Datadog, Inc. · DDOG · Next earnings

Datadog, Inc. reports Thursday, Nov 5, 2026

DDOG reports before market open with consensus EPS at $0.64 and revenue at $1.14B. Last quarter: Datadog Crosses $1B Quarterly Revenue as AI Workloads Accelerate Demand

Reports Before market open46 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $0.64 Calendar consensus
Consensus revenue $1.14B Calendar consensus
Report date Nov 5, 2026 Thursday, date estimated
Session Before market open 46 days away

Where DDOG left off: FY2026 Q1

Full report

Datadog Crosses $1B Quarterly Revenue as AI Workloads Accelerate Demand

EPS surprise +18.1% Reported $0.60 vs $0.51
Revenue surprise +4.8% Reported $1.01B vs $960.1M
Stock move +31.3% Event window
Subsequent drift +24.0% Up to 20 sessions

FY2026 revenue guidance was raised from $4.06-$4.10B to $4.3-$4.34B. Operating margin guidance increased from approximately 21% to 22-23%. Q2 2026 revenue guided to $1.07-$1.08B. Management's guidance sentiment was maintained, reflecting confidence in the updated trajectory.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Higher conservatism applied to the largest customer could mask concentration risk.
  • Potential increase in capital intensity if telemetry volumes drive more on-prem or cloud-prem investments.
  • Geopolitical and macroeconomic headwinds could affect consumer-discretionary and e-commerce segments.

Questions analysts left open

  • Impact of AI code-generation tools on Datadog usage volumes.
  • Monitoring challenges from heterogeneous silicon (custom chips, GPUs, TPUs).
  • Future pricing and revenue mix as AI agents automate more work.
  • Effectiveness of consolidation versus point-solution tools.
  • Timeline for revenue impact from FedRAMP and public-sector pipeline.

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Recent DDOG quarters

All DDOG earnings
+31.3%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

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.