Datadog's own 10-Q filing shows AI is now a material swing factor in its growth: for the quarter ended 30 June 2026, its AI-native customer cohort — which includes its single largest customer — contributed high-single-digit percentage points of Datadog's total year-over-year revenue growth
Datadog's 10-Q filing for the quarter ended June 30, 2026, reported that its AI-native customer cohort, which includes its largest customer, contributed high-single-digit percentage points to the company's total year-over-year revenue growth. This cohort rapidly increased product usage, but Datadog noted that its largest customer began reducing usage in the third quarter of 2026.
Verified 2026-09-20
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Datadog's growth now leans partly on AI start-ups, including its largest customer, so their fortunes matter to it.
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