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
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
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-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 composition of liabilities and stockholders’ equity exhibited notable shifts over the observed period, from March 31, 2021, to December 31, 2025. Current liabilities initially represented a significant portion of the total, fluctuating between 16% and 25% before experiencing a substantial increase in the first half of 2024, peaking at 40.59% in March 2024, then decreasing to 23.95% by the end of 2025. Non-current liabilities generally comprised a larger share, ranging from approximately 30% to 40% for much of the period, but decreased significantly in 2024 before partially recovering in 2025.

Current Liabilities Composition
Deferred revenue consistently constituted the largest component of current liabilities, typically ranging from 11% to 19% of the total. Accrued expenses and other current liabilities held a steady position, generally between 3% and 6%. Accounts payable showed more volatility, increasing from 0.62% to 2.63% between March 2021 and June 2024, before decreasing to 2.24% by December 2025. A significant increase in convertible senior notes, net, current, was observed in June 2024 (16.86%), which decreased substantially by December 2025.
Non-Current Liabilities Composition
Convertible senior notes, net, non-current, consistently represented the largest portion of non-current liabilities, declining from 37.55% in March 2021 to 14.80% by December 2025. Operating lease liabilities, non-current, remained relatively stable, fluctuating between approximately 2% and 4.6%. Deferred revenue, non-current, was a smaller component, generally below 1%, but increased to 1.03% by September 2025.

Stockholders’ equity demonstrated a general upward trend as a percentage of total liabilities and stockholders’ equity, increasing from 43.10% in March 2021 to 56.18% in December 2025. Within stockholders’ equity, additional paid-in capital was the largest component, consistently exceeding 50%. Retained earnings transitioned from a deficit in the earlier periods to a positive value by March 2023, and continued to grow, representing an increasing portion of stockholders’ equity. Accumulated other comprehensive income (loss) remained relatively small and fluctuated between positive and negative values.

Overall Trends
The proportion of total liabilities decreased from 56.90% in March 2021 to 43.82% in December 2025, indicating a strengthening equity position. The significant increase in current liabilities in early 2024, driven by convertible senior notes, net, current, was a notable event, followed by a subsequent decrease. The decline in convertible senior notes, net, non-current, throughout the period suggests a reduction in long-term debt obligations. The growth in retained earnings contributed to the overall increase in stockholders’ equity.