What it does
Datadog describes itself as an AI-powered observability and security platform for cloud applications. Its SaaS platform brings together infrastructure and application monitoring, log management, user-experience monitoring, cloud security, service management, and other capabilities. The company states that the platform collects and analyzes metrics, traces, logs, user sessions, security signals, and other data to give customers a unified view of their technology stack. The filing says the platform is designed for public cloud, private cloud, on-premise, multi-cloud, and hybrid environments, and supports more than 1,000 integrations.
Source: Datadog, Inc. Form 10-K for fiscal 2025, Item 1 — sec.gov
How it makes money
The company sells access to its cloud-based, multi-tenant SaaS platform. It states that its land-and-expand model begins with products intended to be easy to adopt, after which customers can increase usage of their initial products or add other products on the platform. Customers can expand on a self-service basis by adding hosts or monitored data volumes. The filing also refers to subscriptions, including customer purchases of additional subscriptions and products and subscription renewals. The segment table shown below provides the reported revenue breakdown; Datadog’s business description emphasizes usage expansion and adoption of additional platform products.
Source: Datadog, Inc. Form 10-K for fiscal 2025, Item 1 and Item 1A — sec.gov
Customers and geography
The filing states that, as of December 31, 2025, Datadog had approximately 32,700 customers in over 160 countries. It says organizations of all sizes, across industries, and in both the private and public sectors purchase its products for a range of use cases. The company’s sales organization is regionally organized across the Americas, Asia-Pacific (APAC), and Europe, the Middle East and Africa (EMEA). The company also identifies international customer expansion as a growth strategy, while noting in its risk factors that economic conditions affecting customer regions and industries can affect results.
Source: Datadog, Inc. Form 10-K for fiscal 2025, Item 1 and Item 1A — sec.gov
Competition
Datadog states that the worldwide monitoring and analytics market is highly competitive and rapidly evolving. The filing says it competes with IBM, Microsoft Corporation, and SolarWinds Corporation in on-premise infrastructure monitoring; Cisco Systems, Inc., New Relic, Inc., and Dynatrace Software Inc. in application performance monitoring; and Cisco Systems, Inc. and Elastic N.V. in log management. For cloud monitoring, it names native offerings from Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform (GCP). It also identifies home-grown and open-source technologies as competitors across these categories.
Source: Datadog, Inc. Form 10-K for fiscal 2025, Item 1 — sec.gov
Key risks
The filing gives prominence to the following risks:
- Unfavorable industry or global economic conditions, or reductions in information technology spending, could limit growth and negatively affect operating results.
- The business depends on existing customers buying additional subscriptions and products and renewing subscriptions.
- Significant security breaches, technical difficulties, or interruptions to product and platform delivery or use could affect the business.
- Failure to adapt to rapidly changing technology, industry standards, regulations, or customer needs may make the platform and products less competitive.
- Changes in competitive market dynamics, including competitor or customer consolidation, may affect results.
Source: Datadog, Inc. Form 10-K for fiscal 2025, Item 1A — sec.gov
People and operations
As of December 31, 2025, Datadog had 8,100 employees operating across 35 countries. The filing states that approximately 44% of full-time employees were outside the United States, with 34% of those employees located in France. It reports approximately 3,600 employees in sales and marketing and approximately 3,900 in research and development. Research and development staff are located primarily in New York and Paris, as well as remotely. The company states that it is subject to local labor-law requirements in countries where it operates, including potential industry-wide collective bargaining agreements in France, and that it had not experienced work stoppages.
Source: Datadog, Inc. Form 10-K for fiscal 2025, Item 1 — sec.gov