Datadog, Inc. (DDOG)

From the record

Datadog, Inc.'s filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

From the record

Datadog, Inc.'s 9 filed years say what it did: revenue went from $101 million in fiscal 2017 to $3.4 billion in fiscal 2025, up 55.4% a year; it rose in 8 of 8 years; it never fell from a peak; net income was positive in 3 of 9 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2025-12-31, Datadog, Inc.'s diluted share count grew about 4.8% a year, and dividends and buybacks returned about 0% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 684 sales (635 under scheduled 10b5-1 plans) and 0 purchases of their own stock on the open market in the year to 2026-11-12 (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2025-12-31, Datadog, Inc. earned about 3 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 41 cents per dollar of everything the company owns. Leverage: it owed about 44 cents per dollar of assets, and net share issuance: its share count grew 1.3% over the year (the filed statements).

From the record

Datadog, Inc.'s standing among 218 graded names in its industry family: revenue of $3.4 billion in fiscal 2025 ranks in the top 11% by size; a net margin of 3.1% ranks in the top 39%; revenue growth of 26.9% a year over the last 3 filed years ranks in the top 21% (its annual reports).

From the record

Datadog, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Pomel, Olivier (Chief Executive Officer, as filed), filing under that title since 2019-09-18, 7.2 years (top 24% of its family); the 17 officers and directors filing in the last fifteen months have been on the record a median of 7.2 years (top 24%); 4 officer or director changes were reported on Form 8-K since 2023-11-13, against the 17 people in charge now (top 17%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Datadog, Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $401 million against no long-term debt tagged leaves 6% of its assets as net cash, bottom 34% of its family; cash from operations less capital spending is 29.2% of revenue (top 16%); a gross margin of 80% (top 21%); research spending of 45.2% of revenue (top 13%) (its annual report).

From the record

Datadog, Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 26.9% a year over the last three filed years against 55.4% over all 9, slowing (bottom 8% of its family); the newest year grew 27.7% (top 19%); research spending grew 27.2% a year (top 11%); capital spending grew 12% a year (top 34%) (its annual reports). Datadog, Inc. tags no split of its revenue by line in the annual report on file, so growth by line cannot be read here; research and capital spending are on the trend.

From the record

Datadog, Inc.'s newest year against its own record: revenue of $3.4 billion in fiscal 2025 came in 0.9% above the $3.4 billion its prior three years' pace pointed to (top 43% of its family); net income of $108 million against a prior three-year average of $61 million (top 32%); a net margin of 3.1% against 2% before (bottom 31%) (its annual reports).