The rise of artificial intelligence (AI) continues to create new opportunities for companies of all sizes.
Hundreds of US publicly traded companies will soon report their operating results for the fourth quarter of 2025 (ending December 31), providing investors with a valuable update on the state of their companies. Companies joining the artificial intelligence (AI) race are in particular focus right now, as they have been a major source of stock market returns in recent years.
Data hound (Dog +0.82%) And Werkiva (WK +0.98%) are not pure AI companies in the traditional sense of the word, but they have both integrated this revolutionary technology into their existing operations, attracting new customers and unlocking additional revenue streams.
Datadog and Workiva will report their fourth quarter results on February 10 and February 19, respectively. This is why it may be worth keeping a close eye on them.
Image source: Getty Images.
Datadog’s AI products are experiencing tremendous demand
Datadog is a specialist in cloud observability technologies, which help companies manage their digital infrastructure by immediately alerting them to technical issues before they negatively impact employees or customers. The company’s products are popular in a variety of industries, from retail to entertainment and healthcare.
The company integrated an AI assistant called Bits AI into its cloud observability platform to speed up workflows. However, it continues to launch brand new AI products such as LLM Observability, which help developers track costs and quickly troubleshoot their large language models (LLMs). It can even check for “drift”, i.e. when the accuracy of a model’s results deteriorates over time.
However, not every company has the resources to build an LLM from scratch as it takes a significant amount of time, money and technical expertise. Many of them are choosing to adopt off-the-shelf models from third parties like OpenAI instead, allowing them to bring AI software to market much faster. Datadog serves these customers with a product called OpenAI Monitoring, which allows companies to track usage, costs, error rates and response times.
Today’s change
(0.82%)$1.05
Current price
$129.24
Key data points
Market capitalization
$45 billion
Day range
$127.18 -$130.46
Range of 52 weeks
$81.63 -$201.69
Volume
284K
Avg. full
5M
Gross margin
79.91%
Datadog had 32,000 customers at the end of the third quarter of 2025 (ended September 30). More than 5,000 of them used at least one of the AI products, an increase of 67% compared to the same period last year. Additionally, AI customers accounted for 12% of the company’s total revenue of $881 million this quarter. doubled from 6% in the same period last year. CFO David Obstler said revenue growth accelerated among AI customers, highlighting the significant momentum in this part of the business.
Shares of Datadog are currently down 31% from their 52-week high, but the upcoming February 10 earnings report could spark a rebound if the company’s AI customer base and AI revenues continue to grow at a similar pace.
Workiva’s business is going from strength to strength
Large organizations often use dozens of digital applications in their daily operations, creating a nightmare for managers who need to collect data to compile reports for their executive teams and supervisors. Workiva has developed a platform that connects to most major productivity, storage and accounting applications and unifies their data on a single dashboard to create a single source of truth.
From there, managers can tap into hundreds of ready-made templates through the platform to quickly create reports. Last year, Workiva launched an AI assistant that makes reporting even easier by turning simple prompts into detailed content. For example, if a regulatory filing with the Securities and Exchange Commission (SEC) requires a cybersecurity disclosure, the manager can simply ask Workiva AI to prepare it for him.
The AI assistant familiarizes itself with every document on the Workiva platform so that it understands the context when it is asked to do something. Plus, it’s accessible virtually anywhere in the Workiva ecosystem, so managers can quickly tap into its expertise without interrupting their workflows.
Today’s change
(0.98%)$0.75
Current price
$77.02
Key data points
Market capitalization
$4.3 billion
Day range
$75:00 -$77.34
Range of 52 weeks
$60.50 -$103.50
Volume
737K
Avg. full
679K
Gross margin
77.53%
Workiva’s revenue grew 21% to $224 million in the third quarter of 2025, marking the fastest growth rate of the year. The strong performance was driven by some of the company’s highest-spending customers. For example, the number of companies spending at least $300,000 and $500,000 annually on Workiva increased by 41% and 42% respectively, with both growth rates accelerating from the previous quarter, three months earlier.
Based on the solid third-quarter report, Workiva raised its full-year revenue guidance for 2025 to $881 million, so that’s the number investors can expect on February 19. If the company beats that forecast, I expect the stock to rise, especially since it is currently attractively valued.
