Datadog and Docebo Positioned to Capitalize on Generative AI Growth

Datadog provides observability and cybersecurity software that leverages AI to optimize applications and infrastructure. It has a strong position in multiple markets.

Datadog recently released LLM Observability to monitor large language models for generative AI apps. It sees a $62B addressable market by 2026.

Docebo offers a learning management system to deliver training content. Its Shape product turns resources into courses with AI.

Docebo grew revenue 25% last quarter despite macro headwinds. It recently signed a major deal with a top 5 global tech company.

Analysts see Docebo growing revenue 17% annually through 2033 thanks to generative AI. Its valuation of 8x sales looks attractive.