Datadog, Inc.: Beat — EPS $0.81, Revenue $1.2B
Earnings BeatQ3 2026 · Pre-market
Did Datadog, Inc. (DDOG) beat earnings today?
Yes, Datadog, Inc. (DDOG) beat Wall Street analyst expectations for Q3 2026, reporting higher-than-expected EPS and higher-than-expected revenue.
Earnings Per Share+26.56% surprise
$0.81Actual
Expected: $0.64
vs. year ago +47.3%
Total Revenue+4.09% surprise
$1.2BActual
Expected: $1.15B
vs. year ago +35.0%
Released Nov 04 · 7:00 AM ET
Earning Report
| Metric | Q3 2026 | Q3 2025 | YoY Change % |
|---|---|---|---|
| Revenue | $1.20B | $885.65M | +35.0 |
| GAAP Basic EPS | $0.33 | $0.10 | +230.0 |
| GAAP Diluted EPS | $0.32 | $0.10 | +220.0 |
| Non-GAAP Basic EPS | $0.85 | $0.57 | +49.1 |
| Non-GAAP Diluted EPS | $0.81 | $0.55 | +47.3 |
| Net Income | $118.32M | $33.88M | +249.2 |
Financial Outlook / Guidance
| Metric | Q4 2026 Outlook | FY 2026 Outlook | ||
|---|---|---|---|---|
| Guidance | Expected | Guidance | Expected | |
| Revenue | $1.19B-$1.20B | $1.2BIn-Line | $4.515B-$4.525B | $4.47BBeat +1.12% |
| Non-GAAP Operating Income | $280M-$290M | — | $1.095B-$1.105B | — |
| Non-GAAP Net Income per Share | $0.69-$0.71 | $0.64Beat +9.37% | $2.73-$2.75 | $2.53Beat +8.30% |
| Weighted Average Diluted Shares | ~379M | — | ~375M | — |
Q4 2026 Outlook
- Revenue
- Guidance$1.19B-$1.20BExpected$1.2BIn-Line
- Non-GAAP Operating Income
- Guidance$280M-$290MExpected—
- Non-GAAP Net Income per Share
- Guidance$0.69-$0.71Expected$0.64Beat +9.37%
- Weighted Average Diluted Shares
- Guidance~379MExpected—
FY 2026 Outlook
- Revenue
- Guidance$4.515B-$4.525BExpected$4.47BBeat +1.12%
- Non-GAAP Operating Income
- Guidance$1.095B-$1.105BExpected—
- Non-GAAP Net Income per Share
- Guidance$2.73-$2.75Expected$2.53Beat +8.30%
- Weighted Average Diluted Shares
- Guidance~375MExpected—
Business Highlights
- ➤Expanded to about 4,860 $100k+ ARR customers as of September 30, 2026.
- ➤Earned Leader status in the 2026 Forrester Wave for AIOps Platforms.
- ➤Received highest possible Forrester scores in eleven criteria, including Innovation and AI Governance.
- ➤Introduced Scout 1.0, AI Research’s first specialized model for production-issue investigations.
- ➤Scout, in Preview, powers Bits Investigation.
- ➤Scout delivers frontier-model performance at a fraction of inference cost.
- ➤Named the “Company to Beat” for observability platforms in Gartner’s 2026 AI Vendor Race report.
Management Commentary
Olivier Pomel, co-founder and CEO
“Datadog delivered a strong third quarter, with 35% year-over-year revenue growth, $290 million in operating cash flow, and $251 million in free cash flow. We are seeing strong adoption across our platform as customers scale their digital operations and use of AI.”
Olivier Pomel, co-founder and CEO
“We are innovating rapidly, including developing specialized AI models through our AI Research team, to help customers manage growing complexity and move towards autonomous operations.”