Equity Profile

DDOG

Datadog, Inc.

Information TechnologyApplication Software$92.6B

May7Thu

Post-Earnings Recap

ReportedQ1-2026Pre-Market7:00 AM EDT

Datadog Beats on EPS, Stock Up 0.00%

Metric	Actual	Expected	Surprise
EPS	$0.60	$0.51	+934.48%
Revenue	—	$960M	—

management commentary, guidance changes, and full analysis available with Pro.

Datadog Beats on EPS, Stock Up 0.00%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$0.60	$0.51	+934.48%
Revenue	—	$960M	—

Management Commentary

Tone: Unknown

No transcript is on record, and the analysis is based on numerical results only.

What It Means

Datadog reported a significant earnings surprise with its EPS coming in higher than expected. However, there was no revenue reported against the consensus estimate. The stock reaction remained flat, indicating that investors may be waiting for more information or guidance from the company.

Company Snapshot

Datadog, Inc. is a technology company that provides monitoring and analytics services for cloud applications....

Key Metrics to Watch

EPS

Earnings per share is a critical measure of profitability and will indicate how well the company is managing costs and generating income.

$0.51

Revenue

Total revenue reflects the company's sales performance and growth, which is essential for assessing its market position.

$960M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Datadog, Inc. is a technology company that provides monitoring and analytics services for cloud applications. As businesses increasingly rely on cloud infrastructure, Datadog's tools help ensure performance and reliability, making it a key player in the growing information technology sector.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+651.59%

Avg Stock Reaction

+8.32%

Last Quarter Recap

In the last quarter, Datadog reported an EPS of $0.59, significantly exceeding expectations. The stock reacted positively, gaining over 13% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect Datadog to continue its strong performance with an EPS of $0.51 and revenue of $960 million. The market is closely watching for any signs of sustained growth.

Bull Case

If Datadog beats expectations again, it could demonstrate strong demand for its services and further solidify its market leadership.

Bear Case

Conversely, if the company fails to meet expectations, it could raise concerns about slowing growth in the competitive cloud monitoring space.

Key Metrics to Watch

EPS

$0.51

Earnings per share is a critical measure of profitability and will indicate how well the company is managing costs and generating income.

Revenue

$960M

Total revenue reflects the company's sales performance and growth, which is essential for assessing its market position.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Datadog's revenue exceed $960 million this quarter?

Exceeding this revenue target would indicate strong demand and growth momentum, crucial for investor confidence.

What specific growth strategies will management highlight?

Insights into growth strategies could provide clarity on future performance and market positioning.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate Datadog's ability to capture market share as cloud adoption accelerates, leading to stronger-than-expected revenue growth.

Supporting Evidence

Datadog has consistently beaten EPS estimates, indicating strong operational performance.

The options market is pricing a larger move than historical averages, suggesting heightened expectations.

Insider selling may not reflect company performance but rather personal financial decisions.

Key Risk

If Datadog's revenue growth exceeds $960 million, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Datadog can maintain its growth trajectory in a competitive landscape.

Bull Confirmed If

Earnings exceeding $0.51 per share with revenue surpassing $960 million would confirm the bull case.

Bear Confirmed If

Earnings below $0.49 per share or revenue below $955 million would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±11.81%

Historical Avg

±10.5%

Pricing rich

The options market is pricing in a significant move, suggesting that investors are anticipating volatility around the earnings report.

Options are pricing ±13.1% while DDOG has averaged ±10.5% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

2.2%

30d HV

54.3%

Calls (2.1M)P/C Ratio: 0.63Puts (1.4M)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Datadog beats expectations, history suggests a potential stock increase of around 2.97%, confirming strong demand.

In-Line / Cautious

If results are in line, the stock may react cautiously, reflecting uncertainty about future growth.

Miss

A miss could lead to a decline in stock price, with historical data suggesting a potential drop around 0.0%.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

1 buy·0 sells

Members

House only

Est. Notional

$1,001.00–$15,000.00

disclosed dollar ranges

Most Active Members

D-CAGilbert CisnerosRep.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on customer acquisition and retention rates.
2Details on new product launches or enhancements.
3Insights into competitive pressures and market share.
4Management's outlook on future revenue growth.
5Any commentary on cost management and profitability.

See the full picture

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Company Snapshot

Datadog, Inc. is a technology company that provides monitoring and analytics services for cloud applications....

Key Metrics to Watch

EPS

Earnings per share is a critical measure of profitability and will indicate how well the company is managing costs and generating income.

$0.51

Revenue

Total revenue reflects the company's sales performance and growth, which is essential for assessing its market position.

$960M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+651.59%

Avg Stock Reaction

+8.32%

Last Quarter Recap

In the last quarter, Datadog reported an EPS of $0.59, significantly exceeding expectations. The stock reacted positively, gaining over 13% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect Datadog to continue its strong performance with an EPS of $0.51 and revenue of $960 million. The market is closely watching for any signs of sustained growth.

Bull Case

If Datadog beats expectations again, it could demonstrate strong demand for its services and further solidify its market leadership.

Bear Case

Conversely, if the company fails to meet expectations, it could raise concerns about slowing growth in the competitive cloud monitoring space.

Key Metrics to Watch

EPS

$0.51

Earnings per share is a critical measure of profitability and will indicate how well the company is managing costs and generating income.

Revenue

$960M

Total revenue reflects the company's sales performance and growth, which is essential for assessing its market position.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Datadog's revenue exceed $960 million this quarter?

Exceeding this revenue target would indicate strong demand and growth momentum, crucial for investor confidence.

What specific growth strategies will management highlight?

Insights into growth strategies could provide clarity on future performance and market positioning.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate Datadog's ability to capture market share as cloud adoption accelerates, leading to stronger-than-expected revenue growth.

Supporting Evidence

Datadog has consistently beaten EPS estimates, indicating strong operational performance.

The options market is pricing a larger move than historical averages, suggesting heightened expectations.

Insider selling may not reflect company performance but rather personal financial decisions.

Key Risk

If Datadog's revenue growth exceeds $960 million, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Datadog can maintain its growth trajectory in a competitive landscape.

Bull Confirmed If

Earnings exceeding $0.51 per share with revenue surpassing $960 million would confirm the bull case.

Bear Confirmed If

Earnings below $0.49 per share or revenue below $955 million would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±11.81%

Historical Avg

±10.5%

Pricing rich

The options market is pricing in a significant move, suggesting that investors are anticipating volatility around the earnings report.

Options are pricing ±13.1% while DDOG has averaged ±10.5% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

2.2%

30d HV

54.3%

Calls (2.1M)P/C Ratio: 0.63Puts (1.4M)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Datadog beats expectations, history suggests a potential stock increase of around 2.97%, confirming strong demand.

In-Line / Cautious

If results are in line, the stock may react cautiously, reflecting uncertainty about future growth.

Miss

A miss could lead to a decline in stock price, with historical data suggesting a potential drop around 0.0%.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

1 buy·0 sells

Members

House only

Est. Notional

$1,001.00–$15,000.00

disclosed dollar ranges

Most Active Members

D-CAGilbert CisnerosRep.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on customer acquisition and retention rates.
2Details on new product launches or enhancements.
3Insights into competitive pressures and market share.
4Management's outlook on future revenue growth.
5Any commentary on cost management and profitability.