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Datadog, Inc. FY 2025 10-K, explained in plain English

DDOG · 10-K for the period ending December 31, 2025, filed February 18, 2026 · Read the original on SEC.gov →

Key financials — as reported

Total revenue$3.4B
Gross margin80.0%
Operating income−$44.4M
Net income$107.7M
Diluted EPS$0.31
Cash & equivalents$401.3M
Total assets$6.6B
Long-term debt— not reported

Key takeaway

Datadog's revenue grew to $3.43 billion with an 80% gross margin, but the company still posted a $44.4 million operating loss.

🔒 4 more takeaways in the full analysis

Beneath the surface

Despite an operating loss of $44.4 million, net income was positive largely due to $194.4 million of investment income and $171.4 million net interest income, meaning core software operations were unprofitable while treasury income drove the bottom line.

🔒 4 more insights a headline reader would miss

This is the free preview. The full analysis explains every line item above and includes 8 more findings — plus insider trades, activist stakes, and 8-K events for DDOG.

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