Datadog, Inc. (DDOG) Q2 FY2026 8-K Filings and Company Events
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PeriodQ2 FY2026
Published
This page digests the material Form 8-K filings Datadog, Inc. (DDOG) has made over roughly the trailing five quarters: earnings releases, management and board changes, capital returns, financing, and governance actions. Each item cites the SEC accession number of the filing it came from. It is current through Q2 FY2026, the period ended 2026-06-30, as reported in the 10-Q filed with the SEC.
Filings that contain financial statements
The following Form 8-K filings furnish an Exhibit 99.1 press release with a full condensed consolidated statement of operations (and, in the case of year-end releases, comparative full-year figures). Balance sheet and cash flow detail for each quarter live in the corresponding Form 10-Q or Form 10-K rather than in these releases.
- Quarter ended June 30, 2026, accession 0001628280-26-053829 (filed August 6, 2026)
- Quarter ended March 31, 2026, accession 0001628280-26-031677 (filed May 7, 2026)
- Quarter and fiscal year ended December 31, 2025, accession 0001628280-26-006645 (filed February 10, 2026)
- Quarter ended September 30, 2025, accession 0001561550-25-000310 (filed November 6, 2025)
- Quarter ended June 30, 2025, accession 0001561550-25-000216 (filed August 7, 2025)
- Quarter ended March 31, 2025, accession 0001561550-25-000118 (filed May 6, 2025)
- Quarter and fiscal year ended December 31, 2024, accession 0001561550-25-000017 (filed February 13, 2025)
- Quarter ended September 30, 2024, accession 0001561550-24-000171 (filed November 7, 2024)
Earnings and guidance
Datadog reported second-quarter 2026 revenue of $1.12 billion, up 36% year-over-year, with GAAP operating income of $5 million and non-GAAP operating income of $257 million; operating cash flow was $316 million and free cash flow $279 million. The company raised its full-year 2026 outlook to revenue of $4.45–$4.47 billion and non-GAAP operating income of $1.01–$1.03 billion, up from the $4.30–$4.34 billion revenue and $940–$980 million non-GAAP operating income outlook it had given three months earlier (accession 0001628280-26-053829, filed August 6, 2026).
First-quarter 2026 revenue was $1,006 million, up 32% year-over-year, with GAAP operating income of $7 million and non-GAAP operating income of $223 million; operating cash flow was $335 million and free cash flow $289 million (accession 0001628280-26-031677, filed May 7, 2026).
Fourth-quarter 2025 revenue was $953 million, up 29% year-over-year, capping full-year 2025 revenue of $3.43 billion (up 28%). Full-year 2025 GAAP operating loss was $44 million and non-GAAP operating income was $768 million, with operating cash flow of $1,050 million and free cash flow of $915 million. Guidance for full-year 2026 issued alongside these results was revenue of $4.06–$4.10 billion and non-GAAP operating income of $840–$880 million (accession 0001628280-26-006645, filed February 10, 2026).
Third-quarter 2025 results were furnished in the press release accompanying accession 0001561550-25-000310 (filed November 6, 2025); second-quarter 2025 results in accession 0001561550-25-000216 (filed August 7, 2025); first-quarter 2025 results in accession 0001561550-25-000118 (filed May 6, 2025); fourth-quarter and full-year 2024 results in accession 0001561550-25-000017 (filed February 13, 2025); and third-quarter 2024 results in accession 0001561550-24-000171 (filed November 7, 2024).
Each round of full-year guidance was raised at the subsequent quarter's release, taking implied full-year 2026 revenue growth to roughly 30% against 28% in 2025. The August 2026 release accompanied a disclosure that usage from the company's largest customer began to decline in the third quarter of 2026, which management said may cause revenue growth to decelerate.
Acquisitions
Datadog completed three business-combination acquisitions during the six months ended June 30, 2026, for an aggregate purchase price of $191.5 million (cash, deferred holdback payments, and restricted stock), allocated mostly to goodwill; the company's SEC filings describe none of these as individually or in aggregate material to its results. The second-quarter 2026 earnings release names one acquisition among its second-quarter and recent business highlights, Adaptive ML, described as a "frontier AI startup developing the world's first Reinforcement Learning Operations platform", without stating a date or a price (accession 0001628280-26-053829, filed August 6, 2026).
Datadog similarly completed three immaterial business-combination acquisitions during fiscal year 2025 for an aggregate purchase price of $178.4 million, including the acquisition of Eppo, a feature flagging and experimentation platform announced in the first-quarter 2025 earnings release (accession 0001561550-25-000118, filed May 6, 2025).
Capital structure and corporate governance
On December 12, 2024, Datadog completed a private offering of $1.0 billion aggregate principal amount of 0.00% Convertible Senior Notes due 2029, including full exercise of the initial purchasers' option for an additional $130 million. Net proceeds were approximately $979.0 million. The company used about $100.9 million of the proceeds for capped call transactions intended to reduce potential dilution and about $196.8 million to repurchase roughly $112.0 million in aggregate principal amount of its outstanding 0.125% Convertible Senior Notes due 2025 (accession 0001193125-24-277122, filed December 12, 2024).
Effective April 21, 2026, following stockholder approval at a special meeting, Datadog redomiciled from Delaware to Nevada by a plan of conversion, adopting new Nevada articles of incorporation and bylaws. The redomiciliation did not change the company's business, management, assets, liabilities or outstanding share structure; each outstanding share of the Delaware corporation converted one-for-one into a share of the Nevada corporation, which continues to trade on Nasdaq under "DDOG" (accession 0001193125-26-168261, filed April 22, 2026).
At its 2025 Annual Meeting on June 3, 2025, Datadog's stockholders approved an amendment and restatement of the company's certificate of incorporation to add officer exculpation provisions permitted under Delaware law (accession 0001561550-25-000162, filed June 5, 2025).
Board changes
The Board of Directors was expanded and Ami Vora was appointed as a Class I director effective September 11, 2025 (accession 0001561550-25-000272). The Board was again expanded, from ten to eleven members, and Dominic Phillips was appointed as a Class II director effective February 26, 2026 (accession 0001628280-26-013236, filed March 2, 2026). Earlier, the Board was expanded from eight to nine members and Amit Agarwal was appointed as a Class II director effective January 1, 2025 (accession 0001561550-24-000240, filed December 23, 2024).
At the June 15, 2026 Annual Meeting, stockholders elected Olivier Pomel, Dev Ittycheria, Shardul Shah and Ami Vora as Class I directors, approved executive compensation on an advisory basis, and ratified Deloitte & Touche LLP as independent auditor; a shareholder proposal to adopt a simple-majority voting provision was not approved (accession 0001628280-26-043590, filed June 16, 2026).
Not reflected in SEC filings to date
No 8-K in this period discloses a change-of-control transaction, dividend initiation, share-repurchase authorization, restructuring, impairment, or litigation/regulatory outcome for Datadog; the filings reviewed cover routine quarterly earnings releases, board appointments, annual-meeting voting results, the December 2024 convertible-notes offering, and the April 2026 Delaware-to-Nevada redomiciliation.
FAQ · Datadog 8-K filings and events
What has Datadog, Inc. (DDOG) reported in its recent 8-K filings?
Datadog, Inc. (DDOG): The following Form 8-K filings furnish an Exhibit 99.1 press release with a full condensed consolidated statement of operations (and, in the case of year-end releases, comparative full-year figures). Balance sheet and cash flow detail for each quarter live in the corresponding Form 10-Q or Form 10-K rather than in these releases.
When does Datadog, Inc. (DDOG) next file with the SEC?
Datadog, Inc. (DDOG) is expected to file its next Form 10-Q with the SEC on or around November 6, 2026. That date is a projection rather than a company-announced date: it is derived from Datadog, Inc.'s own filing history with the SEC, by taking the date the company filed the same fiscal period a year earlier and adding 52 weeks. The most recent periodic report on file is the 10-Q for Q2 FY2026, the period ended 2026-06-30, SEC accession 0001628280-26-054458.
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How this page was built
This page was built from 15 of Datadog, Inc.'s own filings with the SEC, read one at a time. Nothing on it is taken from news coverage, analyst commentary or another website. Their accession numbers are cited inline, so any statement here can be traced to the filing it came from and checked against sec.gov.
A single company files thousands of pages with the SEC in a year, and no two companies file them the same way, so the reading and the assembly here are done by AI rather than by rules that break on the differences. Every pass is then audited back against the filings it came from before the page is published, and anything the filings do not support is left out and named rather than filled in. AI can still make mistakes. That is why the accession numbers are printed: the filing is the authority, and this page is a route to it.
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Built from Datadog, Inc.'s SEC filings by Ticker Scout; accession numbers are cited throughout so every figure can be checked against sec.gov. Free to cite with attribution: Ticker Scout (tickerscout.ai). Not investment advice, see the Disclaimer.