Datadog vs Zoom Communications
Zoom Communications is the larger business, with $4.87bn of revenue in fiscal 2026 against $3.43bn for Datadog (1.4 times as much). Datadog grew faster (27.7% against 4.4%). Zoom Communications kept more of each dollar of sales as profit: a net margin of 39.0% against 3.1%.
| Latest fiscal year | DatadogDDOG, 2025 | Zoom CommunicationsZM, 2026 |
|---|---|---|
| Revenue | $3.43bn | $4.87bn |
| Revenue growth | 27.7% | 4.4% |
| Net income | $108m | $1.90bn |
| Operating margin | -1.3% | 23.1% |
| Net margin | 3.1% | 39.0% |
| Return on equity | 3.3% | 20.3% |
| Free cash flow | $1.00bn | $1.92bn |
| Cash | $401m | $1.27bn |
| Total debt | $983m | — |
| Debt to equity | 26.4% | — |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | — | $1.62bn |
| Employees | 8,100 | 7,438 |
| Market value | $82.05bn | $27.48bn |
| Price vs our value range | Above our value range | Within our value range |
| Moat score | 55 (Moderate) | 58 (Moderate) |
| Insider trades, 12 months | 0 buys, 700 sales | 0 buys, 191 sales |