DDOG — what changed in the latest 10-Q
A section-by-section comparison of DDOG's newest periodic SEC filing (10-K/10-Q) against the prior same-form filing: paragraphs added and removed per section, with verbatim excerpts. Purely a deterministic text diff — no similarity scores, no directional read, not investment advice.
Comparing 10-Q · 2026-08-06 vs the prior 10-Q · 2026-05-07
| Section | Outcome | Added | Removed | Minor | Unchanged |
|---|---|---|---|---|---|
| MD&A | Text added/removed | +19 | −12 | ~8 | 33 |
| Market risk (Item 3) | Text added/removed | 0 | 0 | ~1 | 4 |
| Controls & procedures | Text added/removed | 0 | 0 | ~1 | 3 |
| Legal proceedings | No paragraph-level changes | 0 | 0 | 0 | 1 |
| Risk factors | Text added/removed | +10 | −10 | ~15 | 261 |
| Other information | Text added/removed | +4 | −4 | 0 | 1 |
Counts are paragraphs; added/removed means text added or removed vs the prior filing — no direction or judgement implied.
Representative excerpts
Up to 5 excerpts of about 300 characters per section, quoted verbatim from the two SEC filings.
MD&A
Text added vs the prior filing · source: 10-Q · 2026-08-06
Revenue increased by $294.7 million, or 36%, for the three months ended June 30, 2026 compared to the three months ended June 30, 2025. Approximately 70% of the increase in revenue was attributable to growth from existing customers, and the remaining 30% was attributable to growth from new customers…
Cost of revenue increased by $74.1 million, or 45%, for the three months ended June 30, 2026 compared to the three months ended June 30, 2025. This increase was primarily due to an increase of $64.1 million in third-party cloud infrastructure hosting and software costs and an increase of $5.2 millio…
Our gross margin decreased for the three months ended June 30, 2026 compared to the three months ended June 30, 2025, primarily as a result of increased spend with our third-party cloud infrastructure provider costs.
Research and development expense increased by $90.5 million, or 23%, for the three months ended June 30, 2026 compared to the three months ended June 30, 2025. This increase was primarily due to an increase of $62.5 million in personnel costs including allocated overhead costs for our engineering, p…
General and administrative expense increased by $16.6 million, or 24%, for the three months ended June 30, 2026 compared to the three months ended June 30, 2025. This increase was primarily due to an increase of $12.9 million in personnel costs including allocated overhead costs as a result of incre…
Text removed vs the prior filing · source: 10-Q · 2026-05-07
Comparison of the Three Months Ended March 31, 2026 and 2025
Revenue increased by $244.9 million, or 32%, for the three months ended March 31, 2026 compared to the three months ended March 31, 2025. Approximately 75% of the increase in revenue was attributable to growth from existing customers, and the remaining 25% was attributable to growth from new custome…
Cost of revenue increased by $51.6 million, or 33%, for the three months ended March 31, 2026 compared to the three months ended March 31, 2025. This increase was primarily due to an increase of $41.8 million in third-party cloud infrastructure hosting and software costs and an increase of $4.3 mill…
Our gross margin remained flat for the three months ended March 31, 2026 compared to the three months ended March 31, 2025, primarily as a result of revenue growing in proportion to the growth of our third-party cloud infrastructure provider costs.
Sales and marketing expense increased by $65.5 million, or 31%, for the three months ended March 31, 2026 compared to the three months ended March 31, 2025. This increase was primarily due to an increase of $53.7 million in personnel costs including allocated overhead costs for our sales and marketi…
Risk factors
Text added vs the prior filing · source: 10-Q · 2026-08-06
We may have contractual and other legal obligations, or we may voluntarily choose, to notify relevant stakeholders of security incidents. For instance, most jurisdictions have enacted laws, such as the U.S. Health Insurance Portability and Accountability Act of 1996, or HIPAA, requiring companies to…
It may become increasingly difficult to maintain and improve our performance, especially during peak usage times and as our products and platform capabilities become more complex and our user traffic increases. If our products and platform capabilities are unavailable or if our users are unable to a…
become, or we are unable to successfully attract paying customers, we will not realize the intended benefits of these marketing strategies and our ability to grow our revenue will be adversely affected.
our ability to grow our business and negatively affect our results of operations”. Any such volatility and disruptions may have adverse consequences on us or the third parties on whom we rely. If the equity and credit markets deteriorate, or do not improve, including as a result of political unrest …
In addition, to execute our growth plan, we must attract and retain highly qualified personnel. Competition for these personnel is intense, especially for engineers experienced in designing and developing SaaS applications, those experienced with artificial intelligence and machine learning, and exp…
Text removed vs the prior filing · source: 10-Q · 2026-05-07
We may have contractual and other legal obligations, or we may voluntarily choose, to notify relevant stakeholders of security incidents. For instance, most jurisdictions have enacted laws, such as the U.S. Health Insurance Portability and Accountability Act of 1996, or HIPAA, requiring companies to…
It may become increasingly difficult to maintain and improve our performance, especially during peak usage times and as our products and platform capabilities become more complex and our user traffic increases. If our products and platform capabilities are unavailable or if our users are unable to a…
amount of time or at all, we may experience a loss of customers, lost or delayed market acceptance of our platform and products, delays in payment to us by customers, injury to our reputation and brand, legal claims against us, and the diversion of our resources. In addition, to the extent that we d…
obtain in a timely manner or on favorable terms, more costly or more dilutive. Increased inflation rates can adversely affect us by increasing our costs, including personnel costs.
In addition, to execute our growth plan, we must attract and retain highly qualified personnel. Competition for these personnel is intense, especially for engineers experienced in designing and developing SaaS applications, those experienced with artificial intelligence and machine learning, and exp…
Other information
Text added vs the prior filing · source: 10-Q · 2026-08-06
On May 11, 2026, the 2019 Shah Family Trust, of which Shardul Shah, a member of our board of directors, is trustee, terminated a previously disclosed trading plan intended to satisfy the affirmative defense conditions of Securities Exchange Act Rule 10b5-1(c), which had been entered into on June 13,…
During the three months ended June 30, 2026, the Company’s directors and officers (as defined in Rule 16a-1(f) under the Exchange Act) adopted or materially modified written plans intended to satisfy the affirmative defense conditions of Securities Exchange Act Rule 10b5-1(c) for the sale of the Com…
Yanbing LiChief Product OfficerAdoptionJune 12, 202612,700September 1, 2027
(1) The shares will be sold under a Rule 10b5-1 trading plan by Mr. Obstler and two trusts, of which his spouse is trustee.
Text removed vs the prior filing · source: 10-Q · 2026-05-07
During the three months ended March 31, 2026, the Company’s directors and officers (as defined in Rule 16a-1(f) under the Exchange Act) adopted, materially modified or terminated written plans intended to satisfy the affirmative defense conditions of Securities Exchange Act Rule 10b5-1(c) for the sa…
(1) Represents a modification under Rule 10b5-1(c)(1)(iv) of a Rule 10b5-1 trading plan adopted on December 14, 2025, which did not result in any change to the total number of shares to be sold under or the expiration date of the plan.
(2) The shares will be sold under a Rule 10b5-1 trading plan by the Agarwal 2018 Family Trust.
(3) The shares will be sold under a Rule 10b5-1 trading plan by The Callahan-Thernstrom Family Trust.
How to read Risk Factors (Item 1A) in a 10-Q
A 10-Q risk-factor section usually takes one of three forms; this page classifies it as one of:
- Pointer — the filer states there have been no material changes and points back to the annual 10-K risk factors; there is no own risk text to compare this quarter.
- Partial update — the filer carves out specific updated risks ("except as set forth below"); the excerpts show exactly what is new this quarter.
- Restated in full — the quarter carries the complete risk-factor text. When the prior quarter was only a pointer there is no prior full text to diff against, so the page flags the section as restated instead.
This describes the filing structure only — it is never a judgement on whether risk went up or down.
Source: text-level diff of the two SEC EDGAR filings · deterministic (no AI-generated content) · for reference only · not investment advice