Datadog, Inc.
Insider Monkey discusses Datadog (DDOG) after its Aug. 6 Q2 earnings. Shares were down 19% on the day, with 102% growth over the past year and 88% YTD. Q2 revenue rose 36% and full-year revenue per share guidance was raised to $4.45 to $4.47, but revenue guidance missed analysts. Hedge fund ownership rose to 80 funds in Q1 2026.
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 (NASDAQ:DDOG) said its multi-year customer expansion model is continuing, supported by product additions and vendor consolidation, with net retention in the low 120% range, according to commentary from CEO Olivier Obstler. The company reported more than 750 AI-native customers, over 30 with at least $1M ARR, and described growth in AI monitoring and its Bits AI product.
Over the past 7 days, alphai's AI scored 22 news stories mentioning DDOG (Datadog, Inc.). Coverage has skewed bullish: 7 bullish, 9 neutral, and 6 bearish.
Recent DDOG coverage spans market movers, earnings and technology.
In the last 30 days, DDOG insiders filed 86 SEC Form 4 transactions — no purchases and 86 sales ($96.8M). The most active reporter was Agarwal Amit with 36 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
The article frames a mixed earnings outcome: upside guidance metrics versus a revenue outlook miss tied to reduced AI usage by a major customer.
Guidance and RPO growth support continued demand, but the disclosed largest-customer usage reduction is a near-term risk to revenue durability.
The article provides a fresh demand mix and monetization direction for Datadog’s AI monitoring and Bits AI, supporting a growth narrative but without new financial guidance.
Near-term momentum is negative for DDOG given the sharp same-day selloff cited in the article.
Guidance raises near-term revenue and EPS expectations, but the disclosed largest-customer usage reduction keeps downside risk in the outlook.
alphai scores every news story that mentions DDOG with an AI model for sentiment and relevance, and aggregates insider trades from Datadog, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Insider Monkey discusses Datadog (DDOG) after its Aug. 6 Q2 earnings. Shares were down 19% on the day, with 102% growth over the past year and 88% YTD. Q2 revenue rose 36% and full-year revenue per share guidance was raised to $4.45 to $4.47, but revenue guidance missed analysts. Hedge fund ownership rose to 80 funds in Q1 2026.
6 min readDatadog (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.
12 min readDatadog (NASDAQ:DDOG) said its multi-year customer expansion model is continuing, supported by product additions and vendor consolidation, with net retention in the low 120% range, according to commentary from CEO Olivier Obstler. The company reported more than 750 AI-native customers, over 30 with at least $1M ARR, and described growth in AI monitoring and its Bits AI product.
5 min readStocks ended lower ahead of Wednesday’s CPI. Oil fell briefly after Pakistan said the US and Iran are close to an arrangement to reopen the Strait of Hormuz, but Iran said it would keep it shut until conditions are met. Treasuries rose on CPI anticipation. Notable movers included DDOG, ADBE, ORCL, KKR, APO, and ONON after weak sales; AMTM cut guidance; RPD raised EPS outlook.
7 min readDatadog reported Q2 revenue of $1.12B vs $1.08B expected and adjusted EPS of $0.65 vs $0.58, with adjusted operating income of $257M. The company raised full-year revenue guidance to $4.46B and adjusted EPS to $2.52. Management cited accelerating AI-native and traditional demand, but noted a usage decline from its largest customer.
6 min readDatadog (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.
4 min readLe-Quoc Alexis (Chief Technology Officer) sold 53,912 shares of Datadog, Inc. (DDOG) at an average of $253.36 ($231.15–$261.33, $13.66M total) across 25 trades on 2026-08-10 under a Rule 10b5-1 trading plan.
2 min readOn Aug. 8, UBS analyst Karl Keirstead kept a “Buy” rating on Datadog (DDOG) but cut the price target to $280 from $315. The Street’s mean target is $285.82, implying about 9.6% upside versus the current price, while the high target of $340 implies about 30.4% upside.
1 min readWTI crude oil (CLU26) jumped over 5% as Iran and Oman stayed short of a deal to reopen the Strait of Hormuz, with Iran linking reopening to US sanctions, force withdrawal, asset release and compensation. Trump said he would seek compensation from Iran. US rate-hike odds rose; stocks fell, with energy up and airlines, homebuilders down.
5 min readUS stocks weakened late in the session, with the S&P 500 down 0.3% and Nasdaq down 0.6%. Google fell another 3.5% after leadership changes and concerns about Gemini, despite a claim of 1 billion users. The article links a $500 billion AI capex fundraising theme to gains in KKR (+6.43%) and Apollo (+6.06%), while AppLovin fell 5.63%.
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