WSJ Tech News Briefing · Thursday, August 6, 2026
DataDog has issued a lower-than-expected full-year sales outlook, citing reduced usage from a significant customer, identified as a leading AI company. Despite this, DataDog reported growth in the second quarter and secured a nine-figure renewal deal with the same customer. The company now projects annual revenue of $4.47 billion, falling short of Wall Street estimates.
“And DataDog says one of its biggest customers is reducing usage, weighing on its outlook.”
“The guidance includes reduced usage from a leading AI company, which just signed a nine-figure renewal deal with DataDog.”
“The company now expects $4.47 billion in annual revenue, below analyst projections of $4.69 billion.”