DDOG vs NET: AI Stock Comparison
Datadog, Inc. vs Cloudflare, Inc.: AI exposure, key metrics, next earnings dates, upcoming catalysts and risks — every number linked to its source.
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.
| AI exposure score | ⚡⚡⚡⚡⚡ 3/5 | ⚡⚡⚡⚡⚡ 3/5 |
|---|---|---|
| Shares outstanding | Not shown (multiple share classes or no recent cover-page figure) | Not shown (multiple share classes or no recent cover-page figure) |
| Category | Cloud software | Cloud 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) $696.1M 10-Q period ended 2026-06-30; +36% y/y · SEC filing Gross margin 71.8% Gross profit / revenue, same quarter · SEC filing Operating income -$205.7M Same quarter; -30% operating margin · SEC filing |
| Next earnings | Not yet announced / not on our calendar | |
| Next catalyst | Not yet announced / not on our calendar | |
| Upcoming catalysts | None tracked | |
| 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 |
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| AI angle | Datadog monitors infrastructure and applications, with AI-native customers and LLM observability as growth areas. | Cloudflare runs GPUs at the edge for inference and sells tools to manage AI crawlers and AI apps on its network. |
| Full analysis: $DDOG → | Full analysis: $NET → |
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