DDOG vs MDB: AI Stock Comparison

Datadog, Inc. vs MongoDB, 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.
$DDOG
Datadog, Inc.
Cloud monitoring and security, including for AI apps.
$MDB
MongoDB, Inc.
Developer database (Atlas) used by AI app builders.
AI exposure score⚡⚡⚡⚡⚡ 3/5⚡⚡⚡⚡⚡ 3/5
Shares outstandingNot shown (multiple share classes or no recent cover-page figure)80.6M
as of 2026-08-28 · 10-Q cover page · SEC filing
CategoryCloud softwareCloud software
Key metrics
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
Revenue (latest quarter) $771.8M
10-Q period ended 2026-07-31; +30% y/y · SEC filing
Gross margin 73.8%
Gross profit / revenue, same quarter · SEC filing
Operating income $28.4M
Same quarter; 4% operating margin · SEC filing
Next earningsNot yet announced / not on our calendar
Dec 7, 2026 expected
MongoDB, Inc. quarterly earnings · source
Next catalystNot yet announced / not on our calendar
Dec 7, 2026 expected
MongoDB, Inc. quarterly earnings · source
Upcoming catalystsNone tracked
Dec 7, 2026 expected
MongoDB, Inc. quarterly earnings · source
Most recent reported
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.
Not yet announced / not on our calendar
Key risks
  • “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
  • “We are subject to governmental export and import controls that could impair our ability to compete in international markets or subject us to liability if we violate the controls.” — 10-K risk factor (filed 2026-03-11) · source
  • “In the past, we incurred significant amounts of debt and may in the future incur additional indebtedness. We may not have sufficient cash flow from our business to make payments on such…” — 10-K risk factor (filed 2026-03-11) · source
AI angle

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

MongoDB's Atlas database adds vector search for AI applications; AI-native startups are a source of new workloads.

Full analysis: $DDOG →Full analysis: $MDB →

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