Datadog Inc-A 2025年季度报告

For the quarterly period endedJune30, 2025OR ☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934For the transition period fromtoCommission File Number:001-39051_________________________________________________________ Datadog, Inc.(Exact Name of Registrant as Specified in its Charter) _________________________________________________________ Registrant’s telephone number, including area code: (866)329-4466_________________________________________________________ Securities registered pursuant to Section 12(b) of the Act: Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the SecuritiesExchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports),and (2) has been subject to such filing requirements for the past 90 days.Yes☒No☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submittedpursuant to Rule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that theregistrant was required to submit such files).Yes☒No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smallerreporting company, or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smallerreporting company,” and “emerging growth company” in Rule 12b-2 of the Exchange Act. If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period forcomplying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.¨ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act). Yes☐No☒ As of August1, 2025, there were323,270,704shares of the registrant’s Class A common stock and25,474,422shares of theregistrant’s Class B common stock, each with a par value of $0.00001 per share, outstanding. TABLE OF CONTENTS PART I.FINANCIAL INFORMATION3Item 1.Financial Statements3Condensed Consolidated Balance Sheets as ofJune 30, 2025 and December 31, 2024 (unaudited)3Condensed Consolidated Statements of Operations for the Threeand SixMonths EndedJune 30, 2025 and2024 (unaudited)4Condensed Consolidated Statements of Comprehensive Income for the Threeand SixMonths EndedJune30, 2025 and 2024 (unaudited)5Condensed Consolidated Statements of Stockholders’ Equity for the Threeand SixMonths EndedJune30,2025 and 2024 (unaudited)6Condensed Consolidated Statements of Cash Flows for theSixMonths EndedJune30, 2025 and 2024(unaudited)8Notes to Condensed Consolidated Financial Statements (unaudited)9 Item 2.Management’s Discussion and Analysis of Financial Condition and Results of Operations24Item 3.Quantitative and Qualitative Disclosures About Market Risk35Item 4.Controls and Procedures36 PART II.OTHER INFORMATIONItem 1.Legal ProceedingsItem 1A.Risk FactorsItem 2.Unregistered Sales of Equity SecuritiesItem 3.Defaults Upon Senior SecuritiesItem 4.Mine Safety DisclosuresItem 5.Other InformationItem 6.ExhibitsSignatures SPECIAL NOTE REGARDING FORWARD-LOOKING STATEMENTS This Quarterly Report on Form 10-Q contains forward-looking statements about us and our industry that involve substantialrisks and uncertainties. All statements other than statements of historical facts contained in this Quarterly Report on Form 10-Qincluding statements regarding our future results of operations or financial condition, business strategy and plans and objectives ofmanagement for future operations, are forward-looking statements. In some cases, you can identify forward-looking statementsbecause they contain words such as “anticipate,” “believe,” “contemplate,” “continue,” “could,” “estimate,” “expect,” “intend,”“may,” “plan,” “potential,” “predict,” “project,” “should,” “target,” “will” or “would” or the negative of these words or other similarterms or expressions. These forward-looking statements include, but are not limited to, statements concerning the following: •our expectations regarding our revenue, expenses and other operating results;•our ability to acquire new customers and successfully retain existing customers;•our ability to increase usage of our platform and upsell and cross sell additional products;•our ability to sustain our profitability;•future investments in our business, our anticipated capital expenditures and our estimates regarding our capitalrequirements;•the costs and success of our sales and marketing efforts, and our ability to promote our brand;•our reliance on key personnel and our ability to identify, recruit and retain skilled personnel;•our ability to effectively manage our growth, including any international expansion;•our ability to protect our intellectual property rights and