数狗(DDOG)最主要的收入来源是什么？

通过最新财报数据拆解，该公司的收入主要由其核心业务板块与相关服务支持构成。您可以通过页面上的交互式图表直观查看各业务线对总营收的具体贡献比例。

如何直观分析 DDOG 的财务状况与盈利模式？

瓜壳日历通过交互式桑基图(Sankey Diagram)和瀑布图(Waterfall Chart)，将该公司的总营收、销售成本、运营费用以及最终的净利润流程进行了全景可视化，方便投资者一分钟看懂其经营效率与现金流走向。

Income Statement Q1 2026
Item	Category	Value	YoY
Revenue	revenue	1.01B	32.15%
Gross profit	profit	797.20M	32.00%
Cost of revenue	cost	209.23M	32.74%
Other income, net	revenue	51.60M	0.17%
Operating income (loss)	profit	7.33M	-41.01%
Total operating expenses	cost	789.87M	28.15%
Income before provision for income taxes	profit	58.93M	85.34%
Research and development	cost	435.30M	27.63%
Sales and marketing	cost	279.82M	30.58%
General and administrative	cost	74.75M	22.56%
Net income (loss)	profit	52.57M	113.35%
Provision for income taxes	cost	6.36M	-0.11%

Balance Sheet Q1 2026
Item	Category	Value
Marketable securities	assets	4.33B
Accounts receivable, net of allowance for credit losses of $21,188 and $19,292 as of march 31, 2026 and december 31, 2025, respectively	assets	680.43M
Cash and cash equivalents	assets	426.36M
Prepaid expenses and other current assets	assets	104.47M
Deferred contract costs, current	assets	81.69M
Total current assets	assets	5.63B
Goodwill	assets	540.54M
Property and equipment, net	assets	378.94M
Operating lease assets	assets	213.26M
Deferred contract costs, non-current	assets	136.26M
Other assets	assets	42.87M
Intangible assets, net	assets	14.93M
Total assets	assets	6.95B
Total liabilities	liabilities	2.96B
Total stockholders’ equity	equity	3.99B
Accumulated other comprehensive (loss) income	equity	3.42M
Total current liabilities	liabilities	1.66B
Convertible notes payable, noncurrent	liabilities	984.50M
Operating lease liabilities, non-current	liabilities	259.15M
Deferred revenue, non-current	liabilities	50.92M
Other liabilities	liabilities	13.32M
Aggregate	equity	3.99B
Deferred revenue, current	liabilities	1.23B
Accrued expenses and other current liabilities	liabilities	208.55M
Accounts payable	liabilities	174.80M
Operating lease liabilities, current	liabilities	41.40M
Additional paid-in capital	equity	3.80B
Retained earnings	equity	190.36M
Common stock, value	equity	3000

Operating Activities – 3M 2026
Item	Value
Stock-based compensation, net of amounts capitalized	196.84M
Increase (decrease) in accounts receivable	55.87M
Net income	52.57M
Accounts payable	21.50M
Amortization of deferred contract costs	20.32M
Deferred revenue	19.65M
Depreciation and amortization	17.92M
Non-cash lease expense	9.07M
Allowance for credit losses on accounts receivable	4.95M
Gain (loss) on disposition of property plant equipment, excluding oil and gas property and timber property	1.13M
Amortization of issuance costs	1.05M
Increase (decrease) in other operating assets	-522000
Accrued expenses and other liabilities	-3.88M
Accretion (amortization) of discounts and premiums, investments	-11.88M
Increase (decrease) in prepaid expense and other assets	-14.45M
Increase (decrease) in deferred charges	-35.55M

Investing Activities – 3M 2026
Item	Value
Maturities of marketable securities	1.05B
Proceeds from sale of marketable securities	-57000
Payments to acquire businesses, net of cash acquired	-10.66M
Payments to acquire property, plant, and equipment	-11.36M
Payments to develop software	-34.17M
Payments to acquire debt securities, available-for-sale	-1.30B

Financing Activities – 3M 2026
Item	Value
Proceeds from exercise of stock options	9.71M

Cash Balance – 3M 2026
Item	Value
Cash and cash equivalents, beginning of period	401.31M
Cash and cash equivalents, end of period	426.36M