)
Edge14 Nov 2025
Ball: The King of Cans
From a 19th-century glass-jar legacy to a global plant network, Ball is now a pure-play aluminum can partner to the world's biggest beverage brands.
Datadog (DDOG) investor relations material
Datadog Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary6 Nov, 2025
Executive summary
Q3 2025 revenue reached $886 million, up 28% year-over-year, exceeding guidance and driven by strong demand, large customer growth, and over 1,000 platform integrations.
Customer base grew to 32,000, with 4,060 customers generating $100,000+ ARR, accounting for 89% of ARR.
AI-native customer revenue accelerated, with 12% of total revenue from this group, up from 6% a year ago.
Platform adoption deepened, with 84% of customers using two or more products and 16% using eight or more.
Expanded AI observability and security offerings, recognized as a leader in Gartner's Magic Quadrant for Digital Experience Monitoring.
Financial highlights
Free cash flow was $214 million in Q3, with a 24% margin; operating cash flow for the nine months was $723.1 million.
Gross margin for Q3 was 81.2% non-GAAP and 80% GAAP.
Non-GAAP operating income was $207 million (23% margin); GAAP operating loss was $6 million.
Billings grew 30% year-over-year to $893 million; RPO rose 53% to $2.79 billion.
Trailing 12-month net revenue retention was 120%; gross revenue retention remained in the mid to high 90s.
Outlook and guidance
Q4 2025 revenue expected between $912–$916 million, up 24% year-over-year.
Q4 non-GAAP operating income projected at $216–$220 million (24% margin); EPS $0.54–$0.56.
FY25 revenue guidance raised to $3.386–$3.390 billion, up 26% year-over-year.
FY25 non-GAAP operating income expected at $754–$758 million (22% margin); EPS $2.00–$2.02.
Capital expenditures and capitalized software to be 4% of revenues in FY25.
How do AI products like TOTO differentiate Datadog?
What market opportunity does GovRAMP High unlock?
How does OCI expansion impact large customer ARR growth?
When will GPU monitoring revenue become significant?
Assess durability of non-AI native growth acceleration
Detail impact of new go-to-market motions
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Datadog earnings date
Global Technology, Internet, Media & Telecommunications Conference 202518 Nov, 2025
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Data’s Best Friend
Datadog is an American company that provides a service for cloud-scale monitoring and analytics, primarily catering to IT, operations, and development teams. Datadog's services include monitoring servers, databases, tools, and services through a SaaS-based data analytics platform. This platform allows users to track the performance of their applications, understand user behavior, and identify bottlenecks or issues in real-time. The company is headquartered in NYC, and its shares are listed on the Nasdaq.
Solving Challenges
Datadog was founded in 2010 by Olivier Pomel and Alexis Lê-Quôc, both experienced technologists with a vision to improve IT infrastructure monitoring. While working together Pomel, and Lê-Quôc observed the challenges organizations faced in monitoring increasingly complex, cloud-based systems. To address this, they created a platform that could provide comprehensive, real-time insights into the performance of IT systems, regardless of their complexity or scale. Initially focusing on cloud infrastructure monitoring, Datadog has expanded its product suite to cover a wide range of monitoring and analytics services. Today, Datadog is well-established and competes with companies such as Splunk, New Relic, and Dynatrace.
SaaS
Datadog operates as a cloud-monitoring service through a SaaS model, offering a range of tools for observing and optimizing the performance of IT infrastructure, applications, and services. The company provides a platform that aggregates data across various systems, enabling real-time analytics and insights. This functionality allows IT and development teams to monitor server health, track application performance, and analyze logs and user experiences. Its services cater to various aspects of technology management, including infrastructure monitoring, application performance management (APM), and log management.
The Customers
Datadog caters to a diverse range of customers, spanning from small startups to large enterprises across various industries. This includes technology companies, financial services, healthcare organizations, e-commerce platforms, and media companies, among others. The platform's scalability and comprehensive toolset make it particularly attractive to businesses undergoing digital transformation or managing complex, multi-cloud environments
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage