Datadog (DDOG) 10-K Summaries & Annual Filing History
Review Datadog, Inc. (DDOG) 10-K filings from 2023 through the latest annual report, including business, financial performance, risks, and liquidity.
Key takeaway
Year ended Dec 31, 2025 · FY2025 10-K
The filing covers Datadog's annual report for the most recent fiscal year, highlighting continued revenue growth and a shift to net profitability despite an operating loss. The company faces risks from macroeconomic uncertainty that could affect its subscription-based business.
Financial snapshot
Selected annual figures reported with the filing, shown separately from the narrative summary.
Annual revenue
$3.4B
Revenue reported for the fiscal year.
Operating income
-$44.4M
Income from operations reported for the year.
Net income
$107.7M
Net income reported for the year.
Operating cash flow
$1.1B
Cash generated by operating activities.
Annual revenue trend
Reported annual revenue and its change from the preceding fiscal year.
| Period ended | Revenue | Year-over-year change |
|---|---|---|
| Dec 31, 2022 | $1.7B | +62.8% |
| Dec 31, 2023 | $2.1B | +27.1% |
| Dec 31, 2024 | $2.7B | +26.1% |
| Dec 31, 2025 | $3.4B | +27.7% |
Business overview
Datadog provides a subscription-based platform for monitoring and analyzing IT infrastructure. The company's business model relies on customer spending on information technology services, which can be sensitive to economic conditions.
Financial performance
Revenue has increased over the past several years, with the most recent period showing a substantial rise. The company reported a net profit, although operating income was negative. Operating cash flow remained strong, supporting the company's financial position.
Material risks
The company's risk factors include adverse macroeconomic conditions, such as trade policy changes, inflation, and geopolitical conflicts, which could reduce customer IT spending. The subscription model means that the impact of an economic downturn may not be immediately reflected in financial results. The company also faces risks from changes in interest rates and trade restrictions.
Liquidity and capital
The company's liquidity is supported by its operating cash flow and non-GAAP free cash flow measures. However, economic uncertainty could negatively impact future cash generation.
What to watch
Readers should monitor the company's revenue growth rate and any changes in customer spending patterns due to macroeconomic conditions.