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Side-by-side financial comparison of Datadog (DDOG) and Lineage, Inc. (LINE). Click either name above to swap in a different company.
Lineage, Inc. is the larger business by last-quarter revenue ($1.4B vs $953.2M, roughly 1.4× Datadog). Datadog runs the higher net margin — 4.9% vs -7.3%, a 12.1% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (29.2% vs 3.1%). Datadog produced more free cash flow last quarter ($318.2M vs $35.0M).
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.
Norwegian Cruise Line Holdings (NCLH) is a holding company that is based in the United States and domiciled in Bermuda. It operates three cruise lines as wholly owned subsidiaries: Norwegian Cruise Line, Oceania Cruises, and Regent Seven Seas Cruises. With its subsidiaries combined, it is the third-largest cruise operator in the world. It is a publicly traded company listed on the New York Stock Exchange.
DDOG vs LINE — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $953.2M | $1.4B |
| Net Profit | $46.6M | $-100.0M |
| Gross Margin | 80.4% | 32.3% |
| Operating Margin | 1.0% | 2.5% |
| Net Margin | 4.9% | -7.3% |
| Revenue YoY | 29.2% | 3.1% |
| Net Profit YoY | 2.1% | 79.4% |
| EPS (diluted) | $0.13 | $-0.44 |
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 | — | ||
| Q3 25 | $885.7M | $1.4B | ||
| Q2 25 | $826.8M | $1.4B | ||
| Q1 25 | $761.6M | $1.3B | ||
| Q4 24 | $737.7M | $1.3B | ||
| Q3 24 | $690.0M | $1.3B | ||
| Q2 24 | $645.3M | $1.3B | ||
| Q1 24 | $611.3M | $1.3B |
| Q4 25 | $46.6M | — | ||
| Q3 25 | $33.9M | $-100.0M | ||
| Q2 25 | $2.6M | $-6.0M | ||
| Q1 25 | $24.6M | $0 | ||
| Q4 24 | $45.6M | $-71.0M | ||
| Q3 24 | $51.7M | $-485.0M | ||
| Q2 24 | $43.8M | $-68.0M | ||
| Q1 24 | $42.6M | $-40.0M |
| Q4 25 | 80.4% | — | ||
| Q3 25 | 80.1% | 32.3% | ||
| Q2 25 | 79.9% | 31.9% | ||
| Q1 25 | 79.3% | 32.2% | ||
| Q4 24 | 80.5% | 32.3% | ||
| Q3 24 | 80.0% | 32.8% | ||
| Q2 24 | 80.9% | 33.4% | ||
| Q1 24 | 82.0% | 33.4% |
| Q4 25 | 1.0% | — | ||
| Q3 25 | -0.7% | 2.5% | ||
| Q2 25 | -4.3% | 1.7% | ||
| Q1 25 | -1.6% | 4.3% | ||
| Q4 24 | 1.3% | -1.6% | ||
| Q3 24 | 2.9% | -38.6% | ||
| Q2 24 | 2.0% | 5.5% | ||
| Q1 24 | 2.0% | 7.6% |
| Q4 25 | 4.9% | — | ||
| Q3 25 | 3.8% | -7.3% | ||
| Q2 25 | 0.3% | -0.4% | ||
| Q1 25 | 3.2% | — | ||
| Q4 24 | 6.2% | -5.3% | ||
| Q3 24 | 7.5% | -36.3% | ||
| Q2 24 | 6.8% | -5.1% | ||
| Q1 24 | 7.0% | -3.0% |
| Q4 25 | $0.13 | — | ||
| Q3 25 | $0.10 | $-0.44 | ||
| Q2 25 | $0.01 | $-0.03 | ||
| Q1 25 | $0.07 | $0.01 | ||
| Q4 24 | $0.14 | $-0.52 | ||
| Q3 24 | $0.14 | $-2.44 | ||
| Q2 24 | $0.12 | $-0.46 | ||
| Q1 24 | $0.12 | $-0.28 |
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 | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.7B | $8.4B |
| Total Assets | $6.6B | $19.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $401.3M | — | ||
| Q3 25 | $540.6M | — | ||
| Q2 25 | $489.0M | — | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.2B | $173.0M | ||
| Q3 24 | $337.4M | $409.0M | ||
| Q2 24 | $411.0M | $73.0M | ||
| Q1 24 | $282.2M | — |
| Q4 25 | $3.7B | — | ||
| Q3 25 | $3.4B | $8.4B | ||
| Q2 25 | $3.2B | $8.6B | ||
| Q1 25 | $2.9B | $8.6B | ||
| Q4 24 | $2.7B | $8.6B | ||
| Q3 24 | $2.6B | $9.0B | ||
| Q2 24 | $2.4B | $4.9B | ||
| Q1 24 | $2.2B | $5.6B |
| Q4 25 | $6.6B | — | ||
| Q3 25 | $6.1B | $19.2B | ||
| Q2 25 | $5.8B | $19.4B | ||
| Q1 25 | $6.0B | $18.8B | ||
| Q4 24 | $5.8B | $18.7B | ||
| Q3 24 | $4.6B | $19.3B | ||
| Q2 24 | $4.4B | $18.8B | ||
| Q1 24 | $4.1B | — |
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 | $230.0M |
| Free Cash FlowOCF − Capex | $318.2M | $35.0M |
| FCF MarginFCF / Revenue | 33.4% | 2.5% |
| Capex IntensityCapex / Revenue | 0.9% | 14.2% |
| Cash ConversionOCF / Net Profit | 7.02× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $327.1M | — | ||
| Q3 25 | $251.5M | $230.0M | ||
| Q2 25 | $200.1M | $258.0M | ||
| Q1 25 | $271.5M | $139.0M | ||
| Q4 24 | $265.2M | — | ||
| Q3 24 | $228.7M | $186.0M | ||
| Q2 24 | $164.4M | $155.0M | ||
| Q1 24 | $212.3M | $105.0M |
| Q4 25 | $318.2M | — | ||
| Q3 25 | $234.7M | $35.0M | ||
| Q2 25 | $184.9M | $95.0M | ||
| Q1 25 | $262.8M | $-12.0M | ||
| Q4 24 | $257.5M | — | ||
| Q3 24 | $220.3M | $33.0M | ||
| Q2 24 | $160.0M | $-31.0M | ||
| Q1 24 | $198.1M | $-42.0M |
| Q4 25 | 33.4% | — | ||
| Q3 25 | 26.5% | 2.5% | ||
| Q2 25 | 22.4% | 7.0% | ||
| Q1 25 | 34.5% | -0.9% | ||
| Q4 24 | 34.9% | — | ||
| Q3 24 | 31.9% | 2.5% | ||
| Q2 24 | 24.8% | -2.3% | ||
| Q1 24 | 32.4% | -3.2% |
| Q4 25 | 0.9% | — | ||
| Q3 25 | 1.9% | 14.2% | ||
| Q2 25 | 1.8% | 12.1% | ||
| Q1 25 | 1.1% | 11.7% | ||
| Q4 24 | 1.1% | — | ||
| Q3 24 | 1.2% | 11.5% | ||
| Q2 24 | 0.7% | 13.9% | ||
| Q1 24 | 2.3% | 11.1% |
| 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% |
LINE
| Warehousing Operations | $883.0M | 64% |
| Other | $308.0M | 22% |
| Warehouse Lease | $60.0M | 4% |
| Food Sales | $52.0M | 4% |
| E Commerce And Other | $46.0M | 3% |
| Railcar Lease | $23.0M | 2% |
| Service Other | $5.0M | 0% |
