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Screener / SEC EDGAR /CIK 0001561550 /10-K filed Feb 18, 2026, compared with Feb 20, 2025 /Numbers from the XBRL of the 10-Ks
Technology peers:
SWKSLITETRMBAKAMPDDOG
Nasdaq Technology · Software

Datadog DDOG

DDOG quote by TradingView

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
Compare with peers Embed

Where each dollar of revenue went, FY2025

Revenue of $3.4B through the costs to a net profit of $107.7M · income statement of the 10-K

3% net margin
Revenue to Gross profit: $2.7BRevenue to Cost of revenue: $687.0MGross profit to Net profit: $107.7MGross profit to Costs, tax, other: $2.6B Revenue: $3.4B REVENUE $3.4B +28% Y/Y Gross profit: $2.7B · 80% margin GROSS PROFIT $2.7B 80% margin · +26% Y/Y Cost of revenue: $687.0M · 20% of revenue COST OF REVENUE $687.0M 20% of revenue Net profit: $107.7M · 3% margin NET PROFIT $107.7M 3% margin · −41% Y/Y Costs, tax, other: $2.6B · 77% of revenue COSTS, TAX, OTHER $2.6B 77% of revenue
Gross profit $2.7B 80% margin · +26% Y/Y
Net profit $107.7M 3% margin · −41% Y/Y
The full income statement, year by year

DDOG among Technology peers

Six ratios from the latest 10-K. Each corner is the share of 74 peers the company is above, not a score.

Compare
Revenue growth: 27.7%, above 84% of 74 peers (their median 14.0%) REVENUE GROWTH 27.7% · above 84% Gross margin: 79.6%, above 85% of 67 peers (their median 56.4%) GROSS MARGIN 79.6% · above 85% Operating margin: 2.3%, above 1% of 70 peers (their median 23.8%) OPERATING MARGIN 2.3% · above 1% Net margin: 6.1%, above 15% of 74 peers (their median 19.2%) NET MARGIN 6.1% · above 15% FCF margin: 28.7%, above 61% of 70 peers (their median 22.3%) FCF MARGIN 28.7% · above 61% Return on capital: -0.8%, above 0% of 61 peers (their median 12.7%) RETURN ON CAPITAL -0.8% · above 0%
DDOG Peer median Below the median

What changed

3 new risk paragraphs. 10-K filed Feb 18, 2026 against Feb 20, 2025.

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.

Accounting checks

10 checks on the latest 10-K. Checks, not verdicts.

How it works

0facts worth reading about all 10 checks found nothing to note

  • Receivables +23.8% vs revenue +27.7% (-3.9 pts)
  • Cash from operations $1.1B vs net income $107.7M (FY ending Dec 31, 2025)
  • Same auditor in both 10-Ks: Deloitte & Touche LLP
7 more checks with nothing to note
  • 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

In their words

3 paragraphs in Risk Factors that were not in the 10-K filed Feb 20, 2025. Quoted as filed.

All 3 new paragraphs
  1. Item 1A · new paragraph · not in the 10-K filed Feb 20, 2025 10-K, ITEM 1A
    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…

New risk paragraphs, against peers

Latest 10-K of each, Technology companies closest in revenue

Paragraphs in Risk Factors with nothing like them in the company's 10-K the year before. A count of text, not of risk.

From the same starting line, FY2017 to FY2025

Revenue, net income and free cash flow, each set to 100 in FY2017. What happened, from the 10-Ks. Not a forecast.

FY2017 = 100
0 5000 100 Revenue: $100.8M in FY2017, $3.4B in FY2025 REVENUE $3.4B · 34.0x Free cash flow: $11.5M in FY2017, $1.0B in FY2025 FREE CASH FLOW $1.0B · 87.1x FY2017 = 100FY2021FY2025
Revenue 34.0x $100.8M to $3.4B
Free cash flow 87.1x $11.5M to $1.0B

Financial performance

Last 4 fiscal years · 10-K XBRL

All years
MetricFY2022FY2023FY2024FY2025
Revenue$1.7B$2.1B$2.7B$3.4B
Net income−$50.2M$48.6M$183.7M$107.7M
Operating cash flow$418.4M$660.0M$870.6M$1.1B
Free cash flow$383.1M$632.4M$835.9M$1.0B

Revenue, FY2017 to FY2025

Ten fiscal years, each from its own 10-K · XBRL · USD

$3.4B ▲ 27.7% in FY2025

FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025
Every number, year by year

Recent filings

2 filings in the last 30 days · SEC EDGAR

All filings

About the company

Datadog, New York, NY · from the 10-K filed Feb 18, 2026

Datadog is the AI-powered observability and security platform for cloud applications. Our SaaS platform integrates and automates infrastructure monitoring, application performance monitoring, log management, user experience monitoring, cloud security, service management, and many other capabilities to provide unified, real-time observability and security for our customers’ entire technology stack.

Headquarters
New York, NY
Country
United States
Reports in
USD
Listed on
Nasdaq
Fiscal year ends
December 31
Last results
Nov 4, 2026
Incorporated in
NV

Employees, at the top of the page: "As of December 31, 2025, we had approximately 8,100 employees operating across 35 countries" (10-K). Address and exchange: SEC's company file.

Email alerts

Sources

The 10-K filed Feb 18, 2026 (open at SEC), compared with the 10-K filed Feb 20, 2025. Numbers from the XBRL of the 10-Ks; filings from SEC EDGAR.

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