Datadog (DDOG) Q4 2025 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Tue, February 10, 2026 astatine 8:39 AM CST 51 min read

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Tuesday, February 10, 2026 astatine 8:00 a.m. ET

• Chief Executive Officer — Olivier Pomel

• Chief Financial Officer — David Obstler

• Vice President, Investor Relations — Yuka Broderick

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Yuka Broderick: Thank you, Michelle. Good morning, and convey you for joining america to reappraisal Datadog's 4th fourth 2025 fiscal results, which we announced successful our property merchandise issued this morning. Joining maine connected the telephone contiguous are Olivier Pomel, Datadog's Co-Founder and CEO, and David Obstler, Datadog's CFO. During this call, we volition marque forward-looking statements, including statements related to our aboriginal fiscal performance, our outlook for the archetypal 4th and fiscal twelvemonth 2026, and related notes and assumptions, our merchandise capabilities, and our quality to capitalize connected marketplace opportunities. The words anticipate, believe, continue, estimate, expect, intend, will, and akin expressions are intended to place forward-looking statements oregon akin indications of aboriginal expectations.

These statements bespeak our views contiguous and are taxable to a assortment of risks and uncertainties that could origin existent results to disagree materially. For a treatment of the worldly risks and different important factors that could impact our existent results, delight notation to our Form 10-Q for the 4th ended 09/30/2025. Additional accusation volition beryllium made disposable successful our upcoming Form 10-K for the fiscal twelvemonth ended 12/31/2025 and different filings with the SEC. This accusation is besides disposable connected the capitalist relations conception of our website on with a replay of this call.

We volition sermon non-GAAP fiscal measures, which are reconciled to their astir straight comparable GAAP fiscal measures successful the tables successful our net release, which is disposable astatine investors.datadoghq.com. With that, I would similar to crook the telephone implicit to Olivier.

Olivier Pomel: Thank you, Yuka, and convey you each for joining america this greeting to spell implicit what was a precise beardown Q4 and wide a truly productive 2025. Let maine statesman with this quarter's concern drivers. We proceed to spot broad-based affirmative trends successful the request environment. With the ongoing momentum of unreality migration, we experienced spot crossed our business, crossed our merchandise lines, and crossed our divers lawsuit base. We saw a continued acceleration of our gross growth. This acceleration was driven successful ample portion by the inflection of our broad-based concern extracurricular of the AI-native radical of customers we discussed successful the past.