COMPANY FILINGS

Datadog

DDOG

What does Datadog do?

Datadog provides monitoring and security software for cloud applications. Its tools bring together infrastructure monitoring, application performance, logs, user experience monitoring and cloud security. Development, operations, security and business teams use the platform to investigate application performance, understand user behavior and monitor their systems. It serves organizations of different sizes across a range of industries.

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Company overview · FY2025

Year ended Read the full 10-K on SEC EDGAR (opens in a new tab)

Selected passages from the company’s business description, with headings added for readability. See the original filing for the full context.

Business description: FY2025CIK 0001561550Source: SEC EDGAR
Annual reports
7
Report coverage
2019–2025
Financial statement focus
Balance sheet
READ THE FILING

Annual report insights

AI summary

AI-generated summaries of the cited 10-K filings. For informational purposes only; not personalized investment advice.

Choose a fiscal year

Fiscal 2025

Year ended Filed

Read FY2025 annual report (opens in a new tab)
  • Datadog's revenue grew 28% in 2025 versus 2024. The company attributed approximately 75% of the increase to growth from existing customers.

    Source: 2025
  • The filing identifies a risk that larger AI-native customers, including Datadog's largest customer, may optimize usage or fail to renew subscriptions.

    Source: 2025
View full 10-K summary 2025Hide full 10-K summary 2025

Signals describe observations in the selected filing, not forecasts or investment ratings. Risk disclosures do not establish that a loss occurred.

Positive signals

  • Revenue increased 28%

    Datadog's revenue grew 28% in 2025 versus 2024. The company attributed approximately 75% of the increase to growth from existing customers.

    Source: 2025

Negative signals

  • Large AI customers may not renew

    The filing identifies a risk that larger AI-native customers, including Datadog's largest customer, may optimize usage or fail to renew subscriptions.

    Source: 2025

Business context

  • Income fell; cash flow rose

    Consolidated net income fell to $107.7 million in 2025 from $183.7 million in 2024. Operating cash flow increased to $1,050.1 million from $870.6 million.

    Source: 2025
  • OnCall and AI products launched

    Datadog launched OnCall, Product Analytics and Bits AI SRE in 2025.

    Source: 2025
  • Capitalized software useful life extended

    Beginning in fiscal 2025, Datadog extended the estimated useful life of capitalized software development costs from two years to three years.

    Source: 2025

Business in fiscal 2025

Datadog sells subscriptions to a cloud-based platform that provides monitoring and security for cloud applications.

Source: 2025

5-year changes

FY2021–FY2025

AI comparison of the five fiscal years ending in this report year. Later filings are excluded.

  • Revenue growth slowed after 2022

    Revenue growth slowed substantially after 2022 and edged higher in 2025. Reported annual growth was 70% in 2021, 63% in 2022, 27% in 2023, 26% in 2024, and 28% in 2025. Datadog attributed approximately 71%, 75%, 65%, 75%, and 75% of each year’s increase, respectively, to existing customers. Those percentages measure shares of the revenue increase, not shares of total revenue.

    Source: 2021, 2022, 2023, 2024, 2025
  • Net profits followed net losses

    Datadog moved from net losses to net income, although net income fell in the final year. It reported losses of $20.7 million in 2021 and $50.2 million in 2022, followed by income of $48.6 million in 2023, $183.7 million in 2024, and $107.7 million in 2025. Operating cash flow moved in the opposite direction in 2025, increasing from $870.6 million to $1,050.1 million; it is a separate measure from net income.

    Source: 2021, 2022, 2023, 2024, 2025
  • Selected risk coverage varies

    The selected risks concern subscription renewal and expansion in 2021 and 2023, usage optimization and less favorable renewals in 2024, and larger AI-native customers, including the largest customer, in 2025. The 2022 summary instead selects third-party hosting disruption. These choices do not establish when a risk arose, disappeared or became more severe.

    Source: 2021, 2022, 2023, 2024, 2025
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This request covers the entire DDOG FY2025 summary, including the 5-year comparison.

We keep your message and the summary version as a record of our review and any correction. Personal information included in a message is removed during review. Please do not include personal details, passwords or private URLs. Your message is not published. Requests are stored privately with our database provider. Hosting and security providers may process technical data such as IP addresses. Removal applies to the application record; provider backups and security logs follow their retention rules.

Fiscal 2024

Year ended Filed

Read FY2024 annual report (opens in a new tab)
  • Revenue grew 26% in 2024 compared with 2023. The company attributed approximately 75% of the revenue increase to growth from existing customers.

    Source: 2024
  • The filing identifies revenue volatility risk if customers optimize their usage, renew on terms less favorable to Datadog, or stop renewing subscriptions.

    Source: 2024
View full 10-K summary 2024Hide full 10-K summary 2024

Signals describe observations in the selected filing, not forecasts or investment ratings. Risk disclosures do not establish that a loss occurred.

Positive signals

  • Revenue increased 26%

    Revenue grew 26% in 2024 compared with 2023. The company attributed approximately 75% of the revenue increase to growth from existing customers.

    Source: 2024
  • Net income rose

    Net income increased to $183.7 million in 2024 from $48.6 million in 2023. Datadog reported operating cash flow of $870.6 million in 2024.

    Source: 2024

Negative signals

  • Usage shifts risk revenue swings

    The filing identifies revenue volatility risk if customers optimize their usage, renew on terms less favorable to Datadog, or stop renewing subscriptions.

    Source: 2024

Business context

  • Event and LLM tools launched

    In 2024, Datadog launched Event Management to consolidate alerts and speed remediation, and LLM Observability to help customers assess how to deploy and manage large language models safely in production.

    Source: 2024
  • Convertible debt issued

    In December 2024, Datadog issued $1.0 billion of zero-interest convertible senior notes due 2029. It also paid $196.8 million, including accrued interest, to repurchase approximately $112.0 million of principal on its 2025 notes.

    Source: 2024

Business in fiscal 2024

Datadog earns revenue by selling subscriptions to a cloud-based platform for monitoring and securing cloud applications.

Source: 2024
Request a correction

This request covers the entire DDOG FY2024 summary.

We keep your message and the summary version as a record of our review and any correction. Personal information included in a message is removed during review. Please do not include personal details, passwords or private URLs. Your message is not published. Requests are stored privately with our database provider. Hosting and security providers may process technical data such as IP addresses. Removal applies to the application record; provider backups and security logs follow their retention rules.

Fiscal 2023

Year ended Filed

Read FY2023 annual report (opens in a new tab)
  • Revenue grew 27% in 2023 versus 2022. Datadog attributed approximately 65% of the increase to growth from existing customers.

    Source: 2023
  • The filing identifies dependence on customers renewing and expanding subscriptions: failure to do so could harm future operating results.

    Source: 2023
View full 10-K summary 2023Hide full 10-K summary 2023

Signals describe observations in the selected filing, not forecasts or investment ratings. Risk disclosures do not establish that a loss occurred.

Positive signals

  • Revenue grew 27%

    Revenue grew 27% in 2023 versus 2022. Datadog attributed approximately 65% of the increase to growth from existing customers.

    Source: 2023

Negative signals

  • Customers may not renew

    The filing identifies dependence on customers renewing and expanding subscriptions: failure to do so could harm future operating results.

    Source: 2023
  • Revenue retention fell

    Trailing 12-month dollar-based net retention fell from the mid-140% range at December 31, 2022 to the mid-110% range at December 31, 2023.

    Source: 2023

Business context

  • Net profit reported

    Datadog reported $48.6 million in net income for 2023, while still recording an operating loss.

    Source: 2023
  • Automation tools launched

    In 2023, Datadog launched Application Vulnerability Management, Data Streams Monitoring and Workflow Automation.

    Source: 2023

Business in fiscal 2023

Datadog sells subscriptions to a platform for monitoring cloud applications and supporting their security.

Source: 2023
Request a correction

This request covers the entire DDOG FY2023 summary.

We keep your message and the summary version as a record of our review and any correction. Personal information included in a message is removed during review. Please do not include personal details, passwords or private URLs. Your message is not published. Requests are stored privately with our database provider. Hosting and security providers may process technical data such as IP addresses. Removal applies to the application record; provider backups and security logs follow their retention rules.

Fiscal 2022

Year ended Filed

Read FY2022 annual report (opens in a new tab)
  • Revenue grew 63% in 2022 compared with 2021. Datadog attributed approximately 75% of the revenue increase to growth from existing customers.

    Source: 2022
  • The filing identifies reliance on third-party cloud hosting as a risk: prolonged service disruptions could impair Datadog’s ability to serve customers and damage its reputation.

    Source: 2022
View full 10-K summary 2022Hide full 10-K summary 2022

Signals describe observations in the selected filing, not forecasts or investment ratings. Risk disclosures do not establish that a loss occurred.

Positive signals

  • Revenue grew 63%

    Revenue grew 63% in 2022 compared with 2021. Datadog attributed approximately 75% of the revenue increase to growth from existing customers.

    Source: 2022

Negative signals

  • Hosting outages may disrupt service

    The filing identifies reliance on third-party cloud hosting as a risk: prolonged service disruptions could impair Datadog’s ability to serve customers and damage its reputation.

    Source: 2022
  • Some customers' usage growth slowed

    In its 2022 annual report, Datadog said usage growth from some existing customers had slowed in recent quarters. The company suggested this might be related to macroeconomic uncertainty.

    Source: 2022

Business context

  • Net loss despite cash inflow

    Datadog reported a net loss of $50.2 million and positive operating cash flow of $418.4 million for 2022.

    Source: 2022
  • Cloud cost tools launched

    Datadog’s 2022 product launches included Application Security Management for detecting attacks on web applications and APIs, and Cloud Cost Management for managing cloud costs.

    Source: 2022

Business in fiscal 2022

Datadog provides an observability and security platform for cloud applications, combining infrastructure monitoring, application performance monitoring and log management.

Source: 2022
Request a correction

This request covers the entire DDOG FY2022 summary.

We keep your message and the summary version as a record of our review and any correction. Personal information included in a message is removed during review. Please do not include personal details, passwords or private URLs. Your message is not published. Requests are stored privately with our database provider. Hosting and security providers may process technical data such as IP addresses. Removal applies to the application record; provider backups and security logs follow their retention rules.

Fiscal 2021

Year ended Filed

Read FY2021 annual report (opens in a new tab)
  • Revenue grew 70% in 2021 versus 2020. Datadog attributed approximately 71% of the increase to growth from existing customers.

    Source: 2021
  • The filing identifies dependence on customers renewing and expanding their subscriptions: failure to do so could harm Datadog’s future operating results.

    Source: 2021
View full 10-K summary 2021Hide full 10-K summary 2021

Signals describe observations in the selected filing, not forecasts or investment ratings. Risk disclosures do not establish that a loss occurred.

Positive signals

  • Revenue grew 70%

    Revenue grew 70% in 2021 versus 2020. Datadog attributed approximately 71% of the increase to growth from existing customers.

    Source: 2021
  • Cloud security tools launched

    In 2021, Datadog launched its Cloud Security Platform, including cloud security posture management and workload security. It also launched CI Visibility to extend observability to developers.

    Source: 2021

Negative signals

  • Customers may not renew

    The filing identifies dependence on customers renewing and expanding their subscriptions: failure to do so could harm Datadog’s future operating results.

    Source: 2021

Business context

  • Net loss despite cash inflow

    Datadog reported a $20.7 million net loss in 2021 while generating $286.5 million in operating cash flow.

    Source: 2021
  • Security firm acquired

    In April 2021, Datadog acquired a SaaS security platform company for approximately $219.4 million in cash and Class A common stock.

    Source: 2021

Business in fiscal 2021

Datadog sells subscriptions to a cloud platform that combines infrastructure monitoring, application performance monitoring, log management and security monitoring.

Source: 2021
Request a correction

This request covers the entire DDOG FY2021 summary.

We keep your message and the summary version as a record of our review and any correction. Personal information included in a message is removed during review. Please do not include personal details, passwords or private URLs. Your message is not published. Requests are stored privately with our database provider. Hosting and security providers may process technical data such as IP addresses. Removal applies to the application record; provider backups and security logs follow their retention rules.

FINANCIAL STATEMENTS

Balance sheet

A snapshot of what Datadog owns and owes at a point in time.

Amounts in USD millions

Amount unit

Scroll the table to compare dates.

Balance sheet dates and selected original reported line items.
Reported line item ↗ ↗ ↗ ↗ ↗
Total current assets5,382.284,911.1153,178.1372,344.2341,870.948
TOTAL ASSETS6,643.8445,785.3393,936.0723,004.8522,380.794
Total current liabilities1,591.4011,862.7131,003.052759.748528.696
Total liabilities2,911.6383,070.9761,910.7181,594.3471,339.591
Total stockholders’ equity3,732.2062,714.3632,025.3541,410.5051,041.203

Source: 10-K · 2025-12-31 · SEC EDGAR ↗
Selected reported line items. Row names use each item's latest report shown; earlier names may differ. Each date links to its original annual report. Values use the amount unit selected above. Parentheses indicate negative amounts.

SOURCE LIBRARY

Annual reports & SEC 10-K filings

SEC EDGAR

7 reports in this collection

Original SEC annual reports, with report period and filing date
Report periodFiled with SECFormSource
Dec 31, 20250001628280-26-008819Feb 18, 202610-KOpen 10-Ksec.govRead FY2025 summary
Dec 31, 20240001561550-25-000025Feb 20, 202510-KOpen 10-Ksec.govRead FY2024 summary
Dec 31, 20230001561550-24-000009Feb 23, 202410-KOpen 10-Ksec.govRead FY2023 summary
Dec 31, 20220001561550-23-000006Feb 24, 202310-KOpen 10-Ksec.govRead FY2022 summary
Dec 31, 20210001561550-22-000009Feb 25, 202210-KOpen 10-Ksec.govRead FY2021 summary
Dec 31, 20200001564590-21-009770Mar 1, 202110-KOpen 10-Ksec.gov
Dec 31, 20190001564590-20-006422Feb 25, 202010-KOpen 10-Ksec.gov

Dates describe the filing metadata. Figures and reporting periods should be checked against the original statement. SEC links open in a new tab.