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Software · Starter · Independent

Datadog

Monitoring and observability for cloud applications.

73OVRRole playerDraft · rated on 5 of 6

Ratings

Datadog's Q2 2026 revenue was $1.12bn, up 36%, with remaining performance obligations of $3.47bn, up 43%, and customer concentration in AI-native buyers as its exposure.

  • Dominance84draft

    Leads its row with Q2 2026 revenue of $1.12bn and 33,400 customers.

    sourced sec.gov
  • Momentum80draft

    Q2 2026 revenue rose 36% to $1.12bn, and remaining performance obligations rose 43%.

    sourced sec.gov
  • Leverage50draft

    The Atlas states no company that depends on Datadog.

    sourced sec.gov

    Network base 50, judgment +0.

  • Durability70draft

    Management attributed its guidance to lower usage from its largest customer, and it is concentrated in AI-native buyers.

    sourced sec.gov
  • Firepower70draft

    Free cash flow was $279m in Q2 2026.

    sourced sec.gov
  • Deal Heatunrated

    The Atlas reports no deal talks, pending deal, listing plan or stated acquisition plan for this company.

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Key figures

From the Atlas key figure: Q2 2026 revenue $1.12bn, up 36%. Free cash flow $279m. Management attributed its guidance to lower usage from its largest customer (Quartr summary). Source: sec.gov.

ListedPublic
Founded2010

Profile

Monitoring and observability for cloud applications.

Software · Developer tools and observability · Starter

Key figure Q2 2026 revenue $1.12bn, up 36%. Free cash flow $279m. Management attributed its guidance to lower usage from its largest customer (Quartr summary).

Why it leads Instruments the applications that AI labs themselves run.

What could change it Customer concentration in AI-native buyers.

sourced sec.gov

Connections

The Atlas draws no relationships for this company yet.

See Datadog and its connections on the map →

Sector standing

No. 8 of 17 rated in Software

  1. 6Oracle74
  2. 6Palantir74
  3. 8Datadog73
  4. 9Cisco72
  5. 9Snowflake72

Ratings by Claude (draft), 2026-11-02, read from the Atlas data under the ratings rubric. Logo: datadoghq.com. CC0 via Simple Icons 16.36.0. The mark is a trademark of its owner.