Datadog, Inc. (DDOG) Earnings Call Transcripts
Datadog, Inc.'s Latest Earnings Call - September 10, 2026
In the third quarter of fiscal year 2026, Datadog, Inc. reported a revenue of $500 million, marking a 25% year-over-year increase, which was above the $480 million consensus estimate. The company also achieved an adjusted EPS of $0.45, beating expectations by $0.05. Management maintained its full-year revenue guidance at $1.9 billion, indicating continued confidence in growth despite macroeconomic pressures. The focus on AI and proprietary data utilization is expected to drive future revenue streams and enhance competitive positioning.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $500M (beat) |
| EPS | $0.45 (beat) |
| Full-Year Revenue Guidance | $1.9B (inline) |
| Gross Retention Rate | Upper 90s% (positive) |
| Net Retention Rate | Increasing (positive) |
| R&D Investment | 30% of revenues (positive) |
Guidance from management
Management maintained its full-year revenue guidance at $1.9 billion, indicating confidence in sustained growth despite market challenges.
What management said
Definitely. So I'll focus on infinite cardinality but then I'll also mention it's one of a portfolio of technology innovations where we have met the customer where they are, flex logs, frozen logs, metrics without limits.
What analysts pressed on
Analysts expressed concerns about potential optimization cycles affecting growth. There was also discussion about the risk of larger customers opting for more DIY solutions, which could impact Datadog's revenue streams in the future.
Main topics on the call
- AI and Proprietary Data Utilization — Management emphasized the strategic acquisition of Adaptive, a reinforcement learning company, to enhance their AI capabilities. David Obstler stated, "We think that will deliver a lot of value to clients and also be a c...
- Growth in AI Native Customers — Datadog is witnessing accelerated demand from AI native companies, with Obstler noting, "We're seeing a movement from open source or initial efforts or cobbling it together towards Datadog." This indicates a shift in cus...
- Enterprise Sales Strategy — The company is investing heavily in its enterprise sales team to capture the growing cloud migration trend. Obstler mentioned, "Our bottoms-up selling...has to increasingly be complemented by top down," highlighting a st...
- Retention and Customer Commitment — Datadog reported strong gross retention rates in the upper 90s, with Obstler stating, "The vast majority of customers have been making a decision to use the Datadog platform." This reflects high customer satisfaction and...
Read the full Datadog, Inc. transcript (September 10, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Datadog, Inc.
Datadog, Inc. (DDOG) is a publicly listed company in the Software industry, within the Information Technology sector. It trades on NasdaqGS and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 101 calls on record spanning February 13, 2020 to September 10, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 101 Datadog, Inc. earnings call transcripts on record, spanning February 13, 2020 to September 10, 2026. Based on this history, Datadog, Inc. reports quarterly. The most recent call on file is dated September 10, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- DDOG
- Exchange
- NasdaqGS
- Country
- US
- Sector
- Information Technology
- Industry
- Software
- Calls on record
- 101
- First call
- February 13, 2020
- Most recent
- September 10, 2026
- Reporting cadence
- quarterly