Datadog generated revenue of $761.6 million for the 3 months ended March 31, 2025, representing year-over-year growth of 25% compared to $611.3 million for the same period in 2024. The company attributed approximately 75% of the increase to growth from existing customers and the remaining 25% to growth from new customers.

10-QQuarterly reportFiled May 7, 2025Period of report Mar 31, 2025Summary published (UTC) Oct 11, 2026

Key points

AI summary

Datadog generated revenue of $761.6 million for the 3 months ended March 31, 2025, representing year-over-year growth of 25% compared to $611.3 million for the same period in 2024. The company attributed approximately 75% of the increase to growth from existing customers and the remaining 25% to growth from new customers.
Datadog reported net income of $24.6 million for Q1 2025, down from $42.6 million for Q1 2024. Operating cash flow for the same period was $271.5 million, up from $212.3 million, and free cash flow was $244.4 million, up from $186.7 million.
Datadog said cost of revenue for Q1 2025 increased by $47.5 million, or 43%. The company cited an increase of $42.8 million in third-party cloud infrastructure hosting and software costs as a primary driver of the increase. It added that the decline in gross margin was primarily attributable to increased spending with third-party cloud infrastructure providers.
As of March 31, 2025, Datadog held cash and cash equivalents of $1,079.9 million and marketable securities of $3.4 billion. The company said the 2025 Notes mature on June 15, 2025 and that its existing cash, marketable securities and operating cash flow will be sufficient to support its cash requirements for the next 12 months and beyond.

Key figures

Quarter ended March 31, 2025

Revenue: $762M
Operating income: −$12M
Net income: $25M
EPS: $0.07
Gross profit: $604M
Operating cash flow: $272M

From the XBRL financial data filed with the SEC · not processed by AI.

Summary

AI-written

Analysis scope · Management's discussion (MD&A)We analyzed the Management's Discussion and Analysis (MD&A) section. Other sections of the report, such as the notes to the financial statements and risk factors, were not reviewed.

Revenue $761.6 million, up 25% year-over-year

Datadog generated revenue of $761.6 million for the 3 months ended March 31, 2025, representing year-over-year growth of 25% compared to $611.3 million for the same period in 2024. The company attributed approximately 75% of the increase to growth from existing customers and the remaining 25% to growth from new customers.

Source · Based on the MD&A text of the filing

Net income $24.6 million, operating cash flow $271.5 million

Datadog reported net income of $24.6 million for Q1 2025, down from $42.6 million for Q1 2024. Operating cash flow for the same period was $271.5 million, up from $212.3 million, and free cash flow was $244.4 million, up from $186.7 million.

Source · Based on the MD&A text of the filing

Cost of revenue up 43%, gross margin declines

Datadog said cost of revenue for Q1 2025 increased by $47.5 million, or 43%. The company cited an increase of $42.8 million in third-party cloud infrastructure hosting and software costs as a primary driver of the increase. It added that the decline in gross margin was primarily attributable to increased spending with third-party cloud infrastructure providers.

Source · Based on the MD&A text of the filing

Cash $1,079.9 million, marketable securities $3.4 billion

As of March 31, 2025, Datadog held cash and cash equivalents of $1,079.9 million and marketable securities of $3.4 billion. The company said the 2025 Notes mature on June 15, 2025 and that its existing cash, marketable securities and operating cash flow will be sufficient to support its cash requirements for the next 12 months and beyond.

Source · Based on the MD&A text of the filing

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.

View the original filing on SEC EDGAR ↗

Unauthorized scraping, data storage and database creation prohibited

Without prior written consent, you must not crawl or scrape data compiled and organized by Chickstock or its analysis and summaries, or collect them repeatedly or in bulk for storage, ingestion or database creation. Repurposing, redistribution, sale and use to build other services are also prohibited.

Unauthorized use may result in access restrictions, demands to stop infringement and delete copies, and claims for damages. Violations of applicable law may also give rise to criminal liability.

Uses permitted by law, the Terms of Service or a separate agreement remain subject to their respective scope. Rights in individual source materials, including original filings, remain with their respective rights holders.