Datadog Inc (DDOG) FY2025Q3 Earning Prediction

11/06 05:00:00

Pre-Market

Datadog Inc (DDOG) is set to release its FY2025Q3 earnings performance on 11/06 05:00:00 in Pre-Market trading. Consensus forecasts predict a revenue of 852.27M and an earnings per share (EPS) of 0.45 for the FY2025Q3. With Intellectia's exclusive AI algorithms, users can predict whether the earnings will beat or miss expectations before the report drops. Leverage this powerful tool to strategize and position your trades ahead of the earnings release!

Estimate

Actual

Surprise

RevenueBEAT

852.27M

885.65M

+3.92%

EPSBEAT

0.45

0.55

+22.22%

AI Summary

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AI Earnings Prediction

Prediction for FY2025Q3

Earnings Date: Nov 6, 2025

The earnings forecast predicts a Beat outcome due to AI-driven demand and platform adoption trends.

Beat

Last 0 quarters:

5 beats0 misses

Scenario Analysis

The AI analyzes the probability of each scenario occurring and identifies the triggering conditions.

Scenario

Prob.

Stock Reaction

Trigger Condition

Strong Beat

20%

+8-12%

Revenue >$860M + OpenAI risk fully dismissed.

Beat

55%

+3-5%

Revenue $855-860M + margin expansion.

Neutral

15%

Flat to -2%

In-line results fail to justify valuation premium.

Miss

-5-7%

AI-native growth stalls + margin compression.

Strong Miss

-10%+

OpenAI insourcing confirmed + guidance cut.

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Key Indicators Forecast

The AI provides itemized forecasts for key indicators, potentially including revenue, EPS, gross margin, and free cash flow.

Revenue

EPS

Currency:

No data

Actual

Estimate

Metric

Prediction

Justification

Revenue

Beat

AI-native usage acceleration and platform adoption trends exceed conservative consensus estimates (0.006% revision).

EPS

Beat

Margin efficiency from cloud optimization and AI product scaling offsets modest EPS estimate cuts (-0.39%).

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Prediction Logic & Rational

Logic & Justification

Fact Data Analysis

Revenue Growth:

AI-Driven Demand: Analysts (BofA, Wells Fargo, BTIG) highlight accelerating AI-native customer adoption, with AI-related run-rate revenue exceeding $100M (excluding OpenAI). This aligns with the core concern around customer usage growth and AI cohort expansion.
Platform Adoption Upside: DA Davidson notes usage growth acceleration and increased adoption of multi-product bundles, which directly supports higher ARR and revenue.
Mitigated OpenAI Risk: Bernstein and TD Cowen suggest OpenAI insourcing concerns are overblown, reducing downside risk.

High-Value Customers (ARR):

No explicit data on new large customers, but platform adoption trends (e.g., multi-product usage) suggest existing customers are expanding spend.

Gross Margin:

Cloud efficiency initiatives and AI product scaling (cited by BofA, DA Davidson) likely support margin stability or improvement.

Key Risks:

Consensus already prices in high expectations (25% stock outperformance vs. S&P 500). A "Strong Beat" requires material upside to revenue/EPS beyond AI-native contributions.
Acquisition rumors (GitLab) add uncertainty but are unlikely to impact near-term results.

Prediction Logic & Rational

Tactical Strategy Recommendations

Trading Strategy

Recommended Plays:

Bullish:
- Long Call Spreads (Buy Nov $165 Calls / Sell $175 Calls): Capitalize on moderate upside with capped risk.
- Sell Nov $150 Puts: Collect premium given low probability of severe downside.
Hedged:
- Straddle (Buy Nov $160 Call + Put): Earnings volatility (IV ~50%) justifies a bet on post-earnings movement.

Avoid: Overleveraged directional bets due to high embedded expectations.

Tactical Strategy Recommendations

Earnings Surprise Analysis

The chart displays the extent of earnings surprises and corresponding stock price movements for each earnings event.

Revenue

EPS

DDOG Transcript

Datadog, Inc. (DDOG) Presents at 53rd Annual Nasdaq Investor Conference Transcript

Neutral12-10

Datadog, Inc. (DDOG) Presents at UBS Global Technology and AI Conference 2025 Transcript

Neutral12-2

Datadog, Inc. (DDOG) Presents at Global Technology, Internet, Media & Telecommunications Conference 2025 Transcript

Neutral11-18

Datadog, Inc. (DDOG) Q3 2025 Earnings Call Transcript

Positive11-6

The earnings call summary indicates strong financial performance with 23% YoY growth, stable operating margins, and promising guidance. Product development and AI integration are progressing well, with positive market strategies and security growth. The Q&A session reinforced optimism in AI adoption and product innovation. Despite some uncertainties in net retention rates, the overall sentiment is positive. The lack of market cap data limits precise prediction, but given the strong performance and guidance, the stock price is likely to see a positive movement in the next two weeks.

DDOG Report

Frequently Asked Questions

What is the Datadog Inc FY2025Q3 Earnings Release Date and Time?

Datadog Inc (DDOG) is scheduled to release its FY2025Q3 earnings report onNov 6, 2025, Pre-Market(approximately 4:00 PM ET). This timing allows investors to react during after-hours trading, with a conference call typically following shortly after.

What Are the Consensus Forecasts for Datadog Inc FY2025Q3 Revenue and EPS?

Analysts' consensus predicts 852.27M in revenue and an EPS of 0.45 for Datadog Inc's FY2025Q3.

What Does Intellectia's AI Predict for Datadog Inc FY2025Q3 Earnings?

Intellectia's exclusive AI algorithms forecast a Beat forDatadog Inc's FY2025Q3 earnings, with a prediction date of Nov 6, 2025. Datadog Inc The earnings forecast predicts a Beat outcome due to AI-driven demand and platform adoption trends.

How Can I Use This Earnings Prediction to Trade DDOG Stock?

Leverage Intellectia's AI forecast to position trades ahead of theNov 6, 2025 release—consider calls for a beat scenario or protective puts for misses. Focus on pre-market volatility, and use the scenario probabilities to build strategies around revenue and guidance updates.

How Accurate Is Intellectia's AI for Earnings Predictions Like Datadog Inc FY2025Q3?

Intellectia's predictions are backed by rigorous backtesting, showing a high hit rate for Beat and Miss calls compared to traditional analysis. While no forecast is 100% certain, we provide probability-based scenarios (e.g., 50% chance of a *Beat*) and detailed rationales to help you make informed decisions. Combine our insights with your strategy for the best results—it's like having a co-pilot for earnings season! Empowering users to strategize trades before reports drop.

How does AI Earnings Prediction generate its forecasts?

AI Earnings Prediction uses advanced Large Language Models (LLMs) to analyze a wealth of data, including past earnings transcripts, real-time market sentiment, analyst insights, and company news from the last three months. It focuses on key indicators like revenue, EPS, and margins to predict whether a company will *Beat*, *Miss*, or remain Neutral relative to market expectations. Think of it as a super-smart analyst crunching numbers and news 24/7 to give you a trading edge!

When are the predictions available, and how often are they updated?

Predictions are generated two days before a company’s earnings release (e.g., 5:00 PM ET on Feb 13 for a Feb 15 report) to capture the latest market and company data. They’re updated in real-time if significant news breaks, ensuring you get fresh insights.

Can I use AI Earnings Prediction for all types of stocks?

Currently, AI Earnings Prediction focuses on companies with market caps above $40 billion, covering major players like SPG, AAPL, MSFT, and NVDA for the 2024-2025 earnings seasons. We prioritize high-impact stocks with robust data to ensure reliable forecasts. Stay tuned as we expand coverage to more companies based on user demand!