Datadog Inc Class A

DDOG: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Datadog Earnings: Excellent Results Overshadowed by a Spending Pullback From Its Largest Customer

Matthew Dolgin

Nov 4, 2026

Datadog's 35% third-quarter sales growth exceeded management's forecast and maintained the acceleration from last year's mid-20% range. However, a pullback in spending from its biggest customer led the firm to project slower growth next quarter.

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Datadog Inc Class A

Datadog Earnings: Excellent Results Overshadowed by a Spending Pullback From Its Largest Customer

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