Datadog (DDOG) Q3 revenue $1.20 billion vs $1.17 billion est.; adj. EPS $0.81 vs $0.67 est.
Not investment advice. Muhabbit scores how much a story may matter, not which way to trade.
Datadog reported third-quarter 2026 revenue of $1.20 billion, up 35% year-over-year and above the $1.17 billion consensus, with adjusted EPS of $0.81 versus the $0.67 estimate. Customers with annual recurring revenue of at least $100,000 rose 20% to about 4,860, and the company launched Scout 1.0, its first specialized AI model, now powering Bits Investigation. Datadog guided fourth-quarter revenue to $1.19 billion-$1.20 billion and non-GAAP EPS to $0.69-$0.71, with non-GAAP operating income of $280 million-$290 million. The beat-and-guide comes as investors weigh whether AI-driven product expansion can sustain growth at scale; next up is the fourth-quarter print and adoption trends for the new AI offerings.
Muhabbit's AI wrote this summary in its own words from SEC EDGAR's report. It can get details wrong, so check the source.
Named in this story
Datadog (DDOG), Olivier Pomel, Scout 1.0, Bits Investigation, Forrester Wave
A linked name opens that asset's sentiment page.