--- canonical_url: https://www.stockexpertai.com/earnings/ddog last_updated: 2026-05-05T21:29:39.872Z --- # Datadog, Inc. (DDOG) Q4 FY2026 Earnings Preview > **[stale-preview-note]** Note: this preview was published before the 2026-05-07 earnings report. Results have since been released — verify against the latest filings. > This content was automatically generated with FMP live data + Q4 FY2025 earnings call transcript. Generated: 2026-05-05T21:29:39.580Z. Educational tool, not investment advice. --- ## Quick Summary | Field | Value | Source | |---|---|---| | Price | $145.73 (▼ -0.65%) | fmp:quote | | Market Cap | $51.9B | fmp:profile | | 52w range | $98.01 – $201.69 | fmp:quote | | Earnings | Thu 7 May | fmp:earnings-history | | EPS estimate | $0.50 (+9% YoY) | fmp:earnings-estimate | | Revenue estimate | $960.1M | fmp:earnings-estimate | | Beat streak | 8/4 | fmp:earnings-history | | Rating | C+ (overall 2/5) | fmp:ratings | | Analyst median target | $175 (+20.1% upside) | fmp:price-target-consensus | | MoonshotScore | 67/100 | derived | | Council | 2/6 bullish | derived | | Munger verdict | Fairly Valued | derived | ## Datadog, Inc. — Q4 FY2026 Expectations Q4 consensus: revenue $960.1M^{[FMP est]}, EPS $0.50^{[FMP est]}. 8 consecutive quarters of beat^{[FMP earnings]}. ## Quick Take **Score:** C+ · **Stance:** BUY · **Council:** 2/6 · **Moonshot:** 67 = MoonshotScore 67^{[9-pillar formula]} + Council 2/6^{[6-lens rule]}. Form 4: 0 transactions^{[FMP Form 4]}. ## Watchlist (4 metrics) ### 1. Customer ARR Growth Datadog has about 4,310 customers with an ARR of $100,000 or more, and these customers generate about 90% of its ARR. > "We also ended Q4 with about 4,310 customers with an ARR of $100,000 or more, up from about 3,610 a year ago. These customers generated about 90% of our ARR." > — Olivier Pomel, Datadog's Co-Founder and CEO, Investor Focus · Q4 FY2025 ### 2. Large Deal Growth Datadog signed some of the largest deals it has ever made, including 18 deals over $10 million in TCV, of which 2 were over $100 million. > "We signed 18 deals over $10 million in TCV this quarter, of which 2 were over $100 million and 1 was an 8-figure land with a leading AI model company." > — Olivier Pomel, Datadog's Co-Founder and CEO, Investor Focus · Q4 FY2025 ### 3. Product Platform Adoption Datadog's platform strategy continues to resonate in the market, with 84% of customers using 2 or more products, 55% of customers using 4 or more products, and 33% of customers using 6 or more products. > "At the end of Q4, 84% of customers use 2 or more products, up from 83% a year ago. 55% of customers use 4 or more products, up from 50% a year ago, 33% of our customers use 6 or more products, up from 26% a year ago, 18% of our customers use 8 or more products, up from 12% a year ago, and as a sign of continued penetration of our platform, 9% of our customers use 10 or more products, up from 6% a year ago." > — Olivier Pomel, Datadog's Co-Founder and CEO, Investor Focus · Q4 FY2025 ### 4. Ai Native Customer Growth Datadog is seeing continued strong adoption amongst AI-native customers with about 650 customers in this group. > "Meanwhile, we are seeing continued strong adoption amongst AI-native customers with about 650 customers in this group." > — David Obstler, Datadog's CFO, Investor Focus · Q4 FY2025 ## MoonshotScore Pillars | Pillar | Score | Level | Evidence | |---|---|---|---| | Revenue Growth | 10.0 | strong | Q4 vs Q1: fast growth (+25.2%) | | Gross Margin | 8.0 | strong | Q4: very high margin (80.4%, software/cloud territory) | | Operating Leverage | 0.0 | weak | op margin weak (1.0%, under pressure) | | Cash Runway | 10.0 | strong | FCF very strong ($0.3B, 35.8× CapEx) | | R&D Intensity | 3.0 | weak | very high R&D (45.2%, margin pressure risk) | | Price Momentum | 7.0 | strong | RSI 69.6 positive momentum, 50d above | | News Sentiment | 9.0 | strong | strong buy consensus (92%) | **Formula:** sum(pillar.score) / (count * 10) * 100. Each pillar deterministic from FMP. Source maps in pillar.formula. ## Council (7-Lens) | Name | Stance | Context | |---|---|---| | Ray Dalio | bull | macro · target upside +20.1% | | Ken Griffin | bull | flow · 50d MA above | | Jim Simons | neutral | quant · RSI 70 | | Klarman | neutral | value · target upside +20.1% | | Buffett | neutral | quality · ROE score 2/5 | | Munger | neutral | valuation · target upside +20.1% | **Formula:** Each lens uses deterministic rule on bundle data. Logged in member.contextTr. ## Munger Lens - **Verdict:** Fairly Valued - **Financial Health:** Weak - **Margin of Safety:** Moderate - **Interest Coverage:** Adequate - **ROIC vs WACC:** Tight **Formula:** verdict=upside>25?Undervalued:>0?Fairly Valued:Overvalued. Each lens deterministic from FMP ratings + priceTarget. ## Technical Levels - **RSI(14):** 69.6 — yükselişte nötr — overbought sınırının altında, momentum pozitif - **50d MA:** $123 — hisse %18.3 üstünde — kısa vadeli destek - **200d MA:** $138 — hisse %5.5 üstünde — uzun vadeli destek - **Volume (10d):** -0% ## Past Performance (4 Quarters) | Quarter | EPS Actual | EPS Estimate | Result | Reaction | |---|---|---|---|---| | Q1 FY25 | $0.46 | $0.43 | BEAT | -0.0% | | Q2 FY25 | $0.46 | $0.41 | BEAT | -4.0% | | Q3 FY25 | $0.55 | $0.46 | BEAT | +0.2% | | Q4 FY25 | $0.59 | $0.56 | +6.3% EPS | -1.8% | Q4 (February 10, 2026): EPS $0.59 vs $0.56 est^[FMP], +6.3% beat. D+1 movement: -1.8%^{[FMP D+1]}. Decline despite beat — market reacted to guidance, not numbers. ## 3 Scenarios ### Scenario A · Beat **Q4 EPS > $0.50 + CapEx discipline** Threshold: EPS > $0.50^{[FMP est]}. Target: Break above median target $175^{[FMP target]}; high target $215^[FMP] upper bound. ### Scenario B · In-Line **EPS ≈ $0.50 + CapEx < $8.9M** Threshold: EPS ≈ $0.50^{[FMP est]}, Q4 CapEx < $8.9M^[FMP]. Target: Consolidation in the band between current $146^[FMP] and median $175^[FMP]. ### Scenario C · Miss **EPS < $0.48 or CapEx ≥ $8.9M** Threshold: EPS < $0.48^{[FMP est×0.97]}. Target: Current $146 below SMA200 $138^[FMP], if rejection continues, $117^[derived] support activates. ## Risk Notes ### Primary segment below threshold Q4: EPS $0.59 vs $0.56 beat^[FMP], stock -1.8% D+1^[FMP]. ### Backlog concentration No RPO/backlog concentration disclosed in Q4 earnings call. ### Insider trading Form 4 data is marked in the table — this page does not generate assumptions for this stock. | Executive | Action | Amount | Date | |---|---|---|---| **Net:** — (0 transactions · 0 sells · 0 buys) · Q4 FY25 ### CapEx shock Q4 CapEx $8.9M^{[FMP cashflow]}. Q4 op margin 1.0%^{[FMP op margin]} — this level in Q4 is sensitive to CapEx revision risk. ## Wall Street Consensus - **Median target:** $175 (+20.1% upside vs current $146) - **High / Low:** $215 / $113 - **Buy / Hold / Sell:** 45 / 3 / 1 - **Analyst count:** 12 (last quarter), 124 all-time ## Additional Transcript Insights ### 1. revenue_growth_acceleration **Claim:** Datadog experienced an acceleration of revenue growth in its broad customer base outside of AI-native customers. **Evidence (transcript):** "This acceleration was driven, in large part, by the inflection of our broad-based business outside of the AI-native group of customers we discussed in the past." **Numbers:** — ### 2. large_deal_growth **Claim:** Datadog signed some of the largest deals it has ever made, including 18 deals over $10 million in TCV, of which 2 were over $100 million. **Evidence (transcript):** "We signed 18 deals over $10 million in TCV this quarter, of which 2 were over $100 million and 1 was an 8-figure land with a leading AI model company." **Numbers:** 18, $10 million, 2, $100 million, 8 ### 3. customer_ARR_growth **Claim:** Datadog has about 4,310 customers with an ARR of $100,000 or more, and these customers generate about 90% of its ARR. **Evidence (transcript):** "We also ended Q4 with about 4,310 customers with an ARR of $100,000 or more, up from about 3,610 a year ago. These customers generated about 90% of our ARR." **Numbers:** 4,310, $100,000, 3,610, 90% ### 4. product_platform_adoption **Claim:** Datadog's platform strategy continues to resonate in the market, with 84% of customers using 2 or more products, 55% of customers using 4 or more products, and 33% of customers using 6 or more products. **Evidence (transcript):** "At the end of Q4, 84% of customers use 2 or more products, up from 83% a year ago. 55% of customers use 4 or more products, up from 50% a year ago, 33% of our customers use 6 or more products, up from 26% a year ago, 18% of our customers use 8 or more products, up from 12% a year ago, and as a sign of continued penetration of our platform, 9% of our customers use 10 or more products, up from 6% a year ago." **Numbers:** 84%, 2, 83%, 55%, 4, 50%, 33%, 6, 26%, 18%, 8, 12%, 9%, 10, 6% ### 5. ai_native_customer_growth **Claim:** Datadog is seeing continued strong adoption amongst AI-native customers with about 650 customers in this group. **Evidence (transcript):** "Meanwhile, we are seeing continued strong adoption amongst AI-native customers with about 650 customers in this group." **Numbers:** 650 --- *Data source: FMP (live query, 2026-05-05), Q4 FY2025 earnings call transcript (Translated to EN with Gemini 2.0 Flash). Educational tool, not investment advice.*