Datadog Reports $3.3B Nine-Month Revenue, Largest Customer Reduced Usage in Q3 2026
· The NYC Memo
Datadog disclosed nine-month revenue of $3.3 billion for the period ended September 30, 2026, up approximately 32% from $2.5 billion in the same period of 2025. The company's 10-Q identified its largest customer — part of an AI-native cohort — as having reduced usage in Q3 2026, flagging that segment as potentially optimizing consumption or failing to renew subscriptions.
Datadog also noted the AI-native customer cohort contributed high single-digit percentage points to total year-over-year revenue growth in Q3 2026.