Datadog Inc Class A

DDOG: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Datadog Earnings: Solid Quarter, but the Slowdown With Largest Customer Spooks Investors

Mark Giarelli

Aug 6, 2026

Datadog shares are down despite second-quarter earnings beating management's forecasts on both the top and bottom lines. The company guided to a future slowdown in spending from its largest artificial intelligence-native customer—OpenAI—which we suspect is the reason for the selloff.

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Datadog Inc Class A

Datadog Earnings: Solid Quarter, but the Slowdown With Largest Customer Spooks Investors

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