Datadog management check
DDOG · Information Technology · Application Software · CEO Olivier Pomel
Filings as of
3 good · 2 to watch · 2 flagged, across the seven questions below.
- Watch
Have owners done well?
Trailed its chosen peers$100 invested at the start of fiscal 2021 grew to $360, against $388 for the peer group the company picked itself.
- Good
Does pay follow performance?
Pay rose and fell with returnsOver 5 years, the CEO's pay actually paid (equity valued at the share price) had a correlation of 0.97 with shareholder return. 1 means pay moved in step; below 0, the opposite way.
- Flag
What does the CEO cost owners?
25.1% of net income$27.1m of reported pay in fiscal 2025, against $107.7m of net income.
- Watch
Do they own the stock?
CEO stake ≈ 5.3 years of payThe CEO holds 675,913 shares, directly or through trusts (unvested awards not counted): about 5.3 years of pay. 14 insiders sold $616.4m in the last six months and none bought. 468 of 504 sales ran on pre-arranged 10b5-1 plans.
- Flag
Are owners being diluted?
Share count growingDiluted shares changed +1.9% a year over the last three fiscal years. Stock-based pay was 21.9% of revenue in the latest year.
- Good
Is leadership stable?
4 leadership filings in 3 yearsCEO in the pay table: Mr. Pomel. 4 filings under 8-K item 5.02 (officers or directors leaving or joining, or new pay arrangements) in the last 3 years.
- Good
Are the books clean?
No red flags on fileNo restatements, auditor changes or late filings since 2023.
Against the S&P 500
Each check's score (0–100) and how it compares: the share of ranked S&P 500 companies it matches or beats, and the median in Information Technology.
| Check | Score | At or above | Sector median |
|---|---|---|---|
| Owner returns | 41 | 33 | |
| Pay for performance | 98 | 87 | |
| CEO cost | 0 | 35 | |
| Skin in the game | 51 | 47 | |
| Dilution | 20 | 56 | |
| Stable leadership | 100 | 85 | |
| Clean books | 100 | 100 |
Closest peers
Others in Application Software, by management score. Datadog is 41st of 73 in its sector.
- 72PLTRPalantir Technologies78
- 186FICOFair Isaac70
- 202CRMSalesforce68
- 264ADBEAdobe Inc.64
- 343DDOGDatadog59
- 350INTUIntuit58
- 405TYLTyler Technologies52
- 430ORCLOracle Corporation49
- 445CDNSCadence Design Systems47
- 456ADSKAutodesk44
Pay versus performance
From the proxy statement filed April 29, 2026. "Actually paid" values stock awards at the share price, so it rises and falls with the stock.
| Fiscal year | CEO | CEO pay | Actually paid | Other executives (avg) | $100 became | Peers | Net income |
|---|---|---|---|---|---|---|---|
| 2025 | Mr. Pomel | $27.1m | $50.1m | $15.6m | $360 | $388 | $107.7m |
| 2024 | — | $19.8m | $29.5m | $16.8m | $378 | $301 | $183.8m |
| 2023 | — | $11.6m | $33.1m | $10.2m | $321 | $221 | $48.6m |
| 2022 | — | $11.2m | −$85.7m | $11.7m | $195 | $133 | −$50.2m |
| 2021 | — | $8.6m | $107.0m | $10.8m | $471 | $207 | −$20.8m |
The board says pay is tied most to revenue. Its other key measures: Revenue, Net New ARR, Non-GAAP operating income.
Insiders and the CEO's stake
Olivier Pomel (Chief Executive Officer) held 675,913 shares directly after their latest Form 4 on Sep 8, 2026, roughly $142.1m at that filing's price.
14 insiders sold $616.4m in the last six months and none bought. 468 of 504 sales ran on pre-arranged 10b5-1 plans.
- SoldOlivier PomelChief Executive Officer$216.6mSep 8, 2026
- SoldAlexis Le-QuocChief Technology Officer$138.2mOct 7, 2026
- SoldAmit AgarwalDirector · 10b5-1 plan$58.7mAug 13, 2026
- SoldDavid M ObstlerChief Financial Officer$43.7mSep 21, 2026
Leadership and governance on file
- Mar 2, 2026Leadership change8-K 5.02
- Sep 11, 2025Leadership change8-K 5.02
- Dec 23, 2024Leadership change8-K 5.02
- May 7, 2024Leadership change8-K 5.02
Latest shareholder vote results: Jun 16, 2026, including the say-on-pay vote.
Where the money went
Over 2021–2025: $0 returned to owners in buybacks and dividends, 0% of net income, and $2.3bn of pay in stock.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $1.0bn | $1.7bn | $2.1bn | $2.7bn | $3.4bn |
| Net income | −$20.8m | −$50.2m | $48.6m | $183.8m | $107.7m |
| Stock-based pay | $163.7m | $363.2m | $482.3m | $570.3m | $750.7m |
| Buybacks | — | — | — | — | — |
| Dividends | — | — | — | — | — |
| Diluted shares | 309m | 315m | 350m | 359m | 363m |
Educational only, not investment advice. Figures are as filed with the SEC: pay from the proxy's pay-versus-performance table, capital allocation from 10-K XBRL data, insider trades from Form 4s over the last six months, events from the last 5 years of filings. The peer group is the one the company chose. See the method.