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Datadog Publishes Q3 2026 Earnings Call Transcript

By Public Technologies
  • Datadog’s November 4, 2026 earnings call featured CEO Olivier Pomel, CFO David M. Obstler, Alexander Joseph Ljubich and analysts.
  • Third-quarter revenue rose 35% to $1.2 billion, exceeding the top end of guidance.
  • Fourth-quarter revenue guidance of $1.19 billion-$1.2 billion assumes the largest customer spends only its minimum commitment, versus substantially higher spending previously.
  • Early renewals by large customers increased commitments but introduced volume discounts, creating short-term revenue headwinds.
  • Revenue growth excluding AI customers accelerated for a fifth consecutive quarter to the high 20% range, roughly 1 percentage point above June.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Datadog Inc. published the original content used to generate this news brief on November 04, 2026, and is solely responsible for the information contained therein.

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