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Side-by-side financial comparison of Datadog (DDOG) and Nutanix, Inc. (NTNX). Click either name above to swap in a different company.
Datadog is the larger business by last-quarter revenue ($953.2M vs $670.6M, roughly 1.4× Nutanix, Inc.). Nutanix, Inc. runs the higher net margin — 9.3% vs 4.9%, a 4.4% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (29.2% vs 13.5%). Datadog produced more free cash flow last quarter ($318.2M vs $174.5M). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs 8.9%).
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.
Nutanix, Inc. is an American cloud computing company that sells software for datacenters and hybrid multi-cloud deployments. This includes software for virtualization, Kubernetes, database-as-a-service, software-defined networking, security, as well as software-defined storage for file, object, and block storage.
DDOG vs NTNX — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $953.2M | $670.6M |
| Net Profit | $46.6M | $62.1M |
| Gross Margin | 80.4% | 87.0% |
| Operating Margin | 1.0% | 7.4% |
| Net Margin | 4.9% | 9.3% |
| Revenue YoY | 29.2% | 13.5% |
| Net Profit YoY | 2.1% | 107.5% |
| EPS (diluted) | $0.13 | $0.21 |
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 | $670.6M | ||
| Q3 25 | $885.7M | $653.3M | ||
| Q2 25 | $826.8M | $639.0M | ||
| Q1 25 | $761.6M | $654.7M | ||
| Q4 24 | $737.7M | $591.0M | ||
| Q3 24 | $690.0M | $548.0M | ||
| Q2 24 | $645.3M | $524.6M | ||
| Q1 24 | $611.3M | $565.2M |
| Q4 25 | $46.6M | $62.1M | ||
| Q3 25 | $33.9M | $38.6M | ||
| Q2 25 | $2.6M | $63.4M | ||
| Q1 25 | $24.6M | $56.4M | ||
| Q4 24 | $45.6M | $29.9M | ||
| Q3 24 | $51.7M | $-126.1M | ||
| Q2 24 | $43.8M | $-15.6M | ||
| Q1 24 | $42.6M | $32.8M |
| Q4 25 | 80.4% | 87.0% | ||
| Q3 25 | 80.1% | 87.2% | ||
| Q2 25 | 79.9% | 87.0% | ||
| Q1 25 | 79.3% | 87.0% | ||
| Q4 24 | 80.5% | 86.0% | ||
| Q3 24 | 80.0% | 85.2% | ||
| Q2 24 | 80.9% | 84.8% | ||
| Q1 24 | 82.0% | 85.6% |
| Q4 25 | 1.0% | 7.4% | ||
| Q3 25 | -0.7% | 4.8% | ||
| Q2 25 | -4.3% | 7.6% | ||
| Q1 25 | -1.6% | 10.0% | ||
| Q4 24 | 1.3% | 4.6% | ||
| Q3 24 | 2.9% | -2.2% | ||
| Q2 24 | 2.0% | -2.2% | ||
| Q1 24 | 2.0% | 6.6% |
| Q4 25 | 4.9% | 9.3% | ||
| Q3 25 | 3.8% | 5.9% | ||
| Q2 25 | 0.3% | 9.9% | ||
| Q1 25 | 3.2% | 8.6% | ||
| Q4 24 | 6.2% | 5.1% | ||
| Q3 24 | 7.5% | -23.0% | ||
| Q2 24 | 6.8% | -3.0% | ||
| Q1 24 | 7.0% | 5.8% |
| Q4 25 | $0.13 | $0.21 | ||
| Q3 25 | $0.10 | $0.14 | ||
| Q2 25 | $0.01 | $0.22 | ||
| Q1 25 | $0.07 | $0.19 | ||
| Q4 24 | $0.14 | $0.10 | ||
| Q3 24 | $0.14 | $-0.50 | ||
| Q2 24 | $0.12 | $-0.06 | ||
| Q1 24 | $0.12 | $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 | $780.4M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $3.7B | $-668.6M |
| Total Assets | $6.6B | $3.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $401.3M | $780.4M | ||
| Q3 25 | $540.6M | $769.5M | ||
| Q2 25 | $489.0M | $872.6M | ||
| Q1 25 | $1.1B | $1.1B | ||
| Q4 24 | $1.2B | $716.6M | ||
| Q3 24 | $337.4M | $655.3M | ||
| Q2 24 | $411.0M | $598.0M | ||
| Q1 24 | $282.2M | $679.2M |
| Q4 25 | $3.7B | $-668.6M | ||
| Q3 25 | $3.4B | $-694.5M | ||
| Q2 25 | $3.2B | $-711.4M | ||
| Q1 25 | $2.9B | $-807.7M | ||
| Q4 24 | $2.7B | $-685.3M | ||
| Q3 24 | $2.6B | $-728.1M | ||
| Q2 24 | $2.4B | $-619.5M | ||
| Q1 24 | $2.2B | $-611.7M |
| Q4 25 | $6.6B | $3.3B | ||
| Q3 25 | $6.1B | $3.3B | ||
| Q2 25 | $5.8B | $3.1B | ||
| Q1 25 | $6.0B | $3.0B | ||
| Q4 24 | $5.8B | $2.2B | ||
| Q3 24 | $4.6B | $2.1B | ||
| Q2 24 | $4.4B | $2.8B | ||
| Q1 24 | $4.1B | $2.7B |
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 | $196.8M |
| Free Cash FlowOCF − Capex | $318.2M | $174.5M |
| FCF MarginFCF / Revenue | 33.4% | 26.0% |
| Capex IntensityCapex / Revenue | 0.9% | 3.3% |
| Cash ConversionOCF / Net Profit | 7.02× | 3.17× |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | $772.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $327.1M | $196.8M | ||
| Q3 25 | $251.5M | $219.5M | ||
| Q2 25 | $200.1M | $218.5M | ||
| Q1 25 | $271.5M | $221.7M | ||
| Q4 24 | $265.2M | $161.8M | ||
| Q3 24 | $228.7M | $244.7M | ||
| Q2 24 | $164.4M | $96.4M | ||
| Q1 24 | $212.3M | $186.4M |
| Q4 25 | $318.2M | $174.5M | ||
| Q3 25 | $234.7M | $207.8M | ||
| Q2 25 | $184.9M | $203.4M | ||
| Q1 25 | $262.8M | $187.1M | ||
| Q4 24 | $257.5M | $151.9M | ||
| Q3 24 | $220.3M | $224.3M | ||
| Q2 24 | $160.0M | $78.3M | ||
| Q1 24 | $198.1M | $162.6M |
| Q4 25 | 33.4% | 26.0% | ||
| Q3 25 | 26.5% | 31.8% | ||
| Q2 25 | 22.4% | 31.8% | ||
| Q1 25 | 34.5% | 28.6% | ||
| Q4 24 | 34.9% | 25.7% | ||
| Q3 24 | 31.9% | 40.9% | ||
| Q2 24 | 24.8% | 14.9% | ||
| Q1 24 | 32.4% | 28.8% |
| Q4 25 | 0.9% | 3.3% | ||
| Q3 25 | 1.9% | 1.8% | ||
| Q2 25 | 1.8% | 2.4% | ||
| Q1 25 | 1.1% | 5.3% | ||
| Q4 24 | 1.1% | 1.7% | ||
| Q3 24 | 1.2% | 3.7% | ||
| Q2 24 | 0.7% | 3.4% | ||
| Q1 24 | 2.3% | 4.2% |
| Q4 25 | 7.02× | 3.17× | ||
| Q3 25 | 7.42× | 5.68× | ||
| Q2 25 | 75.58× | 3.45× | ||
| Q1 25 | 11.02× | 3.93× | ||
| Q4 24 | 5.82× | 5.41× | ||
| Q3 24 | 4.42× | — | ||
| Q2 24 | 3.75× | — | ||
| Q1 24 | 4.98× | 5.68× |
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% |
NTNX
| Services | $335.5M | 50% |
| Subscriptionand Circulation Software Entitlementand Support Subscription | $320.8M | 48% |
| Other | $14.3M | 2% |
