Last results 6 Aug 2026Next reporting 5 Nov 2026In 13 days
Datadog, Inc.
I · AI Analysis
The brief
Datadog sells software subscriptions that let businesses monitor their cloud applications, track performance problems, manage security threats, and analyze usage data in real time [Yahoo Finance]. Customers use it to see when systems slow down, detect security breaches, and understand how their applications are running across servers and cloud providers [Yahoo Finance].
Datadog operates a cloud-based monitoring and security platform used by companies to track application performance, detect issues, and manage infrastructure [Yahoo Finance]. The company generated $4.0 billion in trailing revenue through 30 June 2026, but trailing net income of $177.6 million was far higher than its operating income of just $17.0 million — meaning most of its reported profit came from non-operating sources, not the core business [Yahoo Finance] [Sentinellis calculation]. Recent news shows heavy insider selling totaling $140.3 million across 11 executives in 90 days, and the stock fell 19% after the company lost a major AI customer despite beating earnings [SEC Form 4] [TradingKey].
Strong revenue growth but operating profit is weak, with most earnings coming from non-operating items rather than the core business [Yahoo Finance] [Sentinellis calculation].
Sentinellis health
Moderate concerns
6.2/10
7.5+ strong · 4.5–7.5 moderate · under 4.5 weak
Profitability
Returns on capital
Growth & momentum
Balance sheet
Cash generation
Value creation
Sentinellis calculation from the published statements — not a score reported by any data source. Each category is scored on the checks that had data; missing inputs are excluded rather than counted as failures.
Market capitalisation
$96.3B
Revenue (TTM)
$4.0B
Explainers
How we read these numbers
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ReadII · Recent news
What moved
4 stories · ranked by relevance
- Company2026-09-24
Datadog: Finanzvorstand David Obstler veräußert Aktien im Wert von 3,86 Mio. US-Dollar - Investing.com Deutsch
Investing.com Deutsch
- Company2026-09-25
Datadog's Global Expansion Accelerates: Can It Drive More Revenues?
Zacks
- Company2026-09-25
Datadog (DDOG) Rallies On AI Demand, Is The Stock Still Cheap? - Yahoo Finance
Yahoo Finance
- Company2026-09-27
Datadog (DDOG) Fell 19% After Q2 Beat and Guidance Raise - The AI Customer Cut Spooked the Market - TradingKey
TradingKey
Premium · Free with any account
Datadog lost a major AI customer, and the market's 19% sell-off after an otherwise strong earnings report shows investors are worried about customer concentration and the risk of losing other large clients [TradingKey].
Risks
4
Opportunities
5
Red flags
4
Leadership
10
12 more findings in the full report — free with any account.
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