Datadog Lifts 2025 Outlook as Shares Jump to Four-Year High

Overview

• Datadog raised full-year 2025 revenue guidance to $3.386–$3.39 billion and lifted EPS to $2.00–$2.02.
• The company guided fourth-quarter revenue to $912–$916 million with EPS of $0.54–$0.56, assuming about 367 million diluted shares.
• Shares surged to an intraday high of $194.87 and closed at $190.82, up 23.13% after the guidance update.
• For the September quarter, revenue reached $885.65 million, up 28.4% year over year, with EPS of $0.55 that beat estimates.
• Net income fell about 34% to $33.88 million year over year, while customers over $100,000 in ARR rose to 4,060 and remaining performance obligations totaled $2.79 billion.