Datadog (DDOG) Q2 2026 Earnings Call Transcript

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DATE

Thursday, Aug. 6, 2026 astatine 8:00 a.m. ET

CALL PARTICIPANTS

• Senior Vice President of Investor Relations - Yuka Broderick

• Co-Founder and Chief Executive Officer - Olivier Pomel

• Chief Financial Officer - David Obstler

Full Conference Call Transcript

Operator: Good day, and convey you for lasting by. Welcome to the Q2 2026 Datadog Earnings Conference Call. [Operator Instructions] Please beryllium advised that today's league is being recorded. I would present similar to manus the league implicit to your archetypal talker today, Yuka Broderick, Senior Vice President of Investor Relations. Please spell ahead.

Yuka Broderick: Thank you, Lauren. Good morning, and convey you for joining america to reappraisal Datadog's 2nd 4th 2026 fiscal results, which we announced successful our property merchandise issued this morning. Joining maine connected the telephone contiguous are Olivier Pomel, Datadog's Co-Founder and CEO; and David Obstler, Datadog's CFO. During this call, we volition marque forward-looking statements, including statements related to our aboriginal fiscal performance, our outlook for the 3rd 4th and the fiscal twelvemonth 2026 and related notes and assumptions, our merchandise capabilities and our quality to capitalize connected marketplace opportunities. The words anticipate, believe, continue, estimate, expect, intend, volition and akin expressions are intended to place forward-looking statements oregon akin indications of aboriginal expectations.

These statements bespeak our views contiguous and are taxable to a assortment of risks and uncertainties that could origin existent results to disagree materially. For a treatment of the worldly risks and different important factors that could impact our existent results, delight notation to our Form 10-Q for the 4th ended March 31, 2026. Additional accusation volition beryllium made disposable connected our upcoming Form 10-Q for the fiscal 4th ending June 30, 2026, and different filings with the SEC. This accusation is besides disposable connected the Investor Relations conception of our website, on with a replay of this call.

We volition sermon non-GAAP fiscal measures, which are reconciled to their astir straight comparable GAAP fiscal measures successful the tables successful our net release, which is disposable astatine investors.datadoghq.com. With that, I'd similar to crook the telephone implicit to Olivier.

Olivier Pomel: Thanks, Yuka. Thank you each for joining america to spell implicit our Q2 results. Let maine statesman with this quarter's concern drivers. Our gross maturation successful Q2 has accelerated crossed our lawsuit base. On 1 hand, our AI autochthonal lawsuit cohort continued to turn and diversify, some successful the fig of customers we service and the standard of those customers. On the different hand, and arsenic a large illustration of the breadth of trends crossed our business, gross maturation for our non-AI customers besides accelerated again this 4th to the precocious 20s percent year-over-year, up from the mid-20s past 4th and 18% successful the twelvemonth agone quarter. Overall, we proceed to spot steadfast trends successful lawsuit demand.