Datadog Reports 35% Revenue Growth, Sets Fourth-Quarter Outlook

Datadog reported $1.20 billion in revenue for the third quarter of 2026, representing a 35% increase from the same period a year earlier. For the fourth quarter, the company projected revenue between $1.19 billion and $1.20 billion. Datadog also forecast non-GAAP earnings per share of $0.69 to $0.71 for that quarter. The company reported roughly 4,860 customers generating more than $100,000 in annual recurring revenue. MarketWatch described Datadog’s stock as extending steep declines following the earnings report. The publication said the company’s revenue outlook was viewed as matching analyst expectations by TD Cowen analyst Andrew Sherman. MarketWatch also cited third-quarter revenue of $1.197 billion, a more precise figure than Datadog’s reported $1.20 billion. Datadog’s release therefore provides both the quarter’s revenue result and the company’s guidance for the next quarter. The guidance includes a revenue range as well as a non-GAAP per-share earnings range. The customer disclosure adds a measure of Datadog’s customer base alongside its revenue and earnings figures.