DATADOG 2026年季度报告

FORM 10-Q (Mark One) ☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934For the quarterly period ended June30, 2026OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period fromto Commission File Number: 001-39051_________________________________________________________ Datadog, Inc.(Exact Name of Registrant as Specified in its Charter) _________________________________________________________ 27-2825503 (I.R.S. EmployerIdentification No.) 620 8th Avenue, 45th FloorNew York, New York 10018(Address of principal executive offices, including zip code) 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 July31, 2026, there were 334,904,614 shares of the registrant’s Class A common stock and 24,170,410 shares of the registrant’sClass 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 of June 30, 2026 and December 31, 2025 (unaudited)3Condensed Consolidated Statements of Operations for the Three and Six Months Ended June 30, 2026 and2025 (unaudited)4Condensed Consolidated Statements of Comprehensive Income for the Three and Six Months Ended June30, 2026 and 2025 (unaudited)5Condensed Consolidated Statements of Stockholders’ Equity for the Three and Six Months Ended June 30,2026 and 2025 (unaudited)6Condensed Consolidated Statements of Cash Flows for the Six Months Ended June 30, 2026 and 2025(unaudited)8Notes to Condensed Consolidated Financial Statements (unaudited)9Item 2.Management’s Discussion and Analysis of Financial Condition and Results of Operations26Item 3.Quantitative and Qualitative Disclosures About Market Risk36Item 4.Controls and Procedures37PART II.OTHER INFORMATION38Item 1.Legal Proceedings38Item 1A.Risk Factors38Item 2.Unregistered Sales of Equity Securities65Item 3.Defaults Upon Senior Securities66Item 4.Mine Safety Disclosures66Item 5.Other Information66Item 6.Exhibits67Signatures68 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 o