NASDAQ$DDOG
Datadog Inc · Q4 2025 earnings
Q4 2025 earnings · · Before market open · Investor relations
Briefing
Datadog reported Q4 2025 revenue of $953M (+29% YoY) with 603 $1M+ ARR customers.
Revenue grew 29% to $953 million with 603 customers at $1M+ ARR versus 462 a year ago. Management launched Bits AI SRE Agent and expanded observability products to general availability.
- Q4 revenue $953M (+29%).
- 603 customers with $1M+ ARR.
- AI SRE and observability products GA.
- Enterprise platform adoption accelerating.
Headline financials
Revenue & EPS history
Datadog · Revenue · Quarterly
$953M
Forward guidance
The release discusses Datadog's outlook, including operating priorities, capital returns, and sector risks relevant to upcoming periods.
Tailwinds
- Datadog cites execution on strategic priorities and demand trends in the release.
- Capital allocation and balance-sheet actions support growth and shareholder returns.
Headwinds
- Macro, pricing, and input-cost volatility could pressure margins.
- One-time items and segment mix may affect quarter-to-quarter comparability.
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 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
| 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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