Datadog Tops Q1 Estimates, Raises Revenue Outlook, Flags Margin Pressure

Benzinga05-06

Datadog, Inc (NASDAQ:DDOG) reported its quarterly results on Tuesday, after which the stock declined.

The software-as-a-service (SaaS) platform’s fiscal first-quarter revenue increased 25% year over year to $761.55 million, beating the analyst consensus estimate of $741.52 million.

Also Read: Datadog Acquires Eppo To Boost Product Analytics And Simplify AI Workflows

Adjusted EPS of 46 cents beat the analyst consensus estimate of 43 cents.

As of March 31, Datadog had 3,770 customers with an ARR of $100,000 or more, an increase of 13% Y/Y. The adjusted gross margin declined by 300 bps to 80%, and the adjusted operating margin decreased by 500 bps to 22%.

As of March 31, Datadog had cash and equivalents of $4.4 billion, generating $244 million in free cash flow.

Outlook: Datadog expects second-quarter revenue of $787 million–$791 million above the consensus estimate of $772.13 million. It projects an adjusted EPS of $0.40–$0.42 compared to the analyst consensus of $0.41.

Datadog raised its fiscal 2025 revenue outlook to $3.215 billion-$3.235 billion (prior $3.175 billion-$3.195 billion), above the consensus estimate of $3.200 billion. It projects an adjusted EPS of $1.67-$1.71 (prior $1.65–$1.70), below the analyst consensus of $1.75.

Price Action: DDOG stock is down 2.08% at $103.50 premarket at last check Tuesday.

Read Next:

Datadog’s AI, Cloud Migration, Expanding Product Adoption Drive Analyst Confidence Despite Growth Volatility Concerns

Photo: Shutterstock

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The adjusted gross margin declined by 300 bps to 80%, and the adjusted operating margin decreased by 500 bps to 22%. </p>\n<p>As of March 31, Datadog had cash and equivalents of $4.4 billion, generating $244 million in free cash flow.</p>\n<p><strong>Outlook</strong>: Datadog expects second-quarter revenue of $787 million–$791 million above the consensus estimate of $772.13 million. It projects an adjusted EPS of $0.40–$0.42 compared to the analyst consensus of $0.41.</p>\n<p>Datadog raised <span>its fiscal 2025 revenue outlook to $3.215 billion-$3.235 billion (prior $3.175 billion-$3.195 billion), above the consensus estimate of $3.200 billion. 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The adjusted gross margin declined by 300 bps to 80%, and the adjusted operating margin decreased by 500 bps to 22%. \nAs of March 31, Datadog had cash and equivalents of $4.4 billion, generating $244 million in free cash flow.\nOutlook: Datadog expects second-quarter revenue of $787 million–$791 million above the consensus estimate of $772.13 million. It projects an adjusted EPS of $0.40–$0.42 compared to the analyst consensus of $0.41.\nDatadog raised its fiscal 2025 revenue outlook to $3.215 billion-$3.235 billion (prior $3.175 billion-$3.195 billion), above the consensus estimate of $3.200 billion. 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