Looking at the filing, I need to extract key financial data. Let me work through the balance sheet and find any income statement or cash flow data visible in the text. From the balance sheet: - Cash and cash equivalents: $881,230 thousand (Sept 30, 2026) vs $401,305 thousand (Dec 31, 2025) - Marketable securities: $4,352,357 thousand vs $4,073,531 thousand - Total assets: $7,839,028 thousand vs $6,643,844 thousand - Deferred revenue, current: $1,235,133 thousand vs $1,193,646 thousand - Convertible senior notes, net, non-current: $986,595 thousand - Goodwill: $706,644 thousand vs $530,568 thousand - Accounts receivable: $793,977 thousand - Shares outstanding: 337,307,033 Class A and 23,735,512 Class B as of October 28, 2026 The income statement and cash flow data appear to be cut off. I'll work with what's available.

Datadog, Inc. filed its quarterly report on Form 10-Q for the period ended September 30, 2026, with the SEC on November 4, 2026, disclosing balance sheet and capital structure data for the third quarter of fiscal year 2026.

Key Highlights

  • Total assets: According to the filing, Datadog reported total assets of $7,839,028 thousand as of September 30, 2026, up from $6,643,844 thousand as of December 31, 2025.
  • Cash and marketable securities: Cash and cash equivalents rose to $881,230 thousand from $401,305 thousand at year-end 2025, while marketable securities increased to $4,352,357 thousand from $4,073,531 thousand.
  • Deferred revenue: Current deferred revenue stood at $1,235,133 thousand as of September 30, 2026, compared with $1,193,646 thousand at December 31, 2025.
  • Goodwill: The filing reports goodwill of $706,644 thousand as of September 30, 2026, up from $530,568 thousand at December 31, 2025.
  • Convertible senior notes: Non-current convertible senior notes, net, were reported at $986,595 thousand as of September 30, 2026.
  • Shares outstanding: As of October 28, 2026, there were 337,307,033 shares of Class A common stock and 23,735,512 shares of Class B common stock outstanding, each with a par value of $0.00001 per share.

Datadog's Balance Sheet as of September 30, 2026

Datadog, Inc. (NASDAQ:DDOG), incorporated in Nevada with principal offices at 620 8th Avenue, 45th Floor, New York, New York 10018, filed its Form 10-Q for the quarterly period ended September 30, 2026. The filing reflects the company's condensed consolidated financial position through the end of the third quarter of fiscal year 2026.

According to the filing, total current assets increased to $6,231,294 thousand from $5,382,280 thousand at December 31, 2025. The increase in cash and cash equivalents, from $401,305 thousand to $881,230 thousand, was accompanied by growth in marketable securities to $4,352,357 thousand. Accounts receivable, net of an allowance for credit losses of $29,260 thousand, stood at $793,977 thousand as of September 30, 2026. Deferred contract costs, both current ($94,735 thousand) and non-current ($157,958 thousand), also increased relative to year-end 2025 figures of $76,022 thousand and $126,708 thousand, respectively.

On the liabilities side, the filing discloses total current liabilities of $1,776,337 thousand, including accounts payable of $266,417 thousand and current deferred revenue of $1,235,133 thousand. Non-current liabilities include operating lease liabilities of $274,462 thousand and convertible senior notes, net, of $986,595 thousand. The goodwill balance increased to $706,644 thousand from $530,568 thousand at December 31, 2025, which the filing does not explicitly explain within the extracted text. The filing notes that it contains forward-looking statements subject to risks and uncertainties described under its "Risk Factors" section, and that such statements are the company's own.

What Was Disclosed

Datadog filed a Form 10-Q for the quarter ended September 30, 2026, disclosing condensed consolidated balance sheet data, share counts as of October 28, 2026, and capital structure details including deferred revenue, marketable securities, and convertible senior notes.