NASDAQ$DDOG
Datadog Inc · Q4 2020 earnings
Q4 2020 earnings · · Investor relations
Briefing
Datadog's fourth quarter results demonstrated continued high growth at scale.
Datadog reported strong Q4 2020 results with revenue increasing by 56% year-over-year and the company generated positive free cash flow. They also announced the acquisitions of Sqreen and Timber Technologies.
- Revenue was $177.5 million, an increase of 56% year-over-year.
- GAAP operating loss was ($8.9) million; GAAP operating margin was (5%).
- Non-GAAP operating income was $18.1 million; non-GAAP operating margin was 10%.
- As of December 31, 2020, Datadog had 97 customers with ARR of $1 million or more, an increase of 94% year-over-year.
Headline financials
Revenue & EPS history
Datadog · Revenue · Quarterly
$178M
Forward guidance
Datadog is providing the following guidance based on information as of February 11, 2021:
Tailwinds
- First Quarter 2021 Revenue between $185 million and $187 million.
- First Quarter 2021 Non-GAAP operating income between $8.0 million and $10.0 million.
- First Quarter 2021 Non-GAAP net income per share between $0.02 and $0.03, assuming approximately 345 million weighted average diluted shares outstanding.
- Full Year 2021 Revenue between $825 million and $835 million.
- Full Year 2021 Non-GAAP operating income between $35 and $45 million.
Headwinds
- Datadog has not reconciled its expectations as to non-GAAP operating income, or as to non-GAAP net income per share, to their most directly comparable GAAP measure as a result of uncertainty regarding, and the potential variability of, reconciling items such as stock-based compensation and employer payroll taxes on equity incentive plans.
- Reconciliation is not available without unreasonable effort, although it is important to note that these factors could be material to Datadog’s results computed in accordance with GAAP.
- Our recent rapid growth may not be indicative of our future growth.
- Our history of operating losses.
- Our limited operating history.
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 Q4 2020
+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
| Quarter | Report date | Reaction (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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