Datadog (DDOG) reported earnings on Tue 12 Nov 19 (a/h)

** charts before earnings **

 

** charts after earnings **

 

Datadog beats by $0.14, beats on revs; guides Q4 EPS above consensus, revs above consensus

Reports Q3 (Sep) net of breakeven, excluding non-recurring items, $0.14 better than the S&P Capital IQ Consensus of ($0.14); revenues rose 87.7% year/year to $95.9 mln vs the $84.67 mln S&P Capital IQ Consensus. 

As of September 30, we had 727 customers with ARR of $100,000 or more, an increase of 93% from 377 as of September 30, 2018.

Co issues upside guidance for Q4, sees EPS of ($0.02-0.01), excluding non-recurring items, vs. ($0.05) S&P Capital IQ Consensus; sees Q4 revs of $101-103 mln vs. $92.26 mln S&P Capital IQ Consensus.