Balance Sheet: Assets
Quarterly Data

The balance sheet provides creditors, investors, and analysts with information on company resources (assets) and its sources of capital (its equity and liabilities). It normally also provides information about the future earnings capacity of a company assets as well as an indication of cash flows that may come from receivables and inventories.

Assets are resources controlled by the company as a result of past events and from which future economic benefits are expected to flow to the entity.

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

US$ in thousands

	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	426,360)	401,305)	540,602)	489,030)	1,079,854)	1,246,983)	337,418)	410,963)	282,218)	330,339)	261,309)	291,304)	222,548)	338,985)	294,815)	238,859)	271,686)	270,973)	286,966)	247,442)	369,706)
Marketable securities	4,332,257)	4,073,531)	3,599,737)	3,421,940)	3,369,820)	2,942,076)	2,861,536)	2,549,143)	2,499,151)	2,252,559)	2,080,380)	1,894,058)	1,795,342)	1,545,341)	1,471,448)	1,464,681)	1,399,323)	1,283,473)	1,180,160)	1,162,717)	1,178,190)
Accounts receivable, net of allowance for credit losses	680,434)	741,262)	549,648)	604,174)	490,172)	598,919)	487,064)	533,292)	451,057)	509,279)	400,649)	333,102)	367,046)	399,551)	348,830)	305,501)	275,342)	268,824)	224,602)	188,326)	154,111)
Deferred contract costs, current	81,687)	76,022)	67,201)	62,090)	58,832)	56,095)	52,225)	49,518)	46,391)	44,938)	39,805)	37,502)	34,858)	33,054)	29,873)	27,345)	24,688)	23,235)	19,933)	17,612)	15,446)
Prepaid expenses and other current assets	104,468)	90,160)	80,917)	67,442)	77,660)	67,042)	51,191)	49,174)	54,846)	41,022)	37,341)	44,104)	43,198)	27,303)	31,603)	33,202)	32,632)	24,443)	24,675)	26,289)	29,404)
Current assets	5,625,206)	5,382,280)	4,838,105)	4,644,676)	5,076,338)	4,911,115)	3,789,434)	3,592,090)	3,333,663)	3,178,137)	2,819,484)	2,600,070)	2,462,992)	2,344,234)	2,176,569)	2,069,588)	2,003,671)	1,870,948)	1,736,336)	1,642,386)	1,746,857)
Property and equipment, net	378,944)	338,093)	307,609)	283,084)	249,916)	226,970)	215,810)	198,911)	182,419)	171,872)	157,689)	145,100)	138,400)	125,346)	110,889)	97,791)	90,713)	75,152)	68,820)	60,511)	52,805)
Operating lease assets	213,260)	214,674)	218,682)	215,626)	203,074)	172,512)	168,610)	166,941)	173,270)	126,562)	121,913)	122,198)	94,723)	87,629)	88,930)	64,016)	61,921)	61,355)	61,972)	49,233)	53,117)
Goodwill	540,543)	530,568)	530,043)	530,982)	361,738)	360,381)	352,870)	350,864)	351,437)	352,694)	348,697)	350,029)	348,536)	348,277)	332,649)	334,687)	292,032)	292,176)	255,735)	258,682)	48,479)
Intangible assets, net	14,929)	14,968)	16,810)	17,239)	2,626)	3,711)	4,424)	5,804)	7,312)	9,617)	10,145)	12,409)	14,152)	16,365)	15,616)	17,960)	14,088)	15,704)	12,803)	11,743)	3,414)
Deferred contract costs, non-current	136,264)	126,708)	105,943)	95,568)	90,501)	86,573)	79,996)	77,040)	73,067)	73,728)	62,976)	60,511)	56,636)	55,338)	50,154)	46,840)	42,753)	42,062)	35,508)	31,624)	27,874)
Restricted cash	—)	—)	—)	—)	—)	—)	—)	—)	—)	—)	—)	—)	—)	3,303)	3,019)	3,214)	3,424)	3,490)	3,572)	3,662)	3,613)
Other assets	42,866)	36,553)	35,278)	35,240)	26,188)	24,077)	20,327)	20,741)	20,298)	23,462)	22,398)	21,856)	24,305)	24,360)	19,777)	20,391)	20,413)	19,907)	19,427)	18,892)	15,915)
Non-current assets	1,326,806)	1,261,564)	1,214,365)	1,177,739)	934,043)	874,224)	842,037)	820,301)	807,803)	757,935)	723,818)	712,103)	676,752)	660,618)	621,034)	584,899)	525,344)	509,846)	457,837)	434,347)	205,217)
Total assets	6,952,012)	6,643,844)	6,052,470)	5,822,415)	6,010,381)	5,785,339)	4,631,471)	4,412,391)	4,141,466)	3,936,072)	3,543,302)	3,312,173)	3,139,744)	3,004,852)	2,797,603)	2,654,487)	2,529,015)	2,380,794)	2,194,173)	2,076,733)	1,952,074)

Total assets exhibit a consistent and significant upward trajectory, growing from approximately 1.95 billion US dollars in March 2021 to 6.95 billion US dollars by March 2026. This expansion is primarily driven by a substantial increase in current assets, which evolved from 1.75 billion US dollars to 5.63 billion US dollars over the analyzed period. The overall asset composition remains heavily weighted toward liquid assets, indicating a highly liquid financial position.

Liquidity and Cash Management: A dominant trend is observed in the accumulation of marketable securities, which grew steadily from 1.18 billion US dollars in March 2021 to 4.33 billion US dollars in March 2026. While cash and cash equivalents showed more volatility—including a notable peak of 1.25 billion US dollars in December 2024 followed by a correction—the combined liquidity position has strengthened considerably. This suggests a strategic shift toward placing excess capital into interest-bearing or liquid securities rather than maintaining high balances in non-interest-bearing cash accounts.
Operational Asset Scaling: Accounts receivable, net of allowance, demonstrate a strong growth pattern, rising from 154 million US dollars in March 2021 to 680 million US dollars in March 2026. This trend is generally indicative of scaling revenue and a growing customer base. Simultaneously, deferred contract costs (both current and non-current) have seen a steady increase, with combined totals rising from approximately 43 million US dollars to 218 million US dollars. This suggests an increase in capitalized customer acquisition costs associated with larger or more numerous long-term contracts.
Fixed and Intangible Asset Evolution: Non-current assets expanded from 205 million US dollars in March 2021 to 1.33 billion US dollars in March 2026. Property and equipment, net, grew consistently from 53 million US dollars to 379 million US dollars, reflecting ongoing investment in physical infrastructure. A significant increase in goodwill is observed between December 2024 and June 2025, jumping from 360 million US dollars to 531 million US dollars, which typically indicates an acquisition event. This is mirrored by a corresponding spike in intangible assets during the same period.
Other Asset Trends: Operating lease assets showed a general increase from 53 million US dollars to a peak of 218 million US dollars in September 2025 before stabilizing. Prepaid expenses and other current assets also trended upward, ending the period at 104 million US dollars, representing a growth in operational prepayments consistent with the overall scale of the organization.

Datadog Inc. (NASDAQ:DDOG)

Balance Sheet: Assets
Quarterly Data

Assets: Selected Items

Current Assets: Selected Items

Datadog Inc. (NASDAQ:DDOG)

Balance Sheet: AssetsQuarterly Data

Assets: Selected Items

Current Assets: Selected Items

Balance Sheet: Assets
Quarterly Data