DDOGDatadog, Inc.
Services-Prepackaged Software
- Revenue
- $3.4B
- 28% YoY
- Operating margin
- -1.3%
- 164% YoY
- EBITDA
- $5M
- 95% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- AI in 10-K
- —
Red flags 1 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear975% of net incomeCash flow under 80% of net income
- Dilutive SBCFired22% of revenueOver 10% of revenue
- Payouts exceed cash flowClear0% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear9% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $1.0B | $1.7B | $2.1B | $2.7B | $3.4B | 28% |
| Operating income | −$19M | −$59M | −$33M | $54M | −$44M | 182% |
| Net income | −$21M | −$50M | $49M | $184M | $108M | 41% |
| Operating cash flow | $287M | $418M | $660M | $871M | $1.1B | 21% |
| Capex | $10M | $35M | $28M | $35M | $50M | 43% |
| Stock-based comp | $164M | $363M | $482M | $570M | $751M | 32% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $114M · 119
- Net
- −$114M
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | $27M | $50M | 360 | 388 |
| FY2024 | $20M | $29M | 378 | 301 |
| FY2023 | $12M | $33M | 321 | 221 |
| FY2022 | $11M | −$86M | 195 | 133 |
| FY2021 | $9M | $107M | 471 | 207 |