NASDAQ$DDOG

Datadog Inc · Q1 2026 earnings

Q1 2026 earnings · · Before market open · Investor relations

Briefing

Datadog reported Q1 2026 revenue of $1.01B (+32% YoY) with net income of $52.6M and diluted EPS of $0.15.

Datadog generated $1.01 billion of revenue for the quarter ended March 31, 2026, up 32% from $761.6 million. Net income was $52.6 million, or $0.15 diluted EPS, versus $24.6 million and $0.07. Operating cash flow was $334.6 million and free cash flow $289.1 million; international revenue was about 28% of total.

  • Datadog reported Q1 2026 revenue of $1.
  • Period ended 2026-03-31; report filed 2026-05-07.
  • Revenue of about $1006.4M in the quarter.
  • Net income of about $52.6M.
  • Diluted EPS $0.15.

Headline financials

Total Revenue

$1.01B

Previous: $762M+32.2%
EPS (adj)

$0.15

Previous: $0.07+114.3%
Capital Expenditures

-$11.4M

Previous: -$8.75M-29.8%
Free Cash Flow

$323M

No prior period
Net Income

$52.6M

Previous: $24.6M+113.4%
Operating Income

$7.33M

Previous: -$12.4M+159.0%
Gross Profit

$797M

Previous: $604M+32.0%
Cash & Equivalents

$426M

No prior period
Total Assets

$6.95B

No prior period

Revenue & EPS history

Datadog · Revenue · Quarterly

$1.01B

Q1 2026+32.2%vs Q1 2025
Beat estimate in 14 of 15 quarters(93%)
ActualEstimate

Forward guidance

Management highlights durable cloud observability demand and FCF generation; detailed forward estimates are typically provided on the earnings call rather than in the 10-Q.

Tailwinds

  • 32% YoY revenue growth with positive net income and strong free cash flow.
  • Large cash and marketable securities balance supports product investment.
  • International and platform upsell opportunities expanding.

Headwinds

  • Competitive intensity in observability and security monitoring.
  • Valuation-sensitive customers may slow consumption in macro downturns.

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 2026

Historical avgQ1 2026

+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

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