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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Datadog (DDOG) is 10/10.
Datadog posted Q1 FY2026 revenue of $1.01 billion, up 32% year-over-year and crossing the $1 billion quarterly milestone for the first time. Non-GAAP operating income reached $223 million at a 22% margin, with free cash flow of $289 million. FY2026 revenue guidance was raised significantly to $4.30 to $4.34 billion, a 5.88% midpoint increase, and EPS guidance to $2.36 to $2.44. Non-AI customer growth reaccelerated to mid-20s percent, and record new logo bookings more than doubled year-over-year.
Scored from Datadog’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $738M | +25.1% | $0.13 | -13.3% | 80.5% | 1.3% | 6.2% | $257M |
| FY2025 Q1 | $762M | +24.6% | $0.07 | -43.4% | 79.3% | -1.6% | 3.2% | $244M |
| FY2025 Q2 | $827M | +28.1% | $0.01 | -93.8% | 79.9% | -4.1% | 0.3% | $203M |
| FY2025 Q3 | $886M | +28.4% | $0.09 | -33.1% | 80.1% | -0.7% | 3.8% | $235M |
| FY2025 Q4 | $953M | +29.2% | $0.13 | 0.0% | 80.4% | 0.8% | 4.9% | $318M |
| FY2026 Q1 | $1.01B | +32.2% | $0.15 | +120.9% | 79.2% | 0.7% | 5.2% | $323M |
| FY2026 Q2 | $1.12B | +35.6% | $0.12 | — | 78.6% | 0.5% | 4.0% | $279M |