Datadog (DDOG) reported $885.65 million in revenue for the quarter ended September 2025, representing a year-over-year increase of 28.4%. EPS of $0.55 for the same period compares to $0.46 a year ago.
The reported revenue represents a surprise of +4.22% over the Zacks Consensus Estimate of $849.77 million. With the consensus EPS estimate being $0.45, the EPS surprise was +22.22%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Datadog performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Customers >$100k in ARR: 4,060 versus the four-analyst average estimate of 3,942.
- Customers: 32,000 versus 32,113 estimated by three analysts on average.
- Remaining Performance Obligations: $2.79 billion versus the three-analyst average estimate of $2.55 billion.
View all Key Company Metrics for Datadog here>>>
Shares of Datadog have returned +16.3% over the past month versus the Zacks S&P 500 composite's -0.2% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
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Datadog, Inc. (DDOG): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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