CRM vs DDOG: AI Stock Comparison

Salesforce, Inc. vs Datadog, Inc.: AI exposure, key metrics, next earnings dates, upcoming catalysts and risks — every number linked to its source.

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Tie: both score 3/5 on AI exposure under our rubric; compare the catalysts and risks below. The score measures how directly each business is tied to AI, not which stock to buy.
⏱ Next catalyst: Not enough tracked catalysts to compare.
$CRM
Salesforce, Inc.
CRM leader pushing Agentforce AI agents.
$DDOG
Datadog, Inc.
Cloud monitoring and security, including for AI apps.
AI exposure score⚡⚡⚡⚡⚡ 3/5⚡⚡⚡⚡⚡ 3/5
Shares outstanding823.0M
as of 2026-08-20 · 10-Q cover page · SEC filing
Not shown (multiple share classes or no recent cover-page figure)
CategoryCloud softwareCloud software
Key metrics
Revenue (latest quarter) $11.35B
10-Q period ended 2026-07-31; +11% y/y · SEC filing
Gross margin 76.7%
Gross profit / revenue, same quarter · SEC filing
Operating income $2.33B
Same quarter; 21% operating margin · SEC filing
Revenue (latest quarter) $1.20B
10-Q period ended 2026-09-30; +35% y/y · SEC filing
Gross margin 80.2%
Gross profit / revenue, same quarter · SEC filing
Operating income $74.7M
Same quarter; 6% operating margin · SEC filing
Next earnings
Dec 2, 2026 expected
Salesforce, Inc. quarterly earnings · source
Not yet announced / not on our calendar
Next catalyst
Dec 2, 2026 expected
Salesforce, Inc. quarterly earnings · source
Not yet announced / not on our calendar
Upcoming catalysts
Dec 2, 2026 expected
Salesforce, Inc. quarterly earnings · source
None tracked
Most recent reportedNot yet announced / not on our calendar
Nov 4, 2026
Datadog, Inc. reports quarterly results · source
Observability spend from AI-native customers. Q3 revenue $1.20B (+35% y/y); GAAP operating income $75M; free cash flow $251M.
Key risks
  • “We may be subject to risks from governmental sanctions and export and import controls that could impair our ability to compete in international markets and subject us to liability if we are…” — 10-K risk factor (filed 2026-03-02) · source
  • “Social, ethical, and regulatory issues, including the development, deployment, use or capabilities of AI in our offerings, may result in reputational harm, legal liability and increased…” — 10-K risk factor (filed 2026-03-02) · source
  • “We use artificial intelligence in our products and services which may result in operational challenges, legal liability, reputational harm, competitive risks and regulatory concerns that…” — 10-K risk factor (filed 2026-02-18) · source
  • “If we fail to adapt and respond effectively to rapidly changing technology, evolving industry standards, changing regulations, or to changing customer needs, requirements or preferences…” — 10-K risk factor (filed 2026-02-18) · source
AI angle

Salesforce sells AI agents (Agentforce) and data cloud on top of its CRM apps; AI monetization is a key debate for its growth rate.

Datadog monitors infrastructure and applications, with AI-native customers and LLM observability as growth areas.

Full analysis: $CRM →Full analysis: $DDOG →

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Deep dives: CRM next earnings & catalysts · DDOG next earnings & catalysts · AI earnings this week