DDOG News
R40 coverage for Datadog, Inc. (DDOG).
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Our Own Explainer Says the Rule of 40 Captures Stock Compensation 'Not Perfectly'. Here Is How Imperfectly.
The four companies our Rule of 40 explainer holds up as the metric working properly pay between 14.5% and 21.5% of revenue in stock-based compensation. Subtract it and two of the four fall below 40. Between a third and four fifths of the free cash flow making up the profitability half of those scores is matched, in the same quarter, by stock issued to employees.
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Datadog: Growth Reaccelerated to 32% Last Quarter — Q2 2026 Earnings Land August 6
Datadog's Q1 2026 revenue growth accelerated to 32% year-over-year on record new-logo bookings and rising AI-observability demand, and shares jumped roughly 30% on the print. Q2 2026 results, due before the open on August 6, are the next test of whether that acceleration holds.
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