Datadog Inc - Ordinary Shares - Class A
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+ FollowMarket Cap$60.67B
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Earnings Call Q3 2026
November 4, 2026 - AI Summary
Q3 results beat guidance with strong growth + solid profitability
- Revenue $1.197B (+35% YoY), above the high end of guidance.
- Non-AI customer growth accelerated to high-20s% YoY (about +1ppt vs prior quarter; up from ~20% a year ago).
- Total customer base: 33.5k customers; 4.86k $100k+ ARR customers generating ~91% of ARR.
- Free cash flow: $251M (~21% FCF margin).
AI-native cohort remains a key growth engine (and expanding), but creates “lumpy” sequentials
- AI customer cohort continues to grow and diversify; Datadog serves 850+ AI customers (up from ~750 last quarter).
- ~1/3 of all customers now use ≥1 AI product; ~3/4 of $100k+ customers use AI products (still early for many → expansion opportunity).
- Agentic activity: MCP tool calls up ~50x YTD.
- Management emphasized adoption is strong long-term, but sequential quarter-to-quarter growth can be distorted by large-customer renewals/traffic shifts and the “minimum commitment” guidance convention.
Product/platform momentum: broader adoption and notable ARR milestones
- Platform adoption rising: customers using 4+ products: 61% (from 54% YoY); 6+ products: 40% (from 31%); 10+ products: 16% (from 8%).
- Infrastructure monitoring suite > $2B ARR, growing mid-30s% YoY—a strong indicator of Datadog’s durability in observability.
- AI for Datadog: “Bits” launched earlier; by October testing became GA, described as the fastest-adopted product in Datadog history; Scout reasoning model supports Bits investigations at lower inference cost.
- Datadog for AI: expanded coverage across GPU monitoring, agent observability, security (AI Guard), and cost management (CCM); distribution partnerships (e.g., marketplace availability) noted.
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$52.04
71.7% downside
Current Fair Value
71.7% downsideOvervalued by 71.7% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $60.67 Billion |
|---|---|
| Enterprise Value | $62.34 Billion |
| Earnings per Share | $0.31 |
| Beta | 1.51 |
| Outstanding Shares | 358,617,000 |
Return
| Return on Equity | 5.56% |
|---|---|
| Return on Assets | 3.34% |
| Return on Invested Capital | 3.29% |
Valuation & Multiples
| P/E Ratio | 245.26 |
|---|---|
| PEG | 98.43 |
| Price to Sales | 16.74 |
| Price to Book Ratio | 14.17 |
| Enterprise Value to Revenue | 14.57 |
| Enterprise Value to EBIT | 312.48 |
| Enterprise Value to Net Income | 237 |
| Total Debt to Enterprise | 0.04 |
| Debt to Equity | 0.54 |
Revenue Sources
No data
Last Earnings Call
Report Date
November 5, 2026
EPS Estimate
$0.64
Consensus analyst estimateRevenue Estimate
$1.14 B
Consensus analyst estimateNext Earnings Call
Expected Date
February 9, 2027
EPS Estimate
$0.69
Consensus analyst estimateRevenue Estimate
$1.20 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.78, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.7797▲ 18.06% |
|---|---|
| Total Calls | 336,300▼ 98.08% |
| Total Puts | 262,200▼ 97.50% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 11.35%▼ 75.36% |
|---|---|
| Total Invested | $11.01B▼ 86.14% |
| Investors Holding | 666▼ 712.00% |
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-...