DDOG Datadog
FY2025 10-K
Datadog (DDOG) filed its fiscal year 2025 10-K annual report with the SEC on Feb 18, 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 AnalysisFY2025 10-K
Business Overview
- • Core business: Cloud-based monitoring and analytics platform for IT infrastructure and applications
- • New emphasis on AI-native customer cohort driving ~7 percentage points of year-over-year revenue growth in Q4 2025
Management Discussion & Analysis
- • Revenue $3,427.2M in FY2025, up 28% YoY from $2,684.3M in FY2024
- • Net income $107.7M in FY2025 vs $183.7M in FY2024; operating margin not explicitly stated
Risk Factors
- • Regulatory risk: Full valuation allowance on U.S. federal and state deferred tax assets, signaling uncertainty in tax asset realization under current tax laws
- • Macroeconomic risk: 29% of revenue from outside North America, with ongoing investments in EMEA and APAC that may impact near-term operating results
Financial SummaryXBRL
Revenue
$3.4B
Net Income
$108M
Gross Margin
80.0%
Operating Margin
-1.3%
Net Margin
3.1%
ROE
2.9%
Total Assets
$6.6B
EPS (Diluted)
$0.31
Operating Cash Flow
$1.1B
Source: XBRL data from Datadog FY2025 10-K filing on SEC EDGAR. All figures in USD.
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