Stock Analysis on Net
Stock Analysis on Net

Datadog Inc. (NASDAQ:DDOG)

Common-Size Balance Sheet: Assets
Quarterly Data

Datadog Inc., common-size consolidated balance sheet: assets (quarterly data)

Microsoft Excel
Jun 30, 2026 Mar 31, 2026 Dec 31, 2025 Sep 30, 2025 Jun 30, 2025 Mar 31, 2025 Dec 31, 2024 Sep 30, 2024 Jun 30, 2024 Mar 31, 2024 Dec 31, 2023 Sep 30, 2023 Jun 30, 2023 Mar 31, 2023 Dec 31, 2022 Sep 30, 2022 Jun 30, 2022 Mar 31, 2022 Dec 31, 2021 Sep 30, 2021 Jun 30, 2021 Mar 31, 2021
Cash and cash equivalents 5.76 6.13 6.04 8.93 8.40 17.97 21.55 7.29 9.31 6.81 8.39 7.37 8.79 7.09 11.28 10.54 9.00 10.74 11.38 13.08 11.91 18.94
Marketable securities 60.29 62.32 61.31 59.48 58.77 56.07 50.85 61.78 57.77 60.34 57.23 58.71 57.18 57.18 51.43 52.60 55.18 55.33 53.91 53.79 55.99 60.36
Accounts receivable, net of allowance for credit losses 10.96 9.79 11.16 9.08 10.38 8.16 10.35 10.52 12.09 10.89 12.94 11.31 10.06 11.69 13.30 12.47 11.51 10.89 11.29 10.24 9.07 7.89
Deferred contract costs, current 1.16 1.18 1.14 1.11 1.07 0.98 0.97 1.13 1.12 1.12 1.14 1.12 1.13 1.11 1.10 1.07 1.03 0.98 0.98 0.91 0.85 0.79
Prepaid expenses and other current assets 1.44 1.50 1.36 1.34 1.16 1.29 1.16 1.11 1.11 1.32 1.04 1.05 1.33 1.38 0.91 1.13 1.25 1.29 1.03 1.12 1.27 1.51
Current assets 79.61% 80.91% 81.01% 79.94% 79.77% 84.46% 84.89% 81.82% 81.41% 80.49% 80.74% 79.57% 78.50% 78.45% 78.01% 77.80% 77.97% 79.23% 78.59% 79.13% 79.09% 89.49%
Property and equipment, net 5.43 5.45 5.09 5.08 4.86 4.16 3.92 4.66 4.51 4.40 4.37 4.45 4.38 4.41 4.17 3.96 3.68 3.59 3.16 3.14 2.91 2.71
Operating lease assets 2.73 3.07 3.23 3.61 3.70 3.38 2.98 3.64 3.78 4.18 3.22 3.44 3.69 3.02 2.92 3.18 2.41 2.45 2.58 2.82 2.37 2.72
Goodwill 9.36 7.78 7.99 8.76 9.12 6.02 6.23 7.62 7.95 8.49 8.96 9.84 10.57 11.10 11.59 11.89 12.61 11.55 12.27 11.66 12.46 2.48
Intangible assets, net 0.31 0.21 0.23 0.28 0.30 0.04 0.06 0.10 0.13 0.18 0.24 0.29 0.37 0.45 0.54 0.56 0.68 0.56 0.66 0.58 0.57 0.17
Deferred contract costs, non-current 1.92 1.96 1.91 1.75 1.64 1.51 1.50 1.73 1.75 1.76 1.87 1.78 1.83 1.80 1.84 1.79 1.76 1.69 1.77 1.62 1.52 1.43
Restricted cash 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.11 0.11 0.12 0.14 0.15 0.16 0.18 0.19
Other assets 0.64 0.62 0.55 0.58 0.61 0.44 0.42 0.44 0.47 0.49 0.60 0.63 0.66 0.77 0.81 0.71 0.77 0.81 0.84 0.89 0.91 0.82
Non-current assets 20.39% 19.09% 18.99% 20.06% 20.23% 15.54% 15.11% 18.18% 18.59% 19.51% 19.26% 20.43% 21.50% 21.55% 21.99% 22.20% 22.03% 20.77% 21.41% 20.87% 20.91% 10.51%
Total assets 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00%

Based on: 10-Q (reporting date: 2026-06-30), 10-Q (reporting date: 2026-03-31), 10-K (reporting date: 2025-12-31), 10-Q (reporting date: 2025-09-30), 10-Q (reporting date: 2025-06-30), 10-Q (reporting date: 2025-03-31), 10-K (reporting date: 2024-12-31), 10-Q (reporting date: 2024-09-30), 10-Q (reporting date: 2024-06-30), 10-Q (reporting date: 2024-03-31), 10-K (reporting date: 2023-12-31), 10-Q (reporting date: 2023-09-30), 10-Q (reporting date: 2023-06-30), 10-Q (reporting date: 2023-03-31), 10-K (reporting date: 2022-12-31), 10-Q (reporting date: 2022-09-30), 10-Q (reporting date: 2022-06-30), 10-Q (reporting date: 2022-03-31), 10-K (reporting date: 2021-12-31), 10-Q (reporting date: 2021-09-30), 10-Q (reporting date: 2021-06-30), 10-Q (reporting date: 2021-03-31).

The asset composition reflects a highly liquid financial structure, with current assets consistently representing the vast majority of the total balance sheet, typically ranging between 78% and 85% of total assets.

Liquidity and Cash Management
Marketable securities constitute the largest single asset category, consistently accounting for over 50% of total assets throughout the observed period, peaking at 62.32% in December 2025. Cash and cash equivalents exhibit greater volatility, peaking at 21.55% in December 2024 before normalizing to a range of 6% to 9% in the final quarters. Combined, these high-liquidity instruments ensure a robust solvency position.
Working Capital and Operational Assets
Accounts receivable fluctuate between approximately 8% and 13% of total assets. A peak in this ratio was observed in December 2022 at 13.30%, followed by a general stabilization around 10% to 11%. Deferred contract costs, both current and non-current, remain stable and represent a small fraction of the overall asset base, with non-current deferred costs showing a slight upward trend toward 2% by 2026.
Fixed and Intangible Assets
A significant shift occurred in June 2021, where goodwill rose from 2.48% to 12.46% of total assets, indicating a material acquisition. This proportion gradually trended downward over subsequent quarters, settling near 9% by mid-2026. Conversely, property and equipment, net, demonstrate a steady increase from 2.71% in March 2021 to 5.43% by June 2026, indicating a gradual increase in capital investment in physical infrastructure.
Overall Asset Structure Evolution
Non-current assets shifted from 10.51% in early 2021 to a more sustained range of 18% to 22% for the majority of the period, eventually settling around 20% in 2026. This movement suggests a strategic transition from an almost exclusively liquid position toward a balance that incorporates more permanent operational assets and intangible value.

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