DDOGDatadog

Technology · Software · Nasdaq

Datadog is the AI-powered observability and security platform for cloud applications. 10-K, Item 1

Employees: 8,100
Headquarters: New York, NY
CEO: Olivier Pomel
Next results: around Feb 9, 2027

RevenueFY2017–25 $3.4B+27.7% Highest in 9 years 10-K FY2025 · XBRL Net incomeFY2017–25 $107.7M−41.4% FY2024: $183.7M 10-K FY2025 · XBRL Free cash flowFY2017–25 $1.0B+19.7% Highest in 9 years 10-K FY2025 · XBRL Operating marginFY2017–25 -1.3%−3.3 pts -2.9% in FY2017 10-K FY2025 · XBRL

What changed

10-K filed Feb 18, 2026 against Feb 20, 2025

Area	What changed	Source
Risk factors	3 new paragraphs, nothing like them in the previous 10-K	10-K Item 1A
Accounting checks	10 other checks clear	10-K · XBRL
Insiders	No open-market buys in the last 90 days	Form 4
Filings	2 in the last 30 days	EDGAR

Each row opens the detail with the quote and the filing. A row is a change worth reading, not a verdict.

What's new, in their words

10-K filed Feb 18, 2026

Paragraphs in Risk Factors that were not in the 10-K filed 2025-02-20. Quoted as filed.

Certain jurisdictions impose regulatory obligations focused on cybersecurity resilience, system availability, and incident response. For example, in the European Union, the Network and Information Security Directive (EU) 2022/2555 (“NIS2”), and in the United Kingdom, the Network and Information Systems Regulations 2018, establish…
10-K, Item 1A

All 3 new paragraphs →

Accounting checks

latest 10-K

10 of 10 clear 0 worth a look. Checks, not verdicts.

✓
Receivables +23.8% vs revenue +27.7% (-3.9 pts)
✓
Cash from operations $1.1B vs net income $107.7M (FY ending 2025-12-31)
✓
Same auditor in both 10-Ks: Deloitte & Touche LLP
✓
No statement of substantial doubt about going concern
✓
No 8-K item 4.02 in the last 2 years
✓
No NT 10-K or NT 10-Q in the last 2 years
✓
The same matters as last year: Revenue Recognition - Identification of Performance Obligations
✓
No sentence in the 10-K concludes that controls were not effective because of a material weakness
✓
No 8-K item 2.06 in the last 2 years
✓
No 8-K item 1.03 in the last 2 years

How each check works, with sources →

In the last 30 days

All filings →

Nov 4, 20268-K Quarterly results 8-K item 2.02
Nov 4, 202610-Q Quarterly report (10-Q) period ended Sep 30, 2026

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