Numbers that matter for software and internet, which general screens compare wrongly. Some come from the 10-K's XBRL. The rest are quoted from the company's own filings, because there is no standard tag for them: the sentence is the source.
Annual recurring revenue
$100K earnings release filed 2026-11-04Subscription revenue running at a yearly rate.
“As of September 30, 2026, we had about 4,860 customers with ARR of $100,000 or”
Read it in the filing ↗
Net revenue retention
-120.0% 10-Q filed 2026-11-04How much last year's customers spend now, with upsells and churn.
“As of September 30, 2026, our trailing 12-month dollar-based net retention rate was in the low-120%'s.”
Read it in the filing ↗
Remaining performance obligations
$3.5B fiscal year to Dec 31, 2025Revenue already contracted but not yet recognized.
| FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|
| $815.0M | $1.1B | $1.8B | $2.3B | $3.5B |
XBRL: RevenueRemainingPerformanceObligation, 0001628280-26-070292
Work on DDOG in a spreadsheet:
Excel workbook (a sheet per section, ten years by column, charts, links to the filings) ·
CSV.
For a Google Sheet that stays up to date, paste =IMPORTDATA("https://tickdelta.com/company/DDOG/export.csv") into a cell.