Datadog Inc (DDOG) FY2024 10-K Annual Report
Datadog Inc (DDOG) 10-K annual report for fiscal year 2024, filed with SEC EDGAR on Feb 27, 2025. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.
Datadog Inc FY2024 10-K Analysis
Business Overview
- • Core business: Long-term acquisition and active management of equity stakes in diverse operating companies
- • New emphasis on Black Knight Football multi-club sports model with 47.2% stake in AFC Bournemouth EPL and minority in other clubs
- • Strategic shift: Third Amended Management Services Agreement effective 2024 reduces fixed management fee to $7.6M annually, with termination option in 2027
- • Most notable metric: Ownership interests include 15.6% in Dun & Bradstreet with nearly 600 million organizations in its Data Cloud as of Dec 31, 2024
- • Unique asset: Minden Mill estate distillery located in historic 100-year-old buildings on National Register of Historic Places
Management Discussion & Analysis
- • No revenue, profitability, segment performance, or cash flow data disclosed in this section
- • Key risk: Restaurant Group exposed to commodity price volatility in beef, seafood, produce affecting food costs
- • Pricing rigidity: Menu prices set in advance, limiting ability to pass higher costs to customers
- • No use of financial hedges against commodity price fluctuations disclosed
- • Risk of adverse operational impact from cost increases and supply disruptions due to weather and regulation
Risk Factors
- • Regulatory risk from FTC Consent Order requiring compliance until 2042, potentially increasing expenses and limiting solution availability
- • Geopolitical risk from data transfer restrictions under EU's Schrems II, China's DSL and PIPL, and 2024 U.S. Executive Order 14117 limiting cross-border data flows
- • Operational risk of Manager resignation with 180-day notice risking management disruption and integration delays impacting business continuity
- • Competitive risk from rivals using alternative business identifiers reducing demand for D&B’s D-U-N-S Number and solutions
- • Financial risk tied to Management Services Agreement negotiated with related parties possibly less favorable to company terms
Datadog Inc FY2024 Key Financial MetricsXBRL
Revenue
$453M
▼ -20.6% YoY
Net Income
-$305M
▲ +2.8% YoY
Operating Margin
-22.9%
▼ -206bp YoY
Net Margin
-67.3%
▼ -1233bp YoY
ROE
-16.6%
▼ -310bp YoY
Total Assets
$2.2B
▼ -17.0% YoY
EPS (Diluted)
$-4.73
▼ -10.8% YoY
Operating Cash Flow
-$90M
▼ -2.6% YoY
Source: XBRL data from Datadog Inc FY2024 10-K filing on SEC EDGAR. All figures in USD.
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