Datadog releases transcript of Q2 2026 earnings call

PUBT · 2d ago
Datadog releases transcript of Q2 2026 earnings call
  • Datadog held its 2Q26 earnings call with CEO Olivier Pomel, CFO David Obstler, SVP Yuka Broderick, analysts participating.
  • Revenue USD 1.12 billion, up 36% y/y; free cash flow USD 279 million, 25% margin; 33,400 customers, 4,720 with ARR ≥ USD 100,000.
  • Guidance reflects a usage reduction at its largest customer despite a renewal; management said it “fully de-risked” the outlook for that account.
  • 3Q revenue view USD 1.135-1.145 billion; FY2026 revenue view USD 4.45-4.47 billion; FY operating income view USD 1.01-1.03 billion.
  • Management highlighted accelerating non-AI customer growth to the high-20s% y/y; cited surging AI-related activity, including MCP tool calls up 22x since Q4 2025.


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