Datadog, Inc. · DDOG · Next earnings

Datadog, Inc. reports Tuesday, Feb 9, 2027

DDOG reports before market open with consensus EPS at $0.64 and revenue at $1.20B. Last quarter: Datadog Q3: 35% growth and broader AI adoption, with renewal timing risks

Reports Before market open96 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $0.64 Calendar consensus
Consensus revenue $1.20B Calendar consensus
Report date Feb 9, 2027 Tuesday, date estimated
Session Before market open 96 days away

Where DDOG left off: FY2026 Q3

Full report

Datadog Q3: 35% growth and broader AI adoption, with renewal timing risks

EPS surprise — Reported — vs $0.64
Revenue surprise — Reported — vs $1.15B
Stock move -14.4% Event window
Subsequent drift 0.0% Up to 20 sessions

Management reaffirmed FY2026 guidance of approximately 32% revenue growth and a 24% operating margin; the supplied analysis describes guidance sentiment as maintained.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Early renewals at discounted commitments may affect revenue sequencing.
  • A large customer's usage remains an important variable, with future guidance modeled at its minimum commitment.
  • AI token costs and customer budget scrutiny could weigh on spending.
  • Seasonality, including a late-December usage slowdown, can affect consumption.
  • Pricing and workload economics may change as AI workloads scale and GPU efficiency improves.

Questions analysts left open

  • How to model sequential revenue given early renewals and minimum-commit assumptions.
  • Whether high growth in the AI-native customer cohort is sustainable.
  • How the largest customer's usage will affect future guidance.
  • Whether continued R&D and go-to-market investment will pressure margins.
  • How AI token-cost management will affect customer spending and Datadog pricing.

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Recent DDOG quarters

All DDOG earnings
-14.4%FY2026 Q3-19.0%FY2026 Q2+31.3%FY2026 Q1+13.7%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.