Datadog, Inc.
DDOG Technology · Software - ApplicationNot yet scored
Filing.fyi has not computed forensic scores for DDOG yet. Scores appear after the company's next data refresh.
What the filing actually says.
This synthesis rests on the annual financial facts alone, since the data set contains no forensic scores, MD&A text, risk-factor text, or news headlines. Because no Beneish M-Score, Piotroski F-Score, or Altman Z-Score is on file, this page does not interpret any forensic score, and readers should not infer a score result from the absence of one. The eight-year revenue record is the clearest pattern: revenue rose from $198.08 million in 2018 to $3.43 billion in 2025. Growth has been consistent in the most recent three years, at roughly 26% to 28% per year. Profitability has been less consistent. Operating income was negative in 2018 through 2023, positive at $54.28 million in 2024, and negative again at -$44.37 million in 2025. Net income followed a different path in the last three years: net losses in 2018 through 2022 gave way to net income of $48.57 million in 2023, $183.75 million in 2024, and $107.74 million in 2025. The 2025 result is the one a careful reader may want to look at most closely. Net income stayed positive even though operating income was a loss of $44.37 million, a $152.11 million gap that the provided data does not explain. Net income also fell about 41% from 2024. Readers may want to look at the 10-K's MD&A for management's explanation of the operating-to-net bridge, the balance sheet and cash flow statement for how the revenue growth is converting into cash, and the risk factors for the company's own description of its exposures.
Catalyst.Revenue is the clearest driver visible in the provided data. Revenue rose from $2.68 billion in 2024 to $3.43 billion in 2025, an increase of about 28%, following growth of about 26% in 2024 and about 27% in 2023. Over the same period, operating income moved from $54.28 million in 2024 to a loss of $44.37 million in 2025. The data set contains no MD&A text, so this page cannot state what management attributes the growth to or what it expects next. Readers may want to look at the MD&A section of the filing for that explanation.
Hidden risk.The most material tension in the provided numbers is the gap between operating results and net income. In 2025 Datadog reported an operating loss of $44.37 million, while net income was $107.74 million, a difference of $152.11 million that the data set does not explain. Operating income also swung by $98.65 million from 2024, when it was $54.28 million. A reader who looks only at the headline net income figure could miss that the core operating line moved to a loss. The data set also contains no balance sheet or cash flow figures, so the quality of the reported earnings cannot be checked from this page.
What traders are betting.
The metric
Shares that traders have borrowed and sold, betting the price will fall, and not yet bought back. Brokers report the total to FINRA twice a month. Days to cover divides it by the shares that change hands on a typical day.
- Shares sold short
- 9.5M
- Change since Aug 31
- −7.1%
- Days to cover
- 2.6
What it tells us
Few traders are betting against DDOG. Levels this low are common for large, widely held companies.
Little changed since the Aug 31 report (−7.1%).
At normal trading volume, short sellers would need about 2.6 days to buy back every borrowed share.
How investors use it
- Squeeze watching. Some aggressive traders seek out heavily shorted stocks, betting that good news will force short sellers to buy back shares and push the price higher.
- Hedging. Funds short one company to offset risk in another, often owning a stronger business and shorting a weaker one in the same industry.
- Timing. Chart-based traders pair rising short interest with price patterns, such as a break below a level where buyers used to step in, to decide when to enter or exit.
- Warning sign. Some owners treat a sharp rise in short interest as a red flag and respond by tightening stop-loss orders or holding smaller positions.
Quarterly report
The quarterly report (10-Q) and current report (8-K) Datadog filed in the last 12 months, each linked to the original document on SEC EDGAR.
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