Datadog vs Samsung: Revenue, Profit and Business Model
Datadog reported $3.4B of revenue in FY2025 and $107.7M of net income. Samsung reported ~$236.9B of revenue in FY2025 and ~$31.4B of net income.
Latest financial snapshot
Financial summary
Datadog
Datadog grew revenue from $1.03 billion in 2021 to $3.43 billion in 2025. In 2025 it generated $1.05 billion of operating cash flow and $915 million of free cash flow, while GAAP net income was a much smaller $107.7 million because of heavy stock-based compensation and R&D spending. Growth accelerated in 2026: Q1 revenue was $1.006 billion (+32%) with $52.6 million of GAAP net income, and Q2 revenue was $1.12 billion (+36%) with $279 million of free cash flow. After Q2, management guided to full-year 2026 revenue of about $4.45-4.47 billion, roughly 30% growth. GAAP operating income stays near break-even, while non-GAAP operating margin runs in the low 20s.
Samsung
Samsung's earnings follow the memory cycle. Revenue fell from ~$215 billion (KRW 302.2 trillion) in 2022 to ~$184 billion (KRW 258.9 trillion) in 2023 during a chip downturn, then recovered to ~$214 billion (KRW 300.9 trillion) in 2024 and ~$237 billion (KRW 333.6 trillion) in 2025, when net income reached about $31.5 billion (KRW 44.3 trillion). In 2026, AI server demand created a memory shortage. Q1 operating profit of ~$40.6 billion (KRW 57.2 trillion) exceeded the full-year 2025 total, and Q2 reached ~$63.5 billion (KRW 89.5 trillion) on ~$122 billion (KRW 171.5 trillion) revenue. Higher memory costs also squeezed Samsung's own devices: the MX and Networks unit lost ~$497 million (KRW 0.7 trillion) in Q2 2026 on ~$23.6 billion (KRW 33.2 trillion) revenue.
Revenue and profit by year
Datadog
| Year | Revenue | Net income | Margin | Growth | Source |
|---|---|---|---|---|---|
| FY2025 | $3.4B | $107.7M | 3.1% | +27.7% | Source |
| FY2024 | $2.7B | $183.7M | 6.8% | +26.1% | Source |
| FY2023 | $2.1B | $48.6M | 2.3% | +27.1% | Source |
| FY2022 | $1.7B | -$50.2M | -3.0% | +62.8% | Source |
| FY2021 | $1B | -$20.9M | -2.0% | +70.5% | Source |
| FY2020 | $603.5M | -$24.5M | -4.1% | +66.3% | Source |
| FY2019 | $362.8M | -$16.7M | -4.6% | +83.2% | Source |
| FY2018 | $198.1M | -$10.8M | -5.4% | +96.6% | Source |
| FY2017 | $100.8M | -$2.6M | -2.6% | — | Source |
Samsung
| Year | Revenue | Net income | Margin | Growth | Source |
|---|---|---|---|---|---|
| FY2025 | ~$236.9B | ~$31.4B | 13.3% | +10.9% | Source |
| FY2024 | ~$213.6B | ~$23.9B | 11.2% | +16.2% | Source |
| FY2023 | ~$183.8B | ~$10.3B | 5.6% | -14.3% | Source |
| FY2022 | ~$214.6B | ~$38.9B | 18.1% | +8.1% | Source |
| FY2021 | ~$198.5B | ~$27.9B | 14.0% | — | Source |
Where the revenue comes from
Datadog
- Subscription RevenuePrimary
Recurring contracts priced around usage, monitored hosts, telemetry ingestion, events, seats, and purchased modules.
- Professional Services and OtherSmall
Implementation, training, and related services are minor compared with subscription revenue.
Samsung
- Memory semiconductors
- Foundry and system LSI
- Galaxy smartphones and mobile devices
- Display panels
- TVs and appliances
- Network equipment
- Harman automotive and audio
Business model and strategy
Datadog
How it makes money
Datadog runs a B2B subscription model. Customers pay based on usage and the products they turn on: monitored hosts and containers, ingested and indexed log volume, traced requests, user sessions, security workloads, and similar units. Contracts are sold self-serve, through a direct sales team, and through cloud marketplaces such as AWS Marketplace. Revenue grows in two ways.
Growth strategy
Datadog's growth plan has three parts. First, sell more products to existing customers across observability, security, and developer workflows. Second, win larger enterprise and AI-native customers that run very large workloads.
Competitive advantage
Datadog's main edge is breadth on one shared data platform. Metrics, traces, logs, user sessions, security signals and cost data are stored and correlated together, so a slow page can be traced from the browser session to the service, the host and the log line without switching tools.
Samsung
How it makes money
Samsung earns money from two groups of businesses. Device Solutions (DS) makes and sells memory (DRAM, HBM, NAND), System LSI chips such as Exynos processors and ISOCELL image sensors, and contract foundry manufacturing.
Growth strategy
Samsung's growth plan centers on AI memory: ramping HBM4 for Nvidia and AMD accelerators, developing HBM4E, and adding DRAM capacity at Pyeongtaek. In foundry it is pursuing 2nm gate-all-around production and building its Taylor, Texas fab to win customers from TSMC. On the device side it relies on Galaxy AI features, foldables and premium TVs to defend share against Apple and Chinese brands.
Competitive advantage
Samsung's edge is manufacturing scale and breadth. It is the largest memory producer and one of only three major DRAM makers, alongside SK hynix and Micron. That lets it capture pricing upswings like the 2026 AI-driven shortage.
Questions about Datadog vs Samsung
Which company has higher revenue — Datadog, Inc. or Samsung Electronics Co., Ltd.?
Datadog, Inc. reported $3.4B (FY2025), while Samsung Electronics Co., Ltd. reported ~$236.9B (FY2025). By last reported revenue, Samsung Electronics Co., Ltd. is the larger business, with Datadog, Inc. reporting a smaller revenue base.
What is the market cap of Datadog, Inc. vs Samsung Electronics Co., Ltd.?
Datadog, Inc.'s market capitalisation stands at $96.3B, while Samsung Electronics Co., Ltd.'s is $1.33T. Samsung Electronics Co., Ltd. carries the higher market valuation, reflecting investors' expectations of its future earnings power relative to Datadog, Inc..
Which is more financially efficient — Datadog, Inc. or Samsung Electronics Co., Ltd.?
Datadog, Inc. generates $423k / employee in revenue per employee, while Samsung Electronics Co., Ltd. generates $914k / employee. Samsung Electronics Co., Ltd. shows higher revenue efficiency per headcount, though this reflects business model differences — capital-light software companies routinely outperform labour-intensive manufacturers on this metric.
How do Datadog, Inc. and Samsung Electronics Co., Ltd. make money?
Datadog, Inc. and Samsung Electronics Co., Ltd. generate revenue in fundamentally different ways. Datadog, Inc.: Datadog runs a B2B subscription model. Samsung Electronics Co., Ltd.: Samsung earns money from two groups of businesses.
Which company is valued higher relative to revenue — Datadog, Inc. or Samsung Electronics Co., Ltd.?
On a price-to-sales (P/S) basis, Datadog, Inc. trades at 28.1x P/S and Samsung Electronics Co., Ltd. at 5.6x P/S. Datadog, Inc. commands a higher revenue multiple, typically indicating that investors expect faster growth or higher future margins compared to Samsung Electronics Co., Ltd.. A higher multiple is not inherently better — it may also signal that the stock is priced for perfection.
Is Datadog, Inc. bigger than Samsung Electronics Co., Ltd.?
By last reported revenue, Samsung Electronics Co., Ltd. (~$236.9B (FY2025)) is the larger company compared to Datadog, Inc. ($3.4B (FY2025)). Revenue scale is one dimension of size — market capitalisation, employee count, and geographic reach are also relevant depending on the context.
Figures come from each company's filings and the sources linked beside them. Amounts reported in another currency are shown in US dollars at an approximate rate and marked with ~. Back to the Datadog vs Samsung overview