Datadog Inc (DDOG) Q3 2025 10-Q Quarterly Report

Filed: Nov 10, 2025Period ending Sep 30, 2025

Consumer Discretionary

Retail-Eating & Drinking PlacesSEC EDGAR

Datadog Inc (DDOG) 10-Q quarterly report for Q3 2025, filed with SEC EDGAR on Nov 10, 2025 for the fiscal period ending Sep 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 Q3 2025 10-Q Analysis

Management Discussion & Analysis

• Revenue $106.9M Q3 2025, down 6.1% YoY from $113.9M Q3 2024; nine months down 6.5% to $320.3M vs $342.6M prior year
• Operating loss Q3 2025 $13.2M vs $18.1M loss Q3 2024; operating margin approx. -12.3% vs -15.9% YoY
• Best segment: BKFC equity earnings improved to $26.6M gain Q3 2025 vs $14.4M loss YoY; worst segment: Alight equity loss $81.7M Q3 2025 vs $6.6M loss YoY driven by goodwill impairment
• Cash impact: $59.1M impairment charge recorded on Alight investment in Q3; valuation allowance increased by $99M on deferred tax assets
• Management flagged material declines in comparable store sales (O'Charley's -13.6% Q3, -13.3% YTD), expecting negative impact on future sales and income

Risk Factors

• New proxy contest risk triggered by shareholder nomination effort for Board directors and influence at annual meeting
• Proxy contest cost expected at $5.9 million excluding regular salaries, increasing legal and advisory expenses
• Potential governance risk if dissident shareholders succeed, causing strategic changes and market, employee, customer unrest
• Operational distraction risk from management focus diverted by proxy contest, impacting regular business execution
• No disclosed changes related to financial liquidity, debt, currency exposure, or concentration risks in this filing

Datadog Inc Q3 2025 Quarterly Financials
XBRL

Revenue

$107M

▼ -6.1% YoY▼ -3.0% QoQ

Net Income

-$68M

▼ -402.9% YoY▲ +71.4% QoQ

Net Margin

-64.0%

▼ -5204bp YoY▲ +15271bp QoQ

Source: XBRL data from Datadog Inc Q3 2025 10-Q filing on SEC EDGAR. All figures in USD.

Other Datadog Inc Quarterly Reports

Q2 2025 10-Q

Q1 2025 10-Q

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