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Side-by-side financial comparison of Datadog (DDOG) and Netflix (NFLX). Click either name above to swap in a different company.
Netflix is the larger business by last-quarter revenue ($12.2B vs $953.2M, roughly 12.9× Datadog). Netflix runs the higher net margin — 43.1% vs 4.9%, a 38.2% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (29.2% vs 16.2%). Netflix produced more free cash flow last quarter ($5.1B vs $318.2M). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs 13.2%).
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.
Netflix is an American subscription video on-demand over-the-top streaming service. The service primarily distributes original and acquired films and television shows from various genres. It is available internationally in multiple languages.
DDOG vs NFLX — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $953.2M | $12.2B |
| Net Profit | $46.6M | $5.3B |
| Gross Margin | 80.4% | 51.9% |
| Operating Margin | 1.0% | 32.3% |
| Net Margin | 4.9% | 43.1% |
| Revenue YoY | 29.2% | 16.2% |
| Net Profit YoY | 2.1% | 82.8% |
| EPS (diluted) | $0.13 | $1.23 |
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 | — | $12.2B | ||
| Q4 25 | $953.2M | $12.1B | ||
| Q3 25 | $885.7M | $11.5B | ||
| Q2 25 | $826.8M | $11.1B | ||
| Q1 25 | $761.6M | $10.5B | ||
| Q4 24 | $737.7M | $10.2B | ||
| Q3 24 | $690.0M | $9.8B | ||
| Q2 24 | $645.3M | $9.6B |
| Q1 26 | — | $5.3B | ||
| Q4 25 | $46.6M | $2.4B | ||
| Q3 25 | $33.9M | $2.5B | ||
| Q2 25 | $2.6M | $3.1B | ||
| Q1 25 | $24.6M | $2.9B | ||
| Q4 24 | $45.6M | $1.9B | ||
| Q3 24 | $51.7M | $2.4B | ||
| Q2 24 | $43.8M | $2.1B |
| Q1 26 | — | 51.9% | ||
| Q4 25 | 80.4% | 45.9% | ||
| Q3 25 | 80.1% | 46.4% | ||
| Q2 25 | 79.9% | 51.9% | ||
| Q1 25 | 79.3% | 50.1% | ||
| Q4 24 | 80.5% | 43.7% | ||
| Q3 24 | 80.0% | 47.9% | ||
| Q2 24 | 80.9% | 45.9% |
| Q1 26 | — | 32.3% | ||
| Q4 25 | 1.0% | 24.5% | ||
| Q3 25 | -0.7% | 28.2% | ||
| Q2 25 | -4.3% | 34.1% | ||
| Q1 25 | -1.6% | 31.7% | ||
| Q4 24 | 1.3% | 22.2% | ||
| Q3 24 | 2.9% | 29.6% | ||
| Q2 24 | 2.0% | 27.2% |
| Q1 26 | — | 43.1% | ||
| Q4 25 | 4.9% | 20.1% | ||
| Q3 25 | 3.8% | 22.1% | ||
| Q2 25 | 0.3% | 28.2% | ||
| Q1 25 | 3.2% | 27.4% | ||
| Q4 24 | 6.2% | 18.2% | ||
| Q3 24 | 7.5% | 24.1% | ||
| Q2 24 | 6.8% | 22.5% |
| Q1 26 | — | $1.23 | ||
| Q4 25 | $0.13 | $-17.14 | ||
| Q3 25 | $0.10 | $5.87 | ||
| Q2 25 | $0.01 | $7.19 | ||
| Q1 25 | $0.07 | $0.66 | ||
| Q4 24 | $0.14 | $4.27 | ||
| Q3 24 | $0.14 | $5.40 | ||
| Q2 24 | $0.12 | $4.88 |
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 | $12.3B |
| Total DebtLower is stronger | — | $13.4B |
| Stockholders' EquityBook value | $3.7B | $31.1B |
| Total Assets | $6.6B | $61.0B |
| Debt / EquityLower = less leverage | — | 0.43× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $12.3B | ||
| Q4 25 | $401.3M | $9.1B | ||
| Q3 25 | $540.6M | $9.3B | ||
| Q2 25 | $489.0M | $8.4B | ||
| Q1 25 | $1.1B | $8.4B | ||
| Q4 24 | $1.2B | $9.6B | ||
| Q3 24 | $337.4M | $9.2B | ||
| Q2 24 | $411.0M | $6.7B |
| Q1 26 | — | $13.4B | ||
| Q4 25 | — | $13.5B | ||
| Q3 25 | — | $14.5B | ||
| Q2 25 | — | $14.5B | ||
| Q1 25 | — | $14.0B | ||
| Q4 24 | — | $13.8B | ||
| Q3 24 | — | $14.2B | ||
| Q2 24 | — | $12.2B |
| Q1 26 | — | $31.1B | ||
| Q4 25 | $3.7B | $26.6B | ||
| Q3 25 | $3.4B | $26.0B | ||
| Q2 25 | $3.2B | $25.0B | ||
| Q1 25 | $2.9B | $24.0B | ||
| Q4 24 | $2.7B | $24.7B | ||
| Q3 24 | $2.6B | $22.7B | ||
| Q2 24 | $2.4B | $22.1B |
| Q1 26 | — | $61.0B | ||
| Q4 25 | $6.6B | $55.6B | ||
| Q3 25 | $6.1B | $54.9B | ||
| Q2 25 | $5.8B | $53.1B | ||
| Q1 25 | $6.0B | $52.1B | ||
| Q4 24 | $5.8B | $53.6B | ||
| Q3 24 | $4.6B | $52.3B | ||
| Q2 24 | $4.4B | $49.1B |
| Q1 26 | — | 0.43× | ||
| Q4 25 | — | 0.51× | ||
| Q3 25 | — | 0.56× | ||
| Q2 25 | — | 0.58× | ||
| Q1 25 | — | 0.58× | ||
| Q4 24 | — | 0.56× | ||
| Q3 24 | — | 0.62× | ||
| Q2 24 | — | 0.55× |
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 | $5.3B |
| Free Cash FlowOCF − Capex | $318.2M | $5.1B |
| FCF MarginFCF / Revenue | 33.4% | 41.6% |
| Capex IntensityCapex / Revenue | 0.9% | 1.6% |
| Cash ConversionOCF / Net Profit | 7.02× | 1.00× |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | $11.9B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $5.3B | ||
| Q4 25 | $327.1M | $2.1B | ||
| Q3 25 | $251.5M | $2.8B | ||
| Q2 25 | $200.1M | $2.4B | ||
| Q1 25 | $271.5M | $2.8B | ||
| Q4 24 | $265.2M | $1.5B | ||
| Q3 24 | $228.7M | $2.3B | ||
| Q2 24 | $164.4M | $1.3B |
| Q1 26 | — | $5.1B | ||
| Q4 25 | $318.2M | $1.9B | ||
| Q3 25 | $234.7M | $2.7B | ||
| Q2 25 | $184.9M | $2.3B | ||
| Q1 25 | $262.8M | $2.7B | ||
| Q4 24 | $257.5M | $1.4B | ||
| Q3 24 | $220.3M | $2.2B | ||
| Q2 24 | $160.0M | $1.2B |
| Q1 26 | — | 41.6% | ||
| Q4 25 | 33.4% | 15.5% | ||
| Q3 25 | 26.5% | 23.1% | ||
| Q2 25 | 22.4% | 20.5% | ||
| Q1 25 | 34.5% | 25.2% | ||
| Q4 24 | 34.9% | 13.5% | ||
| Q3 24 | 31.9% | 22.3% | ||
| Q2 24 | 24.8% | 12.7% |
| Q1 26 | — | 1.6% | ||
| Q4 25 | 0.9% | 2.0% | ||
| Q3 25 | 1.9% | 1.4% | ||
| Q2 25 | 1.8% | 1.4% | ||
| Q1 25 | 1.1% | 1.2% | ||
| Q4 24 | 1.1% | 1.5% | ||
| Q3 24 | 1.2% | 1.3% | ||
| Q2 24 | 0.7% | 0.8% |
| Q1 26 | — | 1.00× | ||
| Q4 25 | 7.02× | 0.87× | ||
| Q3 25 | 7.42× | 1.11× | ||
| Q2 25 | 75.58× | 0.78× | ||
| Q1 25 | 11.02× | 0.97× | ||
| Q4 24 | 5.82× | 0.82× | ||
| Q3 24 | 4.42× | 0.98× | ||
| Q2 24 | 3.75× | 0.60× |
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% |
NFLX
Segment breakdown not available.
