Datadog Publishes Q3 2026 Earnings Call Transcript
Bitget2026/11/04 23:28- Datadog’s November 4, 2026 earnings call featured CEO Olivier Pomel, CFO David M. Obstler, Alexander Joseph Ljubich and analysts.
- Third-quarter revenue rose 35% to $1.2 billion, exceeding the top end of guidance.
- Fourth-quarter revenue guidance of $1.19 billion-$1.2 billion assumes the largest customer spends only its minimum commitment, versus substantially higher spending previously.
- Early renewals by large customers increased commitments but introduced volume discounts, creating short-term revenue headwinds.
- Revenue growth excluding AI customers accelerated for a fifth consecutive quarter to the high 20% range, roughly 1 percentage point above June.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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