Datadog revenue rises 35% as it expands AI tools

November 4, 2026. On November 4, Datadog reported third-quarter 2026 revenue of $1.20 billion, up 35% year over year. GAAP operating income was $75 million.

Why it matters

The company counted about 4,860 customers with at least $100,000 in annual recurring revenue, up from approximately 4,060 a year earlier, and introduced Scout, a specialized model for technical investigations.

Rockstar Briefing analysis

Growth among larger customers points to demand for monitoring complex systems. AI costs and the ability to turn these services into durable revenue will matter alongside expansion.

Primary source.