Datadog said revenue for the 3 months ended June 30, 2025 was $826.8 million, representing 28% growth compared to $645.3 million in the year-ago period. The company said approximately 80% of the revenue increase was attributable to growth from existing customers, and 20% was attributable to growth from new customers.

1. 01

   Datadog said revenue for the 3 months ended June 30, 2025 was $826.8 million, representing 28% growth compared to $645.3 million in the year-ago period. The company said approximately 80% of the revenue increase was attributable to growth from existing customers, and 20% was attributable to growth from new customers.

2. 02

   Datadog said net income for the 3 months ended June 30, 2025 was $2.6 million, down from $43.8 million in the year-ago period. Cost of revenue for the same period increased by $42.5 million, or 34%, and the company said increased spending with third-party cloud infrastructure providers was the primary reason for the decrease in gross margin.

3. 03

   Datadog said operating cash flow for the 6 months ended June 30, 2025 was $471.6 million and free cash flow was $409.7 million, each up from $376.7 million and $330.5 million, respectively, in the year-ago period.

4. 04

   Datadog said the 2025 Notes matured on June 15, 2025, and holders who elected conversion settled through the payment of approximately $634.1 million in cash and the issuance of approximately 1,354,569 shares of Class A common stock. As of June 30, 2025, cash and cash equivalents were $489.0 million and marketable securities were $3.4 billion.

Key figures

Quarter ended June 30, 2025

Revenue

$827M

Operating income

−$35M

Net income

$3M

EPS

$0.01

Gross profit

$661M

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.

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

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