Datadog Lifts Full-Year Outlook After Strong Q2 Results

Datadog (NASDAQ:DDOG) posted better-than-expected second-quarter earnings and raised its full-year forecast, driven by robust growth among larger enterprise clients.

Adjusted earnings per share came in at $0.46, exceeding the analyst consensus of $0.41. Revenue climbed 28% year-over-year to $826.8 million, well ahead of the $790.9 million expected by Wall Street.

The number of customers generating at least $100,000 in annual recurring revenue rose 14% to approximately 3,850, compared to 3,390 in the same quarter last year.

For Q3, Datadog projected revenue between $847 million and $851 million, above the $819.5 million consensus. It forecast adjusted EPS of $0.44 to $0.46, compared to analysts’ estimate of $0.40.

Full-year 2025 guidance was raised, with the company now expecting revenue between $3.312 billion and $3.322 billion, versus the previous forecast of $3.24 billion. Adjusted EPS is projected to be in the range of $1.80 to $1.83, above the prior $1.70 estimate.