Datadog said revenue for the 3 months ended September 30, 2025 was $885.7 million, up 28% from $690.0 million in the year-ago period, and net income was $33.9 million compared to $51.7 million in the prior year.

10-QQuarterly reportFiled Nov 7, 2025Period of report Sep 30, 2025Summary published (UTC) Oct 10, 2026

Key points

AI summary

Datadog said revenue for the 3 months ended September 30, 2025 was $885.7 million, up 28% from $690.0 million in the year-ago period, and net income was $33.9 million compared to $51.7 million in the prior year.
The company said operating cash flow for the 9 months of 2025 was $723.1 million, compared to $605.4 million in the prior year, and free cash flow was $623.7 million versus $534.1 million in the year-ago period. As of September 30, Datadog held $540.6 million in cash and cash equivalents and $3.6 billion in marketable securities.
As of September 30, 2025, the company had approximately 32,000 customers, compared to approximately 29,200 a year earlier, and approximately 4,060 customers with annual run-rate revenue of $100,000 or more, representing 89% of ARR. Datadog said its trailing 12-month dollar-based net retention rate was approximately 120%.
The company said its 2025 Notes matured on June 15, 2025, and it settled the holders' conversions with cash payments of approximately $634.1 million and the issuance of approximately 1,354,569 shares of Class A common stock. Datadog cited the repayment of 2025 Notes of $635.5 million as a factor in financing activities.

Key figures

Quarter ended September 30, 2025

Revenue: $886M
Operating income: −$6M
Net income: $34M
EPS: $0.10
Gross profit: $709M

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.

Q3 2025 Revenue and Net Income

Datadog said revenue for the 3 months ended September 30, 2025 was $885.7 million, up 28% from $690.0 million in the year-ago period, and net income was $33.9 million compared to $51.7 million in the prior year.

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

9-Month Operating Cash Flow and Free Cash Flow

The company said operating cash flow for the 9 months of 2025 was $723.1 million, compared to $605.4 million in the prior year, and free cash flow was $623.7 million versus $534.1 million in the year-ago period. As of September 30, Datadog held $540.6 million in cash and cash equivalents and $3.6 billion in marketable securities.

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

Customer Count and Dollar-Based Net Retention Rate

As of September 30, 2025, the company had approximately 32,000 customers, compared to approximately 29,200 a year earlier, and approximately 4,060 customers with annual run-rate revenue of $100,000 or more, representing 89% of ARR. Datadog said its trailing 12-month dollar-based net retention rate was approximately 120%.

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

2025 Notes Maturity and Conversion Settlement

The company said its 2025 Notes matured on June 15, 2025, and it settled the holders' conversions with cash payments of approximately $634.1 million and the issuance of approximately 1,354,569 shares of Class A common stock. Datadog cited the repayment of 2025 Notes of $635.5 million as a factor in financing activities.

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.

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