Datadog Inc. (DDOG) Revenue-to-Profit Sankey Flow & SEC XBRL Financials

$265.84 -4.51% NASDAQ • Public Delayed / 60s Snapshot

Datadog Inc. (DDOG) carries a Roarable Rating of C (Hold) with 65/100 RQD Confidence. The underlying business is intact, so current owners don’t need to panic-sell—but mixed big-money flow or rich pricing means new buyers can afford to wait for either a pullback or a B-or-higher upgrade.

ROARABLE C • HOLD / WATCH Cap $95.46B
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
RQD QUANT TACHOMETERHOLD / WATCH • C
025507510065
JEV AI Jury Split (Battleground)
Cash
SEC
Whale
5-PILLAR SNOWFLAKE RADARRw D+ · Rk B
Cash (13)Whales (10)SEC (16)Macro (14)CEO (12)
Each axis scored 0–20
12M PRICE TARGET CONE+3.1% Base Target
$324 Bull$274 Base$214 Bear
🔴 SUNDAY NIGHT PREP • 7:00 PM ET
WHALE OPTIONS TUG-OF-WAR:50% Call Buyers ($8.5M)
50% PutsMax Pain: $261.00
VISUAL REVENUE-TO-PROFIT SANKEY WATERFALL • FY 2025 (10-K)

How DDOG Turns Every Dollar of Sales Into Real Bottom-Line Profit

Free Cash Flow:$1.00B (29.2% FCF Margin)
Revenue$3.43BGross Profit $2.74B (80%)Cost of Sales $687.0MOp Profit $0 (0%)OpEx (R&D/SG&A) $2.74BNet Profit$107.7M (3.1%)Tax/Other $0

Multi-Year SEC EDGAR XBRL Revenue, Net Profit & Free Cash Flow Trajectory

■ Revenue■ Net Profit■ Free Cash Flow
FY23
Rev $2.13B
FY24
Rev $2.68B
FY25
Rev $3.43B
Fiscal YearRevenueGross MarginOp MarginNet ProfitFree Cash FlowROIC %
FY 2025$3.43B80%-1.3%$107.7M$1.00B-0.8%
FY 2024$2.68B80.8%2%$183.8M$835.9M1.5%
FY 2023$2.13B44%-1.6%$48.6M$564.2M-0.1%
🔴 SUNDAY NIGHT PREP • 7:00 PM ETHosted Live by Perry Belcher & Guest Forensic Quant Desk

Red-Light Warning Desk: How Pros Profit When Overhyped Stocks Crack (Featuring DDOG)

  • ✓Live walkthrough of DDOG's RQD Radar, SEC cash-conversion gap & downside levels
  • ✓3 asymmetric Bear/Hedge setups institutions use when 10-year yields stay elevated
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RQD INSIDER CLUB UPGRADE$49/YEAR
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DDOG // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +77.98%📐 HORIZONTAL RANGE
2026-10-30O $253.6H $253.9L $228.6C $235.3VOL 5.86M
RES: $303.1SUP: $196.2SMA50: $251.3SMA200: $198.3
$313.2$261.2$209.2$157.2$105.2RES $303.1SUP $196.2$235.32026-04-302026-06-152026-07-312026-09-162026-10-30
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

DDOG Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)
48.0%/yr Implied 5Y Growth

vs. +27.7% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on DDOG today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for DDOG. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for DDOG today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DDOG Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

How profitable is Datadog Inc. (DDOG)?

In FY 2025 (10-K), DDOG converted $3.4B of revenue into a 80% gross margin, 0% operating margin, and $1.0B in free cash flow (29.2% FCF margin).