Datadog(US:DDOG) 美股IPO·2026-02-11 00:40Core Viewpoint - Datadog (DDOG.US) reported its Q4 and full-year 2025 financial results, exceeding market expectations in both revenue and earnings, while also providing guidance for Q1 and full-year 2026 [1] Group 1: Financial Performance - Q4 revenue reached $953 million, representing a year-over-year growth of 29.1%, surpassing market expectations by $34.8 million [3] - Non-GAAP earnings per share were $0.59, exceeding market expectations by $0.04 [3] - Non-GAAP operating income was $230 million, with a Non-GAAP operating margin of 24% [4] Group 2: Cash Flow and Financial Position - Operating cash flow amounted to $327 million, while free cash flow was $291 million [4] - As of December 31, 2025, total cash and cash equivalents were $4.47 billion [4] Group 3: Customer Growth - The number of customers with annual recurring revenue exceeding $1 million reached 603, a 31% increase from 462 in the same period of 2024 [4] - Customers with annual recurring revenue exceeding $100,000 totaled approximately 4,310, up 19% from 3,610 in 2024 [4] Group 4: 2026 Guidance - For Q1 2026, revenue is expected to be between $951 million and $961 million, with market consensus at $934.08 million [4] - Non-GAAP operating income is projected to be between $195 million and $205 million, with Non-GAAP earnings per share expected to range from $0.49 to $0.51, while market consensus is $0.52 [4] - For the full year 2026, revenue is anticipated to be between $4.06 billion and $4.10 billion, aligning with market consensus of $4.10 billion [5] - Non-GAAP operating income for 2026 is expected to be between $840 million and $880 million, with Non-GAAP earnings per share projected to be between $2.08 and $2.16, while market consensus is $2.34 [5]