,725	368,271	361,289

CONDENSED CONSOLIDATED BALANCE SHEETS - USD ($) $ in Thousands	Jun. 30, 2026	Dec. 31, 2025
CURRENT ASSETS:
Cash and cash equivalents	$ 434,957	$ 401,305
Marketable securities	4,550,481	4,073,531
Accounts receivable, net of allowance for credit losses of $24,021 and $19,292 as of June 30, 2026 and December 31, 2025, respectively	827,345	741,262
Deferred contract costs, current	87,350	76,022
Prepaid expenses and other current assets	108,424	90,160
Total current assets	6,008,557	5,382,280
Property and equipment, net	409,634	338,093
Operating lease assets	206,037	214,674
Goodwill	706,721	530,568
Intangible assets, net	23,157	14,968
Deferred contract costs, non-current	145,028	126,708
Other assets	48,541	36,553
TOTAL ASSETS	7,547,675	6,643,844
CURRENT LIABILITIES:
Accounts payable	313,529	148,791
Accrued expenses and other current liabilities	230,548	209,595
Operating lease liabilities, current	44,218	39,369
Deferred revenue, current	1,286,690	1,193,646
Total current liabilities	1,874,985	1,591,401
Operating lease liabilities, non-current	248,038	256,187
Convertible senior notes, net, non-current	985,545	983,449
Deferred revenue, non-current	50,860	68,711
Other liabilities	21,087	11,890
Total liabilities	3,180,515	2,911,638
COMMITMENTS AND CONTINGENCIES (NOTE 9)
STOCKHOLDERS' EQUITY:
Additional paid-in capital	4,139,000	3,579,010
Accumulated other comprehensive (loss) income	(6,764)	15,404
Retained earnings	234,921	137,789
Total stockholders’ equity	4,367,160	3,732,206
TOTAL LIABILITIES AND STOCKHOLDERS' EQUITY	7,547,675	6,643,844
Class A Common Stock
STOCKHOLDERS' EQUITY:
Common stock, value	3	3
Class B Common Stock
STOCKHOLDERS' EQUITY:
Common stock, value	$ 0	$ 0