FEBRUARY 12, 2026 Strategy, innovation, Datadog platform and product Q&A Safe Harbor This presentation and the accompanying oral presentation have been prepared by Datadog, Inc. ("Datadog" or the "company") for informational purposes only and not for any other purpose. Nothing contained in this presentation is, or should be construed as, a recommendation, promise or representation by the presenter or Datadog or any officer, director, employee, agent or advisor of Datadog. This presentation does not purport ...

Financial Performance & Growth - Datadog's TTM revenue reached $2.83 billion, demonstrating a year-over-year growth of 26%[50] - The company's TTM non-GAAP operating margin stands at 24%, with a TTM free cash flow margin of 29%[50] - Datadog forecasts Q2 2025 revenue between $787 million and $791 million, and full-year 2025 revenue between $3.215 billion and $3.235 billion[68] - The company's long-term operating margin goal is 25%+ [70] Customer Base & Platform Adoption - Datadog serves approximately 30,500 total customers[50] - The company has around 3,770 customers with ARR exceeding $100,000[50] - 83% of Datadog's customers are using two or more products, 51% are using four or more products, 28% are using six or more products, and 13% are using eight or more products[50] Market Opportunity & Recognition - The cloud market is estimated to be a ~$600 billion market today, growing at a 20% CAGR through 2028[27] - The observability market is approximately $53 billion today, with an anticipated growth rate of 11% CAGR through 2028[29] - The cloud security market is currently valued at $26 billion, projecting a growth of 16% CAGR through 2028[31]

Core Insights - Datadog reported a 25% year-over-year revenue growth, reaching $762 million in the first quarter of 2025 [1][5] - The company achieved $272 million in operating cash flow and $244 million in free cash flow during the same period [3][5] - Datadog's customer base includes approximately 3,770 customers with an Annual Recurring Revenue (ARR) of $100,000 or more, marking a 13% increase from the previous year [2][5] Financial Highlights - Revenue for Q1 2025 was $762 million, a 25% increase from $611 million in Q1 2024 [5][25] - GAAP operating loss was $(12) million, with a GAAP operating margin of (2)% [5] - Non-GAAP operating income was $167 million, resulting in a non-GAAP operating margin of 22% [5] - GAAP net income per diluted share was $0.07, while non-GAAP net income per diluted share was $0.46 [5][26] Business Developments - Datadog acquired Eppo, a feature flagging and experimentation platform, and Metaplane, a data observability platform [5] - The company announced plans for a new data center in Australia, expanding its global infrastructure [5] - Datadog was named a Leader in The Forrester Wave™: AIOps Platforms, Q2 2025 [5] Outlook - For Q2 2025, Datadog expects revenue between $787 million and $791 million [5] - The full-year 2025 revenue outlook is projected to be between $3.215 billion and $3.235 billion [5] - Non-GAAP net income per share for the full year is anticipated to be between $1.67 and $1.71 [6]