Datadog Inc - Class A NASDAQ:DDOG Price, Chart, News & Insight

Datadog Surges 29% After Blowout Quarter Fueled by AI Demand

New York, May 7, 2026 — Shares in Datadog, Inc. soared 29% today after the cloud observability platform delivered a landmark first quarter, crossing the $1 billion revenue threshold for the first time and issuing guidance that gave investors fresh confidence in the company's growth story.

Datadog reported Q1 2026 revenue of $1.006 billion, up 32% year-over-year. Free cash flow came in at $289 million, with operating cash flow of $335 million, and the company ended the quarter sitting on $4.8 billion in cash and marketable securities. Non-GAAP operating income was $223 million, representing a 22% margin — a sign that growth is not coming at the expense of financial discipline.

The customer data was equally impressive. Datadog ended the quarter with around 4,550 customers generating $100,000 or more in annual recurring revenue, a 21% increase from 3,770 a year ago. This high-value enterprise cohort is the stickiest part of Datadog's business, and its continued expansion signals the platform is becoming deeply embedded in how large organizations run their infrastructure.

AI is the clear engine behind the momentum. As companies scale their AI deployments, the operational complexity grows with them — Datadog's own research found that nearly 5% of AI model requests fail in production. That complexity is exactly what the platform is built to manage. The company also launched several AI-native products during the quarter, including Bits AI Security Analyst, GPU Monitoring, and an MCP Server for AI coding agents, each of which deepens its foothold within enterprise customers.

Guidance sealed the rally. For Q2, Datadog forecast revenue of $1.07 to $1.08 billion, and for the full year it set a range of $4.30 to $4.34 billion with non-GAAP EPS of $2.36 to $2.44. In a market that has been cautious about software valuations, that kind of visibility into durable demand was all investors needed to hear.

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European Investor 05-07-26

Datadog introduces Bits AI SRE, an autonomous incident-response agent

Datadog has launched Bits AI SRE, an always-on AI agent that autonomously investigates alerts and identifies actionable root causes within minutes. Leveraging full access to Datadog’s telemetry and organizational context, the agent analyzes runbooks, logs and system data to validate findings and send conclusions directly to collaboration tools—often before engineers even log in.

Tested across more than 2,000 customer environments, Bits AI SRE aims to reduce downtime, shorten mean time to resolution and lower cognitive load for on-call teams. It supports HIPAA workloads, features role-based access controls and integrates into enterprise governance frameworks.

Bits AI SRE is the first generally available AI agent in Datadog’s Bits AI suite, marking a major step toward autonomous reliability engineering as companies seek faster, safer and more automated incident management.

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The Investor 12-03-25

Datadog Named a Leader Again in Gartner 2025 Magic Quadrant for Digital Experience Monitoring

Datadog (NASDAQ: DDOG) announced it has been recognized as a Leader for the second consecutive year in the 2025 Gartner Magic Quadrant for Digital Experience Monitoring, ranking highest for Ability to Execute. The recognition reflects Datadog’s strong performance in monitoring web and mobile applications through its comprehensive DEM suite, which includes Real User Monitoring, Synthetic Testing, and Product Analytics. Datadog highlighted its recent acquisition of Eppo, enhancing experimentation and feature management capabilities. The company said the recognition underscores its commitment to helping customers deliver seamless, data-driven digital experiences that improve user engagement and operational performance.

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The Investor 10-29-25

Datadog Expands Support for Oracle Cloud Infrastructure with New AI-Focused Integrations

Datadog (NASDAQ: DDOG) announced expanded support for Oracle Cloud Infrastructure (OCI) with new integrations for GPU Monitoring, Cloud Cost Management, and Cloud SIEM. The updates, available through Oracle Cloud Marketplace, aim to enhance visibility, security, and cost optimization across OCI environments, including AI and machine learning workloads.

The integrations enable users to monitor GPU performance and utilization, analyze and optimize cloud spending, and detect security threats across multi-cloud setups. Datadog said the expansion makes it one of the first observability platforms to provide native GPU monitoring for OCI, complementing its 70+ AI/ML integrations with providers such as OpenAI, Anthropic, and GitHub. The company emphasized that the new tools will help enterprises run AI workloads more efficiently and securely as they migrate to Oracle’s cloud infrastructure.

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Global Finance News 10-13-25

Datadog Achieves IRAP Protected Status in Australia, Expanding Public Sector Capabilities

Datadog announced it has achieved “IRAP Protected” classification from the Australian government’s Infosec Registered Assessors Program, confirming its alignment with the region’s strict security standards. The designation covers Datadog’s full suite of observability and security tools, including Infrastructure Monitoring, APM, Log Management, and Cloud SIEM, deployed in Australia. This milestone enables government agencies and regulated industries across Australia and New Zealand to securely manage critical workloads using Datadog’s platform. The company said the recognition strengthens its position in supporting public sector modernization and compliance efforts, following earlier progress such as achieving FedRAMP High “In Process” status in the U.S.

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European Investor 10-09-25

Datadog announced it has reached 1,000 integrations on its unified observability and security platform, reinforcing its leadership in monitoring cloud, AI, and emerging technologies. The milestone highlights Datadog’s extensive ecosystem that spans infrastructure, SaaS, security, and AI tools, including integrations with NVIDIA, OpenAI, Anthropic, and Weaviate.

Chief Product Officer Yanbing Li said the achievement reflects Datadog’s ongoing R&D investment and its commitment to supporting customers across diverse cloud environments. In the past year, the company expanded its AI-related integrations to help clients monitor and secure AI workloads with full visibility.

Partners like Google Cloud praised the platform’s ability to ensure comprehensive observability as users adopt new technologies. Datadog now serves as a single pane of glass for organizations to monitor and secure all digital operations.

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European Investor 10-06-25

Datadog Named a Leader in Gartner’s 2025 Magic Quadrant for Observability Platforms

Datadog (NASDAQ: DDOG) has been recognized as a Leader for the fifth consecutive year in the 2025 Gartner Magic Quadrant for Observability Platforms. The recognition highlights Datadog’s strong execution and clear product vision in the fast-evolving observability market.
Customer feedback and innovation have been central to Datadog’s success. Users on Gartner Peer Insights praised the platform’s powerful alerting tools, usability, and data insights. Datadog’s Chief Product Officer, Yanbing Li, emphasized the company’s continued focus on AI-driven solutions and close collaboration with its user base.
The Gartner Magic Quadrant evaluates vendors based on their ability to execute and completeness of vision. Datadog continues to expand its platform to support a wide range of observability and security needs across cloud applications.

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The Investor 07-10-25

Datadog, Inc. (NASDAQ: DDOG), the monitoring and security platform for cloud applications, announced its inclusion on the S&P 500 Index, effective prior to the opening of trading today.

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Global Finance News 07-09-25

Datadog Reports Q1 2025 Results: Strong Revenue Growth and Customer Expansion

Datadog reported first quarter 2025 revenue of $762 million, a 25% year-over-year increase, with free cash flow reaching $244 million. The company added over 400 large customers, totaling approximately 3,770 with $100K+ ARR, up 13% from the prior year. Non-GAAP operating income was $167 million with a 22% margin, while GAAP net income was $25 million, or $0.07 per diluted share. Datadog also announced two acquisitions—Eppo and Metaplane—to strengthen its experimentation and data observability capabilities. For Q2 2025, revenue is projected between $787–791 million, and for the full year, $3.215–3.235 billion. The company will host its DASH 2025 conference in New York on June 10–11.

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WS News 05-06-25

Datadog Acquires Eppo to Strengthen AI, Product Analytics, and Feature Management

Datadog (NASDAQ: DDOG) announced the acquisition of Eppo, a platform specializing in feature flagging and experimentation, to enhance its Product Analytics suite. This move enables Datadog to offer an integrated platform where developers can manage feature rollouts, run experiments, and measure real-time business impacts—all in one place.

By combining Eppo’s capabilities with its observability tools, Datadog aims to reduce risk, accelerate AI deployments, and provide a seamless development-to-impact workflow. The integration helps developers quantify the performance of AI models, features, and UI changes while improving deployment safety.

Eppo will continue to serve existing and new clients as "Eppo by Datadog." The acquisition positions Datadog as a comprehensive platform for teams building modern, AI-driven software products.

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WS Investor 05-05-25

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