Datadog, Inc.

Company facts

Industry

Services-Prepackaged Software

Headquarters

New York, New York

Most recent report

10-Q, filed Aug 6, 2026

Incorporated

Nevada

Filings on record

1,003+ filings

On EDGAR

CIK 1561550

Fiscal year ends

December

Filer status

Large accelerated filer

What to read: Jun 2026 10-Q

SECSift found 4 of 13 sections worth reading, with 1 positive, 7 notable, and 2 negative flags.

• Financial Statements (Item 1)

  Full financial results; revenue up 36%, profitable vs loss a year ago.
  Notable

  • Reincorporated to Nevada on April 21, 2026, from Delaware.
  • 2029 Convertible Notes with $1B principal; fair value $1.42B as of June 30, 2026. Not convertible through Q3 2026.
  • One Big Beautiful Bill Act (OBBBA) reduced 2026 tax expense; full valuation allowance on deferred tax assets remains.

• Management's Discussion (Item 2)

  Full results: revenue +36%, net income $44.6M, strong cash flow, key risk on largest customer.
  Positive

  • Revenue grew ​36% to $1.12B in Q2 2026, up from $826.8M in Q2 2025.
  Negative

  • Largest customer reduced usage starting Q3 2026; may cause revenue growth deceleration.

• Risk Factors (Item 1A)

  Largest customer reducing usage from Q3 2026, a near-term risk. Concentration disclosed.
  Notable

  • AI-native cohort, including the largest customer, provided high single digit percentage points to total YoY revenue growth in Q2 2026.
  • Non-North America revenue fell to 27% of total for H1 2026 from 29% a year earlier.
  • Class B holders (executives, directors, affiliates) controlled 42% of voting power as of June 30, 2026, down slightly from 43% at March 31, 2026.
  Negative

  • Largest customer, in the AI-native cohort, began reducing usage in Q3 2026, threatening near-term revenue.

• Other Information (Item 5)

  CTO plans to sell 1.33M shares; material insider sale disclosure.
  Notable

  • A director's trust terminated a 95,000-share plan early; it was set to expire in September 2026.

What changed: Jun 2026 vs. Mar 2026

About 3% of DDOG's Jun 2026 10-Q is new information. 19 paragraphs were added, 123 changed, and 7 removed. Below are the most important lines SECSift identified.

• Item 1 39
• Item 2 28
• Item 1A 21
• Item 5 2
• Item 6 2
• Item 3 1
• Item 4 1