DDOG vs NOW: AI Stock Comparison

Datadog, Inc. vs ServiceNow, 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.
$NOW
ServiceNow, Inc.
Enterprise workflow platform with AI agents.
AI exposure score⚡⚡⚡⚡⚡ 3/5⚡⚡⚡⚡⚡ 3/5
Shares outstandingNot shown (multiple share classes or no recent cover-page figure)1.04B
as of 2026-09-30 · 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) $4.11B
10-Q period ended 2026-09-30; +21% y/y · SEC filing
Gross margin 70.5%
Gross profit / revenue, same quarter · SEC filing
Operating income $385.0M
Same quarter; 9% operating margin · SEC filing
Next earningsNot yet announced / not on our calendarNot yet announced / not on our calendar
Next catalystNot yet announced / not on our calendarNot yet announced / not on our calendar
Upcoming catalystsNone trackedNone 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.
Oct 28, 2026
ServiceNow, Inc. reports quarterly results · source
Enterprise AI-agent monetization in software. Revenue: $4.11B (+21% y/y), per 10-Q.
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
  • “Incorporating AI technology into our offerings may result in operational, legal, regulatory, ethical and other challenges.” — 10-K risk factor (filed 2026-01-29) · source
  • “Laws, regulations and customer expectations regarding the use, storage and movement of data may restrict our ability to continue to optimize our platform.” — 10-K risk factor (filed 2026-01-29) · source
AI angle

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

ServiceNow embeds generative AI and agents in IT, HR and customer workflows; AI-tier upsell is a growth lever on a large subscription base.

Full analysis: $DDOG →Full analysis: $NOW →

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