Datadog Inc (DDOG) FY2025 10-K Annual Report
Datadog Inc (DDOG) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Mar 2, 2026. 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 FY2025 10-K Analysis
Business Overview
- • Cannae Holdings: diversified holding company actively managing portfolio of operating businesses across fintech, sports, restaurants, insurance, and investment management
- • Key structural change: terminated external management agreement with Trasimene Capital Management on May 12, 2025; total termination payments ~$31.3M ($11.4M + $6.7M + $6.6M + monthly fees)
Management Discussion & Analysis
- • Total revenue $423.6M, down $28.9M (6.4%) YoY; Restaurant Group drove decline, falling $29.1M (6.9%) to $390.5M
- • Operating loss widened to $(119.6)M vs $(103.7)M; cost of restaurant revenue margin deteriorated to 91.7% vs 88.5% of restaurant revenue
Risk Factors
- • Investment Company Act of 1940 (Section 3(b)(1)) risk: if classified as investment company, faces mandatory registration, governance restructuring, and potential contract unenforceability
- • Alight's IT infrastructure dependent on AWS and Microsoft Azure; cyberattack risk heightened by Russia-Ukraine geopolitical tensions per filing
Datadog Inc FY2025 Key Financial MetricsXBRL
Revenue
$424M
▼ -6.4% YoY
Net Income
-$513M
▼ -68.5% YoY
Operating Margin
-28.2%
▼ -532bp YoY
Net Margin
-121.2%
▼ -5384bp YoY
ROE
-50.1%
▼ -3354bp YoY
Total Assets
$1.3B
▼ -40.7% YoY
EPS (Diluted)
$-9.08
▼ -92.0% YoY
Operating Cash Flow
-$18M
▲ +79.9% YoY
Source: XBRL data from Datadog Inc FY2025 10-K filing on SEC EDGAR. All figures in USD.
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