Datadog, Inc.: EPS $0.81 vs $0.643 expected; revenue $1.20B vs $1.15B
Key Facts
Q3 FY2026 results
| Metric | Actual | Estimate | Surprise | Year ago |
|---|---|---|---|---|
| EPS (USD) | 0.810 | 0.643 | +26.0% | 0.550 |
| Revenue (USD bn) | 1.200 | 1.150 | +4.7% | 0.890 |
Recent reports: actual vs estimate
| Reported | Period | EPS (USD) | Estimate | Surprise | Revenue (USD bn) | Estimate | Surprise |
|---|---|---|---|---|---|---|---|
| Nov 4, 2026 | Q3 FY2026 | 0.81 | 0.6430 | +26.0% | 1.20 | 1.15 | +4.7% |
| Aug 6, 2026 | Q2 FY2026 | 0.65 | 0.5830 | +11.5% | 1.12 | 1.08 | +3.9% |
| May 7, 2026 | Q1 FY2026 | 0.60 | 0.5080 | +18.1% | 1.01 | 0.96 | +4.8% |
| Feb 10, 2026 | Q4 FY2025 | 0.59 | 0.5550 | +6.3% | 0.95 | 0.92 | +3.8% |
| Nov 6, 2025 | Q3 FY2025 | 0.55 | 0.4576 | +20.2% | 0.89 | 0.85 | +3.9% |
| Aug 7, 2025 | Q2 FY2025 | 0.46 | 0.4103 | +12.1% | 0.83 | 0.79 | +4.5% |
| May 6, 2025 | Q1 FY2025 | 0.46 | 0.4312 | +6.7% | 0.76 | 0.74 | +2.7% |
| Feb 13, 2025 | Q4 FY2024 | 0.49 | 0.4400 | +11.4% | 0.74 | 0.72 | +3.2% |
Source: Figures from the EL7 database. Estimates are the analyst consensus carried by our data vendor (FMP), not official figures.
Datadog, Inc. results: EPS $0.81 vs $0.643 expected; revenue $1.20B vs $1.15B. The results cover the company's Q3 FY2026. EPS came in above analysts' estimate by 26.0%; revenue above the estimate by 4.7%.
Revenue was up 35.5% from $0.89 billion a year earlier (Q3 FY2025). EPS was up 47.3% from $0.55 a year earlier. On its record, EPS topped analysts' estimates in 7 of 7 earlier comparable reports.
What the results mean
Datadog, Inc.’s results reflect broader platform adoption as customers expand their digital operations and use of artificial intelligence, a theme management highlighted in its remarks. Growth in the large-spending customer base also points to a deepening institutional presence among businesses that need connected visibility into applications, infrastructure, and security.
The company emphasized a specialized artificial intelligence model for investigating production issues that powers its incident investigation assistant. According to the release, its practical value lies in reducing inference costs, easing the burden on response teams, and accelerating incident resolution, supporting the platform’s progression from detecting problems toward helping resolve them.
What to watch on the earnings call: Continued platform adoption among large-spending customers, how expanding artificial intelligence usage translates into demand for observability and security, and the extent of automated investigation tool usage in production environments. Management’s comments on the cost of running these tools and the effect of research and development spending on margins also warrant attention.
For the full analysis of Datadog, Inc. stock — valuation, scores and financial statements — see the stock page linked with this story.