Datadog (DDOG)

Company Profile

Datadog is the monitoring and security platform for cloud applications. Its SaaS platform integrates and automates infrastructure monitoring, application performance monitoring and log management to provide unified, real-time observability of its customers' entire technology stack. Datadog is used by organizations of all sizes and across a wide range of industries to enable digital transformation and cloud migration, drive collaboration among development, operations, security and business teams, accelerate time to market for applications, reduce time to problem resolution, secure applications and infrastructure, understand user behavior and track key business metrics.

Company profile

Ticker

DDOG, 0A3O

Exchange

NASDAQ

Website

www.datadoghq.com

CEO

Olivier Pomel

Incorporated

Delaware

Location

New York

Fiscal year end

Dec 31

Sector

Manufacturing > Software and Other Prerecorded Compact Disc, Tape, and Record Reproducing

Industry (SIC)

Services - Prepackaged Software

Microsoft • Oracle • Gen Digital • BlackBerry • Activision Blizzard • Vmware • Adobe • Ceridian HCM Holding • McAfee • Full Truck Alliance ...

SEC CIK

0001561550

Corporate docs

Articles of Incorporation & Bylaws

Underwriting Agreements

Indentures

Material Contracts & Credit Agreements

Subsidiaries Lists

Subsidiaries

Datadog France SAS • Datadog Holding Limited • Datadog Germany GmbH • Datadog Ireland Limited • DDog Singapore PTE. LTD. • Datadog Ireland Limited Australia • Datadog Netherlands BV • Datadog Services Canada, Inc. ...

IRS number

272825503

DDOG stock data

1M 1Y 5Y

Analyst ratings and price targets

Last 3 months

Average target

$114.76

Low target

$85.00

High target

$162.00

Latest filings (excl ownership)

View all

4 Nov 22

Datadog Announces Third Quarter 2022 Financial Results

8 Aug 22

Datadog Announces Second Quarter 2022 Financial Results

4 Aug 22

8-K

Submission of Matters to a Vote of Security Holders

6 May 22

Datadog Announces First Quarter 2022 Financial Results

5 May 22

DEFA14A

Additional proxy soliciting materials

20 Apr 22

25 Feb 22

Transcripts

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DDOG

Earnings call transcript

2022 Q3

3 Nov 22

DDOG

Earnings call transcript

2022 Q2

4 Aug 22

DDOG

Earnings call transcript

2022 Q1

5 May 22

DDOG

Earnings call transcript

2021 Q4

10 Feb 22

DDOG

Earnings call transcript

2021 Q3

5 Nov 21

DDOG

Earnings call transcript

2021 Q2

5 Aug 21

DDOG

Earnings call transcript

2021 Q1

7 May 21

DDOG

Earnings call transcript

2020 Q4

12 Feb 21

DDOG

Earnings call transcript

2020 Q3

10 Nov 20

DDOG

Earnings call transcript

2020 Q2

7 Aug 20

Latest ownership filings

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Financial summary

Financial statements Chart DDOG financial data

Quarter (USD)	Sep 22	Jun 22	Mar 22	Dec 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 21	Dec 20	Dec 19
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	297.83 mm	297.83 mm	297.83 mm	297.83 mm	297.83 mm	297.83 mm
Cash burn (monthly)	(no burn)	(no burn)	10.45 mm	1.26 mm	(no burn)	(no burn)
Cash used (since last report)	n/a	n/a	22.00 mm	2.65 mm	n/a	n/a
Cash remaining	n/a	n/a	275.83 mm	295.18 mm	n/a	n/a
Runway (months of cash)	n/a	n/a	26.4	234.7	n/a	n/a

Beta Read what these cash burn values mean

Financial data from Datadog earnings reports.

Institutional ownership, Q3 2022

DDOG institutional ownership history Ownership history

91.3% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	642	651	-1.4%
Opened positions	85	83	+2.4%
Closed positions	94	117	-19.7%
Increased positions	269	284	-5.3%
Reduced positions	194	192	+1.0%

13F shares	Current	Prev Q	Change
Total value	24.81 bn	26.98 bn	-8.1%
Total shares	266.64 mm	274.04 mm	-2.7%
Total puts	5.74 mm	6.15 mm	-6.7%
Total calls	8.41 mm	10.79 mm	-22.0%
Total put/call ratio	0.7	0.6	+19.6%

Largest owners	Shares	Value	Change
Vanguard	24.15 mm	$2.14 bn	+2.8%
Enfield Investments	17.67 mm	$3.15 bn	0.0%
MS Morgan Stanley	17.41 mm	$1.55 bn	-7.2%
BLK Blackrock	14.77 mm	$1.31 bn	+2.6%
Iconiq Strategic Partners Ii	13.12 mm	$0.00	0.0%
ICONIQ Capital	11.96 mm	$1.06 bn	-15.6%
T. Rowe Price	9.06 mm	$804.01 mm	-46.3%
Meritech Capital Partners V	8.38 mm	$824.95 mm	0.0%
Index Ventures VI	7.06 mm	$1.26 bn	0.0%
Capital Research Global Investors	7.05 mm	$625.92 mm	+50.0%

Largest transactions	Shares	Bought/sold	Change
T. Rowe Price	9.06 mm	-7.80 mm	-46.3%
STT State Street	0.00	-5.11 mm	EXIT
Tiger Global Management	5.78 mm	+3.96 mm	+218.3%
Voya Investment Management	5.31 mm	+3.84 mm	+261.3%
Allianz Asset Management GmbH	63.03 k	-2.53 mm	-97.6%
Capital Research Global Investors	7.05 mm	+2.35 mm	+50.0%
ICONIQ Capital	11.96 mm	-2.21 mm	-15.6%
MS Morgan Stanley	17.41 mm	-1.36 mm	-7.2%
Two Sigma Advisers	749.27 k	-1.33 mm	-63.9%
SC Us (TTGP)	1.06 mm	+1.06 mm	NEW

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

DDOG insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
30 Nov 22	Jacobson Matthew	Class A Common Stock	Buy	Acquire P	Yes	No	70.4189	11,737	826.51 k	617,503
30 Nov 22	Jacobson Matthew	Class A Common Stock	Buy	Acquire P	Yes	No	70.4189	7,965	560.89 k	419,058
14 Nov 22	Le-Quoc Alexis	Class A Common Stock	Sell	Dispose S	No	Yes	81.32	1,400	113.85 k	189,029
14 Nov 22	Le-Quoc Alexis	Class A Common Stock	Sell	Dispose S	No	Yes	79.9055	12,027	961.02 k	190,429
14 Nov 22	Le-Quoc Alexis	Class A Common Stock	Sell	Dispose S	No	Yes	79.1852	27,894	2.21 mm	202,456
14 Nov 22	Le-Quoc Alexis	Class A Common Stock	Sell	Dispose S	No	Yes	78.2641	30,043	2.35 mm	230,350
14 Nov 22	Le-Quoc Alexis	Class A Common Stock	Conversion	Acquire C	No	No	0.3067	71,364	21.89 k	260,393
14 Nov 22	Le-Quoc Alexis	Class B Common Stock Class A Common Stock	Conversion	Dispose C	No	No	0	71,364	0.00	53,836
14 Nov 22	Le-Quoc Alexis	Class B Common Stock Class A Common Stock	Option exercise	Acquire M	No	No	0	125,200	0.00	125,200
14 Nov 22	Le-Quoc Alexis	Stock Option Class B Common Stock	Option exercise	Dispose M	No	No	0.3067	125,200	38.40 k	4,382,000