Equity Profile

DDOG

Datadog, Inc.

Information TechnologyApplication Software$83.3B

Aug6Thu

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

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

Key Metrics to Watch

Revenue Growth

Investors will be keen to see how Datadog's revenue has grown, especially as demand for cloud services continues to rise.

N/A

Earnings Per Share (EPS)

EPS is a critical measure of profitability, and Datadog has a strong track record of beating EPS estimates.

N/A

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

DDOG Q2-2026 Earnings Preview

Context

Company Snapshot

Datadog, Inc. is a technology company that provides monitoring and analytics services for cloud applications. With the rise of cloud computing and the increasing complexity of IT environments, Datadog's solutions help businesses ensure their systems run smoothly and efficiently, making it a key player in the 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 Q1 2026, Datadog reported an impressive EPS of $0.60, significantly surpassing estimates by over 900%. The stock reacted positively, gaining over 31% the following day.

Management Promises & Guidance

Focus on expanding product offerings to enhance customer experience.
Commitment to maintaining high customer satisfaction and retention rates.
Plans to invest in research and development to stay ahead in the competitive landscape.

Expectations

Wall Street Expectations

Overall, expectations are high for Datadog as it has consistently beaten earnings estimates in the past. Investors are looking for continued strong performance and growth indicators.

Bull Case

If Datadog continues its trend of beating EPS estimates and shows strong revenue growth, it could lead to a significant increase in stock price, reinforcing investor confidence.

Bear Case

Conversely, if Datadog fails to meet expectations or shows signs of slowing growth, it could lead to a sharp decline in stock price, especially given the high valuation.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the revenue growth rate compared to the previous quarter?

This will indicate whether Datadog is maintaining its growth trajectory in a competitive market.

How many new customers were added this quarter?

Customer growth is a key driver of future revenue and overall business health.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Datadog's ability to maintain high customer growth despite increased competition, as its unique product offerings differentiate it in the market.

Supporting Evidence

Datadog's consistent EPS surprises indicate strong operational performance.

Options pricing suggests a much smaller expected move compared to historical performance, indicating potential undervaluation.

Insider selling may reflect profit-taking rather than a lack of confidence in future growth.

Key Risk

If customer growth comes in below expectations, it could undermine confidence in Datadog's growth narrative.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core thesis revolves around whether Datadog can sustain its impressive growth rates in a rapidly evolving technology landscape.

Bull Confirmed If

Revenue growth of 20% year-over-year or better would confirm the bull case.

Bear Confirmed If

Any revenue growth below 10% year-over-year could signal a slowdown and confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±1.02%

Historical Avg

±10.49%

Pricing cheap

The options market is pricing in a relatively small move for Datadog's stock, suggesting that investors may be expecting a stable earnings report.

Options are pricing a 1.02% move, but the stock has averaged a 10.49% move historically, indicating a cheap setup.

Detail

ATM IV

0.7%

30d HV

85.8%

Calls (623K)P/C Ratio: 0.71Puts (1.7M)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options cheap in Information Technology

n=30

Fade rate: 8 of 17 (47%)

This setup has occurred 30 times across Information Technology in the last 2 years. 8 of 17 faded and 9 held — no strong directional bias after the initial reaction. The average absolute 1-day move is 4.2%, with a raw directional average of -0.0% (roughly flat historical bias).

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$16.2M

133,583 sh

4 insiders

Net

$16.2M

Net selling

Most Active Insiders· 20 open-market trades

Chief Executive OfficerPomel Olivier
$4.7M
Net selling

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Datadog beats expectations, history suggests the stock could rise by an average of 8.32%, confirming strong market demand.

In-Line / Cautious

A cautious in-line report may lead to muted reactions, with the stock potentially moving sideways as investors digest the results.

Miss

If the company misses expectations, the stock could drop, with historical patterns suggesting an average decline of around 10.49%.

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

1Details on customer acquisition strategies and new product launches.
2Insights into competitive pressures and how Datadog plans to address them.
3Any updates on partnerships or collaborations that could drive future growth.
4Management's outlook on market trends and their impact on business performance.
5Specific metrics on customer retention rates and satisfaction levels.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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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

Revenue Growth

Investors will be keen to see how Datadog's revenue has grown, especially as demand for cloud services continues to rise.

N/A

Earnings Per Share (EPS)

EPS is a critical measure of profitability, and Datadog has a strong track record of beating EPS estimates.

N/A

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

DDOG Q2-2026 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 Q1 2026, Datadog reported an impressive EPS of $0.60, significantly surpassing estimates by over 900%. The stock reacted positively, gaining over 31% the following day.

Management Promises & Guidance

Focus on expanding product offerings to enhance customer experience.
Commitment to maintaining high customer satisfaction and retention rates.
Plans to invest in research and development to stay ahead in the competitive landscape.

Expectations

Wall Street Expectations

Overall, expectations are high for Datadog as it has consistently beaten earnings estimates in the past. Investors are looking for continued strong performance and growth indicators.

Bull Case

If Datadog continues its trend of beating EPS estimates and shows strong revenue growth, it could lead to a significant increase in stock price, reinforcing investor confidence.

Bear Case

Conversely, if Datadog fails to meet expectations or shows signs of slowing growth, it could lead to a sharp decline in stock price, especially given the high valuation.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the revenue growth rate compared to the previous quarter?

This will indicate whether Datadog is maintaining its growth trajectory in a competitive market.

How many new customers were added this quarter?

Customer growth is a key driver of future revenue and overall business health.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Datadog's ability to maintain high customer growth despite increased competition, as its unique product offerings differentiate it in the market.

Supporting Evidence

Datadog's consistent EPS surprises indicate strong operational performance.

Options pricing suggests a much smaller expected move compared to historical performance, indicating potential undervaluation.

Insider selling may reflect profit-taking rather than a lack of confidence in future growth.

Key Risk

If customer growth comes in below expectations, it could undermine confidence in Datadog's growth narrative.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core thesis revolves around whether Datadog can sustain its impressive growth rates in a rapidly evolving technology landscape.

Bull Confirmed If

Revenue growth of 20% year-over-year or better would confirm the bull case.

Bear Confirmed If

Any revenue growth below 10% year-over-year could signal a slowdown and confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±1.02%

Historical Avg

±10.49%

Pricing cheap

The options market is pricing in a relatively small move for Datadog's stock, suggesting that investors may be expecting a stable earnings report.

Options are pricing a 1.02% move, but the stock has averaged a 10.49% move historically, indicating a cheap setup.

Detail

ATM IV

0.7%

30d HV

85.8%

Calls (623K)P/C Ratio: 0.71Puts (1.7M)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options cheap in Information Technology

n=30

Fade rate: 8 of 17 (47%)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$16.2M

133,583 sh

4 insiders

Net

$16.2M

Net selling

Most Active Insiders· 20 open-market trades

Chief Executive OfficerPomel Olivier
$4.7M
Net selling

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Datadog beats expectations, history suggests the stock could rise by an average of 8.32%, confirming strong market demand.

In-Line / Cautious

A cautious in-line report may lead to muted reactions, with the stock potentially moving sideways as investors digest the results.

Miss

If the company misses expectations, the stock could drop, with historical patterns suggesting an average decline of around 10.49%.

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

1Details on customer acquisition strategies and new product launches.
2Insights into competitive pressures and how Datadog plans to address them.
3Any updates on partnerships or collaborations that could drive future growth.
4Management's outlook on market trends and their impact on business performance.
5Specific metrics on customer retention rates and satisfaction levels.