Datadog Q3 revenue comes in at $1.20B, up 35%

Datadog (NASDAQ:DDOG) reported third-quarter 2026 revenue of $1.20 billion, up 35%, as demand for its cloud monitoring and security platform increased.

Revenue rose from $885.7 million a year earlier, while adjusted diluted earnings increased to $0.81 per share from $0.55, beating analysts' $0.64 estimate.

GAAP operating income reached $74.7 million, reversing a $5.8 million loss, while diluted earnings increased to $0.32 per share from $0.10.

Datadog forecast fourth-quarter revenue of $1.19 billion–$1.20 billion and full-year sales of $4.515 billion–$4.525 billion, while shares fell approximately 14% in early trading amid guidance concerns.

Customers generating at least $100,000 in annual recurring revenue increased 20% to approximately 4,860, reflecting broader adoption among larger enterprise customers.

The company introduced Scout 1.0, its first specialized AI model, to power Bits Investigation and support automated production-issue investigations.Copy

Editorial note: Financial results, Olivier Pomel's quotation, customer growth and guidance were verified against Datadog's November 4, 2026 earnings release. Analyst expectations and early share-price movements were cross-checked against MT Newswires and Investor's Business Daily. Adjusted EPS and free cash flow are non-GAAP measures. The share-price movement represents early trading rather than a confirmed closing price.