DDOG US S&P 500NASDAQ-100Russell 1000 Konferencja wynikowa
Datadog
Wyniki II kw. 2026 vs I kw. 2026 · poprzedni kwartał · opublikowano 6 sie 2026 i 7 maj 2026
Net income down 15.2% on the previous quarter. Management sounded about as positive as a typical company call, in its script and in answers to analysts.
1 · Liczby
−15,2%
Zysk netto vs I kw. 2026
Podano perspektywy
Zysk netto 44,6 mln vs 52,6 mln
Przychody +11,4%
Against the same quarter last year (II kw. 2025) it is +1583.3%; the dip on last quarter is small next to the change on last year.
Dlaczego Against the same quarter last year, net income rose because revenue growth accelerated across the customer base, driven by increases in volume, adoption of newer products, and a higher number of customers with an ARR of $100,000 or more.
2 · Jak mówił zarząd
Typowy
More upbeat than 57% of company calls
Answers to analysts: typical, in line with the script.
Similar to last call.
3 · Co się wyróżniło
Datadog signed a multiyear deal with one of the world's largest online media companies with a total contract value of over $30 million.
Między wierszami
-
Prognoza
Datadog expects full-year 2026 revenue between $4.45 billion and $4.47 billion, representing 30% year-over-year growth.
-
Liczba
Trailing 12-month net revenue retention remained in the low 120s and gross revenue retention stayed in the mid- to high 90s, indicating low churn.
Cytat ze źródła
“Regarding retention metrics, our trailing 12-month net revenue retention percentage was in the low 120s, similar to last quarter, and churn remains low with gross revenue retention in the mid- to high 90s.”
-
Liczba
Datadog signed a multiyear deal with one of the world's largest online media companies with a total contract value of over $30 million.
Cytat ze źródła
“Next, we signed a multiyear, over $30 million TCV deal with one of the world's largest online media companies.”
-
Liczba
Over 750 AI customers use Datadog to monitor and improve their tech stacks as of Q2.
Cytat ze źródła
“As of Q2, over 750 AI customers use Datadog to monitor and improve their tech stacks.”
-
Liczba
Datadog was named a leader in the 2026 Gartner Magic Quadrant for Observability Platforms for the sixth consecutive year.
Cytat ze źródła
“We are pleased to see that for the sixth year in a row, Datadog has been named a leader in the 2026 Gartner Magic Quadrant for Observability Platforms.”
3 więcej
-
Główny temat
AI labs are rapidly scaling their AI model training workloads and preparing for major product launches.
Cytat ze źródła
“These AI labs are rapidly scaling their AI model training workloads and preparing for major product launches.”
-
Główny temat
The expanded go-to-market approach to focus on the world's largest companies and complex environments validated the company's strategy during II kw. 2026.
Cytat ze źródła
“This win validates our [ expanded ] go-to-market approach to focus on the world's largest companies and win opportunities in the most complex environments.”
-
Liczba
Customers above specific thresholds, including those over $1 million, $100,000, and 1,000, are trending very well.
Cytat ze źródła
“When you look at the customers above certain thresholds, like whether it's above $1 million, above $100,000 1000 all of those are trending very well.”
Wycena
Odwrócony DCF. Wolne przepływy pieniężne z ostatniego pełnego roku obrotowego (2025-12-31), powiększane przez 10 lat, zdyskontowane, plus wartość rezydualna. „Wzrost implikowany” to tempo, które zakłada obecna cena.
Aktualna cena
$271.34
zamknięcie z 2026-10-07
Rynek zakłada wzrost o iRoczny wzrost wolnych przepływów pieniężnych przez następne 10 lat, który zakłada dzisiejsza cena akcji. Jeśli uważasz, że spółka będzie rosła szybciej, akcja jest w tym modelu tania; wolniej — droga.
+29,1% przez 10 lat
Wartość godziwa / akcję
—
Kupuj poniżej
—
Cena vs wartość godziwa
—
Cena vs cena zakupu
—
Ton
Jak optymistyczny był język w porównaniu z innymi spółkamiiTon to liczba pozytywnych słów finansowych minus liczba negatywnych, skorygowana o długość tekstu. Zarządy zwykle mówią pozytywnie, więc etykiety porównują każdą konferencję z ostatnimi konferencjami wszystkich spółek: „typowy” to środkowa trzecia, „bardzo optymistyczny” to najlepsze 10%, „ostrożny” to najsłabsze 10%.. Kropka: II kw. 2026. Pierścień: I kw. 2026.
Script and answers carried a similar tone, so the script's message held up under questioning.
Zdania, które wpłynęły na ton
“This win validates our [ expanded ] go-to-market approach to focus on the world's largest companies and win opportunities in the most complex environments.”
“On the other hand, and as a great illustration of the breadth of trends across our business, revenue growth for our non-AI customers also accelerated again this quarter to the...”
“Revenue growth accelerated with our broad base of customers, excluding AI customers to the high 20s year-over-year, up from the mid-20s percent last quarter and 18% in the year ago...”
Liczby
USD · SEC EDGAR XBRL (10-Q, period end 2026-06-30)
| Pozycja | II kw. 2026period end 2026-06-30 | I kw. 2026period end 2026-03-31 | Zmiana | II kw. 2025 | r/r |
|---|---|---|---|---|---|
| Przychody | 1,12 mld | 1,01 mld | +11,4% | 826,8 mln | +35,6% |
| Zysk brutto ze sprzedaży | 881,3 mln | 797,2 mln | +10,6% | 660,8 mln | +33,4% |
| Zysk operacyjny | 5,5 mln | 7,3 mln | −25,5% | -35,5 mln | Zysk zamiast straty |
| Zysk netto | 44,6 mln | 52,6 mln | −15,2% | 2,6 mln | +1583,3% |
| Zysk na akcję | 0,12 | 0,15 | −20,0% | 0,01 | +1100,0% |
| C/Z dziś 552,8 | 520,7 | 302,7 | +218,0 | 373,1 | +147,6 |
Tematy
Najczęściej omawiane teraz
- This 750 strong customer group includes a broad range of AI start-ups as it has in the past, but now...
- Datadog also achieved strong new logo dollar bookings with particular strength in enterprise, where new logo annualized bookings more…
- You can have Bits AI manage your monitoring and manage your detection for you.
- Like there's all sorts of different use cases that Datadog built into it that broaden the surface of contact, and...
- Datadog mentioned its GPU monitoring product is actually getting quite a bit of usage in a number of neuro Labs...
Zniknęło od I kw. 2026
- Zniknęło There's only when you think of who actually has heterogeneous environment today, that is still a very small number of...
- Słabnie Even more impressive was the growth in Datadog's non-AI customers.
- Słabnie Datadog thinks this is a sign of strong continued cloud migration, greater adoption of its products, and customers have all...
- Słabnie ARR growth accelerated in each month of Q1, and Datadog sees a continuation of these healthy growth trends in April.
Najnowsze komunikaty
Oficjalne raporty spółki, od najnowszych.
- Results of operations · SEC 8-K
- Shareholder vote results · SEC 8-K
- Results of operations · SEC 8-K
- Change to shareholder rights; Articles or bylaws amended; Shareholder vote results; Other events · SEC 8-K
- Director or officer change · SEC 8-K
- Results of operations · SEC 8-K
- Results of operations · SEC 8-K
- Director or officer change · SEC 8-K