Stock Analysis on Net

Datadog Inc. (NASDAQ:DDOG)

$24.99

Common-Size Balance Sheet: Liabilities and Stockholders’ Equity
Quarterly Data

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Datadog Inc., common-size consolidated balance sheet: liabilities and stockholders’ equity (quarterly data)

Microsoft Excel
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 Dec 31, 2020 Sep 30, 2020 Jun 30, 2020 Mar 31, 2020
Accounts payable
Accrued expenses and other current liabilities
Operating lease liabilities, current
Convertible senior notes, net, current
Deferred revenue, current
Current liabilities
Operating lease liabilities, non-current
Convertible senior notes, net, non-current
Deferred revenue, non-current
Other liabilities
Non-current liabilities
Total liabilities
Class A common stock, $0.00001 par value per share
Class B common stock, $0.00001 par value per share
Additional paid-in capital
Accumulated other comprehensive income (loss)
Retained earnings (accumulated deficit)
Stockholders’ equity
Total liabilities and stockholders’ equity

Based on: 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), 10-K (reporting date: 2020-12-31), 10-Q (reporting date: 2020-09-30), 10-Q (reporting date: 2020-06-30), 10-Q (reporting date: 2020-03-31).


Accounts Payable
There is notable volatility in accounts payable as a percentage of total liabilities and stockholders’ equity, ranging from a low of 0.62% in March 2021 to a high of 3.41% in June 2025. Peaks occur periodically, with a pronounced increase in late 2023 and mid-2025, indicating fluctuating short-term obligations to suppliers.
Accrued Expenses and Other Current Liabilities
This category showed a rising trend from early 2020 through 2022, peaking at 5.7% in December 2022. Following this peak, there is a decline and relative stabilization around 2.2% to 2.54% during 2024 and 2025, suggesting improved management of accrued liabilities or a change in operation scale.
Operating Lease Liabilities (Current and Non-current)
Current operating lease liabilities decline steadily over the period, from 1.26% in March 2020 to around 0.69% by June 2025. Non-current operating lease liabilities exhibit a fluctuating but generally upward trend from 4.32% in March 2020 to approximately 4.18% in June 2025, with some intermediate troughs. The trends imply a shift from short-term to long-term lease commitments.
Convertible Senior Notes (Current and Non-current)
Current convertible senior notes appear only from September 2024 onwards, peaking at 16.86% in September 2024 before declining to 10.56% by December 2024. Non-current notes start high at around 31.37% in June 2020 and decline steadily to approximately 16.85% by June 2025. The decreasing proportion of non-current notes alongside the emergence of current notes may indicate approaching maturity or refinancing activities.
Deferred Revenue (Current and Non-current)
Current deferred revenue rises steadily from 13.24% in March 2020 to a peak of 19.45% in December 2021, then stabilizes with minor fluctuations near 16% to 18% up to mid-2025. Non-current deferred revenue remains very low and stable throughout, generally under 1%. The level and stability of current deferred revenue suggest a consistent inflow of prepayments or contract liabilities.
Current Liabilities
Current liabilities increase significantly from 19.75% in March 2020 to a high of 25.48% in December 2021, then fluctuate with a marked spike to 40.59% in June 2024 before trending downward to 23.24% in June 2025. The 2024 spike may relate to the classification of convertible senior notes as current liabilities or other large short-term obligations.
Non-current Liabilities
Non-current liabilities peak at 40.47% in March 2021, then decline sharply through 2024, reaching lows around 4.79% in June 2024, before rising again to 21.87% in June 2025. The pronounced drop mid-period coincides with the notable shift of some instruments, possibly convertible notes, from non-current to current classification.
Total Liabilities
Total liabilities increase from about 24.73% in March 2020 to a peak near 56.9% in March 2021, then gradually decline to 45.11% by June 2025, with notable volatility especially in 2024. The overall pattern reflects a period of increasing leverage or obligations through early 2021, followed by a reduction in liabilities and potential deleveraging efforts.
Additional Paid-in Capital
This equity component starts very high at 86.35% in March 2020 but sharply declines by mid-2020 to around 50-55% and then fluctuates modestly, trending slightly upward toward 53.76% in June 2025. The initial drop may reflect dilution or restructuring in equity, with more stable capital contributions afterward.
Accumulated Other Comprehensive Income (Loss)
Accumulated other comprehensive income/loss remains minor relative to total equity, fluctuating close to zero with small negative values during 2022 and minor positive recovery toward 2025. This suggests limited impact from other comprehensive gains or losses on overall financial position.
Retained Earnings (Accumulated Deficit)
Retained earnings show a consistent growth trend from sizeable negative values (-10.98%) in March 2020 to slight positive territory (0.98%) by June 2025, indicating gradual improvement in profitability or accumulation of earnings over time.
Stockholders’ Equity
Stockholders' equity as a portion of total liabilities and equity decreases from 75.27% in March 2020 to around 43% in March 2021, then steadily recovers to approximately 55% by September 2024. The decline during 2020-2021 appears tied to increased liabilities and capital restructuring, while recovery reflects increasing retained earnings and equity stability.
Total Liabilities and Stockholders’ Equity
By definition, this metric remains constant at 100% across all periods, providing the baseline for all relative measures.