Datadog (NASDAQ:DDOG) Surpasses Estimates with 29.2% Revenue Growth, Shares Jump 8.7%

Datadog (NASDAQ:DDOG) beat expectations in Q4 CY2025, reporting 29.2% YoY revenue to $953.2 million and non-GAAP profit of $0.59/share, 6.3% above consensus. Guidance for Q1 CY2026 at the midpoint is $956 million, 2.3% above estimates. The stock surged 8.7% to $124.35 in after-hours trading. Key metrics: Q4 billings reached $1.21 billion, up 28% MoM; 4,310 enterprise customers paid more than $100,000 annually, a 250-qoq increase. Sales averaged 41.5% CAGR over five years and 26.9% over two years, with a 25.5% YoY sales growth forecast for Q1. Date: February 10, 2026