Datadog Beats Quarterly Estimates as AI Demand Boosts Cloud Security Business
The cloud monitoring firm beat quarterly estimates today as AI adoption fueled demand for its security tools. Shares rose ten percent following the report.
Insights:
Datadog, Inc. reported fourth-quarter results today that exceeded Wall Street estimates, as the company and market linked stronger demand for its cloud security and monitoring products to the rising adoption of artificial intelligence. The report, released on February 10, 2026, showed that the company’s fourth-quarter revenue grew 29% to $953.2 million, while adjusted earnings-per-share topped estimates compiled by LSEG.
