Datadog Inc (DDOG) Q3 2026 Earnings Call Highlights: Revenue Surges 35%

Datadog (DDOG) reported Q3 2026 revenue of $1.2B, up 35.2% YoY, and EPS of $0.81, beating estimates. Key metrics: $3.85B in remaining performance obligations, 33,500 customers, and 4,860 customers spending >$100k ARR. Shares down 20.8% over the past month.

Datadog (DDOG) fell 14% on cautious Q3 outlook tied to one large AI customer, despite beating earnings and revenue estimates. Rapid7 (RPD) rose 18% after reporting Q3 results with higher adjusted earnings and adjusted operating income. Fastly (FSLY) slid 14% after hours despite beating Q3 forecasts and raising full-year guidance.

Datadog reported 3Q 2026 revenue of $1.2B, up 35.2% YoY, with net income of $118.32M and EPS of $0.32. Growth driven by existing customers, though reduced usage by the largest customer may impact future growth. The company had 33,500 customers, with 86% using at least two products.

Datadog (DDOG) shares fell 14% after Q3 earnings beat estimates but raised concerns about a large customer's reduced usage and revenue visibility.

Datadog (DDOG) shares fell 14% despite beating Q3 expectations with $1.197bn revenue (up 35% YoY) and raised full-year guidance to $4.515bn-$4.525bn. Q4 revenue guidance of $1.19bn-$1.20bn was in line with consensus. CEO Olivier Pomel cited strong customer demand, but shares have dropped 32% since last Wednesday.

Datadog reported Q3 2026 revenue of $1.20B, up 35% YoY, with 4,860 customers paying over $100K annually. Non-GAAP operating income was $334M (28% margin). The company launched Scout 1.0, an AI model for incident investigation, and received recognition from Forrester and Gartner. Q4 guidance projects revenue between $1.19B and $1.20B.