Datadog Inc (DDOG) — the earnings record

As of the 2026-10-15 card — updated after each print. An investment research diary, not advice.

The record at a glance

11/11EPS beats

11/11revenue beats

4 · 2 · 5up · flat · down (+3d, ±3%)

2026-11-04next print

Reactions across the covered prints span -5.4% to +7.6% — the beat column and the reaction column frequently disagree, which is the whole reason the record scores them separately. The street carries Reported 4 November before the open: adjusted EPS $0.81 vs $0.64, revenue $1.20B, up 35%, vs ~$1.14B — the eleventh double beat; fourth-quarter revenue guided to $1.19–1.20B. Window from Wednesday’s close of 188.72: paid ≥ 194.38, sold < 183.06, scored Monday 9 November: sold, −4.8%. Next print est 9 February 2027 (vendor). into the next print.

Print by print

Print	Date	EPS	Revenue
Nov 26	2026-11-04	✓ beat	✓ beat
Aug 26	2026-08-06	✓ beat	✓ beat
May 26	2026-05-07	✓ beat	✓ beat
Feb 26	2026-02-10	✓ beat	✓ beat
Nov 25	2025-11-06	✓ beat	✓ beat
Aug 25	2025-08-07	✓ beat	✓ beat
May 25	2025-05-06	✓ beat	✓ beat
Feb 25	2025-02-13	✓ beat	✓ beat
Nov 24	2024-11-07	✓ beat	✓ beat
Aug 24	2024-08-08	✓ beat	✓ beat
May 24	2024-05-07	✓ beat	✓ beat

The per-print reaction chart, the load-bearing metric and the behavior read live on the full DDOG print-record card — free registration.

FAQ · from the current data · as of 2026-10-15

Quick answers

How often does Datadog Inc beat earnings estimates?

Across the last 11 covered prints (as of the 2026-10-15 card), Datadog Inc beat EPS estimates 11 of 11 times and revenue estimates 11 of 11 times, with 11 double beats.

How does DDOG stock react to earnings?

Measured close-of-print-day to the close three sessions later: 4 of the last 11 prints resolved up (beyond +3%), 2 flat, 5 down (as of the 2026-10-15 card) — reactions spanning -5.4% to +7.6%. Beat-or-miss and reaction are scored separately because they frequently disagree.

What was DDOG's biggest earnings reaction?

+7.6% over the three sessions after the Aug 26 print (2026-08-06).

When does Datadog Inc report earnings next?

2026-11-04 (Reported 4 November before the open: adjusted EPS $0.81 vs $0.64, revenue $1.20B, up 35%, vs ~$1.14B — the eleventh double beat; fourth-quarter revenue guided to $1.19–1.20B. Window from Wednesday’s close of 188.72: paid ≥ 194.38, sold < 183.06, scored Monday 9 November: sold, −4.8%. Next print est 9 February 2027 (vendor).). The full print-record card — reaction chart, the load-bearing metric and the behavior read — updates after each print; registration is free. An investment research diary, not advice.

Mentioned on Closelooknet

Where DDOG appears in the diary — 32 pieces, newest first. Every link is our own writing.

Go deeper

Long reads

The Agentic Winners 25Dossier · $49 · 31 Mar 2026Datadog observes agent behaviour, monitors latency, and traces failures across distributed agent chains.
Agentic Application Software: The SaaSpocalypse MapDossier · $39 · 27 Feb 2026Long AI infrastructure from Strand 2: Datadog (DDOG — observability gravity), Cloudflare (NET — edge distribution), Snowflake (SNOW — data gravity), MongoDB (MDB — developer ecosystem), Pure Storage (PSTG — ICMS context memory), Elastic…
Agentic Infrastructure Software: The Orchestration LayerDossier · $39 · 24 Feb 2026Datadog (DDOG) · Dynatrace (DT) · HiddenLayer · Arize AI · Weights & Biases · Rubrik (RBRK) · CrowdStrike (CRWD) Edge & Distribution Layer 5 — The Delivery Network Cloud dependency kills latency and drains battery.

101 and glossary

Agentic Accounting: When AI Moves from R&D to Cost of Goods Sold101Companies that benefit are those providing the infrastructure for AI COGS : cloud providers (AWS, Azure, GCP), observability platforms (Datadog — monitoring inference costs), and FinOps tools that help companies optimize AI spending.
Agentic AI: Who Eats Whose Lunch — A Concrete Winner/Loser Map101Cloud compute: AWS, Azure, GCP — agents run on their infrastructure Data platforms: Snowflake, Databricks — agents need data to act on Observability: Datadog, Elastic — monitoring agent behavior at scale Semiconductor: The entire 6-layer…
The Digital Labor Economy: Outcome Credits, Agent Identity, and Value Auditing101Key Companies NET Cloudflare Zero Trust for agent identity management DDOG Datadog Agent observability and performance measurement OKTA Okta IAM — extending to non-human identity PANW Palo Alto Networks Agent security and access governance

Dailies

Inflation — Prices Rise 0.4%, the 10-Year Yield Hits 5% and Nvidia Slides Another 6%Midday 10 · 10 Nov 2026Cloudflare rises 2.5% to 301.22 and Snowflake 0.9%; Datadog slips 0.4%, ServiceNow falls 2.9% to 99.83 and the software fund IGV 1.3%.
Chips — Up 6% Without Nvidia: AMD Jumps 11%, Broadcom 8%, Nvidia Slides 6%Midday 10 · 9 Nov 2026Coherent soars 18% and Cloudflare 11%, while MercadoLibre and Datadog head for sold grades at the close.
AI Builders — Chips Bounce 4%, AMD Jumps 10% and IREN 20% After a Strong Jobs ReportMidday 10 · 6 Nov 2026The three that reported earlier in the week without a raise barely move: Datadog +2.6%, DigitalOcean +3.1%, Dynatrace +0.3%.
Midterms — Dow Jumps 2.3% and Apple Hits a Record; Data-Center Power Stocks Sink Up to 15%Midday 10 · 4 Nov 2026Datadog drops 13.7% on a soft revenue guide.
Tech — the whole complex sold: chip fund −2.1%, software −4.3%; Nasdaq −1.1% while the Dow is greenMidday 10 · 16 Oct 2026Our usage gauges sold hardest: Cloudflare −7.0%, Datadog −6.7%, DigitalOcean −9.1% — −24% on the week
AI Trade — TSMC is ‘prudent’ on 2027: chip fund −2.0%, Dell −7.7%; software bought, Dow +0.9%Midday 10 · 15 Oct 2026DigitalOcean is down to $102.62 with no company news found; Cloudflare $310.30, Datadog −2.0%, Snowflake −2.3%.
Korea — Kospi −3.5% on its first day back as chipmakers catch up; SpaceX deal sinks T-Mobile 13%Morning 10 · 12 Oct 2026Software, second day up — cloud fund CLOU +3.9%, Snowflake +7.4%, Datadog +7.1%, Palantir +5.2% to a record
AI Trade — cloud fund +2.9% on a second up day, security +2.7%; chips −0.9% again, Delta −1.6% on fuelMidday 10 · 9 Oct 2026The money keeps moving from the chip makers to the companies that run and sell AI: Zscaler +6.4%, Datadog +5.7%, Oracle +4.8%, while TSMC and AMD slip.

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