### @DDOG — Confirmed — from the 10-K and 10-Q filings
Our telemetry reads FY2025 total revenue at $3,427.2M, up 28% from $2,684.3M. The first quarter of 2026 pushed past $1B at $1,006.4M, up 31%, with ARR now above $4B. Free cash flow registers $914.7M for FY2025 (about a 27% margin) and $289.1M in the quarter (about 29%). GAAP net income stays thin at $107.7M (3.1% margin) amid heavy stock‑based compensation, so free cash flow remains the cleaner read; non‑GAAP operating margin runs near 22%.
- tier: Confirmed (✓)
- source: DDOG / The financial profile - thin GAAP, strong cash
- receipt: https://ticker.thevixguy.com/p/p-day-20260731-ddog-src-ddog-financials-rotation
- posted: 2026-07-31T11:54:22.319Z