Datadog Inc - Ordinary Shares - Class A
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+ FollowMarket Cap$66.95B
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Earnings Call Q1 2026
May 7, 2026 - AI Summary
Q1 results beat; growth accelerating
- Revenue $1.01B, +32% YoY, and +6% QoQ (highest Q1 sequential growth since 2022).
- Q1 guidance beat: revenue above the high end of its guided range.
- Free cash flow: $289M (29% margin); cash from ops $335M.
- Customer base expansion: ~33,200 customers (up from ~3,500 a year ago). Quarterly revenue also exceeded $1B for the first time.
Retention + platform expansion remain strong (investor “health check”)
- Gross revenue retention stable in the mid- to high-90% range (shows durability/misson-critical usage).
- Trailing 12-month net revenue retention: low 120% (up from ~120 last quarter).
- Platform breadth accelerating: customers using ≥4 products: 56% (from 51% a year ago); ≥6 products: 35% (from 28%); ≥8 products: 20% (from 13%).
- Total ARR >$4B; 26 products with 5 products >$100M ARR and 3 more at $50M–$100M.
AI is both a demand driver and a product driver (plus surprising “training” tailwinds)
- AI native customers are accelerating: CEO cited new land deals with major AI research teams (2 hyperscale AI research divisions) tied to improving/optimizing training workflows.
- Datadog for AI usage growing fast: 6,500+ customers using 1+ AI integrations (about 20% of customers but ~80% of AI-related ARR).
- Usage indicators: SRE agent investigations >2x (Dec→Mar); spans to LLM Observability nearly 3x QoQ; MCP server calls ~4x QoQ.
- Surprising strategic shift: management now sees training becoming a real market (previously inference was the bigger focus “last year”); heterogenous silicon + GPU monitoring needs are cited as helping adoption.
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$51.28
72.8% downside
Current Fair Value
72.8% downsideOvervalued by 72.8% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $66.95 Billion |
|---|---|
| Enterprise Value | $69.08 Billion |
| Earnings per Share | $0.31 |
| Beta | 1.51 |
| Outstanding Shares | 354,771,000 |
Return
| Return on Equity | 4.07% |
|---|---|
| Return on Assets | 2.35% |
| Return on Invested Capital | 1.93% |
Valuation & Multiples
| P/E Ratio | 473.19 |
|---|---|
| PEG | 29.89 |
| Price to Sales | 17.16 |
| Price to Book Ratio | 15.73 |
| Enterprise Value to Revenue | 17.42 |
| Enterprise Value to EBIT | 629.4 |
| Enterprise Value to Net Income | 389 |
| Total Debt to Enterprise | 0.04 |
| Debt to Equity | 0.59 |
Revenue Sources
No data
Last Earnings Call
Report Date
November 4, 2026
EPS Estimate
$0.64
Consensus analyst estimateRevenue Estimate
$1.15 B
Consensus analyst estimateNext Earnings Call
Expected Date
February 9, 2027
EPS Estimate
$0.64
Consensus analyst estimateRevenue Estimate
$1.20 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 1.02, calls and puts are about even.
| Put/Call Ratio | 1.0198▲ 42.07% |
|---|---|
| Total Calls | 182,200▼ 98.96% |
| Total Puts | 185,800▼ 98.23% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 3.31%▼ 83.41% |
|---|---|
| Total Invested | $3.21B▼ 95.96% |
| Investors Holding | 448▼ 930.00% |
About Datadog Inc
8,100 employees
CEO: Olivier Pomel
Datadog, Inc. offers a sophisticated platform for monitoring and analysis, serving the needs of developers, IT operations teams, and business users within cloud environments across North America and internationally. Through its Software-...