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

	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	434,957)	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	4,550,481)	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	827,345)	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	87,350)	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	108,424)	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	6,008,557)	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	409,634)	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	206,037)	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	706,721)	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	23,157)	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	145,028)	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	48,541)	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	1,539,118)	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	7,547,675)	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 demonstrate a consistent and significant upward trajectory, growing from approximately $1.95 billion in March 2021 to $7.55 billion by June 2026. This expansion is primarily driven by the growth of current assets, which consistently represent the majority of the company's asset base throughout the period.

Liquidity and Cash Management: A strong emphasis on liquidity is evident in the growth of marketable securities, which rose steadily from $1.18 billion in March 2021 to $4.55 billion by June 2026. Cash and cash equivalents exhibited more volatility, reaching a peak of $1.25 billion in December 2024 before stabilizing between $400 million and $540 million in the subsequent periods. The combined position of cash and marketable securities indicates a highly liquid balance sheet capable of supporting strategic investments or operational requirements.
Operational Asset Trends: Accounts receivable, net, showed a general upward trend, increasing from $154 million in March 2021 to $827 million by June 2026, suggesting a substantial increase in credit sales and revenue scale. Deferred contract costs, both current and non-current, also grew steadily. Current deferred costs rose from $15.4 million to $87.4 million, while non-current deferred costs increased from $27.9 million to $145.0 million, reflecting an expansion in customer acquisition and implementation costs typical of a scaling SaaS model.
Non-Current Asset Expansion: Non-current assets grew from $205 million in March 2021 to $1.54 billion by June 2026. A notable increase in goodwill is observed, particularly starting in June 2025, where the value jumped from approximately $362 million to $531 million, and again to $707 million by June 2026, signaling active inorganic growth through acquisitions. Simultaneously, property and equipment, net, grew consistently from $52.8 million to $409.6 million, indicating ongoing investment in physical or technical infrastructure.
Other Asset Components: Operating lease assets increased from $53.1 million to a peak of $218.7 million before slightly declining to $206.0 million by June 2026. Intangible assets remained relatively low and stable for several years before an increase to $23.2 million in the final quarter, coinciding with the rise in goodwill.

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