NASDAQ$DDOG

Datadog Inc · Q1 2025 earnings

Q1 2025 earnings · · Before market open · Investor relations

Briefing

Datadog reported Q1 2025 revenue of $761.6M with net income of $24.6M and diluted EPS of $0.07.

Revenue rose 25% year over year to $761.6 million as cloud observability demand remained solid. Net income was $24.6 million, or $0.07 per diluted share, with free cash flow of $244.4 million and remaining performance obligations above $2.3 billion.

  • Q1 revenue $761.6M (+25% YoY).
  • Net income $24.6M; diluted EPS $0.07.
  • Customers with $100K+ ARR ~3,770 (+13% YoY).
  • RPO $2.31B; FCF $244.4M.

Headline financials

Total Revenue

$762M

Previous: $611M+24.6%
EPS (adj)

$0.07

Previous: $0.12-41.7%
$1M+ ARR customers

3.8K

Previous: 3.3K+12.9%
Capital Expenditures

-$8.75M

Previous: -$14.2M+38.2%
Net Income

$24.6M

Previous: $42.6M-42.2%
Operating Income

-$12.4M

Previous: $12M-203.5%
Gross Profit

$604M

Previous: $501M+20.5%
R&D Expense

$341M

Previous: $270M+26.3%

Revenue & EPS history

Datadog · Revenue · Quarterly

$762M

Q1 2025+24.6%vs Q1 2024
Beat estimate in 14 of 15 quarters(93%)
ActualEstimate

Forward guidance

Datadog does not issue quarterly EPS guidance in the 10-Q; management highlights RPO growth, large-customer expansion, and platform adoption.

Tailwinds

  • RPO $2.31B supports forward revenue visibility.
  • Customers with $100K+ ARR grew to ~3,770.
  • Free cash flow $244.4M in the quarter.

Headwinds

  • Macro IT spend and cloud optimization cycles.
  • Competition in observability and security.
  • FX and international mix on growth rates.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

+4.3%

Avg return

Earnings day

+5.1%

Avg return

5 days after

+5.0%

Avg return

30 days after

59%

19 / 32 earnings

Positive

+33.1%

Q1 2020

Best reaction

-20.2%

Q2 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.9%+38.1%+62.9%
Q4 2025+13.7%+9.8%+11.5%
Q3 2025+23.1%+27.7%-2.3%
Q2 2025-4.0%-5.6%-0.2%
Q1 2025+0.3%+2.1%+15.2%
Q4 2024-8.2%-11.8%-31.3%
Q3 2024-3.0%-3.8%+31.4%
Q2 2024+3.9%+5.9%-0.8%
Q1 2024-7.6%-6.3%-13.7%
Q4 2023+1.0%-3.8%-9.0%
Q3 2023+25.7%+30.3%+44.6%
Q2 2023-18.4%-15.9%-9.0%
Q1 2023+16.3%+20.9%+50.0%
Q4 2022-9.8%-11.5%-22.7%
Q3 2022-5.5%-5.4%+0.3%
Q2 2022+0.8%-2.4%-13.8%
Q1 2022-7.6%-17.4%-11.4%
Q4 2021+7.7%+8.7%-18.3%
Q3 2021+14.0%+20.7%+0.9%
Q2 2021+14.8%+9.0%+20.1%
Q1 2021+0.7%+2.4%+15.3%
Q4 2020-2.3%-6.9%-28.2%
Q3 2020-8.5%-9.6%+7.0%
Q2 2019+0.5%+7.9%+8.9%
Q2 2020-20.2%-19.8%-15.6%
Q1 2019+25.7%+20.6%+36.6%
Q1 2020+33.1%+29.8%+51.3%
Q4 2017-2.3%+0.4%-23.7%
Q4 2019-6.0%-5.9%-29.5%
Q3 2018+20.3%+17.2%+12.8%
Q4 2018+20.3%+17.2%+12.8%
Q3 2019+19.8%+21.1%+6.5%
Q2 2018
Q1 2018

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro