Datadog第三季度营收增长35%至12亿美元：全年营收指引达45.2亿美元
纽约——总部位于纽约州纽约市的云监控与安全平台公司 Datadog 11月4日公布2026年第三季度业绩：营收11.97亿美元，同比增长35%；GAAP 营业利润7,500万美元，利润率6%；非 GAAP 营业利润3.34亿美元，利润率28%；GAAP 摊薄每股收益0.32美元，非 GAAP 每股收益0.81美元；经营现金流2.90亿美元，自由现金流2.51亿美元；季末现金、现金等价物及有价证券共52亿美元。
客户方面，年经常性收入（ARR）达到10万美元以上的客户约4,860家，同比增长20%（上年同期约4,060家）；公司客户总数约3.35万家。
指引方面，Datadog 预计第四季度营收11.9亿至12.0亿美元，非 GAAP 每股收益0.69至0.71美元；2026年全年营收预计45.15亿至45.25亿美元，约增长32%，非 GAAP 每股收益2.73至2.75美元。公司说明，第四季度指引按其最大客户仅以最低承诺量使用平台测算。
产品方面，公司当季推出 Datadog 超级智能（SI）研究团队的首个专用模型 Scout 1.0，用于生产环境故障调查。Datadog 联合创始人兼首席执行官 Olivier Pomel 表示，公司第三季度实现了35%的营收增长，客户对平台的采用持续扩大。（来源：Datadog）
Datadog Third-Quarter Revenue Grows 35% to $1.20 Billion: Full-Year Revenue Outlook Set at $4.52 Billion
New York — Datadog, Inc., the New York-based cloud observability and security platform company, on November 4 reported third-quarter 2026 results: revenue was $1.197 billion, up 35% year over year; GAAP operating income was $75 million, a 6% margin; non-GAAP operating income was $334 million, a 28% margin; GAAP net income per diluted share was $0.32 and non-GAAP net income per diluted share was $0.81; operating cash flow was $290 million, with free cash flow of $251 million; and cash, cash equivalents and marketable securities totaled $5.2 billion at quarter end.
The company ended the quarter with about 4,860 customers with annual recurring revenue of $100,000 or more, up 20% from about 4,060 a year earlier, and about 33,500 customers in total.
For the fourth quarter, Datadog expects revenue of $1.19 billion to $1.20 billion and non-GAAP net income per share of $0.69 to $0.71. For full-year 2026, it expects revenue of $4.515 billion to $4.525 billion, roughly 32% growth, and non-GAAP net income per share of $2.73 to $2.75. The company said its fourth-quarter guidance assumes its largest customer uses the platform only at its minimum commitment.
During the quarter the company introduced Scout 1.0, the first specialized model from its AI research team, built for investigating production issues. Co-founder and Chief Executive Officer Olivier Pomel said Datadog delivered a strong quarter, with 35% revenue growth and strong platform adoption as customers scale their digital operations. (Source: Datadog)
来源：Datadog
发布：GSM·美国（发布链接）
图片来源：图：Datadog 在多伦多 AWS 峰会上的展位。Raysonho 摄，CC0，经 Wikimedia Commons。 / Photo: Datadog's booth at the AWS Summit in Toronto. By Raysonho, CC0, via Wikimedia Commons.
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