Revenue by quarter
US$ · last 8| Quarter | Revenue | Net income | EPS |
|---|---|---|---|
| Q2 FY2026 | $1.1B | $44.6M | 0.12 |
| Q1 FY2026 | $1.0B | $52.6M | 0.15 |
| Q4 FY2025 | $953.2M | $46.6M | 0.13 |
| Q3 FY2025 | $885.7M | $33.9M | 0.10 |
Newest filings
All 143| Form | Filed | |
|---|---|---|
| 40-APP | 13 Aug 2026 | |
| 10-Q | 6 Aug 2026 | |
| 8-K | 6 Aug 2026 | |
| 8-K | 16 Jun 2026 | |
| 10-Q | 7 May 2026 | |
| 8-K | 7 May 2026 | |
| ARS | 29 Apr 2026 | |
| DEFA14A | 29 Apr 2026 |
Description
- Ticker
- DDOG-US
- Exchange
- Nasdaq
- Index
- S&P 500
- Industry
- Services-Prepackaged Software
- SIC division
- Services
- CIK
- 0001561550
- LEI
- 549300F6JNO0KRPO1K63
- FIGI
- BBG003NJHZT9
- Share class FIGI
- BBG003NJHZW5
- Fiscal year ends
- Dec
- Filings held
- 143 since 2012
- 8-K events
- 43
- Shares short
- 9.5M, 30 Sep 2026
Financial statements
The income statement, balance sheet and cash flow by year and by quarter, line by line as the company reports them. Each column names the filing it comes from.
| Fiscal period | FY2017 | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|---|
| Period ending | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
| Source filing | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K |
| Filed | 25 Feb 2020 | 1 Mar 2021 | 25 Feb 2022 | 24 Feb 2023 | 23 Feb 2024 | 20 Feb 2025 | 18 Feb 2026 | 18 Feb 2026 | 18 Feb 2026 |
| +Revenue | 101M | 198M | 363M | 604M | 1,029M | 1,675M | 2,128M | 2,684M | 3,427M |
| −Cost of revenue | 23M | 47M | 89M | 130M | 234M | 347M | 410M | 516M | 687M |
| Gross profit | 77M | 152M | 274M | 473M | 795M | 1,328M | 1,719M | 2,169M | 2,740M |
| % of revenue | 76.8% | 76.5% | 75.5% | 78.4% | 77.2% | 79.3% | 80.7% | 80.8% | 80.0% |
| +Research and development | 25M | 55M | 111M | 211M | 420M | 752M | 962M | 1,153M | 1,549M |
| +Sales and marketing | 44M | 89M | 147M | 214M | 300M | 495M | 609M | 757M | 956M |
| +General and administrative | 11M | 19M | 36M | 63M | 94M | 139M | 180M | 205M | 280M |
| −Total operating expenses | 80M | 163M | 294M | 487M | 814M | 1,387M | 1,752M | 2,115M | 2,785M |
| Operating income | -3M | -11M | -20M | -14M | -19M | -59M | -34M | 54M | -44M |
| % of revenue | -2.9% | -5.6% | -5.6% | -2.3% | -1.9% | -3.5% | -1.6% | 2.0% | -1.3% |
| −Interest expense | – | – | 0M | 30M | 21M | 17M | 6.3M | 7.1M | 11M |
| +Interest income and other income, net | – | 0.8M | 4.2M | 22M | 22M | 37M | 100M | 157M | 183M |
| Other income, net | 0.8M | 0.8M | 4.2M | -8.4M | 0.7M | 21M | 94M | 150M | 171M |
| Income before provision for income taxes | -2.1M | -10M | -16M | -22M | -18M | -38M | 60M | 204M | 127M |
| % of revenue | -2.1% | -5.2% | -4.4% | -3.7% | -1.8% | -2.3% | 2.8% | 7.6% | 3.7% |
| −Provision for income taxes | 0.5M | 0.5M | 0.7M | 2.3M | 2.3M | 12M | 12M | 20M | 19M |
| Net income | -2.6M | -11M | -17M | -25M | -21M | -50M | 49M | 184M | 108M |
| % of revenue | -2.6% | -5.4% | -4.6% | -4.1% | -2.0% | -3.0% | 2.3% | 6.8% | 3.1% |
| Basic and diluted net loss per share | -0.04 | -0.15 | -0.12 | -0.08 | – | – | – | – | – |
| Weighted average shares used in calculating basic and diluted net loss per share | 0.1M | 0.1M | 0.1M | 0.3M | – | – | – | – | – |
| Net income attributable to common stockholders, basic | – | – | -17M | -25M | -21M | -50M | 49M | 184M | 108M |
| % of revenue | -4.6% | -4.1% | -2.0% | -3.0% | 2.3% | 6.8% | 3.1% | ||
| Net income attributable to common stockholders, diluted | – | – | -17M | -25M | -21M | -50M | 49M | 184M | 108M |
| % of revenue | -4.6% | -4.1% | -2.0% | -3.0% | 2.3% | 6.8% | 3.1% | ||
| Basic net income per share | – | – | -0.12 | -0.08 | -0.07 | -0.16 | 0.15 | 0.55 | 0.31 |
| Diluted net income per share | – | – | -0.12 | -0.08 | -0.07 | -0.16 | 0.14 | 0.52 | 0.31 |
| Weighted average shares used in calculating basic net income per share | – | – | 140M | 300M | 309M | 315M | 324M | 336M | 347M |
| Weighted average shares used in calculating diluted net income per share | – | – | 140M | 300M | 309M | 315M | 350M | 359M | 364M |
Hover a figure for its source.– not reported in that period
Lines in the order and wording of the 10-K filed 18 Feb 2026. 276 of 276 subtotals add up to the company's own totals, and the balance sheet balances in 36 of 36 periods. Newest filing read: 6 Aug 2026.
Free for personal research, with credit (Data by Shikshan Nivesh) and a link. API access, bulk files and commercial use need a licence: the data licence.
Charts
Any figure or ratio in the record, by year, by quarter or on a trailing twelve months, as a value or as growth, against a peer if you like. Hover for the figures.
Revenue · quarterly · US$
Latest Jun 2026: $1.12B
Revenue = rev
Method. Each month-end, the trailing-twelve-month diluted EPS known that month (from filings filed by then) at the 10th, 50th and 90th percentile of this stock's own month-end P/E from 2021-08 to 2026-10. Months with the figure at or below zero are left out. A summary of the multiples the stock has traded at, not a value.
Ratios
Every ratio, worked out the same way for every company, by year or on a trailing twelve months. Hover a ratio for its formula.
| Fiscal year ending | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|
| Return on common equity | – | – | −4.7% | −2.8% | −2.1% | −4.1% | 2.8% | 7.8% | 3.3% |
| Return on assets | – | – | −2.7% | −1.7% | −1.0% | −1.9% | 1.4% | 3.8% | 1.7% |
| Return on capital | – | – | −4.5% | −0.9% | −0.9% | −2.4% | −1.1% | 1.4% | −0.8% |
| Return on invested capital | – | – | 26.2% | −89.9% | −12.7% | −19.0% | −12.0% | 30.3% | −19.8% |
| Gross margin | 76.8% | 76.5% | 75.5% | 78.4% | 77.2% | 79.3% | 80.7% | 80.8% | 80.0% |
| EBITDA margin | −0.8% | −2.8% | −2.4% | 0.1% | −0.1% | −1.9% | 0.1% | 3.8% | 0.1% |
| Operating margin | −2.9% | −5.6% | −5.6% | −2.3% | −1.9% | −3.5% | −1.6% | 2.0% | −1.3% |
| Incremental operating margin | – | −8.3% | −5.5% | 2.6% | −1.3% | −6.1% | 5.6% | 15.8% | −13.3% |
| Pretax margin | −2.1% | −5.2% | −4.4% | −3.7% | −1.8% | −2.3% | 2.8% | 7.6% | 3.7% |
| Profit margin | −2.6% | −5.4% | −4.6% | −4.1% | −2.0% | −3.0% | 2.3% | 6.8% | 3.1% |
| Net income to common margin | −2.6% | −5.4% | −4.6% | −4.1% | −2.0% | −3.0% | 2.3% | 6.8% | 3.1% |
| Effective tax rate | −21.6% | −5.1% | −4.6% | −10.5% | −12.6% | −31.8% | 19.4% | 9.9% | 15.2% |
What the company said with its results
The key points, guidance and management's own words from each of the last four results releases.
Key points
Revenue grew 36% year-over-year
Revenue was $1,121,454 thousand, up from $826,760 thousand a year earlier and from $1,006 million in the first quarter, which grew 32%.
GAAP operating income near zero
GAAP operating income was $5 million, a 0% margin, against a loss of $35.5 million a year earlier. First-quarter GAAP operating income was $7 million.
Non-GAAP diluted EPS rose to $0.65
GAAP diluted EPS was $0.12, against $0.01 a year earlier. Non-GAAP diluted EPS was $0.65, against $0.46 a year earlier and $0.60 in the first quarter.
Customers above $100k ARR up 23%
About 4,720 customers held ARR of $100,000 or more at June 30, up 23% from about 3,850 a year earlier and from about 4,550 at March 31.
Bits AI products went generally available
Bits Code, Bits Chat and Bits Agent Builder were launched for general availability, described as AI-powered products.
More than 100 capabilities launched at DASH
The company launched more than 100 new capabilities at DASH 2026 to help customers manage growing AI and security complexity.
Gartner Leader for sixth straight year
Gartner named Datadog a Leader in its 2026 Magic Quadrant for Observability Platforms, the sixth consecutive year of that placement.
Non-GAAP operating margin reached 23%
Non-GAAP operating income was $257 million, up from $164 million. The margin was 23%, against 20% a year earlier and 22% in the first quarter.
Gross margin edged lower
Non-GAAP gross margin was 80%, against 81% a year earlier. GAAP gross margin was 79%, against 80%. First-quarter non-GAAP gross margin was 80%.
Operating expense lines grew
Non-GAAP R&D was $325.1 million against $263.2 million. Non-GAAP sales and marketing was $260.4 million against $200.0 million, and non-GAAP G&A was $49.8 million against $41.9 million.
Free cash flow was $279 million
Free cash flow was $278.7 million, a 25% margin, against $165.4 million and a 20% margin a year earlier. Operating cash flow was $315.9 million.
Cash and securities reached $5.0 billion
Cash, cash equivalents and marketable securities were $5.0 billion at June 30, 2026, up from $4.8 billion at March 31, 2026.
Capitalized software spending rose
Capitalized software development costs were $27.3 million, against $19.6 million a year earlier. Purchases of property and equipment were $9.9 million, against $15.2 million.
Acquisitions added goodwill
Cash paid for acquisitions was $101.7 million in the quarter. Goodwill rose to $706.7 million at June 30 from $530.6 million at December 31, 2025.
Guidance
- Revenue$1.135 billion to $1.145 billionThird quarter 2026 · new
- Non-GAAP operating income$260 million to $270 millionThird quarter 2026 · new
- Non-GAAP net income per share (diluted)$0.63 to $0.65, assuming approximately 378 million weighted average diluted shares outstandingThird quarter 2026 · new
- Revenue$4.45 billion to $4.47 billionFull year 2026 · raised from between $4.30 billion and $4.34 billion
- Non-GAAP operating income$1.01 billion to $1.03 billionFull year 2026 · raised from between $940 million and $980 million
- Non-GAAP net income per share (diluted)$2.50 to $2.54, assuming approximately 376 million weighted average diluted shares outstandingFull year 2026 · raised from between $2.36 and $2.44, assuming approximately 372 million weighted average diluted shares outstanding
In their words
“Datadog delivered a strong quarter, with 36% year-over-year revenue growth, $316 million in operating cash flow, and $279 million in free cash flow” Olivier Pomel, co-founder and CEO of Datadog
“Our customers are building and deploying with AI, and they are using the Datadog platform to observe, secure, and act on their AI-enabled solutions.” Olivier Pomel, co-founder and CEO of Datadog
“We are innovating rapidly to help our customers manage rising complexity, and increasingly build autonomy into their operations.” Olivier Pomel, co-founder and CEO of Datadog
Coming up
Quarterly report on Form 10-Q. Additional information will be made available in the Form 10-Q for the quarter ended June 30, 2026.
Revenue by segment
As the company reports it in the segment note of each annual report: by business, by product and by region, latest year.
This company reports no segment split in its annual report.
Company events
Every 8-K, sorted by the event it reports, with the moment the SEC accepted it in New York time.
| 6 Aug 2026 | 8-K | Results | 2.02, 9.01 | |
| 16 Jun 2026 | 8-K | Shareholder vote | 5.07 | |
| 7 May 2026 | 8-K | Results | 2.02, 9.01 | |
| 22 Apr 2026 | 8-K | Shareholder voteShareholder rights changeBylaws or fiscal year changeOther events | 3.03, 5.03, 5.07, 8.01, 9.01 | |
| 2 Mar 2026 | 8-K | Leadership change | 5.02 | |
| 10 Feb 2026 | 8-K | Results | 2.02 | |
| 6 Nov 2025 | 8-K | Results | 2.02, 9.01 | |
| 11 Sep 2025 | 8-K | Leadership change | 5.02 | |
| 7 Aug 2025 | 8-K | Results | 2.02, 9.01 | |
| 5 Jun 2025 | 8-K | Shareholder voteShareholder rights changeBylaws or fiscal year change | 3.03, 5.03, 5.07, 9.01 | |
| 6 May 2025 | 8-K | Results | 2.02, 9.01 | |
| 13 Feb 2025 | 8-K | Results | 2.02, 9.01 | |
| 23 Dec 2024 | 8-K | Leadership change | 5.02 | |
| 12 Dec 2024 | 8-K | Material agreementAgreement endedNew debtShare saleOther events | 1.01, 1.02, 2.03, 3.02, 8.01, 9.01 | |
| 7 Nov 2024 | 8-K | Results | 2.02, 9.01 | |
| 8 Aug 2024 | 8-K | Results | 2.02, 9.01 | |
| 6 Jun 2024 | 8-K | Shareholder vote | 5.07 | |
| 7 May 2024 | 8-K | ResultsLeadership change | 2.02, 5.02, 9.01 | |
| 13 Feb 2024 | 8-K | Results | 2.02, 9.01 | |
| 7 Nov 2023 | 8-K | Results | 2.02, 9.01 | |
| 8 Aug 2023 | 8-K | Results | 2.02, 9.01 | |
| 9 Jun 2023 | 8-K | Shareholder vote | 5.07 | |
| 4 May 2023 | 8-K | Results | 2.02, 9.01 | |
| 16 Feb 2023 | 8-K | Results | 2.02, 9.01 | |
| 3 Nov 2022 | 8-K | Results | 2.02, 9.01 | |
| 4 Aug 2022 | 8-K | Results | 2.02, 9.01 | |
| 3 Jun 2022 | 8-K | Shareholder vote | 5.07 | |
| 5 May 2022 | 8-K | Results | 2.02, 9.01 | |
| 10 Feb 2022 | 8-K | Results | 2.02, 9.01 | |
| 4 Nov 2021 | 8-K | Results | 2.02, 9.01 | |
| 5 Aug 2021 | 8-K | Results | 2.02, 9.01 | |
| 16 Jun 2021 | 8-K | Shareholder vote | 5.07 | |
| 6 May 2021 | 8-K | Results | 2.02, 9.01 | |
| 11 Feb 2021 | 8-K | Results | 2.02, 9.01 | |
| 10 Nov 2020 | 8-K | Results | 2.02, 9.01 | |
| 6 Aug 2020 | 8-K | Results | 2.02, 9.01 | |
| 15 Jun 2020 | 8-K | Shareholder vote | 5.07 | |
| 2 Jun 2020 | 8-K | Material agreementNew debtShare sale | 1.01, 2.03, 3.02, 9.01 | |
| 11 May 2020 | 8-K | ResultsOther events | 2.02, 8.01, 9.01 | |
| 13 Feb 2020 | 8-K | Results | 2.02, 9.01 | |
| 6 Dec 2019 | 8-K | Other events | 8.01 | |
| 12 Nov 2019 | 8-K | Results | 2.02, 9.01 | |
| 23 Sep 2019 | 8-K | Bylaws or fiscal year change | 5.03, 9.01 |
Every filing
The company's filings with the SEC, newest first: 143 held. Insider, fund and large-holder filings have their own tables below.
| 13 Aug 2026 | 40-APP | – | |
| 6 Aug 2026 | 10-Q | 30 Jun 2026 | |
| 6 Aug 2026 | 8-K | 6 Aug 2026 | |
| 16 Jun 2026 | 8-K | 15 Jun 2026 | |
| 7 May 2026 | 10-Q | 31 Mar 2026 | |
| 7 May 2026 | 8-K | 7 May 2026 | |
| 29 Apr 2026 | ARS | 31 Dec 2025 | |
| 29 Apr 2026 | DEFA14A | – | |
| 29 Apr 2026 | DEF 14A | 15 Jun 2026 | |
| 22 Apr 2026 | 8-K | 21 Apr 2026 | |
| 2 Mar 2026 | 8-K | 26 Feb 2026 | |
| 27 Feb 2026 | DEFA14A | – | |
| 27 Feb 2026 | DEF 14A | 21 Apr 2026 | |
| 18 Feb 2026 | 10-K | 31 Dec 2025 | |
| 10 Feb 2026 | PRE 14A | 10 Feb 2026 | |
| 10 Feb 2026 | 8-K | 10 Feb 2026 | |
| 7 Nov 2025 | 10-Q | 30 Sep 2025 | |
| 6 Nov 2025 | 8-K | 6 Nov 2025 | |
| 11 Sep 2025 | 8-K | 11 Sep 2025 | |
| 8 Aug 2025 | 10-Q | 30 Jun 2025 | |
| 7 Aug 2025 | 8-K | 7 Aug 2025 | |
| 5 Jun 2025 | 8-K | 3 Jun 2025 | |
| 7 May 2025 | 10-Q | 31 Mar 2025 | |
| 6 May 2025 | 8-K | 6 May 2025 | |
| 18 Apr 2025 | ARS | 31 Dec 2024 | |
| 18 Apr 2025 | DEFA14A | – | |
| 18 Apr 2025 | DEF 14A | 3 Jun 2025 | |
| 4 Apr 2025 | PRE 14A | 3 Jun 2025 | |
| 14 Mar 2025 | S-8 | – | |
| 20 Feb 2025 | 10-K | 31 Dec 2024 | |
| 13 Feb 2025 | 8-K | 13 Feb 2025 | |
| 23 Dec 2024 | 8-K | 22 Dec 2024 | |
| 12 Dec 2024 | 8-K | 9 Dec 2024 | |
| 8 Nov 2024 | 10-Q | 30 Sep 2024 | |
| 7 Nov 2024 | 8-K | 7 Nov 2024 | |
| 9 Aug 2024 | 10-Q | 30 Jun 2024 | |
| 8 Aug 2024 | 8-K | 8 Aug 2024 | |
| 6 Jun 2024 | 8-K | 5 Jun 2024 | |
| 8 May 2024 | 10-Q | 31 Mar 2024 | |
| 7 May 2024 | DEFA14A | – | |
| 7 May 2024 | 8-K | 7 May 2024 | |
| 19 Apr 2024 | ARS | 31 Dec 2023 | |
| 19 Apr 2024 | DEFA14A | – | |
| 19 Apr 2024 | DEF 14A | 5 Jun 2024 | |
| 23 Feb 2024 | 10-K | 31 Dec 2023 | |
| 13 Feb 2024 | 8-K | 13 Feb 2024 | |
| 21 Dec 2023 | UPLOAD | – | |
| 11 Dec 2023 | CORRESP | – | |
| 17 Nov 2023 | CORRESP | – | |
| 10 Nov 2023 | UPLOAD | – |
Insider trades
Form 4 trades by officers, directors and 10% owners, last 12 months, with the shares they held after.
| 7 Oct 2026 | Le-Quoc AlexisChief Technology Officer | Sale under a trading plan | 18,609 | $271.40 | $5.1M | 523,336 | 9 Oct 2026 |
| 7 Oct 2026 | Le-Quoc AlexisChief Technology Officer | Sale under a trading plan | 5,338 | $272.25 | $1.5M | 517,998 | 9 Oct 2026 |
| 7 Oct 2026 | Le-Quoc AlexisChief Technology Officer | Sale under a trading plan | 2,789 | $273.27 | $762.1K | 515,209 | 9 Oct 2026 |
| 7 Oct 2026 | Le-Quoc AlexisChief Technology Officer | Sale under a trading plan | 13,036 | $274.51 | $3.6M | 502,173 | 9 Oct 2026 |
| 7 Oct 2026 | Le-Quoc AlexisChief Technology Officer | Sale under a trading plan | 8,268 | $275.26 | $2.3M | 493,905 | 9 Oct 2026 |
| 7 Oct 2026 | Le-Quoc AlexisChief Technology Officer | Sale under a trading plan | 2,272 | $276.23 | $627.6K | 491,633 | 9 Oct 2026 |
| 7 Oct 2026 | Le-Quoc AlexisChief Technology Officer | Sale under a trading plan | 1,700 | $277.36 | $471.5K | 489,933 | 9 Oct 2026 |
| 7 Oct 2026 | Le-Quoc AlexisChief Technology Officer | Sale under a trading plan | 1,300 | $278.88 | $362.5K | 488,633 | 9 Oct 2026 |
| 7 Oct 2026 | Le-Quoc AlexisChief Technology Officer | Sale under a trading plan | 600 | $280.43 | $168.3K | 488,033 | 9 Oct 2026 |
| 1 Oct 2026 | Phillips DominicDirector | Took pay in stock | 57 | $273.85 | $15.6K | – | 2 Oct 2026 |
| 23 Sep 2026 | Le-Quoc AlexisChief Technology Officer | Sale under a trading plan | 645 | $249.21 | $160.7K | 530,612 | 25 Sep 2026 |
| 23 Sep 2026 | Le-Quoc AlexisChief Technology Officer | Sale under a trading plan | 1,372 | $250.55 | $343.8K | 529,240 | 25 Sep 2026 |
| 23 Sep 2026 | Le-Quoc AlexisChief Technology Officer | Sale under a trading plan | 22,007 | $251.45 | $5.5M | 507,233 | 25 Sep 2026 |
| 23 Sep 2026 | Le-Quoc AlexisChief Technology Officer | Sale under a trading plan | 9,633 | $252.36 | $2.4M | 497,600 | 25 Sep 2026 |
| 23 Sep 2026 | Le-Quoc AlexisChief Technology Officer | Sale under a trading plan | 5,347 | $253.32 | $1.4M | 492,253 | 25 Sep 2026 |
| 23 Sep 2026 | Le-Quoc AlexisChief Technology Officer | Sale under a trading plan | 2,000 | $254.35 | $508.7K | 490,253 | 25 Sep 2026 |
| 23 Sep 2026 | Le-Quoc AlexisChief Technology Officer | Sale under a trading plan | 1,600 | $255.59 | $408.9K | 488,653 | 25 Sep 2026 |
| 23 Sep 2026 | Le-Quoc AlexisChief Technology Officer | Sale under a trading plan | 620 | $256.15 | $158.8K | 488,033 | 25 Sep 2026 |
| 21 Sep 2026 | Obstler David MChief Financial Officer | Sale under a trading plan | 10,000 | $241.25 | $2.4M | 368,067 | 23 Sep 2026 |
| 21 Sep 2026 | Obstler David MChief Financial Officer | Sale under a trading plan | 3,000 | $241.25 | $723.8K | 0 | 23 Sep 2026 |
| 14 Sep 2026 | Obstler David MChief Financial Officer | Sale under a trading plan | 2,656 | $221.24 | $587.6K | 415,411 | 16 Sep 2026 |
| 14 Sep 2026 | Obstler David MChief Financial Officer | Sale under a trading plan | 5,424 | $222.17 | $1.2M | 409,987 | 16 Sep 2026 |
| 14 Sep 2026 | Obstler David MChief Financial Officer | Sale under a trading plan | 2,452 | $223.12 | $547.1K | 407,535 | 16 Sep 2026 |
| 14 Sep 2026 | Obstler David MChief Financial Officer | Sale under a trading plan | 1,801 | $224.34 | $404.0K | 405,734 | 16 Sep 2026 |
| 14 Sep 2026 | Obstler David MChief Financial Officer | Sale under a trading plan | 3,940 | $225.13 | $887.0K | 401,794 | 16 Sep 2026 |
| 14 Sep 2026 | Obstler David MChief Financial Officer | Sale under a trading plan | 629 | $226.19 | $142.3K | 401,165 | 16 Sep 2026 |
| 14 Sep 2026 | Obstler David MChief Financial Officer | Sale under a trading plan | 562 | $227.72 | $128.0K | 400,603 | 16 Sep 2026 |
| 14 Sep 2026 | Obstler David MChief Financial Officer | Sale under a trading plan | 1,189 | $228.58 | $271.8K | 399,414 | 16 Sep 2026 |
| 14 Sep 2026 | Obstler David MChief Financial Officer | Sale under a trading plan | 9,623 | $229.92 | $2.2M | 389,791 | 16 Sep 2026 |
| 14 Sep 2026 | Obstler David MChief Financial Officer | Sale under a trading plan | 5,625 | $230.51 | $1.3M | 384,166 | 16 Sep 2026 |
| 14 Sep 2026 | Obstler David MChief Financial Officer | Sale under a trading plan | 2,414 | $231.53 | $558.9K | 381,752 | 16 Sep 2026 |
| 14 Sep 2026 | Obstler David MChief Financial Officer | Sale under a trading plan | 3,057 | $232.71 | $711.4K | 378,695 | 16 Sep 2026 |
| 14 Sep 2026 | Obstler David MChief Financial Officer | Sale under a trading plan | 628 | $233.30 | $146.5K | 378,067 | 16 Sep 2026 |
| 14 Sep 2026 | Obstler David MChief Financial Officer | Sale under a trading plan | 798 | $221.24 | $176.5K | 11,202 | 16 Sep 2026 |
| 14 Sep 2026 | Obstler David MChief Financial Officer | Sale under a trading plan | 1,624 | $222.17 | $360.8K | 9,578 | 16 Sep 2026 |
| 14 Sep 2026 | Obstler David MChief Financial Officer | Sale under a trading plan | 738 | $223.12 | $164.7K | 8,840 | 16 Sep 2026 |
| 14 Sep 2026 | Obstler David MChief Financial Officer | Sale under a trading plan | 545 | $224.34 | $122.3K | 8,295 | 16 Sep 2026 |
| 14 Sep 2026 | Obstler David MChief Financial Officer | Sale under a trading plan | 1,182 | $225.13 | $266.1K | 7,113 | 16 Sep 2026 |
| 14 Sep 2026 | Obstler David MChief Financial Officer | Sale under a trading plan | 190 | $226.19 | $43.0K | 6,923 | 16 Sep 2026 |
| 14 Sep 2026 | Obstler David MChief Financial Officer | Sale under a trading plan | 169 | $227.72 | $38.5K | 6,754 | 16 Sep 2026 |
| 14 Sep 2026 | Obstler David MChief Financial Officer | Sale under a trading plan | 360 | $228.59 | $82.3K | 6,394 | 16 Sep 2026 |
| 14 Sep 2026 | Obstler David MChief Financial Officer | Sale under a trading plan | 2,873 | $229.92 | $660.6K | 3,521 | 16 Sep 2026 |
| 14 Sep 2026 | Obstler David MChief Financial Officer | Sale under a trading plan | 1,689 | $230.51 | $389.3K | 1,832 | 16 Sep 2026 |
| 14 Sep 2026 | Obstler David MChief Financial Officer | Sale under a trading plan | 724 | $231.53 | $167.6K | 1,108 | 16 Sep 2026 |
| 14 Sep 2026 | Obstler David MChief Financial Officer | Sale under a trading plan | 918 | $232.71 | $213.6K | 190 | 16 Sep 2026 |
| 14 Sep 2026 | Obstler David MChief Financial Officer | Sale under a trading plan | 190 | $233.30 | $44.3K | 0 | 16 Sep 2026 |
| 14 Sep 2026 | Obstler David MChief Financial Officer | Sale under a trading plan | 786 | $221.24 | $173.9K | 11,214 | 16 Sep 2026 |
| 14 Sep 2026 | Obstler David MChief Financial Officer | Sale under a trading plan | 1,635 | $222.16 | $363.2K | 9,579 | 16 Sep 2026 |
| 14 Sep 2026 | Obstler David MChief Financial Officer | Sale under a trading plan | 725 | $223.12 | $161.8K | 8,854 | 16 Sep 2026 |
| 14 Sep 2026 | Obstler David MChief Financial Officer | Sale under a trading plan | 525 | $224.34 | $117.8K | 8,329 | 16 Sep 2026 |
Planned insider sales
Form 144 notices, filed when the sell order goes to the broker.
| 7 Oct 2026 | ALEXIS T LEQUOCDirector, Officer | 53,912 | $15.0M | 7 Oct 2026 |
| 23 Sep 2026 | ALEXIS T LEQUOCDirector, Officer | 43,224 | $10.7M | 23 Sep 2026 |
| 21 Sep 2026 | David Obstler Children 2019 Trust FBO Alison ObstlerOfficer | 3,000 | $689.8K | 21 Sep 2026 |
| 21 Sep 2026 | DAVID OBSTLER CHILDREN 2019 TRUST FBO ANDREW OBSTLEROfficer | 3,000 | $689.8K | 21 Sep 2026 |
| 21 Sep 2026 | DAVID OBSTLEROfficer | 10,000 | $2.3M | 21 Sep 2026 |
| 14 Sep 2026 | Kerry AcocellaOfficer | 5,280 | $1.2M | 14 Sep 2026 |
| 14 Sep 2026 | DAVID OBSTLER CHILDREN 2019 TRUST FBO ANDREW OBSTLEROfficer | 12,000 | $2.7M | 14 Sep 2026 |
| 14 Sep 2026 | DAVID OBSTLER CHILDREN 2019 TRUST FBO ALISON OBSTLEROfficer | 12,000 | $2.7M | 14 Sep 2026 |
| 14 Sep 2026 | DAVID OBSTLEROfficer | 40,000 | $8.8M | 14 Sep 2026 |
| 11 Sep 2026 | Sean WaltersOfficer | 11,710 | $2.6M | 11 Sep 2026 |
| 11 Sep 2026 | YANBING LIOfficer | 12,700 | $2.8M | 11 Sep 2026 |
| 8 Sep 2026 | OLIVIER POMELDirector, Officer | 89,497 | $19.1M | 8 Sep 2026 |
| 4 Sep 2026 | JULIE RICHARDSONDirector | 5,625 | $1.2M | 4 Sep 2026 |
| 3 Sep 2026 | JULIE RICHARDSONDirector | 5,625 | $1.2M | 3 Sep 2026 |
| 3 Sep 2026 | ADAM BLITZEROfficer | 12,032 | $2.5M | 3 Sep 2026 |
| 2 Sep 2026 | David GalloreeseOfficer | 4,626 | $1.1M | 2 Sep 2026 |
| 2 Sep 2026 | Kerry AcocellaOfficer | 7,126 | $1.7M | 2 Sep 2026 |
| 2 Sep 2026 | Yanbing LiOfficer | 10,873 | $2.6M | 2 Sep 2026 |
| 2 Sep 2026 | Sean Michael WaltersOfficer | 13,169 | $3.1M | 2 Sep 2026 |
| 2 Sep 2026 | Adam BlitzerOfficer | 13,400 | $3.1M | 2 Sep 2026 |
| 2 Sep 2026 | David ObstlerOfficer | 16,030 | $3.8M | 2 Sep 2026 |
| 2 Sep 2026 | Alexis Le-QuocDirector, Officer | 21,123 | $5.0M | 2 Sep 2026 |
| 2 Sep 2026 | Olivier PomelOfficer, Director | 25,545 | $6.0M | 2 Sep 2026 |
| 1 Sep 2026 | GALLOREESE DAVIDOfficer | 991 | $230.7K | 1 Sep 2026 |
| 1 Sep 2026 | ALEXIS T LEQUOCDirector, Officer | 53,912 | $12.8M | 1 Sep 2026 |
| 24 Aug 2026 | ALEXIS T LEQUOCDirector, Officer | 43,224 | $10.2M | 24 Aug 2026 |
| 19 Aug 2026 | OLIVIER POMELDirector, Officer | 47,054 | $11.6M | 19 Aug 2026 |
| 13 Aug 2026 | AGARWAL 2018 FAMILY TRUSTDirector | 20,000 | $4.8M | 13 Aug 2026 |
| 10 Aug 2026 | ALEXIS T LEQUOCDirector, Officer | 53,912 | $12.6M | 10 Aug 2026 |
| 6 Aug 2026 | AGARWAL 2018 FAMILY TRUSTDirector | 20,000 | $5.7M | 6 Aug 2026 |
| 5 Aug 2026 | OLIVIER POMELDirector, Officer | 127,141 | $36.6M | 5 Aug 2026 |
| 4 Aug 2026 | Callahan-Thernstrom Family TrustDirector | 12,500 | $3.4M | 4 Aug 2026 |
| 30 Jul 2026 | AGARWAL 2018 FAMILY TRUSTDirector | 20,000 | $5.3M | 30 Jul 2026 |
| 23 Jul 2026 | AGARWAL 2018 FAMILY TRUSTDirector | 20,000 | $4.9M | 23 Jul 2026 |
| 23 Jul 2026 | OLIVIER POMELDirector, Officer | 47,054 | $11.6M | 23 Jul 2026 |
| 20 Jul 2026 | ALEXIS T LEQUOCDirector, Officer | 43,224 | $11.2M | 20 Jul 2026 |
| 16 Jul 2026 | AGARWAL 2018 FAMILY TRUSTDirector | 20,000 | $5.3M | 16 Jul 2026 |
| 13 Jul 2026 | OLIVIER POMELDirector, Officer | 127,141 | $32.7M | 13 Jul 2026 |
| 9 Jul 2026 | AGARWAL 2018 FAMILY TRUSTDirector | 20,000 | $5.2M | 9 Jul 2026 |
| 8 Jul 2026 | ALEXIS T LEQUOCDirector, Officer | 53,912 | $13.8M | 8 Jul 2026 |
| 2 Jul 2026 | AGARWAL 2018 FAMILY TRUSTDirector | 20,000 | $5.3M | 2 Jul 2026 |
| 1 Jul 2026 | Callahan-Thernstrom Family TrustDirector | 12,500 | $3.3M | 1 Jul 2026 |
| 29 Jun 2026 | Callahan-Thernstrom Family TrustDirector | 12,500 | $3.0M | 29 Jun 2026 |
| 25 Jun 2026 | AGARWAL 2018 FAMILY TRUSTDirector | 20,000 | $4.5M | 25 Jun 2026 |
| 22 Jun 2026 | ALEXIS T LEQUOCDirector, Officer | 43,224 | $9.6M | 22 Jun 2026 |
| 18 Jun 2026 | AGARWAL 2018 FAMILY TRUSTDirector | 20,000 | $4.5M | 18 Jun 2026 |
| 16 Jun 2026 | OLIVIER POMELDirector, Officer | 84,698 | $19.7M | 16 Jun 2026 |
| 15 Jun 2026 | Kerry AcocellaOfficer | 5,371 | $1.2M | 15 Jun 2026 |
| 12 Jun 2026 | AGARWAL 2018 FAMILY TRUSTDirector | 20,000 | $4.7M | 12 Jun 2026 |
| 12 Jun 2026 | Callahan-Thernstrom Family TrustDirector | 112,500 | $26.4M | 12 Jun 2026 |
Large holders
Schedule 13D and 13G filings by holders of more than 5% of the voting shares.
| 29 Apr 2026 | Vanguard Portfolio Management | 13G | 5.37% | 17.7M |
| 29 Apr 2026 | Vanguard Capital Management | 13G | 7.46% | 24.5M |
| 26 Mar 2026 | The Vanguard Group | 13G amended | 0% | 0 |
| 5 Nov 2025 | FMR LLC | 13G | 5.1% | 16.3M |
| 30 Oct 2025 | The Vanguard Group | 13G amended | 12.96% | 41.9M |
Trades by members of the House
From each member's periodic transaction report: the amount is the band the report gives.
| 28 Sep 2026 | Jonathan JacksonIL01 | Purchase | $50,001 - $100,000 | JT | 19 Oct 2026 |
| 24 Sep 2026 | Maria Elvira SalazarFL27 | Sale (partial) | $1,001 - $15,000 | Self | 7 Oct 2026 |
| 19 May 2026 | Maria Elvira SalazarFL27 | Purchase | $1,001 - $15,000 | Self | 8 Jun 2026 |
| 19 May 2026 | Maria Elvira SalazarFL27 | Purchase | $15,001 - $50,000 | Self | 8 Jun 2026 |
| 14 Apr 2026 | Gilbert CisnerosCA31 | Sale | $1,001 - $15,000 | Self | 8 May 2026 |
| 13 Mar 2026 | Gilbert CisnerosCA31 | Purchase | $1,001 - $15,000 | Self | 7 Apr 2026 |
| 30 Oct 2025 | Lisa McClainMI09 | Purchase | $1,001 - $15,000 | SP | 21 Nov 2025 |
| 30 Oct 2025 | Lisa McClainMI09 | Sale | $1,001 - $15,000 | SP | 21 Nov 2025 |
| 31 Oct 2025 | Lisa McClainMI09 | Sale | $1,001 - $15,000 | SP | 21 Nov 2025 |
| 13 Aug 2025 | Lisa McClainMI09 | Purchase | $1,001 - $15,000 | SP | 12 Sep 2025 |
| 11 Jun 2025 | Rob BresnahanPA08 | Sale | $1,001 - $15,000 | Self | 8 Jul 2025 |
| 10 Apr 2023 | Daniel GoldmanNY10 | Sale | $15,001 - $50,000 | Self | 19 May 2023 |
Short interest
Shares sold short and not yet bought back, on every FINRA settlement date.
| 30 Sep 2026 | 9.5M | -7.53% | 2.82 |
| 15 Sep 2026 | 10.3M | +0.46% | 2.71 |
| 31 Aug 2026 | 10.2M | +10.54% | 2.94 |
| 14 Aug 2026 | 9.2M | -21.18% | 1.43 |
| 31 Jul 2026 | 11.7M | -6.12% | 3.04 |
| 15 Jul 2026 | 12.5M | -15.15% | 2.94 |
| 30 Jun 2026 | 14.7M | +0.76% | 3.02 |
| 15 Jun 2026 | 14.6M | +3.36% | 2.24 |
| 29 May 2026 | 14.1M | -9.41% | 2.55 |
| 15 May 2026 | 15.6M | +1.14% | 1.91 |
Funds that hold it
Every fund's holding from its latest Form 13F, largest first, with what it added or trimmed in the quarter.
Funds holding
1,370
quarter to 30 Jun 2026
Added or new
695
since 31 Mar 2026
Trimmed
438
in the quarter
Largest holder
BlackRock, Inc.
$9.3B
| BlackRock, Inc. | $9.3B | 35.5M | +295.4K | Added | 0.14% | Filing ↗ |
| Vanguard Capital Management LLC | $5.6B | 21.6M | +284.1K | Added | 0.12% | Filing ↗ |
| FMR LLC | $5.1B | 19.8M | +6.5M | Added | 0.22% | Filing ↗ |
| Vanguard Portfolio Management LLC | $4.6B | 17.6M | -17.2K | Held | 0.21% | Filing ↗ |
| State Street Corp. | $3.8B | 14.7M | +646.4K | Added | 0.11% | Filing ↗ |
| Invesco Ltd. | $3.4B | 13.2M | +1.6M | Added | 0.27% | Filing ↗ |
| Price T Rowe Associates Inc. | $2.8B | 10.6M | +257.6K | Added | 0.28% | Filing ↗ |
| Geode Capital Management, LLC | $2.5B | 9.5M | +198.7K | Added | 0.13% | Filing ↗ |
| Jupiter Topco LLC | $1.8B | 6.9M | – | first | 0.74% | Filing ↗ |
| Jennison Associates LLC | $1.8B | 6.9M | +937.8K | Added | 1.07% | Filing ↗ |
| Morgan Stanley | $1.2B | 4.6M | -418.8K | Trimmed | 0.06% | Filing ↗ |
| Goldman Sachs Group Inc. | $1.1B | 4.3M | +66.9K | Added | 0.12% | Filing ↗ |
| JPMorgan Chase & Co. | $1.1B | 4.5M | +174.8K | Added | 0.07% | Filing ↗ |
| Norges Bank | $1.1B | 4.1M | – | Held | 0.11% | Filing ↗ |
| American Century Companies Inc. | $977.4M | 3.8M | -50.4K | Trimmed | 0.43% | Filing ↗ |
| Wellington Management Group LLP | $859.6M | 3.3M | +1.4M | Added | 0.15% | Filing ↗ |
| T. Rowe Price Investment Management, Inc. | $806.9M | 3.1M | +3.1M | New | 0.53% | Filing ↗ |
| Northern Trust Corp. | $762.0M | 2.9M | +106.7K | Added | 0.09% | Filing ↗ |
| First Trust Advisors LP | $723.8M | 2.8M | -905.5K | Trimmed | 0.43% | Filing ↗ |
| Bank of New York Mellon Corp | $722.3M | 2.8M | +128.4K | Added | 0.12% | Filing ↗ |
| Charles Schwab Investment Management Inc. | $689.6M | 2.6M | +188.7K | Added | 0.09% | Filing ↗ |
| Amundi | $632.7M | 2.4M | +358.6K | Added | 0.15% | Filing ↗ |
| UBS AM, a distinct business unit of UBS Asset Management Americas LLC | $622.4M | 2.4M | +405.3K | Added | 0.11% | Filing ↗ |
| Arrowstreet Capital, Limited Partnership | $571.6M | 2.2M | +624.5K | Added | 0.25% | Filing ↗ |
| Legal & General Group Plc | $569.6M | 2.2M | +30.4K | Added | 0.12% | Filing ↗ |
| Voya Investment Management LLC | $543.0M | 2.1M | +401.2K | Added | 0.51% | Filing ↗ |
| Franklin Resources Inc. | $516.8M | 2.0M | +392.4K | Added | 0.11% | Filing ↗ |
| Vanguard Fiduciary Trust Co. | $494.9M | 1.9M | +10.7K | Added | 0.11% | Filing ↗ |
| Bank of America Corp. | $456.2M | 1.8M | -458.2K | Trimmed | 0.03% | Filing ↗ |
| AQR Capital Management LLC | $454.9M | 1.8M | -762.4K | Trimmed | 0.16% | Filing ↗ |
| Assenagon Asset Management S.A. | $427.0M | 1.6M | – | Held | 0.28% | Filing ↗ |
| Nuveen, LLC | $407.7M | 1.6M | +534.0K | Added | 0.10% | Filing ↗ |
| Massachusetts Financial Services Co. | $383.3M | 1.5M | +196.5K | Added | 0.12% | Filing ↗ |
| Citadel Advisors LLC | $370.5M | 1.4M | -1.3M | Trimmed | 0.22% | Filing ↗ |
| Employees Provident Fund Board | $364.5M | 1.4M | -600.0K | Trimmed | 2.09% | Filing ↗ |
| UBS Group AG | $357.7M | 1.4M | -1.2M | Trimmed | 0.06% | Filing ↗ |
| Baillie Gifford & Co. | $350.8M | 1.3M | -1.7M | Trimmed | 0.32% | Filing ↗ |
| Raymond James Financial Inc. | $330.4M | 1.3M | +10.6K | Added | 0.09% | Filing ↗ |
| Federated Hermes, Inc. | $314.5M | 1.2M | +379.0K | Added | 0.45% | Filing ↗ |
| Wells Fargo & Company | $313.9M | 1.2M | -137.6K | Trimmed | 0.06% | Filing ↗ |
| Royal Bank of Canada | $313.7M | 1.2M | -76.0K | Trimmed | 0.05% | Filing ↗ |
| Brown Advisory Inc. | $312.2M | 1.2M | -1.6M | Trimmed | 0.48% | Filing ↗ |
| Van Eck Associates Corp. | $308.3M | 1.2M | -148.8K | Trimmed | 0.19% | Filing ↗ |
| 1832 Asset Management L.P. | $298.5M | 1.1M | -382.9K | Trimmed | 0.37% | Filing ↗ |
| Citigroup Inc. | $296.1M | 1.1M | +295.0K | Added | 0.14% | Filing ↗ |
| Clearbridge Investments, LLC | $295.7M | 1.1M | -432.1K | Trimmed | 0.24% | Filing ↗ |
| Pictet Asset Management Holding SA | $285.7M | 1.1M | +463.2K | Added | 0.27% | Filing ↗ |
| Jane Street Group, LLC | $284.8M | 1.1M | +1.1M | Added | 0.18% | Filing ↗ |
| Sands Capital Management, LLC | $260.3M | 999.8K | -406.6K | Trimmed | 0.97% | Filing ↗ |
| Barclays PLC | $252.2M | 968.7K | -304.3K | Trimmed | 0.08% | Filing ↗ |
Executive pay and performance
What the chief executive and the other named officers were paid, as reported and as actually paid, next to the shareholder return and net income, from each proxy's pay-versus-performance table.
| Fiscal year | CEO pay, as reported | CEO pay, actually paid | Other officers, as reported (average) | Other officers, actually paid (average) | Shareholder return, $100 | Peer return, $100 | Net income | revenue | Proxy |
|---|---|---|---|---|---|---|---|---|---|
| FY ending 31 Dec 2025 | $27.1M | $50.1M | $15.6M | $27.8M | $360 | $388 | $107.7M | $3.43B | DEF 14A 29 Apr 2026 |
| FY ending 31 Dec 2024 | $19.8M | $29.5M | $16.8M | $24.0M | $378 | $301 | $183.8M | $2.68B | DEF 14A 29 Apr 2026 |
| FY ending 31 Dec 2023 | $11.6M | $33.1M | $10.2M | $25.3M | $321 | $221 | $48.6M | $2.13B | DEF 14A 29 Apr 2026 |
| FY ending 31 Dec 2022 | $11.2M | $-85.7M | $11.7M | $-32.7M | $195 | $133 | $-50.2M | $1.68B | DEF 14A 29 Apr 2026 |
| FY ending 31 Dec 2021 | $8.6M | $107.0M | $10.8M | $60.7M | $471 | $207 | $-20.8M | $1.03B | DEF 14A 29 Apr 2026 |
| FY ending 31 Dec 2020 | $9.1M | $118.9M | $6.9M | $78.9M | $261 | $150 | $-24.6M | $603.0M | DEF 14A 18 Apr 2025 |
Each year from the newest proxy that reports it. Pay actually paid follows the SEC's definition and can be below zero when share awards fall in value. n the proxy's net income differs from the 10-K or was tagged without its scale: hover for which.
Shareholder votes
The vote count on every proposal at each meeting, from the company's 8-K.
| Proposal | For | Against or withheld | Abstain | Broker non-votes | For, % of for and against | Result |
|---|---|---|---|---|---|---|
| Proposal 1 – Election of Directors Olivier Pomel, Dev Ittycheria, Shardul Shah and Ami Vora were each elected to serve as a Class I director of the Company’s Board of Directors until the 2029 Annual Meeting of Stockholders and until their successor is duly elected and qualified or until their earlie | ||||||
| Olivier Pomel | 503,784,971 | 9,946,547 | – | 27,229,324 | 98.1% | – |
| Dev Ittycheria | 455,983,503 | 57,748,015 | – | 27,229,324 | 88.8% | – |
| Shardul Shah | 430,291,897 | 83,439,621 | – | 27,229,324 | 83.8% | – |
| Ami Vora | 512,745,718 | 985,800 | – | 27,229,324 | 99.8% | – |
| Proposal 2 – Approval, on a Non-Binding, Advisory Basis, of the Compensation of the Company’s Named Executive Officers Stockholders approved, on an advisory basis, the compensation of the Company’s named executive officers, as disclosed in the Proxy Statement, by the following votes: | ||||||
| All shares voting | 492,631,049 | 20,881,163 | 219,306 | 27,229,324 | 95.9% | – |
| Proposal 3 – Ratification of the Selection of Independent Registered Public Accounting Firm Stockholders ratified the selection of Deloitte & Touche LLP as the Company’s independent registered public accounting firm for the year ending December 31, 2026, by the following votes: | ||||||
| All shares voting | 539,501,723 | 1,223,828 | 235,291 | – | 99.8% | – |
| Proposal 4 – Adoption of a Simple Majority Voting Provision Stockholders did not approve a shareholder proposal regarding the adoption of a simple majority voting provision, by the following votes: | ||||||
| All shares voting | 217,163,770 | 296,078,084 | 489,664 | 27,229,324 | 42.3% | – |
Counts as the company reports them in its 8-K. A result shows when the filing states one. Meetings since 2023.
Dividends and buybacks
Dividend per share, the cash paid and the shares bought back, each fiscal year.
This company has paid no dividend in the years held.
Peers
Companies in the same industry, largest first, on the same measures.
| Company | Market value | Revenue, 12 months | Revenue growth | Operating margin | Net margin | ROE | P/E | EV/EBITDA |
|---|---|---|---|---|---|---|---|---|
| Datadog, Inc.this company | $100.0B | $4.0B | 31.5% | 0.4% | 4.5% | 4.1% | 539.3× | 1282.6× |
| Microsoft Corp. | $3.89T | $331.8B | 17.8% | 46.8% | 40.3% | 30.2% | 29.2× | 20.2× |
| Palantir Technologies Inc. | $472.8B | $6.2B | 78.9% | 42.8% | 49.0% | 30.9% | 168.2× | 176.8× |
| Oracle Corp. | $381.3B | $71.8B | 21.6% | 32.1% | 26.4% | 28.3% | 19.8× | 13.9× |
| SAP SE | $278.1B | $41.6B | 7.7% | 26.1% | 19.5% | 16.1% | 34.8× | – |
| CrowdStrike Holdings, Inc. | $263.7B | $5.4B | 24.3% | -2.2% | – | – | – | – |
| Shopify Inc. | $218.9B | $13.3B | 32.5% | 13.9% | 14.5% | 15.2% | 113.2× | 116.0× |
| Salesforce, Inc. | $204.5B | $43.9B | 11.2% | 19.9% | 22.0% | 25.2% | 22.7× | 18.6× |
| ServiceNow, Inc. | $164.3B | $14.7B | 22.2% | 11.4% | 11.3% | 13.3% | 99.3× | 63.0× |
| Adobe Inc. | $103.2B | $26.0B | 12.0% | 35.7% | 28.0% | 61.9% | 14.7× | 10.5× |
| Intuit Inc. | $92.2B | $21.4B | 13.9% | 27.4% | 21.3% | 24.0% | 20.8× | 14.5× |
What the company does
Datadog is an observability and security platform for cloud applications, sold as software as a service. It integrates infrastructure monitoring, application performance monitoring, log management, user experience monitoring, cloud security, service management and other capabilities into one real-time view of a customer's technology stack. The company started in 2010 to build a real-time data integration platform, launched its first product, Infrastructure Monitoring, in 2012, and has since extended past observability into cloud security, software delivery and service management.
The platform is modular. Many products are fully capable stand-alone, so a customer can take them one at a time or several at once, and when deployed together they cross-correlate automatically. Data is collected client-side by a single agent covering metrics, traces, logs and other data, and more than 1,000 out-of-the-box integrations pull in data from public cloud, private cloud, on-premise hardware, databases and third-party software. Every piece of data ingested is tagged with metadata regardless of type, so a log event and an application trace can be queried together, correlated, alerted on and visualised in one interface. The filing states the platform currently monitors trillions of events per hour and millions of servers and containers.
Observability
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