Datadog reported Q3 2026 revenue of $1.20 billion, up 35.5% year over year and above the $1.15 billion estimate. EPS was $0.81, compared with analysts’ estimate of $0.643; operating cash flow was $290 million and free cash flow was $251 million. Customers with more than $100,000 in annual recurring revenue rose to about 4,860 from 4,060 a year earlier, and the company launched Scout 1.0, its first specialized AI model for the Bits Investigation platform. Despite beating estimates and raising its full-year outlook for the third consecutive quarter, Datadog shares fell 14%.
The results cover the company's Q3 FY2026. EPS came in above analysts' estimate by 26.0%; revenue above the estimate by 4.7%.
Read the full storyDatadog delivered EPS of $0.81 to beat analyst estimates, driven by large-customer growth and the launch of its Scout 1.0 AI model.