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Datadog10-Q: Supplier concentration

Exposed to counterparty default risk from financial institutions on capped call transactions

Read at SEC EDGAR

What happened

Datadog relies on a group of financial institutions to honor capped call transactions that hedge against stock dilution from its convertible notes. A default by these counterparties (suppliers of a financial hedge) would expose the company to greater-than-expected dilution, highlighting a key third-party dependency.

Source

SEC EDGARMay 7, 2026

Quarterly report (Form 10-Q)

Datadog 10-Q

Filing excerpt

We are subject to counterparty risk with respect to the capped call transactions.

sec.gov/Archives/edgar/data/1561550/000162828026032328/ddog-20260331.htmRead the full source

Other signals in this filing (5)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Supplier concentration

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end
03/31
Filed
May 7, 2026

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The full record

From the Signal API record

Details

CIK
1561550
Accession number
0001628280-26-032328
Filing year
2026
Fiscal year
0
Why it matters
Risk management needed
Signal category
Market

Extraction

Confidence
High
Relevance
70%
Sentiment
Negative
Detected
May 12, 2026
signal_type
sec-10q
signal_subtype
supplierConcentration

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The API returns more than this page shows

This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
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Show the full JSONThe record on this page and the API request

GET /v1/signals/5659cb1b-2fe5-46d0-a905-a372833e1e8c returns this record as JSON. POST /v1/companies/enrich returns every signal for datadoghq.com.

{
  "signal_id": "5659cb1b-2fe5-46d0-a905-a372833e1e8c",
  "signal_type": "sec-10q",
  "signal_subtype": "supplierConcentration",
  "detected_at": "2026-05-12T09:24:57.373+00:00",
  "company": {
    "name": "Datadog",
    "domain": "datadoghq.com"
  },
  "data": {
    "detail": "Datadog relies on a group of financial institutions to honor capped call transactions that hedge against stock dilution from its convertible notes. A default by these counterparties (suppliers of a financial hedge) would expose the company to greater-than-expected dilution, highlighting a key third-party dependency.",
    "summary": "Exposed to counterparty default risk from financial institutions on capped call transactions",
    "excerpts": "We are subject to counterparty risk with respect to the capped call transactions.",
    "relevance": 0.7,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1561550/000162828026032328/ddog-20260331.htm",
    "filing_date": "2026-05-07",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "03/31",
    "sales_relevance": "Risk management needed",
    "signal_category": "market"
  }
}

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