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Side-by-side financial comparison of Datadog (DDOG) and Frontier Group Holdings, Inc. (ULCC). Click either name above to swap in a different company.
Frontier Group Holdings, Inc. is the larger business by last-quarter revenue ($997.0M vs $953.2M, roughly 1.0× Datadog). Frontier Group Holdings, Inc. runs the higher net margin — 5.3% vs 4.9%, a 0.4% gap on every dollar of revenue. On growth, Datadog posted the faster year-over-year revenue change (29.2% vs -0.5%). Datadog produced more free cash flow last quarter ($318.2M vs $-113.0M). Over the past eight quarters, Datadog's revenue compounded faster (24.9% CAGR vs 7.4%).
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.
Frontier Communications Parent, Inc. is an American telecommunications company with a fiber-optic network and cloud-based services owned by Verizon. It was previously known as Citizens Utilities Co., Citizens Communications Co., and Frontier Communications Corp.
DDOG vs ULCC — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $953.2M | $997.0M |
| Net Profit | $46.6M | $53.0M |
| Gross Margin | 80.4% | — |
| Operating Margin | 1.0% | 4.9% |
| Net Margin | 4.9% | 5.3% |
| Revenue YoY | 29.2% | -0.5% |
| Net Profit YoY | 2.1% | -1.9% |
| EPS (diluted) | $0.13 | $0.24 |
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 | $997.0M | ||
| Q3 25 | $885.7M | $886.0M | ||
| Q2 25 | $826.8M | $929.0M | ||
| Q1 25 | $761.6M | $912.0M | ||
| Q4 24 | $737.7M | $1.0B | ||
| Q3 24 | $690.0M | $935.0M | ||
| Q2 24 | $645.3M | $973.0M | ||
| Q1 24 | $611.3M | $865.0M |
| Q4 25 | $46.6M | $53.0M | ||
| Q3 25 | $33.9M | $-77.0M | ||
| Q2 25 | $2.6M | $-70.0M | ||
| Q1 25 | $24.6M | $-43.0M | ||
| Q4 24 | $45.6M | $54.0M | ||
| Q3 24 | $51.7M | $26.0M | ||
| Q2 24 | $43.8M | $31.0M | ||
| Q1 24 | $42.6M | $-26.0M |
| Q4 25 | 80.4% | — | ||
| Q3 25 | 80.1% | — | ||
| Q2 25 | 79.9% | — | ||
| Q1 25 | 79.3% | — | ||
| Q4 24 | 80.5% | — | ||
| Q3 24 | 80.0% | — | ||
| Q2 24 | 80.9% | — | ||
| Q1 24 | 82.0% | — |
| Q4 25 | 1.0% | 4.9% | ||
| Q3 25 | -0.7% | -8.7% | ||
| Q2 25 | -4.3% | -8.1% | ||
| Q1 25 | -1.6% | -5.0% | ||
| Q4 24 | 1.3% | 4.5% | ||
| Q3 24 | 2.9% | 2.0% | ||
| Q2 24 | 2.0% | 2.6% | ||
| Q1 24 | 2.0% | -3.6% |
| Q4 25 | 4.9% | 5.3% | ||
| Q3 25 | 3.8% | -8.7% | ||
| Q2 25 | 0.3% | -7.5% | ||
| Q1 25 | 3.2% | -4.7% | ||
| Q4 24 | 6.2% | 5.4% | ||
| Q3 24 | 7.5% | 2.8% | ||
| Q2 24 | 6.8% | 3.2% | ||
| Q1 24 | 7.0% | -3.0% |
| Q4 25 | $0.13 | $0.24 | ||
| Q3 25 | $0.10 | $-0.34 | ||
| Q2 25 | $0.01 | $-0.31 | ||
| Q1 25 | $0.07 | $-0.19 | ||
| Q4 24 | $0.14 | $0.24 | ||
| Q3 24 | $0.14 | $0.11 | ||
| Q2 24 | $0.12 | $0.14 | ||
| 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 | $671.0M |
| Total DebtLower is stronger | — | $620.0M |
| Stockholders' EquityBook value | $3.7B | $491.0M |
| Total Assets | $6.6B | $7.2B |
| Debt / EquityLower = less leverage | — | 1.26× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $401.3M | $671.0M | ||
| Q3 25 | $540.6M | $566.0M | ||
| Q2 25 | $489.0M | $563.0M | ||
| Q1 25 | $1.1B | $686.0M | ||
| Q4 24 | $1.2B | $740.0M | ||
| Q3 24 | $337.4M | $576.0M | ||
| Q2 24 | $411.0M | $658.0M | ||
| Q1 24 | $282.2M | $622.0M |
| Q4 25 | — | $620.0M | ||
| Q3 25 | — | $673.0M | ||
| Q2 25 | — | $565.0M | ||
| Q1 25 | — | $512.0M | ||
| Q4 24 | — | $507.0M | ||
| Q3 24 | — | $474.0M | ||
| Q2 24 | — | $455.0M | ||
| Q1 24 | — | $469.0M |
| Q4 25 | $3.7B | $491.0M | ||
| Q3 25 | $3.4B | $434.0M | ||
| Q2 25 | $3.2B | $506.0M | ||
| Q1 25 | $2.9B | $570.0M | ||
| Q4 24 | $2.7B | $604.0M | ||
| Q3 24 | $2.6B | $549.0M | ||
| Q2 24 | $2.4B | $520.0M | ||
| Q1 24 | $2.2B | $484.0M |
| Q4 25 | $6.6B | $7.2B | ||
| Q3 25 | $6.1B | $6.7B | ||
| Q2 25 | $5.8B | $6.5B | ||
| Q1 25 | $6.0B | $6.5B | ||
| Q4 24 | $5.8B | $6.2B | ||
| Q3 24 | $4.6B | $5.8B | ||
| Q2 24 | $4.4B | $5.7B | ||
| Q1 24 | $4.1B | $5.2B |
| Q4 25 | — | 1.26× | ||
| Q3 25 | — | 1.55× | ||
| Q2 25 | — | 1.12× | ||
| Q1 25 | — | 0.90× | ||
| Q4 24 | — | 0.84× | ||
| Q3 24 | — | 0.86× | ||
| Q2 24 | — | 0.88× | ||
| Q1 24 | — | 0.97× |
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 | $-91.0M |
| Free Cash FlowOCF − Capex | $318.2M | $-113.0M |
| FCF MarginFCF / Revenue | 33.4% | -11.3% |
| Capex IntensityCapex / Revenue | 0.9% | 2.2% |
| Cash ConversionOCF / Net Profit | 7.02× | -1.72× |
| TTM Free Cash FlowTrailing 4 quarters | $1.0B | $-600.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $327.1M | $-91.0M | ||
| Q3 25 | $251.5M | $-215.0M | ||
| Q2 25 | $200.1M | $-133.0M | ||
| Q1 25 | $271.5M | $-86.0M | ||
| Q4 24 | $265.2M | $87.0M | ||
| Q3 24 | $228.7M | $-156.0M | ||
| Q2 24 | $164.4M | $9.0M | ||
| Q1 24 | $212.3M | $-22.0M |
| Q4 25 | $318.2M | $-113.0M | ||
| Q3 25 | $234.7M | $-217.0M | ||
| Q2 25 | $184.9M | $-166.0M | ||
| Q1 25 | $262.8M | $-104.0M | ||
| Q4 24 | $257.5M | $73.0M | ||
| Q3 24 | $220.3M | $-170.0M | ||
| Q2 24 | $160.0M | $-22.0M | ||
| Q1 24 | $198.1M | $-39.0M |
| Q4 25 | 33.4% | -11.3% | ||
| Q3 25 | 26.5% | -24.5% | ||
| Q2 25 | 22.4% | -17.9% | ||
| Q1 25 | 34.5% | -11.4% | ||
| Q4 24 | 34.9% | 7.3% | ||
| Q3 24 | 31.9% | -18.2% | ||
| Q2 24 | 24.8% | -2.3% | ||
| Q1 24 | 32.4% | -4.5% |
| Q4 25 | 0.9% | 2.2% | ||
| Q3 25 | 1.9% | 0.2% | ||
| Q2 25 | 1.8% | 3.6% | ||
| Q1 25 | 1.1% | 2.0% | ||
| Q4 24 | 1.1% | 1.4% | ||
| Q3 24 | 1.2% | 1.5% | ||
| Q2 24 | 0.7% | 3.2% | ||
| Q1 24 | 2.3% | 2.0% |
| Q4 25 | 7.02× | -1.72× | ||
| Q3 25 | 7.42× | — | ||
| Q2 25 | 75.58× | — | ||
| Q1 25 | 11.02× | — | ||
| Q4 24 | 5.82× | 1.61× | ||
| Q3 24 | 4.42× | -6.00× | ||
| Q2 24 | 3.75× | 0.29× | ||
| 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% |
ULCC
| Aircraft Fare | $453.0M | 45% |
| Passenger Service Fees | $227.0M | 23% |
| Passenger Baggage | $177.0M | 18% |
| Passenger Seat Selection | $69.0M | 7% |
| Other Passenger Revenue | $36.0M | 4% |
| Other | $35.0M | 4% |
