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Side-by-side financial comparison of Datadog (DDOG) and OCEANEERING INTERNATIONAL INC (OII). Click either name above to swap in a different company.
Datadog is the larger business by last-quarter revenue ($953.2M vs $692.4M, roughly 1.4× OCEANEERING INTERNATIONAL INC). OCEANEERING INTERNATIONAL INC runs the higher net margin — 5.2% vs 4.9%, a 0.3% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (29.2% vs 3.6%). Datadog produced more free cash flow last quarter ($318.2M vs $-76.5M). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs 1.8%).
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.
Oceaneering International, Inc. is a subsea engineering and applied technology company based in Houston, Texas, U.S. that provides engineered services and hardware to customers who operate in marine, space, and other environments.
DDOG vs OII — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $953.2M | $692.4M |
| Net Profit | $46.6M | $36.1M |
| Gross Margin | 80.4% | — |
| Operating Margin | 1.0% | — |
| Net Margin | 4.9% | 5.2% |
| Revenue YoY | 29.2% | 3.6% |
| Net Profit YoY | 2.1% | -28.3% |
| EPS (diluted) | $0.13 | $0.36 |
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 | — | $692.4M | ||
| Q4 25 | $953.2M | $668.6M | ||
| Q3 25 | $885.7M | $742.9M | ||
| Q2 25 | $826.8M | $698.2M | ||
| Q1 25 | $761.6M | $674.5M | ||
| Q4 24 | $737.7M | $713.5M | ||
| Q3 24 | $690.0M | $679.8M | ||
| Q2 24 | $645.3M | $668.8M |
| Q1 26 | — | $36.1M | ||
| Q4 25 | $46.6M | $177.7M | ||
| Q3 25 | $33.9M | $71.3M | ||
| Q2 25 | $2.6M | $54.4M | ||
| Q1 25 | $24.6M | $50.4M | ||
| Q4 24 | $45.6M | $56.1M | ||
| Q3 24 | $51.7M | $41.2M | ||
| Q2 24 | $43.8M | $35.0M |
| Q1 26 | — | — | ||
| Q4 25 | 80.4% | 19.8% | ||
| Q3 25 | 80.1% | 20.6% | ||
| Q2 25 | 79.9% | 21.3% | ||
| Q1 25 | 79.3% | 20.0% | ||
| Q4 24 | 80.5% | 19.9% | ||
| Q3 24 | 80.0% | 19.3% | ||
| Q2 24 | 80.9% | 18.0% |
| Q1 26 | — | — | ||
| Q4 25 | 1.0% | 9.8% | ||
| Q3 25 | -0.7% | 11.6% | ||
| Q2 25 | -4.3% | 11.3% | ||
| Q1 25 | -1.6% | 10.9% | ||
| Q4 24 | 1.3% | 10.9% | ||
| Q3 24 | 2.9% | 10.5% | ||
| Q2 24 | 2.0% | 9.0% |
| Q1 26 | — | 5.2% | ||
| Q4 25 | 4.9% | 26.6% | ||
| Q3 25 | 3.8% | 9.6% | ||
| Q2 25 | 0.3% | 7.8% | ||
| Q1 25 | 3.2% | 7.5% | ||
| Q4 24 | 6.2% | 7.9% | ||
| Q3 24 | 7.5% | 6.1% | ||
| Q2 24 | 6.8% | 5.2% |
| Q1 26 | — | $0.36 | ||
| Q4 25 | $0.13 | $1.75 | ||
| Q3 25 | $0.10 | $0.71 | ||
| Q2 25 | $0.01 | $0.54 | ||
| Q1 25 | $0.07 | $0.49 | ||
| Q4 24 | $0.14 | $0.55 | ||
| Q3 24 | $0.14 | $0.40 | ||
| Q2 24 | $0.12 | $0.34 |
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 | — | $488.8M |
| Stockholders' EquityBook value | $3.7B | $1.1B |
| Total Assets | $6.6B | $2.6B |
| Debt / EquityLower = less leverage | — | 0.44× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $401.3M | $695.9M | ||
| Q3 25 | $540.6M | $7.0M | ||
| Q2 25 | $489.0M | $7.0M | ||
| Q1 25 | $1.1B | $7.0M | ||
| Q4 24 | $1.2B | $504.5M | ||
| Q3 24 | $337.4M | — | ||
| Q2 24 | $411.0M | — |
| Q1 26 | — | $488.8M | ||
| Q4 25 | — | $487.4M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $482.0M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $1.1B | ||
| Q4 25 | $3.7B | $1.1B | ||
| Q3 25 | $3.4B | $907.7M | ||
| Q2 25 | $3.2B | $842.1M | ||
| Q1 25 | $2.9B | $773.1M | ||
| Q4 24 | $2.7B | $714.3M | ||
| Q3 24 | $2.6B | $698.0M | ||
| Q2 24 | $2.4B | $651.0M |
| Q1 26 | — | $2.6B | ||
| Q4 25 | $6.6B | $2.7B | ||
| Q3 25 | $6.1B | $2.5B | ||
| Q2 25 | $5.8B | $2.3B | ||
| Q1 25 | $6.0B | $2.3B | ||
| Q4 24 | $5.8B | $2.3B | ||
| Q3 24 | $4.6B | $2.4B | ||
| Q2 24 | $4.4B | $2.3B |
| Q1 26 | — | 0.44× | ||
| Q4 25 | — | 0.46× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.67× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — |
| Free Cash FlowOCF − Capex | $318.2M | $-76.5M |
| FCF MarginFCF / Revenue | 33.4% | -11.1% |
| Capex IntensityCapex / Revenue | 0.9% | 2.5% |
| Cash ConversionOCF / Net Profit | 7.02× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | $238.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $327.1M | $221.1M | ||
| Q3 25 | $251.5M | $101.3M | ||
| Q2 25 | $200.1M | $77.2M | ||
| Q1 25 | $271.5M | $-80.7M | ||
| Q4 24 | $265.2M | $128.4M | ||
| Q3 24 | $228.7M | $91.9M | ||
| Q2 24 | $164.4M | $52.6M |
| Q1 26 | — | $-76.5M | ||
| Q4 25 | $318.2M | $190.7M | ||
| Q3 25 | $234.7M | $77.0M | ||
| Q2 25 | $184.9M | $46.9M | ||
| Q1 25 | $262.8M | $-106.8M | ||
| Q4 24 | $257.5M | $94.5M | ||
| Q3 24 | $220.3M | $67.0M | ||
| Q2 24 | $160.0M | $29.8M |
| Q1 26 | — | -11.1% | ||
| Q4 25 | 33.4% | 28.5% | ||
| Q3 25 | 26.5% | 10.4% | ||
| Q2 25 | 22.4% | 6.7% | ||
| Q1 25 | 34.5% | -15.8% | ||
| Q4 24 | 34.9% | 13.2% | ||
| Q3 24 | 31.9% | 9.9% | ||
| Q2 24 | 24.8% | 4.5% |
| Q1 26 | — | 2.5% | ||
| Q4 25 | 0.9% | 4.6% | ||
| Q3 25 | 1.9% | 3.3% | ||
| Q2 25 | 1.8% | 4.3% | ||
| Q1 25 | 1.1% | 3.9% | ||
| Q4 24 | 1.1% | 4.7% | ||
| Q3 24 | 1.2% | 3.7% | ||
| Q2 24 | 0.7% | 3.4% |
| Q1 26 | — | — | ||
| Q4 25 | 7.02× | 1.24× | ||
| Q3 25 | 7.42× | 1.42× | ||
| Q2 25 | 75.58× | 1.42× | ||
| Q1 25 | 11.02× | -1.60× | ||
| Q4 24 | 5.82× | 2.29× | ||
| Q3 24 | 4.42× | 2.23× | ||
| Q2 24 | 3.75× | 1.50× |
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% |
OII
Segment breakdown not available.
