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)
Based on: 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 capital structure demonstrates a consistent shift from liability-based financing toward equity-based strength. Total liabilities declined from 56.90% in March 2021 to 42.63% by March 2026, while stockholders' equity rose from 43.10% to 57.37% over the same period.
- Debt Management and Maturity
- A significant reduction in non-current convertible senior notes is observed, falling from 37.55% in March 2021 to 14.16% by March 2026. A notable liquidity shift occurred in mid-2024, where current convertible senior notes appeared at 16.86%, causing a temporary spike in total current liabilities to 40.59% before these obligations were reduced or settled.
- Profitability and Retained Earnings
- A clear transition from an accumulated deficit to positive retained earnings is evident. The deficit, which stood at -7.40% in March 2021, steadily contracted and crossed into positive territory by December 2024, reaching 2.74% by March 2026. This progression indicates a fundamental shift from a loss-generating growth phase to sustained operational profitability.
- Operational Liability Trends
- Current deferred revenue exhibited a steady upward trajectory from 11.46% in March 2021, peaking at 19.45% in December 2023. It subsequently stabilized between 15% and 18%, reflecting a consistent growth in prepaid contracted revenue, which is characteristic of a scaling subscription-based business model.
- Equity Composition and Stability
- Additional paid-in capital remained the dominant component of the balance sheet, generally fluctuating between 50% and 57%. The overall growth in stockholders' equity was driven by the combination of high paid-in capital and the reversal of the accumulated deficit.
- Short-term Obligations
- Excluding the temporary impact of convertible notes in 2024, current liabilities remained relatively stable. Accrued expenses and other current liabilities showed a general downward trend from a peak of 5.70% in December 2022 to 3.00% by March 2026, suggesting improved management of short-term operational accruals.