Datadog reported FY2025 revenue of $3.43 billion and Q1 2026 revenue of $1.01 billion, with the official record tying the thesis to cloud observability demand, AI infrastructure workloads, platform expansion, margin discipline and cash conversion.
Datadog: observability growth has to keep turning cloud complexity into cash
NASDAQDDOGCoverage BootstrapDatadog, Inc.
Thesis summary
Datadog reported FY2025 revenue of $3.43 billion and Q1 2026 revenue of $1.01 billion, with the official record tying the thesis to cloud observability demand, AI infrastructure workloads, platform expansion, margin discipline and cash conversion.
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