Datadog Inc (DDOG) Q2 2025 10-Q Quarterly Report
Filed: Aug 11, 2025Period ending Jun 30, 2025
Consumer Discretionary
Retail-Eating & Drinking PlacesSEC EDGAR Datadog Inc (DDOG) 10-Q quarterly report for Q2 2025, filed with SEC EDGAR on Aug 11, 2025 for the fiscal period ending Jun 30, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.
Datadog Inc Q2 2025 10-Q Analysis
Management Discussion & Analysis
- • Revenue $110.2M for Q2 FY25, down 6.5% YoY from $118.0M in Q2 FY24, driven by Restaurant Group decline
- • Operating loss increased to 55.2% margin (loss $60.9M on $110.2M revenue) vs. 19.5% loss margin ($23.0M on $118.0M) YoY
- • Best segment: Black Knight Football revenue up 23.9% YoY to $61.2M last quarter; worst: Restaurant Group revenue down 5.3% YoY with operating loss $1.8M vs income $2.1M prior year
- • Net loss $240.5M vs $155.0M YoY; equity losses from Alight $81.7M in Q2 FY25 vs $2.2M earnings prior year due to Alight goodwill impairment
- • Cash use impacted by $68.1M D&B investment impairment, $59.1M Alight impairment, and $17.2M executive transition costs; outlook notes headwinds in comparable store sales with 12.1%-13.6% decrease at O’Charley’s and 99 Restaurants
Risk Factors
- • New proxy contest risk initiated by shareholder nomination effort impacting Board composition and strategy
- • Most material update: potential Board and executive changes could disrupt operations and increase costs for legal and advisory fees
- • Regulatory/legal risk: shareholder activism may lead to public disputes damaging reputation and straining investor relations
- • Operational risk: management distraction from core business due to proxy contest could impair near-term execution
- • Financial risk: increased legal and advisory expenses related to proxy contest could negatively affect financial condition
Datadog Inc Q2 2025 Quarterly FinancialsXBRL
Revenue
$110M
▼ -6.6% YoY▲ +6.8% QoQ
Net Income
-$239M
▼ -54.1% YoY▼ -111.3% QoQ
Net Margin
-216.7%
▼ -8534bp YoY▼ -10720bp QoQ
Source: XBRL data from Datadog Inc Q2 2025 10-Q filing on SEC EDGAR. All figures in USD.
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