Datadog Q3 FY2026: revenue up 35.2% to $1.20 billion, EPS $0.81
Datadog beat on both lines: revenue of $1.20 billion grew 35.2% and non-GAAP EPS of $0.81 topped the $0.67 consensus by $0.14. The catch is guidance — the Q4 revenue midpoint of $1.20 billion sits below what Datadog just reported, so the growth story now hinges on whether the usual late-quarter beat shows up again. Read the scorecard for the numbers, then the guidance notes.
1 · Expected vs. Actual
Free preview belowNon-GAAP EPS of $0.81 beat the $0.67 consensus by $0.14, while GAAP EPS was $0.32. The $0.49 gap between the two is largely stock-based compensation of $237.18 million, equal to 19.8% of revenue. GAAP operating income swung to $74.71 million from a $5.81 million loss a year ago.
Revenue of $1.20 billion rose 35.2% from $885.65 million a year earlier, and beat the $1.14 billion midpoint of Q2's guidance by $57.09 million. Sequentially it grew 6.7% from $1.12 billion. The customer base is doing the heavy lifting: about 4,860 accounts now spend $100,000 or more a year, up 20.0% from about 4,060.
Management guides Q4 revenue to $1.19 billion to $1.20 billion, a $1.20 billion midpoint roughly $2 million below the quarter just reported. Full-year revenue is guided to $4.515 billion to $4.525 billion and full-year non-GAAP EPS to $2.73 to $2.75. Neither the Q4 nor the full-year figures are reconciled to GAAP.
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Figures on this page come from the company's original SEC filings. The analysis is generated automatically and checked against validation rules, but may still contain errors or omissions. Not investment advice. · Generated 2026-11-04
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