10-QSoftware

Datadog, Inc.

DDOG · Period ending 2026-03-31 · Filed 2026-05-07

Valuation

Software
Live · Yahoo Finance

Price

$231.68

52-Week Range

$98.01$231.68 now$278.70

Decision Context

Scores are balanced across the six engines. No single dimension dominates — this is consistent with a stable, mid-tier quality business.

Based on filing period ending Mar 2026

FisclearScore is a quantitative model using public financial data and sector median benchmarks (refreshed monthly). Not financial advice. Always conduct independent due diligence.

DDOG vs

Macro Context

SWOT Analysis — DDOG

Inflationary Boom
Macro lens (Inflationary Boom): Rising costs and tighter margins amplify financial risks in this regime.

Strengths

  • Revenue: $3.4B (+27.7% YoY) — Revenue grew 28% — the company sold more goods or services than the prior year.

  • Gross Profit: $2.7B (+26.3% YoY) — Gross profit rose 26% — the spread between revenue and direct costs improved.

  • Operating Cash Flow: $1.1B (+20.6% YoY) — Operating cash flow grew 21% — the business generated more cash from day-to-day operations.

Weaknesses

  • Net Income: $107.7M (-41.4% YoY) — Profit fell 41% but remained positive.

  • EPS (Diluted): $0.31 (-40.4% YoY) — Earnings per share fell 40%.

  • R&D spending is 45% of revenue — heavy investment in future growth, but also a drag on current profitability.

Opportunities

No clear opportunities identified at this time.

Threats

  • Net income dropped 41% year-over-year — a significant compression in profitability.

Financial Charts

Revenue vs Net Income

Gross Profit vs Operating Income

Margin Trend

Operating Cash Flow

Year-over-Year Changes

Net Income

$107.7M

was $183.7M

−41.4%

Profit fell 41% but remained positive.

EPS (Diluted)

$0.31

was $0.52

−40.4%

Earnings per share fell 40%.

Revenue

$3.4B

was $2.7B

+27.7%

Revenue grew 28% — the company sold more goods or services than the prior year.

Gross Profit

$2.7B

was $2.2B

+26.3%

Gross profit rose 26% — the spread between revenue and direct costs improved.

Operating Cash Flow

$1.1B

was $870.6M

+20.6%

Operating cash flow grew 21% — the business generated more cash from day-to-day operations.

Risk Flags

0 high · 1 medium · 1 low
  • Medium

    Net income dropped 41% year-over-year — a significant compression in profitability.

  • Low

    R&D spending is 45% of revenue — heavy investment in future growth, but also a drag on current profitability.

Price History

Technical Signals

Daily closes · 1-year data

Latest News

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External Links

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Research Datadog, Inc.

Data sourced from SEC EDGAR, FRED (Federal Reserve Economic Data), and Yahoo Finance. For informational purposes only. Not financial advice.