Jacobson Matthew sold $15.0M of DDOG

Datadog (DDOG) reported Q2 2026 revenue of $1.12B, up 36% year over year, with non-GAAP operating income of $257M. Customers rose to about 33,400, including 4,720 $100,000+ ARR customers. Q3 revenue guidance is $1.135B to $1.145B, and full-year 2026 revenue guidance is $4.45B to $4.47B. Management cited a usage reduction at its largest customer.

Datadog (DDOG) reported its first $1 billion quarter in Q1 revenue, up 32% year over year to $1.0B, beating expectations of $960M (per Fiscal.ai). Q1 EPS was $0.60 versus $0.15 expected. Shares rose about 31% pre-market. Company cited AI-driven customer growth, low churn, and raised FY2026 EPS guidance to $2.36-$2.44. Q2 revenue guidance: $1.07B-$1.08B.

Cybersecurity and AI stocks rose Monday as Black Hat 2026 highlighted evidence of autonomous AI agents hacking enterprise systems, according to the UK AI Security Institute and other cited analysts. Palo Alto Networks and CrowdStrike each gained over 5% to record highs. Datadog jumped 11.48% after reporting Q2 revenue of $1.12B (+35.6% YoY) and raising full-year guidance to $4.45-4.47B. Chip stocks fell, with SOXX down 2.55%.

Datadog (DDOG) reported Q2 revenue of $1.12B, up 36% year over year, and adjusted EPS of 65 cents, beating guidance. It raised full-year revenue guidance to $4.45B-$4.47B and adjusted EPS to $2.50-$2.54. Shares fell about 19% after Q3 guidance implied ~29% growth, citing usage cuts from its largest customer. DDOG also launched on AWS Europe (London) Region.

Datadog reported Q2 revenue of $1.12B and adjusted EPS of $0.65, beating Wall Street estimates, and raised guidance. Its Q3 outlook suggests revenue growth decelerating to about 29% YoY, which contributed to DDOG shares falling 19.03% to $229.29. Analysts cited concentration risk tied to one large customer and noted Bits AI automation efforts.

Datadog (DDOG) shares fell about 19% after its Q2 results. The company reported Q2 revenue of about $1.12B, up 36% year over year, and adjusted EPS of 65 cents, beating May guidance. Datadog raised FY outlook to $4.45B-$4.47B revenue and $2.50-$2.54 adjusted EPS, but Q3 guidance implies slower growth.