Datadog ( NASDAQ:DDOG ) will report Q2 2025 results before the open on August 7. Wall Street expects EPS at $0.41 and revenue of $791 million, reflecting a 23% YoY growth. The stock is down 8% year-to-date, and a muted reaction to Datadog's recent addition to the S&P 500 underscores the importance of this quarter's report in restoring momentum in a maturing cloud market. Investors will assess Datadog's ability to expand its platform footprint and upsell across its customer base. In Q1, the company reported continued growth in larger accounts and deeper product adoption. A continuation of this trend would reinforce the platform's stickiness and enterprise value proposition. Another crucial area is the company's AI strategy. At its recent DASH 2025 conference, Datadog announced a suite of new AI-powered tools for observability, security, and developer workflows.