Earnings call briefThird-quarter 2026
Datadog says fourth-quarter guidance counts one customer at its minimum commitment
Datadog also said it expects capital expenditures and capitalized software together to be 3% to 4% of revenue in fiscal year 2026.
GetSignal Datadog DDOG
On its third-quarter call, Datadog said its fourth-quarter guidance assumes one customer's revenue at that customer's minimum commitment. The customer spent substantially above that minimum in the third quarter.
CFO David Obstler said that, excluding that customer, fourth-quarter revenue growth implied in the guidance is in the low to mid-30s percent range.
Quotes from the call
“...we expect capital expenditures and capitalized software together to be in the 3 to 4 percent of revenue range in fiscal year 2026.”
Key facts from the call
- Fiscal 2026 capex and capitalized software outlook
- 3% to 4% of revenue
- Expected fourth-quarter revenue growth excluding that customer
- Low to mid-30s percent
- Expected fiscal 2026 net interest and other income
- About $200 million
- Expected timing of 2027 guidance
- Year-end call
Source: Datadog's third-quarter 2026 earnings call, November 4, 2026.
Written by GetSignal with AI from the company's earnings call.
Not investment advice.
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