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Side-by-side financial comparison of Datadog (DDOG) and Genius Sports Ltd (GENI). Click either name above to swap in a different company.
Datadog is the larger business by last-quarter revenue ($953.2M vs $510.9M, roughly 1.9× Genius Sports Ltd). Datadog runs the higher net margin — 4.9% vs -12.3%, a 17.2% gap on every dollar of revenue. Datadog produced more free cash flow last quarter ($318.2M vs $69.6M). Over the past eight quarters, Genius Sports Ltd's revenue compounded faster (129.2% CAGR vs 24.9%).
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.
Genius Sports is a sports data and technology company that provides data management, video streaming and integrity services to sports leagues, bookmakers and media companies.
DDOG vs GENI — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $953.2M | $510.9M |
| Net Profit | $46.6M | $-63.0M |
| Gross Margin | 80.4% | 25.2% |
| Operating Margin | 1.0% | -11.5% |
| Net Margin | 4.9% | -12.3% |
| Revenue YoY | 29.2% | — |
| Net Profit YoY | 2.1% | — |
| EPS (diluted) | $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.
| Q4 25 | $953.2M | $510.9M | ||
| Q3 25 | $885.7M | $335.4M | ||
| Q2 25 | $826.8M | $215.2M | ||
| Q1 25 | $761.6M | $119.7M | ||
| Q4 24 | $737.7M | $413.0M | ||
| Q3 24 | $690.0M | $285.8M | ||
| Q2 24 | $645.3M | $184.1M | ||
| Q1 24 | $611.3M | $97.2M |
| Q4 25 | $46.6M | $-63.0M | ||
| Q3 25 | $33.9M | — | ||
| Q2 25 | $2.6M | $-47.3M | ||
| Q1 25 | $24.6M | $-25.5M | ||
| Q4 24 | $45.6M | $-85.5M | ||
| Q3 24 | $51.7M | $-47.1M | ||
| Q2 24 | $43.8M | $-35.5M | ||
| Q1 24 | $42.6M | $-25.2M |
| Q4 25 | 80.4% | 25.2% | ||
| Q3 25 | 80.1% | 24.2% | ||
| Q2 25 | 79.9% | 19.1% | ||
| Q1 25 | 79.3% | 10.7% | ||
| Q4 24 | 80.5% | 16.7% | ||
| Q3 24 | 80.0% | 20.5% | ||
| Q2 24 | 80.9% | 18.6% | ||
| Q1 24 | 82.0% | 9.8% |
| Q4 25 | 1.0% | -11.5% | ||
| Q3 25 | -0.7% | -15.3% | ||
| Q2 25 | -4.3% | -21.0% | ||
| Q1 25 | -1.6% | -20.3% | ||
| Q4 24 | 1.3% | -18.0% | ||
| Q3 24 | 2.9% | -13.9% | ||
| Q2 24 | 2.0% | -16.8% | ||
| Q1 24 | 2.0% | -23.7% |
| Q4 25 | 4.9% | -12.3% | ||
| Q3 25 | 3.8% | — | ||
| Q2 25 | 0.3% | -22.0% | ||
| Q1 25 | 3.2% | -21.3% | ||
| Q4 24 | 6.2% | -20.7% | ||
| Q3 24 | 7.5% | -16.5% | ||
| Q2 24 | 6.8% | -19.3% | ||
| Q1 24 | 7.0% | -25.9% |
| Q4 25 | $0.13 | — | ||
| Q3 25 | $0.10 | — | ||
| Q2 25 | $0.01 | — | ||
| Q1 25 | $0.07 | — | ||
| Q4 24 | $0.14 | — | ||
| Q3 24 | $0.14 | — | ||
| Q2 24 | $0.12 | — | ||
| Q1 24 | $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 | $401.3M | $280.6M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.7B | $724.5M |
| Total Assets | $6.6B | $1.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $401.3M | $280.6M | ||
| Q3 25 | $540.6M | $110.2M | ||
| Q2 25 | $489.0M | $110.2M | ||
| Q1 25 | $1.1B | $110.2M | ||
| Q4 24 | $1.2B | $100.3M | ||
| Q3 24 | $337.4M | $100.3M | ||
| Q2 24 | $411.0M | $100.3M | ||
| Q1 24 | $282.2M | $100.3M |
| Q4 25 | $3.7B | $724.5M | ||
| Q3 25 | $3.4B | $572.4M | ||
| Q2 25 | $3.2B | $572.4M | ||
| Q1 25 | $2.9B | $572.4M | ||
| Q4 24 | $2.7B | $573.0M | ||
| Q3 24 | $2.6B | $573.0M | ||
| Q2 24 | $2.4B | $573.0M | ||
| Q1 24 | $2.2B | $573.0M |
| Q4 25 | $6.6B | $1.1B | ||
| Q3 25 | $6.1B | $792.3M | ||
| Q2 25 | $5.8B | $792.3M | ||
| Q1 25 | $6.0B | $792.3M | ||
| Q4 24 | $5.8B | $775.7M | ||
| Q3 24 | $4.6B | $775.7M | ||
| Q2 24 | $4.4B | $775.7M | ||
| Q1 24 | $4.1B | $775.7M |
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 | $327.1M | $81.9M |
| Free Cash FlowOCF − Capex | $318.2M | $69.6M |
| FCF MarginFCF / Revenue | 33.4% | 13.6% |
| Capex IntensityCapex / Revenue | 0.9% | 2.4% |
| Cash ConversionOCF / Net Profit | 7.02× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | $33.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $327.1M | $81.9M | ||
| Q3 25 | $251.5M | $-4.8M | ||
| Q2 25 | $200.1M | $-1.2M | ||
| Q1 25 | $271.5M | $-14.6M | ||
| Q4 24 | $265.2M | $14.9M | ||
| Q3 24 | $228.7M | $-9.2M | ||
| Q2 24 | $164.4M | — | ||
| Q1 24 | $212.3M | — |
| Q4 25 | $318.2M | $69.6M | ||
| Q3 25 | $234.7M | $-14.2M | ||
| Q2 25 | $184.9M | $-5.8M | ||
| Q1 25 | $262.8M | $-16.0M | ||
| Q4 24 | $257.5M | $11.3M | ||
| Q3 24 | $220.3M | $-11.6M | ||
| Q2 24 | $160.0M | — | ||
| Q1 24 | $198.1M | — |
| Q4 25 | 33.4% | 13.6% | ||
| Q3 25 | 26.5% | -4.2% | ||
| Q2 25 | 22.4% | -2.7% | ||
| Q1 25 | 34.5% | -13.4% | ||
| Q4 24 | 34.9% | 2.7% | ||
| Q3 24 | 31.9% | -4.1% | ||
| Q2 24 | 24.8% | — | ||
| Q1 24 | 32.4% | — |
| Q4 25 | 0.9% | 2.4% | ||
| Q3 25 | 1.9% | 2.8% | ||
| Q2 25 | 1.8% | 2.1% | ||
| Q1 25 | 1.1% | 1.2% | ||
| Q4 24 | 1.1% | 0.9% | ||
| Q3 24 | 1.2% | 0.9% | ||
| Q2 24 | 0.7% | — | ||
| Q1 24 | 2.3% | — |
| Q4 25 | 7.02× | — | ||
| Q3 25 | 7.42× | — | ||
| Q2 25 | 75.58× | — | ||
| Q1 25 | 11.02× | — | ||
| Q4 24 | 5.82× | — | ||
| Q3 24 | 4.42× | — | ||
| Q2 24 | 3.75× | — | ||
| Q1 24 | 4.98× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DDOG
| North America | $678.7M | 71% |
| International | $274.5M | 29% |
GENI
Segment breakdown not available.
