| DDOG |
Report |
Revenue |
BEAT |
pred ~$1.092B vs. cons $1.077B |
MEDIUM |
| DDOG |
Report |
Non-GAAP EPS |
BEAT |
pred ~$0.64 vs. cons $0.60 |
MEDIUM |
| DDOG |
Report |
Billings |
BEAT |
pred ~$1.145B vs. cons $1.120B |
LOW |
| DDOG |
Guide |
FY2026 revenue guidance |
LOWER |
guide ~$4.40B vs. cons $4.41B (FY2026) |
MEDIUM |
| DDOG |
Guide |
Q3 2026 revenue guidance |
LOWER |
guide ~$1.175B vs. cons $1.180B (Q3 2026) |
MEDIUM |
| DDOG |
Guide |
FY2026 non-GAAP operating-income guidance |
LOWER |
guide ~$975M vs. cons $986M (FY2026) |
LOW |
| DDOG |
Return |
Day-1 residual (stock − beta × S&P 500) |
-7.0% |
— |
MEDIUM |
| DDOG |
Return |
5-day cumulative residual |
-10.0% (FOLLOW-THROUGH) |
Q2 revenue/EPS and billings beat, but FY2026 guide ~$4.40B versus ~$4.41B consensus implies ~$2.30B of second-half revenue versus ~$2.33B embedded in estimates; the ~$30M out-period shortfall should drive downward revisions after the initial reaction. |
MEDIUM |