𝐃𝐚𝐭𝐚𝐝𝐨𝐠: 𝐐𝟑 𝐄𝐚𝐫𝐧𝐢𝐧𝐠𝐬 𝐚𝐧𝐝 𝐑𝐞𝐯𝐞𝐧𝐮𝐞 𝐁𝐞𝐚𝐭 𝐄𝐬𝐭𝐢𝐦𝐚𝐭𝐞𝐬, 𝐆𝐫𝐨𝐰𝐭𝐡 𝐀𝐜𝐜𝐞𝐥𝐞𝐫𝐚𝐭𝐞𝐬 𝐭𝐨 𝟑𝟓%, 𝐑

$DDOG (-9,05 %)

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📊 𝐑𝐞𝐬𝐮𝐥𝐭𝐬

• Non-GAAP EPS: $0.81 (Est. $0.64) ✅.

• Revenue: $1.20B (Est. $1.15B) ✅, +35% YoY.

• GAAP EPS: $0.32 (vs. $0.10 YoY).

• Non-GAAP Operating Income: $334M.

• Non-GAAP Operating Margin: 28%.

• GAAP Operating Income: $75M (vs. -$5.8M YoY).

• Operating Cash Flow: $290M.

• Free Cash Flow: $251M.

• Cash & Marketable Securities: $5.2B.

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🎯 𝐆𝐮𝐢𝐝𝐚𝐧𝐜𝐞

• Q4 Revenue: $1.19B–$1.20B, midpoint $1.195B (Est. $1.20B) ❌.

• Q4 Non-GAAP EPS: $0.69–$0.71, midpoint $0.70 (Est. $0.64) ✅.

• Q4 Non-GAAP Operating Income: $280M–$290M.

• FY2026 Revenue: $4.515B–$4.525B, midpoint $4.52B (Est. $4.47B) ✅.

• FY2026 Non-GAAP EPS: $2.73–$2.75, midpoint $2.74 (Est. $2.53) ✅.

• FY2026 Non-GAAP Operating Income: $1.095B–$1.105B.

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📌 𝐊𝐞𝐲 𝐓𝐚𝐤𝐞𝐚𝐰𝐚𝐲𝐬

• Q3 adjusted EPS beat consensus by ~26.6%, while revenue exceeded estimates by ~4.3%.

• Revenue grew 35% YoY, supported by strong adoption across observability, security and AI workloads.

• Customers generating at least $100K in ARR increased 20% YoY to approximately 4,860.

• GAAP operating income turned positive at $75M, compared with a $5.8M loss a year earlier.

• Free cash flow reached $251M, representing a margin of approximately 21%.

• Introduced Scout 1.0, its first specialized AI model for investigating production incidents.

• Scout powers Bits Investigation and targets frontier-model performance at a fraction of inference costs.

• Named a Leader in the 2026 Forrester Wave for AIOps Platforms for the second consecutive year.

• Q4 revenue guidance midpoint implies roughly flat sequential growth despite strong Q3 performance.

• FY2026 EPS guidance midpoint stands ~8.3% above consensus.

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💬 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐂𝐨𝐦𝐦𝐞𝐧𝐭𝐚𝐫𝐲

“We are seeing strong adoption across our platform as customers scale their digital operations and use of AI.”