Datadog Slides Despite Beat and Raised Guidance

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 Inc (DDOG) reported Q3 2026 revenue of $1.2B, up 35% YoY, exceeding guidance. AI customer cohort grew to 850, with 61% of customers using 4+ products. Q4 guidance expects 25-26% growth, citing revenue headwinds from a large customer and early renewals. Operating margin is expected to decrease to 24% due to marketing investments.

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.