Datadog, Inc. (DDOG) Earnings Call Transcripts
Datadog, Inc.'s Latest Earnings Call - June 3, 2026
In the first quarter of fiscal year 2026, Datadog, Inc. (DDOG:US) reported strong revenue growth, driven by increased demand for its observability and security platform. The company achieved revenues of $500 million, representing a 30% year-over-year increase, and earnings per share (EPS) of $0.45, exceeding analyst expectations. Management highlighted a robust demand cycle, particularly among AI-native companies, and indicated a positive outlook for continued growth, maintaining guidance for the fiscal year at $2.1 billion in revenue, up from previous estimates.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $500 million (beat) |
| EPS | $0.45 (beat) |
| Fiscal Year Revenue Guidance | $2.1 billion (raised) |
| Multiproduct ARR | Over $100 million (positive) |
| Cloud Security ARR | Over $100 million (positive) |
| Growth in AI-Native Clients | Significant (positive) |
Guidance from management
Management maintained its fiscal year revenue guidance at $2.1 billion, reflecting confidence in ongoing demand and growth opportunities, particularly in AI and cloud migration.
What management said
Maybe we're saying we have, but we're not -- we don't believe -- we haven't said the -- we generally don't overpromise. So when we have like a certain amount of training that is spread out we'll tell you, right now, it's more of a sort of centralized. It's good, but we have said most of our revenues we expect to be from production and inference. But we'll see what happens. We'll bring everyone along.
No, they've -- for a long time. We've been selling as credit, so you buy $2 billion of Datadog. You go in and you use all this. No, they've never thought as different products. We're doing that in order to provide transparency to you all. It's one product. They don't care what they're called. They only care about doing their job, systems reliability engineering. So this happened a long time ago. That's what made Data...
What analysts pressed on
Analysts expressed concerns about the sustainability of growth rates and potential market saturation as Datadog expands its product offerings. There were questions regarding competition and the pace of AI adoption among traditional enterprises.
Main topics on the call
- Accelerating Revenue Growth — Datadog reported a revenue of $500 million for Q1 2026, a 30% increase year-over-year, indicating a strong demand environment. CFO David Obstler stated, "We have seen a good buying environment that the investments we've ...
- AI-Driven Demand — Management noted a significant uptick in demand from AI-native companies, with Obstler mentioning, "There has been more of an impetus to modernize the tech stack and therefore, create more applications that are in the cl...
- Multiproduct Adoption — The company highlighted growth in multiproduct usage, with several products surpassing $100 million in ARR. Obstler mentioned, "We have a lot of products that have been scaling this," indicating a successful strategy in ...
- Platform Consolidation — Datadog is witnessing a trend of consolidation among its enterprise clients, as customers prefer a single platform for observability. Obstler stated, "We think we're pretty early on in this trend," suggesting ongoing opp...
Read the full Datadog, Inc. transcript (June 3, 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 — 97 calls on record spanning February 13, 2020 to June 3, 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 97 Datadog, Inc. earnings call transcripts on record, spanning February 13, 2020 to June 3, 2026. Based on this history, Datadog, Inc. reports quarterly. The most recent call on file is dated June 3, 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
- 97
- First call
- February 13, 2020
- Most recent
- June 3, 2026
- Reporting cadence
- quarterly