Datadog (DDOG) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
Although the revenue and EPS for Datadog (DDOG) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
For the quarter ended June 2026, Datadog (DDOG) reported revenue of $1.12 billion, up 35.6% over the same period last year. EPS came in at $0.65, compared to $0.46 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $1.08 billion, representing a surprise of +3.85%. The company delivered an EPS surprise of +12.07%, with the consensus EPS estimate being $0.58.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
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:
- Remaining Performance Obligations: $3.47 billion versus $3.6 billion estimated by three analysts on average.
- Customers: 33,400 compared to the 34,060 average estimate based on three analysts.
- Customers >$100k in ARR: 4,720 versus the three-analyst average estimate of 4,633.
View all Key Company Metrics for Datadog here>>>
Shares of Datadog have returned -14.8% over the past month versus the Zacks S&P 500 composite's +2.3% 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 Report
This article originally published on Zacks Investment Research (zacks.com).