Last 7 days
3.4%
Last 30 days
-6.0%
Last 90 days
-6.6%
Trailing 12 Months
3.5%
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
2023-09-13 | Le-Quoc Alexis | acquired | - | - | 19,631 | chief technology officer |
2023-09-13 | Pomel Olivier | sold | -8,405,540 | 98.1532 | -85,637 | chief executive officer |
2023-09-13 | Le-Quoc Alexis | gifted | - | - | -19,631 | chief technology officer |
2023-09-13 | OBSTLER DAVID M | acquired | 15,500 | 1.55 | 10,000 | chief financial officer |
2023-09-13 | OBSTLER DAVID M | sold | -981,583 | 98.1583 | -10,000 | chief financial officer |
2023-09-13 | Pomel Olivier | acquired | 26,264 | 0.3067 | 85,637 | chief executive officer |
2023-09-11 | Ittycheria Dev | sold | -5,500,040 | 100 | -55,000 | - |
2023-09-11 | Walters Sean Michael | sold | -240,052 | 99.195 | -2,420 | chief revenue officer |
2023-09-11 | Ittycheria Dev | sold | -6,875,060 | 100 | -68,750 | - |
2023-09-06 | Blitzer Adam | sold | -660,361 | 96.9123 | -6,814 | chief operating officer |
Datesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
2023-09-26 | BROOKFIELD Corp /ON/ | added | 82.44 | 7,132,030 | 11,982,900 | 0.05% |
2023-09-21 | Baystate Wealth Management LLC | unchanged | - | 2,315 | 8,854 | -% |
2023-09-21 | Jefferies Group LLC | added | 54.28 | 885,185 | 2,905,420 | 0.02% |
2023-09-21 | Halpern Financial, Inc. | sold off | - | - | - | -% |
2023-09-20 | BARCLAYS PLC | reduced | -1.97 | 15,665,000 | 63,535,000 | 0.04% |
2023-09-13 | CGC Financial Services, LLC | new | - | 6,887 | 6,887 | -% |
2023-09-12 | Farther Finance Advisors, LLC | added | 40.54 | 2,428 | 5,116 | -% |
2023-09-12 | DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | new | - | 9,837,000 | 9,837,000 | 0.25% |
2023-09-12 | Prosperity Wealth Management, Inc. | new | - | 187,414 | 187,414 | 0.12% |
2023-09-07 | Triatomic Management LP | sold off | -100 | -1,103,700 | - | -% |
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Apr 10, 2023 | morgan stanley | 1.8% | 5,313,647 | SC 13G/A | |
Feb 14, 2023 | iconiq strategic partners ii, l.p. | 1.1% | 3,198,668 | SC 13G/A | |
Feb 14, 2023 | pomel olivier | 7.4% | 23,072,622 | SC 13G/A | |
Feb 14, 2023 | le-quoc alexis | 4.6% | 14,280,952 | SC 13G/A | |
Feb 14, 2023 | price t rowe associates inc /md/ | 3.4% | 9,985,810 | SC 13G/A | |
Feb 13, 2023 | ru-net enterprises ltd | 4.2% | 12,202,476 | SC 13G/A | |
Feb 09, 2023 | morgan stanley | 5.3% | 15,556,243 | SC 13G/A | |
Feb 09, 2023 | vanguard group inc | 8.41% | 24,572,643 | SC 13G/A | |
Feb 03, 2023 | blackrock inc. | 5.2% | 15,082,576 | SC 13G | |
Sep 08, 2022 | blackrock inc. | 4.99% | 14,514,650 | SC 13G |
Date Filed | Form Type | Document | |
---|---|---|---|
Oct 02, 2023 | 4 | Insider Trading | |
Sep 28, 2023 | 144 | Notice of Insider Sale Intent | |
Sep 15, 2023 | 4 | Insider Trading | |
Sep 15, 2023 | 4 | Insider Trading | |
Sep 15, 2023 | 4 | Insider Trading | |
Sep 13, 2023 | 4 | Insider Trading | |
Sep 13, 2023 | 4 | Insider Trading | |
Sep 13, 2023 | 144 | Notice of Insider Sale Intent | |
Sep 13, 2023 | 144 | Notice of Insider Sale Intent | |
Sep 11, 2023 | 144 | Notice of Insider Sale Intent |
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
MSFT | 2.4T | 211.9B | -2.09% | 38.56% | 33.05 | 11.29 | 6.88% | -0.52% |
ADBE | 237.6B | 18.9B | -7.47% | 89.36% | 46.4 | 12.58 | 9.86% | 6.40% |
AZPN | - | - | 4.66% | -14.69% | - | - | - | - |
ORCL | 292.3B | 51.0B | -11.76% | 75.63% | 31.17 | 5.74 | 15.41% | 61.40% |
CRM | 198.6B | 33.1B | -8.04% | 41.62% | 125.87 | 6.01 | 14.81% | 194.40% |
ZM | 21.0B | 4.5B | -2.24% | -4.73% | 147.96 | 4.7 | 3.92% | -85.69% |
MID-CAP | ||||||||
APPN | 3.3B | 506.6M | -10.09% | 9.11% | -20.65 | 6.42 | 20.13% | -27.36% |
MANH | 12.3B | 848.2M | -1.16% | 49.49% | 84.02 | 14.46 | 19.21% | 23.01% |
GWRE | 7.4B | 905.3M | 4.13% | 46.31% | -47.54 | 8.14 | 11.41% | -3.11% |
SMALL-CAP | ||||||||
ZUO | 1.1B | 415.3M | -11.29% | 10.70% | -5.96 | 2.68 | 11.66% | -68.02% |
YEXT | 779.1M | 403.2M | -31.24% | 40.13% | -32.52 | 1.93 | 0.77% | 74.48% |
UPLD | 144.3M | 309.9M | 19.14% | -45.63% | -0.78 | 0.47 | -0.26% | -219.50% |
-3.9%
87.8%
60.1%
31.0%
Y-axis is the maximum loss one would have experienced if Datadog was unfortunately bought at previous high price.
Income Statement (Last 12 Months) | (In Millions) | |||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2017Q4 |
Revenue | 5.8% | 1,897 | 1,794 | 1,675 | 1,532 | 1,366 | 1,193 | 1,029 | 880 | 764 | 671 | 603 | 540 | 481 | 424 | 363 | 311 | 266 | 244 | 198 | 204 | 101 |
Gross Profit | 5.9% | 1,505 | 1,422 | 1,328 | 1,215 | 1,079 | 931 | 795 | 672 | 586 | 520 | 473 | 425 | 376 | 328 | 274 | 232 | 198 | 181 | 152 | 156 | 77.00 |
Operating Expenses | 6.7% | 1,628 | 1,526 | 1,387 | 1,230 | 1,068 | 927 | 814 | 709 | 627 | 551 | 487 | 432 | 378 | 334 | 294 | 256 | 223 | 209 | 163 | 174 | 80.00 |
S&GA Expenses | 6.0% | 571 | 539 | 495 | 435 | 381 | 336 | 299 | 271 | 252 | 233 | 214 | 195 | 177 | 162 | 147 | 134 | 120 | 112 | 89.00 | 101 | 44.00 |
R&D Expenses | 7.4% | 893 | 831 | 752 | 667 | 574 | 491 | 420 | 354 | 298 | 249 | 211 | 179 | 151 | 129 | 111 | 93.00 | 79.00 | 73.00 | 55.00 | 57.00 | 25.00 |
EBITDA | 100.0% | - | -18.37 | 13.00 | 47.00 | 63.00 | 49.00 | 26.00 | 4.00 | 1.00 | 9.00 | 24.00 | 32.00 | 29.00 | 17.00 | -3.57 | - | - | - | - | - | - |
EBITDA Margin | 100.0% | - | -0.01* | 0.01* | 0.03* | 0.05* | 0.04* | 0.02* | 0.00* | 0.00* | 0.01* | 0.04* | 0.06* | 0.06* | 0.04* | -0.01* | - | - | - | - | - | - |
Interest Expenses | -22.4% | 10.00 | 13.00 | 17.00 | 19.00 | 20.00 | 21.00 | 21.00 | 28.00 | 36.00 | 35.00 | 30.00 | 23.00 | 10.00 | 3.00 | 0.00 | - | - | - | - | - | - |
Earnings Before Taxes | -1.3% | -70.24 | -69.35 | -38.07 | -3.68 | 15.00 | 5.00 | -18.42 | -42.12 | -51.91 | -41.42 | -22.22 | -5.80 | 5.00 | 0.00 | -15.98 | -23.72 | -23.92 | -27.00 | -10.24 | -17.30 | -2.11 |
EBT Margin | 100.0% | - | -0.04* | -0.02* | 0.00* | 0.01* | 0.00* | -0.02* | -0.05* | -0.07* | -0.06* | -0.04* | -0.01* | 0.01* | 0.00* | -0.04* | -0.08* | -0.09* | -0.11* | -0.05* | -0.08* | -0.02* |
Net Income | 1.1% | -83.07 | -83.98 | -50.16 | -13.96 | 7.00 | 2.00 | -20.74 | -44.07 | -53.74 | -44.09 | -24.55 | -7.50 | 3.00 | -0.74 | -16.71 | -24.19 | -24.70 | -27.67 | -10.76 | -18.69 | -2.57 |
Net Income Margin | 100.0% | - | -0.05* | -0.03* | -0.01* | 0.00* | 0.00* | -0.02* | -0.05* | -0.07* | -0.07* | -0.04* | -0.01* | 0.01* | 0.00* | -0.05* | -0.08* | -0.09* | -0.11* | -0.05* | -0.09* | -0.03* |
Free Cashflow | -100.0% | - | 370 | 383 | 392 | 382 | 364 | 277 | 186 | 157 | 132 | 104 | 95.00 | 59.00 | 32.00 | 11.00 | -9.02 | -10.68 | -9.58 | 1.00 | 10.00 | 11.00 |
Balance Sheet | (In Millions) | |||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2018Q4 |
Assets | 5.5% | 3,312 | 3,140 | 3,005 | 2,798 | 2,654 | 2,529 | 2,381 | 2,194 | 2,077 | 1,952 | 1,890 | 1,814 | 1,784 | 1,067 | 1,038 | 1,007 | 180 |
Current Assets | 5.6% | 2,600 | 2,463 | 2,344 | 2,177 | 2,070 | 2,004 | 1,871 | 1,736 | 1,642 | 1,747 | 1,718 | 1,653 | 1,626 | 933 | 904 | 872 | 122 |
Cash Equivalents | 30.9% | 291 | 223 | 339 | 295 | 239 | 272 | 271 | 287 | 247 | 370 | 225 | 199 | 206 | 194 | 597 | 761 | 54.00 |
Net PPE | 4.8% | 145 | 138 | 125 | 111 | 98.00 | 91.00 | 75.00 | 69.00 | 61.00 | 53.00 | 47.00 | 42.00 | 37.00 | 34.00 | 33.00 | 31.00 | 22.00 |
Goodwill | 0.4% | 350 | 349 | 348 | 333 | 335 | 292 | 292 | 256 | 259 | 48.00 | 8.00 | 17.00 | 17.00 | 9.00 | 9.00 | 8.00 | 8.00 |
Liabilities | 2.2% | 1,663 | 1,628 | 1,594 | 1,508 | 1,439 | 1,412 | 1,340 | 1,237 | 1,164 | 1,111 | 933 | 878 | 871 | 264 | 256 | 236 | 115 |
Current Liabilities | -1.5% | 761 | 773 | 760 | 674 | 626 | 602 | 529 | 440 | 381 | 321 | 298 | 255 | 241 | 211 | 200 | 177 | 112 |
Shareholder's Equity | 9.1% | 1,649 | 1,512 | 1,411 | 1,289 | 1,215 | 1,117 | 1,041 | 957 | 913 | 841 | 957 | 936 | 913 | 803 | 782 | 771 | - |
Retained Earnings | -1.8% | -230 | -226 | -202 | -173 | -147 | -142 | -152 | -159 | -153 | -144 | -148 | -132 | -116 | -117 | -123 | -124 | -106 |
Additional Paid-In Capital | 8.5% | 1,892 | 1,744 | 1,625 | 1,488 | 1,381 | 1,272 | 1,197 | 1,117 | 1,066 | 985 | 1,103 | 1,066 | 1,028 | 921 | 906 | 896 | 31.00 |
Shares Outstanding | 0.9% | 322 | 319 | - | 316 | 315 | 313 | - | 310 | 308 | 306 | - | 303 | 299 | 295 | - | 104 | 78.00 |
Cashflow (Last 12 Months) | (In Millions) | |||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2017Q4 |
Cashflow From Operations | 19.8% | 485 | 405 | 418 | 420 | 404 | 382 | 287 | 195 | 163 | 136 | 109 | 103 | 70.00 | 45.00 | 24.00 | 2.00 | -2.10 | -2.27 | 11.00 | 21.00 | 14.00 |
Share Based Compensation | 8.8% | 445 | 409 | 363 | 307 | 250 | 202 | 164 | 132 | 109 | 91.00 | 74.00 | 59.00 | 43.00 | 29.00 | 19.00 | 12.00 | 10.00 | 9.00 | 5.00 | 4.00 | 3.00 |
Cashflow From Investing | 1.9% | -481 | -490 | -384 | -441 | -447 | -514 | -273 | -136 | -153 | -632 | -1,152 | -1,329 | -1,287 | -627 | -202 | -19.96 | -16.64 | -14.77 | -17.46 | -19.15 | -12.76 |
Cashflow From Financing | 28.5% | 44.00 | 34.00 | 36.00 | 37.00 | 39.00 | 36.00 | 35.00 | 31.00 | 31.00 | 671 | 670 | 657 | 1,364 | 715 | 714 | 717 | 8.00 | 5.00 | 8.00 | 9.00 | 0.00 |
CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS - USD ($) shares in Thousands, $ in Thousands | 3 Months Ended | 6 Months Ended | ||
---|---|---|---|---|
Jun. 30, 2023 | Jun. 30, 2022 | Jun. 30, 2023 | Jun. 30, 2022 | |
Income Statement [Abstract] | ||||
Revenue | $ 509,460 | $ 406,138 | $ 991,174 | $ 769,168 |
Cost of revenue | 101,846 | 81,925 | 201,760 | 156,387 |
Gross profit | 407,614 | 324,213 | 789,414 | 612,781 |
Operating expenses: | ||||
Research and development | 239,494 | 177,699 | 468,972 | 328,307 |
Sales and marketing | 147,455 | 115,270 | 292,426 | 216,436 |
General and administrative | 42,671 | 34,383 | 84,992 | 60,763 |
Total operating expenses | 429,620 | 327,352 | 846,390 | 605,506 |
Operating (loss) income | (22,006) | (3,139) | (56,976) | 7,275 |
Other income (loss): | ||||
Interest expense | (1,526) | (4,541) | (3,707) | (9,788) |
Interest income and other income, net | 22,624 | 7,669 | 39,351 | 13,356 |
Other income, net | 21,098 | 3,128 | 35,644 | 3,568 |
(Loss) income before provision for income taxes | (908) | (11) | (21,332) | 10,843 |
Provision for income taxes | (3,061) | (4,868) | (6,723) | (5,984) |
Net (loss) income | (3,969) | (4,879) | (28,055) | 4,859 |
Net (loss) income attributable to common stockholders, basic | (3,969) | (4,879) | (28,055) | 4,859 |
Net (loss) income attributable to common stockholders, diluted | $ (3,969) | $ (4,879) | $ (28,055) | $ 4,859 |
Basic net (loss) income per share (in dollars per share) | $ (0.01) | $ (0.02) | $ (0.09) | $ 0.02 |
Diluted net (loss) income per share (in dollars per share) | $ (0.01) | $ (0.02) | $ (0.09) | $ 0.01 |
Weighted average shares used in calculating basic net (loss) income per share (in shares) | 322,215 | 314,795 | 320,788 | 314,130 |
Weighted average shares used in calculating diluted net (loss) income per share (in shares) | 322,215 | 314,795 | 320,788 | 345,444 |
CONDENSED CONSOLIDATED BALANCE SHEETS - USD ($) $ in Thousands | Jun. 30, 2023 | Dec. 31, 2022 |
---|---|---|
CURRENT ASSETS: | ||
Cash and cash equivalents | $ 291,304 | $ 338,985 |
Marketable securities | 1,894,058 | 1,545,341 |
Accounts receivable, net of allowance for credit losses of $9,628 and $5,626 as of June 30, 2023 and December 31, 2022, respectively | 333,102 | 399,551 |
Deferred contract costs, current | 37,502 | 33,054 |
Prepaid expenses and other current assets | 44,104 | 27,303 |
Total current assets | 2,600,070 | 2,344,234 |
Property and equipment, net | 145,100 | 125,346 |
Operating lease assets | 122,198 | 87,629 |
Goodwill | 350,029 | 348,277 |
Intangible assets, net | 12,409 | 16,365 |
Deferred contract costs, non-current | 60,511 | 55,338 |
Restricted cash | 0 | 3,303 |
Other assets | 21,856 | 24,360 |
TOTAL ASSETS | 3,312,173 | 3,004,852 |
CURRENT LIABILITIES: | ||
Accounts payable | 48,031 | 23,474 |
Accrued expenses and other current liabilities | 127,009 | 171,158 |
Operating lease liabilities, current | 18,852 | 22,092 |
Deferred revenue, current | 567,470 | 543,024 |
Total current liabilities | 761,362 | 759,748 |
Operating lease liabilities, non-current | 125,694 | 76,582 |
Convertible senior notes, net | 740,538 | 738,847 |
Deferred revenue, non-current | 27,534 | 12,944 |
Other liabilities | 7,686 | 6,226 |
Total liabilities | 1,662,814 | 1,594,347 |
COMMITMENTS AND CONTINGENCIES | ||
STOCKHOLDERS' EQUITY: | ||
Additional paid-in capital | 1,891,995 | 1,625,190 |
Accumulated other comprehensive loss | (12,318) | (12,422) |
Accumulated deficit | (230,321) | (202,266) |
Total stockholders’ equity | 1,649,359 | 1,410,505 |
TOTAL LIABILITIES AND STOCKHOLDERS' EQUITY | 3,312,173 | 3,004,852 |
Class A Common Stock | ||
STOCKHOLDERS' EQUITY: | ||
Common stock, value | 3 | 3 |
Class B Common Stock | ||
STOCKHOLDERS' EQUITY: | ||
Common stock, value | $ 0 | $ 0 |