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Datadog, Inc. DDOG Change in Deferred Revenue

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Other financials

Income statement

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Revenue$1.0B+32.2%
Gross profit$797.2M+32.0%
Operating income$7.3M+159%
Net income$52.6M+113%
EPS (diluted)$0.15+114%

Balance sheet

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Cash & equivalents$426.4M-60.5%
Total debt$300.6M+14.6%
Total equity$4.0B+36.7%
Total assets$7.0B+15.7%

Cash flow

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Operating cash flow$334.6M+23.2%
CapEx$11.4M+29.8%
Free cash flow$323.3M+23.0%

Valuation

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Market cap$92.68B+105%
Enterprise value$92.55B+105%
P/E683.1×+105×
P/S25.2×+10.2×

Profitability

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Gross margin79.9%-0.2pp
Operating margin-1.4%
Net margin3.7%-0.5pp
FCF margin28.9%-2.9pp

Returns & leverage

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Return on equity3.9%-0.7pp
Debt / equity0.1×0.0×
Current ratio3.4×+0.7×

Where this comes from

Reported directly by Datadog, Inc. in its filing.

Tagged under the XBRL concept us-gaap:IncreaseDecreaseInContractWithCustomerLiability.

The official record: Datadog, Inc.’s 10-Q, filed May 7, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Datadog, Inc.'s change in deferred revenue?
Datadog, Inc. (DDOG) reported change in deferred revenue of $19.65M in Q1 2026.
How has Datadog, Inc.'s change in deferred revenue changed year-over-year?
Datadog, Inc.'s change in deferred revenue increased by 241.8% year-over-year, from -$13.85M to $19.65M.
What is the long-term trend for Datadog, Inc.'s change in deferred revenue?
Over 4 years (2021 to 2025), Datadog, Inc.'s change in deferred revenue has grown at a 11.6% compound annual growth rate (CAGR), from $176.28M to $273.28M.
What does change in deferred revenue mean?
Change in payments received from customers for goods/services not yet delivered — a key SaaS and subscription metric.