Back to top

Image: Bigstock

Datadog (DDOG) Reports Q3 Earnings: What Key Metrics Have to Say

Read MoreHide Full Article

For the quarter ended September 2026, Datadog (DDOG - Free Report) reported revenue of $1.2 billion, up 35.2% over the same period last year. EPS came in at $0.81, compared to $0.55 in the year-ago quarter.

The reported revenue represents a surprise of +4.82% over the Zacks Consensus Estimate of $1.14 billion. With the consensus EPS estimate being $0.64, the EPS surprise was +26.56%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Datadog performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Remaining Performance Obligations: $3.85 billion versus the three-analyst average estimate of $3.55 billion.
  • Customers: 33,500 versus 34,228 estimated by three analysts on average.
  • Customers >$100k in ARR: 4,860 versus the three-analyst average estimate of 4,825.

View all Key Company Metrics for Datadog here>>>

Shares of Datadog have returned -20.8% over the past month versus the Zacks S&P 500 composite's -2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

Published in