| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q2'26 | August 6, 2026 | 7/12 | 1 high, 2 medium flags | 0 | 0 | Call sheet → |
| Q1'26 | May 7, 2026 | 8/12 | 2 high, 3 medium, 1 low flags | 5 | 0 | Call sheet → |
| Q4'25 | February 10, 2026 | 7/12 | 3 medium, 3 low flags | 4 | 1 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q1'26 | Delivered | Building products to observe, secure, and act across customers' AI stacks GPU monitoring launched, AI security capabilities delivered, MCP server explosive growth |
| Q1'26 | Delivered | Moving fast in AI by integrating AI into Datadog platform Shipped Bits AI Security agent, MCP server, Bits Assistant preview - multiple AI products launched |
| Q1'26 | Delivered | Continue to extend platform to solve customers' problems end to end Launched experiments GA, APM recommendations, storage management - platform expansion continued |
| Q1'26 | Delivered | Customers begin to adopt AI innovations such as Bits AI SRE agent Over 6,500 customers using AI integrations, SRE agent investigations doubled |
| Q1'26 | Exceeded | Starting to see an inflection in AI usage by our customers into applications AI integration customers grew from 5,500 to 6,500, LLM spans tripled - clear acceleration delivered |
| Q1'26 | Pending | We are even more excited about our plan for 2026 Generic forward-looking statement from Q4, too vague to measure |
| Q4'25 | Pending | GPU monitoring products coming to market Still working with design partners, no meaningful revenue yet |
| Q4'25 | Exceeded | Non-AI customer base showing sequential improvement Non-AI growth accelerated to 23% vs 20% in Q3, usage growth highest in 12 quarters |
| Q4'25 | Exceeded | New logo bookings growth and sales capacity paying off Record $1.63B bookings, new logo bookings 'more than doubled' per Q3 |
| Q4'25 | Delivered | AI observability seeing strong adoption growth LLM spans increased 10x, over 1,000 customers using product |
| Q4'25 | Missed | Security products showing acceleration Stopped reporting security growth rate, shifted to vague 'traction' language |
| Q4'25 | Delivered | Bits AI SRE agent moving toward general availability Went GA in December, now has 2,000+ customers using it |
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