Datadog sells the instrument panel for software that runs in the cloud, and it has compounded revenue at 55.4% a year for nine years to do it — from $100.8 million in fiscal 2017 to $3,427.2 million in fiscal 2025, on an 80% gross margin, capital intensity of 4.0% of revenue and a free cash flow margin of 26.7%. In the quarter ended 30 June 2026 revenue grew 35.6%, the fastest in four years, and the company added $115.0 million of revenue against the previous quarter — a record by seventy per cent. Over those same nine years it has reported a GAAP operating loss in eight of them, and cumulative GAAP net income of $214.6 million against cumulative stock-based compensation of $2,431.9 million. On 6 August 2026 it reported the best quarter in its history, disclosed that its largest customer had renewed a nine-figure contract and would cut usage from the third quarter, and fell roughly nineteen per cent. This is a full institutional-grade equity research report on Datadog, Inc. (Nasdaq: DDOG), built from SEC XBRL company facts, seven Forms 10-K, the June 2026 Form 10-Q, every quarterly Supplemental Financial Information and earnings release through 6 August 2026 and the February 2026 Investor Day, into eight structured chapters and 69 rebuilt charts.
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