DDOG Datadog Inc

FY2025 10-K
Filed: Mar 2, 2026
Consumer Discretionary
Retail-Eating & Drinking PlacesSEC EDGAR

Datadog Inc (DDOG) filed its fiscal year 2025 10-K annual report with the SEC on Mar 2, 2026. This page provides AI-powered analysis of the filing, including business overview, management discussion, risk factors, and key financial metrics from XBRL data.

AI Filing Analysis
FY2025 10-K

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)
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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
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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
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Financial Summary
XBRL

Revenue

$424M

Net Income

-$513M

Operating Margin

-28.2%

Net Margin

-121.2%

ROE

-50.1%

Total Assets

$1.3B

EPS (Diluted)

$-9.08

Operating Cash Flow

-$18M

Source: XBRL data from Datadog Inc FY2025 10-K filing on SEC EDGAR. All figures in USD.

Other Datadog Inc Annual Reports

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