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Side-by-side financial comparison of Cisco (CSCO) and Datadog (DDOG). Click either name above to swap in a different company.
Cisco is the larger business by last-quarter revenue ($15.3B vs $953.2M, roughly 16.1× Datadog). Cisco runs the higher net margin — 20.7% vs 4.9%, a 15.8% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (29.2% vs 9.7%). Cisco produced more free cash flow last quarter ($1.5B vs $318.2M). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs 9.9%).
Cisco Systems, Inc. is an American multinational digital communications technology conglomerate corporation headquartered in San Jose, California. Cisco develops, manufactures, and sells networking hardware, software, telecommunications equipment and other high-technology services and products.
Datadog, Inc. is an American company that provides an observability service for cloud-scale applications, providing monitoring of servers, databases, tools, and services, through a SaaS-based data analytics platform. Founded and headquartered in New York City, the company is a publicly traded entity on the Nasdaq stock exchange.
CSCO vs DDOG — Head-to-Head
Income Statement — Q2 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $15.3B | $953.2M |
| Net Profit | $3.2B | $46.6M |
| Gross Margin | 65.0% | 80.4% |
| Operating Margin | 24.6% | 1.0% |
| Net Margin | 20.7% | 4.9% |
| Revenue YoY | 9.7% | 29.2% |
| Net Profit YoY | 30.8% | 2.1% |
| EPS (diluted) | $0.80 | $0.13 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $15.3B | — | ||
| Q4 25 | $14.9B | $953.2M | ||
| Q3 25 | $14.7B | $885.7M | ||
| Q2 25 | $14.1B | $826.8M | ||
| Q1 25 | $14.0B | $761.6M | ||
| Q4 24 | $13.8B | $737.7M | ||
| Q3 24 | $13.6B | $690.0M | ||
| Q2 24 | $12.7B | $645.3M |
| Q1 26 | $3.2B | — | ||
| Q4 25 | $2.9B | $46.6M | ||
| Q3 25 | $2.5B | $33.9M | ||
| Q2 25 | $2.5B | $2.6M | ||
| Q1 25 | $2.4B | $24.6M | ||
| Q4 24 | $2.7B | $45.6M | ||
| Q3 24 | $2.2B | $51.7M | ||
| Q2 24 | $1.9B | $43.8M |
| Q1 26 | 65.0% | — | ||
| Q4 25 | 65.5% | 80.4% | ||
| Q3 25 | 63.2% | 80.1% | ||
| Q2 25 | 65.6% | 79.9% | ||
| Q1 25 | 65.1% | 79.3% | ||
| Q4 24 | 65.9% | 80.5% | ||
| Q3 24 | 64.4% | 80.0% | ||
| Q2 24 | 65.1% | 80.9% |
| Q1 26 | 24.6% | — | ||
| Q4 25 | 22.6% | 1.0% | ||
| Q3 25 | 21.0% | -0.7% | ||
| Q2 25 | 22.6% | -4.3% | ||
| Q1 25 | 22.3% | -1.6% | ||
| Q4 24 | 17.0% | 1.3% | ||
| Q3 24 | 19.2% | 2.9% | ||
| Q2 24 | 17.2% | 2.0% |
| Q1 26 | 20.7% | — | ||
| Q4 25 | 19.2% | 4.9% | ||
| Q3 25 | 17.4% | 3.8% | ||
| Q2 25 | 17.6% | 0.3% | ||
| Q1 25 | 17.4% | 3.2% | ||
| Q4 24 | 19.6% | 6.2% | ||
| Q3 24 | 15.8% | 7.5% | ||
| Q2 24 | 14.8% | 6.8% |
| Q1 26 | $0.80 | — | ||
| Q4 25 | $0.72 | $0.13 | ||
| Q3 25 | $0.64 | $0.10 | ||
| Q2 25 | $0.62 | $0.01 | ||
| Q1 25 | $0.61 | $0.07 | ||
| Q4 24 | $0.68 | $0.14 | ||
| Q3 24 | $0.54 | $0.14 | ||
| Q2 24 | $0.46 | $0.12 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $15.8B | $401.3M |
| Total DebtLower is stronger | $24.6B | — |
| Stockholders' EquityBook value | $47.7B | $3.7B |
| Total Assets | $123.4B | $6.6B |
| Debt / EquityLower = less leverage | 0.52× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $15.8B | — | ||
| Q4 25 | $15.7B | $401.3M | ||
| Q3 25 | $16.1B | $540.6M | ||
| Q2 25 | $15.6B | $489.0M | ||
| Q1 25 | $16.9B | $1.1B | ||
| Q4 24 | $18.7B | $1.2B | ||
| Q3 24 | $17.9B | $337.4M | ||
| Q2 24 | $18.8B | $411.0M |
| Q1 26 | $24.6B | — | ||
| Q4 25 | $24.6B | — | ||
| Q3 25 | $24.6B | — | ||
| Q2 25 | $25.1B | — | ||
| Q1 25 | $20.1B | — | ||
| Q4 24 | $20.1B | — | ||
| Q3 24 | $20.1B | — | ||
| Q2 24 | $20.1B | — |
| Q1 26 | $47.7B | — | ||
| Q4 25 | $46.9B | $3.7B | ||
| Q3 25 | $46.8B | $3.4B | ||
| Q2 25 | $45.9B | $3.2B | ||
| Q1 25 | $45.5B | $2.9B | ||
| Q4 24 | $45.3B | $2.7B | ||
| Q3 24 | $45.5B | $2.6B | ||
| Q2 24 | $45.8B | $2.4B |
| Q1 26 | $123.4B | — | ||
| Q4 25 | $121.1B | $6.6B | ||
| Q3 25 | $122.3B | $6.1B | ||
| Q2 25 | $119.8B | $5.8B | ||
| Q1 25 | $121.4B | $6.0B | ||
| Q4 24 | $123.3B | $5.8B | ||
| Q3 24 | $124.4B | $4.6B | ||
| Q2 24 | $123.0B | $4.4B |
| Q1 26 | 0.52× | — | ||
| Q4 25 | 0.53× | — | ||
| Q3 25 | 0.53× | — | ||
| Q2 25 | 0.55× | — | ||
| Q1 25 | 0.44× | — | ||
| Q4 24 | 0.44× | — | ||
| Q3 24 | 0.44× | — | ||
| Q2 24 | 0.44× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $1.8B | $327.1M |
| Free Cash FlowOCF − Capex | $1.5B | $318.2M |
| FCF MarginFCF / Revenue | 10.0% | 33.4% |
| Capex IntensityCapex / Revenue | 1.8% | 0.9% |
| Cash ConversionOCF / Net Profit | 0.57× | 7.02× |
| TTM Free Cash FlowTrailing 4 quarters | $12.2B | $1.0B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.8B | — | ||
| Q4 25 | $3.2B | $327.1M | ||
| Q3 25 | $4.2B | $251.5M | ||
| Q2 25 | $4.1B | $200.1M | ||
| Q1 25 | $2.2B | $271.5M | ||
| Q4 24 | $3.7B | $265.2M | ||
| Q3 24 | $3.7B | $228.7M | ||
| Q2 24 | $4.0B | $164.4M |
| Q1 26 | $1.5B | — | ||
| Q4 25 | $2.9B | $318.2M | ||
| Q3 25 | $4.0B | $234.7M | ||
| Q2 25 | $3.8B | $184.9M | ||
| Q1 25 | $2.0B | $262.8M | ||
| Q4 24 | $3.4B | $257.5M | ||
| Q3 24 | $3.5B | $220.3M | ||
| Q2 24 | $3.8B | $160.0M |
| Q1 26 | 10.0% | — | ||
| Q4 25 | 19.4% | 33.4% | ||
| Q3 25 | 27.4% | 26.5% | ||
| Q2 25 | 26.8% | 22.4% | ||
| Q1 25 | 14.5% | 34.5% | ||
| Q4 24 | 24.9% | 34.9% | ||
| Q3 24 | 25.9% | 31.9% | ||
| Q2 24 | 29.9% | 24.8% |
| Q1 26 | 1.8% | — | ||
| Q4 25 | 2.2% | 0.9% | ||
| Q3 25 | 1.5% | 1.9% | ||
| Q2 25 | 1.8% | 1.8% | ||
| Q1 25 | 1.5% | 1.1% | ||
| Q4 24 | 1.6% | 1.1% | ||
| Q3 24 | 1.5% | 1.2% | ||
| Q2 24 | 1.3% | 0.7% |
| Q1 26 | 0.57× | — | ||
| Q4 25 | 1.12× | 7.02× | ||
| Q3 25 | 1.66× | 7.42× | ||
| Q2 25 | 1.63× | 75.58× | ||
| Q1 25 | 0.92× | 11.02× | ||
| Q4 24 | 1.35× | 5.82× | ||
| Q3 24 | 1.73× | 4.42× | ||
| Q2 24 | 2.11× | 3.75× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CSCO
| Networking | $8.3B | 54% |
| Services | $3.7B | 24% |
| Security | $2.0B | 13% |
| Collaboration | $1.1B | 7% |
| Observability | $277.0M | 2% |
DDOG
| North America | $678.7M | 71% |
| International | $274.5M | 29% |
