Datadog (DDOG) FY2025 10-K Annual Report
Datadog (DDOG) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Feb 18, 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 FY2025 10-K Analysis
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
Datadog FY2025 Key Financial MetricsXBRL
Revenue
$3.4B
▲ +27.7% YoY
Net Income
$108M
▼ -41.4% YoY
Gross Margin
80.0%
▼ -84bp YoY
Operating Margin
-1.3%
▼ -332bp YoY
Net Margin
3.1%
▼ -370bp YoY
ROE
2.9%
▼ -388bp YoY
Total Assets
$6.6B
▲ +14.8% YoY
EPS (Diluted)
$0.31
▼ -40.4% YoY
Operating Cash Flow
$1.1B
▲ +20.6% YoY
Source: XBRL data from Datadog FY2025 10-K filing on SEC EDGAR. All figures in USD.
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