Slide 1: Investor Presentation
DATADOG Investor Presentation August 2026
Slide 2: Safe harbor
Safe harbor This presentation and the accompanying oral presentation have been prepared by Datadog, Inc. (“Datadog” or the “company”) for informational purposes only and not for any other purpose. Nothing contained in this presentation is, or should be construed as, a recommendation, promise or repr
Slide 3: Datadog is the leading AI-powered observability and security platform
Datadog is the leading AI-powered observability and security platform
Slide 4: The problem: an explosion of complexity
The problem: an explosion of complexity Complexity Developer Productivity Punch High-level Internet Open Cloud AI Time Cards Languages Source 4
Slide 5: Datadog solves complexity
com | »- G ~~ =) » a Datadog solves Boete Meg * gt a’ +) x) 8 q 5 A 6 - $ complexity ODDO NL AOU 4) ms) BS JES & s 4 @5 8 @ ge), yao < 4 ma =| 8 . ¢ = 8 6 2H all SERVERLESS USER ACTIVITY | A 2) © Y am) we Wee So @ = o) Bg) ag FN z 2 © DEV TOOLS |e@ecunee eo e| oe EB © - (8) fo. 4 e ‘ a PS e CONFIGUR
Slide 6: Datadog breaks down silos
Datadog breaks down silos Unified platform Deployed everywhere, Breaking used by down silos everyone Simple but not simplistic 6
Slide 7: Our history of innovation
Our history of innovation One product One platform Data —— Observability Used by everyone Product Analytics Deployed everywhere Cloud Service Management Software Delivery Cloud Security Founded Datadog to break down silos eee Application Performance Monitoring Infrastructure Monitoring Real-time Uni
Slide 8: Our history of innovation
Our history of innovation Continuous Profiler serve Incident erverless Management Monitoring ms : Real User Monitoring Error Tracking. cloud Siem APM. Distributed Tracing Real-Time Unified Data Platform Infrastructure Monitoring Hoste / Clouds / VMs / Containers / oT 2012 FOUNDED DATADOG TO BREAK DO
Slide 9: Datadog Platform
Datadog Platform Infrastructure Applications Data Logs Digital Security Software Service Observability Experience Delivery Management Infrastructure Application Jobs Monitoring Log Management Synthetics Cloud Security & CI Visibility On-Call Monitoring Performance Testing & Cloud Workload Quality Fl
Slide 10: Cloud migration and digital transformation
Cloud migration and digital transformation Cloud spend continues to grow rapidly Cloud Spend Cloud Spend as % of Global IT Spend Gartner Forecast: Public Cloud Services, Worldwide - 2010-2016, 4Q12 Update; 2011-2017, 4Q13 Update; 2012-2018, 4Q14 Update; 2013-2019, 4Q15 Update; 2014-2020, 4Q16 Update
Slide 11: Large and Growing Observability TAM
Large and Growing Observability TAM Gartner Health & Performance Analytics category, 2020-2029E Our Observability market is $28B in 2026E Gartner Forecast: Enterprise Infrastructure Software, Worldwide - 2020-2026, 4Q22 Update; 2021-2027, 4Q23 Update; 2022-2028, 4Q24 Update; 2023-2029; 4Q25 Update.
Slide 12: We are adding multiple markets
We are adding multiple markets Datadog market opportunity by major product area Product Analytics Service Management Software Delivery Security Observability Gartner Forecast: Enterprise Infrastructure Software, Worldwide - 2015-2021, 4Q17 Update; 2016-2022, 4Q18 Update; 2017-2023, 4Q19 Update; 2018
Slide 13: Named a Leader in the 2026 Gartner Magic Quadrant for Observability Platforms
INDUSTRY RECOGNITION We are named a Leader in the 2026 Gartner Magic Quadrant™ for Observability Platforms for the Sixth Time This graphic was published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document. The Gartner document is avail
Slide 14: Named a Leader in the 2025 Gartner Magic Quadrant for Digital Experience Monitoring
INDUSTRY RECOGNITION Datadog named a Leader in the 2025 Gartner Magic Quadrant™ for Digital Experience Monitoring This graphic was published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document. The Gartner document is available upon re
Slide 15: Named a Leader in The Forrester Wave: AIOps Platforms, Q2 2025
INDUSTRY RECOGNITION Datadog named a Leader in The Forrester Wave™: AIOps Platforms, Q2 2025 Forrester does not endorse any company, product, brand, or service included in its research publications and does not advise any person to select the products or services of any company or brand based on the
Slide 16: Datadog scales across ~33,400 global customers
Datadog scales across ~33,400 global customers Customers who are transforming Customers who are born in cloud Trillions of data points per/hr 16
Slide 17: Financial overview
Financial overview
Slide 18: Datadog today
Datadog today (1) FINANCIAL CUSTOMERS 26 PRODUCTS IN AN INTEGRATED DATA PLATFORM Infra Monitoring Log Management Security $3.97B +32% ~33,400 ● Infra Monitoring ● Cloud Cost Mgmt ● Networking Monitoring ● Log Management ● Observability Pipelines ● Cloud Security ● Code Security ● Cloud SIEM ● Data S
Slide 19: Our growth drivers
Our growth drivers 1 Secular tailwind of digital transformation and cloud migration 2 Deployment of GenAI and agentic applications driving cloud usage 3 Growing and retaining customers 4 Expanding products / use cases for customers 5 Adding new markets beyond Observability 19
Slide 20: Rapid revenue growth
Rapid revenue growth Annual revenue Quarterly revenue $M’s Guided (1) $M’s Guided (1) 4,450-4,470 1,135-1,145 40% CAGR (1) Guided revenues are forward-looking statements as of August 6, 2026. See Safe Harbor for important information about these assumptions and forward-looking statements. 20
Slide 21: Strong customer growth
Strong customer growth Total customers 21
Slide 22: Strong customer growth
Strong customer growth # of customers with ARR $1M+ # of customers with ARR $100K+ % of total ARR 78% 83% 85% 86% 88% 90% 89% 91% See our Annual Report on Form 10-K for the year-ended December 31, 2025 for the definition of ARR. 22
Slide 23: Multi-Product Adoption
Multi-Product Adoption Multi-product adoption 2+ products 4+ products 6+ products 8+ products 10+ products
Slide 24: Strong retention and upsell
Strong retention and upsell Mid-to-high Low 90%s 120%s Trailing-twelve-month Trailing-twelve-month dollar-based dollar-based gross retention rate net retention rate As of June 30, 2026. See Appendix for more information regarding gross retention rate and net retention rate. 24
Slide 25: Financial summary
Financial summary TTM FY21 FY22 FY23 FY24 FY25 (Jun-26) Revenue $1,029M $1,675M $2,128M $2,684M $3,427M $3,967M % Y/Y growth 70% 63% 27% 26% 28% 32% Gross margin(1) 78% 80% 82% 82% 81% 81% Research & development 30% 30% 30% 28% 30% 30% margin(1) Sales & marketing margin(1) 25% 25% 24% 23% 23% 23% Ge
Slide 26: Financial outlook (as of August 6, 2026)
Financial outlook (as of August 6, 2026) (1) 3Q26 FY26 Revenue $1,135-1,145M $4.45-4.47B Non-GAAP operating income (2) $260-270M $1.01-1.03B Non-GAAP EPS (2) $0.63-0.65 $2.50-2.54 Weighted average diluted shares Approx. 378M Approx. 376M (1) Financial outlook are forward-looking statements. See Safe
Slide 27: Long-term margin goal
Long-term margin goal Non-GAAP % (1) 2021 2022 2023 2024 2025 Goal Operating Margin 16% 19% 23% 25% 22% 25%+ Free Cash Flow 24% 21% 28% 29% 27% Margin (1) Non-GAAP measures. See Appendix for a reconciliation of these non-GAAP measures to the most directly comparable GAAP measures. Operating Margin G
Slide 28: Capital allocation goals
Capital allocation goals Generate healthy Ensure our leadership Maintain our thoughtful amounts of FCF has flexibility and and disciplined capacity to invest acquisition strategy
Slide 29: Share dilution
Share dilution 2.5-3.0% Target net dilution related to RSUs/PSUs awarded (1) (1) Defined as % of weighted average shares outstanding granted as equity awards (options, RSUs, PSUs, etc.) during the period, net of forfeitures and cancellations. Target net dilution is a forward-looking statement. See Sa
Slide 30: Appendix
Appendix
Slide 31: Non-GAAP financial measures and other information
Non-GAAP financial measures and other information The statistical data, estimates and forecasts referenced in this presentation and the accompanying oral presentation are based on independent industry publications or other publicly available information, as well as information based on our internal s
Slide 32: GAAP to Non-GAAP reconciliation
GAAP to Non-GAAP reconciliation Gross profit margin ($000’s) 32
Slide 33: GAAP to Non-GAAP reconciliation
GAAP to Non-GAAP reconciliation Operating expenses and operating profit ($000’s) (1) The year ended December 31, 2025 was adjusted for M&A transaction costs, and these adjustments were applied prospectively, as these costs were not material to the consolidated results of operations in the prior perio
Slide 34: Free cash flow bridge
Free cash flow bridge Free cash flow ($000’s) 34