DDOG Datadog

Q3 2025 10-Q

Filed: Nov 7, 2025Period ending Sep 30, 2025

Information Technology

Services-Prepackaged SoftwareSEC EDGAR

Datadog (DDOG) 10-Q quarterly report for Q3 2025, filed with SEC EDGAR on Nov 7, 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.

AI Filing Analysis
Q3 2025 10-Q

Management Discussion & Analysis

• Revenue $885.7M in Q3 FY25, up 28% YoY from $690.0M in Q3 FY24; 75% growth from existing, 25% from new customers
• Gross margin flat at ~80% in Q3 FY25 vs Q3 FY24; nine-month gross margin declined from prior year due to higher cloud infrastructure costs

+5 more insights

Risk Factors

• New risk: April 2025 unauthorized access to source code repositories triggered enhanced cybersecurity risk disclosures
• Most materially updated: Expanded AI regulatory risk discussion, citing EU AI Act effective August 2024 imposing fines, increasing compliance costs

+3 more insights

Quarterly Financial Summary
XBRL

Revenue

$886M

▲ +28.4% YoY▲ +7.1% QoQ

Net Income

$34M

▼ -34.5% YoY▲ +1180.1% QoQ

Gross Margin

80.1%

▲ +4bp YoY▲ +15bp QoQ

Operating Margin

-0.7%

▼ -359bp YoY▲ +364bp QoQ

Net Margin

3.8%

▼ -367bp YoY▲ +351bp QoQ

ROE

1.0%

Total Assets

$6.1B

EPS (Diluted)

$0.10

▼ -33.3% YoY▲ +900.0% QoQ

Operating Cash Flow

$251M

▲ +10.0% YoY▲ +25.7% QoQ

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

Get deeper insights on Datadog

Access full AI analysis, insider trading data, fund holdings, and cross-signal detection on SignalX.