Stock Analysis on Net

Datadog Inc. (NASDAQ:DDOG)

$24.99

Balance Sheet: Liabilities and Stockholders’ Equity
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.

Liabilities represents obligations of a company arising from past events, the settlement of which is expected to result in an outflow of economic benefits from the entity.

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Datadog Inc., consolidated balance sheet: liabilities and stockholders’ equity (quarterly data)

US$ in thousands

Microsoft Excel
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 Dec 31, 2020 Sep 30, 2020 Jun 30, 2020 Mar 31, 2020
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-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), 10-K (reporting date: 2020-12-31), 10-Q (reporting date: 2020-09-30), 10-Q (reporting date: 2020-06-30), 10-Q (reporting date: 2020-03-31).


Current Liabilities Trends
Current liabilities experienced a general upward trend over the periods analyzed, starting at approximately $211 million and peaking above $1.86 billion in mid-2025 before slightly declining towards the end of the observed timeline. Notably, accrued expenses and other current liabilities rose steadily from about $41.8 million to a level exceeding $175 million, highlighting rising short-term obligations. Accounts payable also showed volatility but generally increased, reaching highs above $198 million. Deferred revenue (current) saw consistent growth, rising from $141 million to nearly $1 billion by mid-2025, indicating increasing customer prepayments or unearned income.
Non-Current Liabilities Trends
Non-current liabilities exhibited significant growth overall, increasing from $53 million to over $1.29 billion by the last quarter. The notable rise is primarily driven by convertible senior notes (non-current), which remained consistently high and grew to above $982 million by 2025. Operating lease liabilities (non-current) showed incremental increases, reaching approximately $261 million by the end of the period. Other components of non-current liabilities, including deferred revenue (non-current) and other liabilities, fluctuated somewhat but showed a general upward trend.
Total Liabilities
Total liabilities increased markedly from approximately $264 million to a peak surpassing $3 billion by mid-2025, reflecting the combined effect of rising current and non-current obligations. After peaking, total liabilities reduced slightly towards the end of the period analyzed, ending near $2.61 billion.
Stockholders’ Equity
Stockholders' equity trended upward throughout the period, increasing from about $803 million to almost $3.44 billion. The increase reflects growth in additional paid-in capital, which roughly tripled from $921 million to over $3.3 billion, indicating significant equity financing or retained earnings reinvestment. Retained earnings improved from an accumulated deficit of $117 million to a positive balance of more than $91 million by the end of the data set, showing recovery in net income generation over time. Accumulated other comprehensive income/loss showed fluctuations including periods of negative and positive balances, suggesting variability in unrealized gains/losses or currency adjustments.
Revenue and Expense Related Items
Deferred revenue, both current and non-current, showed significant growth, signaling an increase in customer prepayments or subscription business models—which can be indicative of growth in the customer base or service offerings. The rapid expansion of deferred revenue correlates with the growth in liabilities but provides insight into future revenue recognition.
Operating Lease Liabilities
Operating lease liabilities, both current and non-current, have increased steadily. Current operating lease liabilities rose from approximately $13 million to nearly $36 million, while non-current lease liabilities saw a more substantial growth, reaching upwards of $260 million by late 2025. This may reflect expanding operational footprint or lease commitments.
Convertible Senior Notes
Convertible senior notes represent a significant component of liabilities. The current portion appears later in the timeline, peaking near $745 million, while the non-current notes consistently hovered around $733 million before climbing beyond $980 million in the final periods, indicating ongoing reliance on convertible debt financing.
Overall Financial Position and Trends
The data reveals a pattern of strong growth in both liabilities and equity, suggesting expansion in operations and financing activities. The notable rise in deferred revenue and convertible notes highlights increased customer engagement and debt financing, respectively. The improvement in retained earnings and substantial equity increases imply improving profitability and shareholder value creation over the periods reviewed. However, the rising liabilities and lease commitments reflect increasing financial obligations that will require careful management.