Datadog

Q2 FY2026 EarningsQ2 FY26 beat consensus across all key metrics: revenue $1.12B vs. $1.08B expected, up 36% YoY, and non-GAAP EPS of $0.65 vs. $0.58 expected. Growth was driven by robust expansion in high-value customers, with $100k+ ARR clients increasing 23% YoY to 4,720. Non-GAAP operating margin expanded to 23%, significantly outperforming the 21.6% implied consensus. FY26 full-year revenue guidance was raised to $4.45B-$4.47B, slightly exceeding the current market trajectory and reinforcing strong demand for AI-integrated observability solutions.