Datadog reported second quarter revenue of $1.12 billion, an increase of 36% year-over-year, with non-GAAP earnings per share of $0.65. The company delivered strong growth in its large customer base and provided third quarter and full-year guidance that was ahead of prior expectations.

Key Highlights

  • Revenue for the second quarter increased 36% year-over-year to $1.12 billion, exceeding analyst estimates of $1.08 billion.
  • The number of customers with an Annualized Recurring Revenue (ARR) of $100,000 or more grew 23% from the prior year to approximately 4,720.
  • Datadog raised its full-year 2026 revenue outlook to a range of $4.45 billion to $4.47 billion.
  • The company generated $279 million in free cash flow, representing a 25% free cash flow margin.