Datadog, Inc.'s results for Q3 2026 (quarter ended Sep 30, 2026) come from the company's own earnings release, filed with the SEC on 2026-11-04. Everything below is taken from that filing; quotes are copied exactly. Company outlooks are the company's own.
At a glance
| Item | Value |
|---|---|
| Revenue (GAAP) | $1,197 million (+35.2% vs a year earlier) |
| Diluted EPS (GAAP) | $0.32 |
| Adjusted per-share figure (company's non-GAAP measure; FFO/AFFO for REITs) | $0.81 |
| Full-year guidance | Stated (no change given) |
Guidance
Datadog guides FY2026 revenue of $4.515–4.525 billion and non-GAAP EPS of $2.73–2.75; Q4 revenue $1.19–1.20 billion.
Why this label: Full-year 2026 ranges given with no prior figures or direction words; release never says first/initial guidance, so 'initiated' unsupported.
| Metric | Period | New | Prior (as stated in the release) |
|---|---|---|---|
| revenue | FY2026 | $4.515–4.525 billion | not stated |
| non-GAAP operating income | FY2026 | $1.095–1.105 billion | not stated |
| non-GAAP net income per share | FY2026 | $2.73–2.75 | not stated |
Next-quarter outlook:
| Metric | Period | Range |
|---|---|---|
| revenue | Q4 2026 | $1.19–1.20 billion |
| non-GAAP operating income | Q4 2026 | $280–290 million |
| non-GAAP net income per share | Q4 2026 | $0.69–0.71 |
From the release
Revenue: "Revenue · $ · 1,197,090 · $ · 885,651"
Earnings per share: "GAAP net income per diluted share was $0.32; non-GAAP net income per diluted share was $0.81."
revenue: "Revenue between $4.515 billion and $4.525 billion."
non-GAAP operating income: "Non-GAAP operating income between $1.095 billion and $1.105 billion."
non-GAAP net income per share: "Non-GAAP net income per share between $2.73 and $2.75, assuming approximately 375 million weighted average diluted shares outstanding."
Quotes are copied from the filing; in table rows, cell borders are shown as “·”.
Key fact: Q3 revenue grew 35% to $1.20 billion; about 4,860 customers with $100k+ ARR.
Source
Datadog, Inc. earnings release (SEC filing), accession 0001628280-26-069792, filed 2026-11-04.
Part of the Q3 2026 Guidance Tracker. Educational only, not advice. Free weekly recap every Sunday: yieldterminalpro.com/newsletter.