Equity Profile

DDOG

Datadog, Inc.

Information TechnologyApplication Software$92.6B

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

Earnings Per Share (EPS)

EPS is a crucial indicator of profitability and will show how well Datadog is managing its costs and revenue.

N/A

Revenue Growth

Revenue growth will indicate how effectively Datadog is expanding its customer base and increasing sales in a competitive market.

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. As businesses increasingly rely on cloud infrastructure and software, Datadog's solutions help them ensure performance and security, making it a key player in the growing application software industry.

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 exceeding expectations. The stock reacted positively, jumping 31.33% the following day, reflecting strong investor confidence.

Management Promises & Guidance

Continue to innovate and enhance product offerings.
Focus on expanding customer base and market share.
Maintain operational efficiency to improve profitability.

Expectations

Wall Street Expectations

Investors are generally optimistic about Datadog's upcoming earnings, given its strong performance in previous quarters. However, there is uncertainty regarding revenue figures and customer growth.

Bull Case

If Datadog continues its trend of beating EPS estimates and shows strong revenue growth, it could further solidify its position as a leader in the application software space.

Bear Case

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

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the reported revenue growth rate for Q2 2026?

This figure will be critical in assessing whether Datadog is maintaining its growth trajectory amidst increasing competition.

How many new customers did Datadog acquire in the last quarter?

Customer growth is essential for future revenue, and any slowdown could raise concerns about market demand.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Datadog's ability to maintain high growth rates due to its strong product pipeline and increasing demand for cloud monitoring solutions.

Supporting Evidence

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

The options market is pricing a significant move, suggesting that traders expect a positive surprise.

Previous quarters have shown that Datadog can rebound strongly after initial dips.

Key Risk

If customer growth exceeds expectations, it could challenge the current cautious sentiment in the market.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter, the focus is on whether Datadog can sustain its impressive growth rates in a competitive environment.

Bull Confirmed If

Revenue growth of 25% YoY or better would confirm the bull case.

Bear Confirmed If

Any revenue growth below 15% would raise significant concerns and confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±19.48%

Historical Avg

±10.5%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±19.5% while DDOG has averaged ±10.5% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.7%

30d HV

85.8%

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

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Datadog beats expectations and raises guidance, history suggests a potential stock increase of around 8.32%, reinforcing its growth narrative.

In-Line / Cautious

If results are in line but management expresses caution, the stock may see a muted reaction as investors reassess future growth prospects.

Miss

A miss on earnings could lead to a decline, with historical patterns suggesting an average drop of around 0.0% when expectations are not met.

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 new product launches or enhancements.
2Details on customer acquisition strategies and success rates.
3Insights into competitive pressures and market share.
4Management's outlook on future revenue growth and profitability.
5Comments on macroeconomic factors affecting business performance.

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

Earnings Per Share (EPS)

EPS is a crucial indicator of profitability and will show how well Datadog is managing its costs and revenue.

N/A

Revenue Growth

Revenue growth will indicate how effectively Datadog is expanding its customer base and increasing sales in a competitive market.

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 exceeding expectations. The stock reacted positively, jumping 31.33% the following day, reflecting strong investor confidence.

Management Promises & Guidance

Continue to innovate and enhance product offerings.
Focus on expanding customer base and market share.
Maintain operational efficiency to improve profitability.

Expectations

Wall Street Expectations

Investors are generally optimistic about Datadog's upcoming earnings, given its strong performance in previous quarters. However, there is uncertainty regarding revenue figures and customer growth.

Bull Case

If Datadog continues its trend of beating EPS estimates and shows strong revenue growth, it could further solidify its position as a leader in the application software space.

Bear Case

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

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the reported revenue growth rate for Q2 2026?

This figure will be critical in assessing whether Datadog is maintaining its growth trajectory amidst increasing competition.

How many new customers did Datadog acquire in the last quarter?

Customer growth is essential for future revenue, and any slowdown could raise concerns about market demand.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Datadog's ability to maintain high growth rates due to its strong product pipeline and increasing demand for cloud monitoring solutions.

Supporting Evidence

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

The options market is pricing a significant move, suggesting that traders expect a positive surprise.

Previous quarters have shown that Datadog can rebound strongly after initial dips.

Key Risk

If customer growth exceeds expectations, it could challenge the current cautious sentiment in the market.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter, the focus is on whether Datadog can sustain its impressive growth rates in a competitive environment.

Bull Confirmed If

Revenue growth of 25% YoY or better would confirm the bull case.

Bear Confirmed If

Any revenue growth below 15% would raise significant concerns and confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±19.48%

Historical Avg

±10.5%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±19.5% while DDOG has averaged ±10.5% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.7%

30d HV

85.8%

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

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Datadog beats expectations and raises guidance, history suggests a potential stock increase of around 8.32%, reinforcing its growth narrative.

In-Line / Cautious

If results are in line but management expresses caution, the stock may see a muted reaction as investors reassess future growth prospects.

Miss

A miss on earnings could lead to a decline, with historical patterns suggesting an average drop of around 0.0% when expectations are not met.

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 new product launches or enhancements.
2Details on customer acquisition strategies and success rates.
3Insights into competitive pressures and market share.
4Management's outlook on future revenue growth and profitability.
5Comments on macroeconomic factors affecting business performance.