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

	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	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	4,073,531)	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	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	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	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	5,382,280)	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	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	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	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	14,968)	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	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	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	1,261,564)	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	6,643,844)	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 exhibited a generally increasing trend over the observed period, though with notable fluctuations. From March 31, 2021, to December 31, 2021, total assets increased from approximately US$1.95 billion to US$2.38 billion. This growth continued through December 31, 2022, reaching US$3.00 billion, before experiencing a dip in the first half of 2023. A significant surge in total assets occurred between September 30, 2024, and December 31, 2024, rising from US$6.01 billion to US$5.79 billion, followed by a further increase to US$6.64 billion by December 31, 2025.

Cash and Cash Equivalents: Cash and cash equivalents demonstrated considerable volatility. After starting at US$369.7 million in March 2021, the balance decreased to US$247.4 million by June 2021, then fluctuated before reaching US$338.9 million by December 2022. A substantial decrease was observed in the first quarter of 2023, falling to US$222.5 million, followed by a rise to US$330.3 million by December 2023. The most significant increase occurred in the first half of 2024, peaking at US$410.9 million in June, before reaching US$1.25 billion by December 2024. This trend reversed in 2025, decreasing to US$401.3 million by September and US$540.6 million by June.
Marketable Securities: Marketable securities consistently represented the largest component of total assets. The balance increased steadily from US$1.18 billion in March 2021 to US$1.55 billion by December 2022. This upward trend continued through December 2023, reaching US$2.25 billion. Further growth was observed in 2024, peaking at US$2.94 billion in December, and continued into 2025, reaching US$4.07 billion by December.
Accounts Receivable, Net: Accounts receivable exhibited a consistent upward trend from US$154.1 million in March 2021 to US$399.6 million by December 2022. This growth continued into 2023, reaching US$509.3 million by December. The balance continued to increase in 2024, reaching US$598.9 million in December, and further increased to US$741.3 million by December 2025.
Goodwill: Goodwill experienced a significant increase in June 2021, rising from US$48.5 million to US$258.7 million. It then stabilized around US$292 million to US$350 million between March 2022 and December 2023. A substantial increase occurred in June 2025, rising to US$530.9 million, before decreasing slightly to US$530.0 million by September and US$530.6 million by December.
Non-Current Assets: Non-current assets showed a marked increase beginning in March 2021, growing from US$205.2 million to US$509.8 million by December 2021. This trend continued through December 2022, reaching US$660.6 million. The balance continued to increase through December 2023, reaching US$757.9 million, and further increased to US$874.2 million by December 2024. The trend continued into 2025, reaching US$1.26 billion by December.

The composition of assets shifted over time, with marketable securities becoming an increasingly dominant portion of the total. The significant increase in cash and cash equivalents in 2024 suggests a potential change in investment strategy or a substantial inflow of capital. The consistent growth in accounts receivable indicates increasing sales or a lengthening of the collection period. The fluctuations in goodwill suggest potential acquisitions or impairments.

Datadog Inc. (NASDAQ:DDOG)

Balance Sheet: Assets
Quarterly Data

Assets: Selected Items

Current Assets: Selected Items

Datadog Inc. (NASDAQ:DDOG)

Balance Sheet: Assets Quarterly Data

Assets: Selected Items

Current Assets: Selected Items

Balance Sheet: Assets
Quarterly Data