Analytics Analysis
Companies
2 companies in the Nasdaq 100 sell Analytics: Adobe (ADBE) and Datadog (DDOG).
Where it fits within their business
Cleanest reporting: no company reports Analytics in a segment of its own. Every segment shares it with other mapped products.
Most blended: ADBE reports Analytics in its Creative & Marketing Professionals revenue segment, shared with 8 other mapped products, including “AI Software” and “Content Supply Chain Software”.
Highest company exposure: DDOG has 100.0% of its revenue in its Total Revenue revenue segment, its only reported revenue segment, which contains Analytics.
How that part of the business performs
A segment often holds other products too, so this is the revenue of the segments, not of Analytics alone.
Cross-Company Taxonomy for Analytics — 2 Companies
| Company | Product | Revenue Segment | |||
|---|---|---|---|---|---|
Creative & Marketing Professionals | $4.65B? | 68.8% | ↑ 13.0% | ||
DDOG | Total Revenue | $1.12B? | 100.0% | ↑ 35.6% |
Product: Key Product · Revenue Segment: Key Earnings Driver Key Operating Metric
Combined Segment Metrics: Analytics vs Related Products?
Analytics+16.8%
| Company | Revenue Segment | Quarter | Segment Revenue | Share | % of Company | Growth |
|---|---|---|---|---|---|---|
| ADBECreative & Marketing Professionals | Creative & Marketing Professionals | Q3 FY2026 | $4.65B | 80.6% | 68.8% | +13.0% |
| DDOGTotal Revenue | Total Revenue | Q2 FY2026 | $1.12B | 19.4% | 100.0% | +35.6% |
AI Software+ Add to results+44.6%
| Company | Revenue Segment | Quarter | Segment Revenue | Share | % of Company | Growth |
|---|---|---|---|---|---|---|
| MSFTProductivity and Business Processes Intelligent Cloud More Personal Computing | Productivity and Business Processes Intelligent Cloud More Personal Computing | Q4 FY2026 | $90.01B | 35.4% | 100.0% | +17.7% |
| NVDAData Center | Data Center | Q2 FY2027 | $89.02B | 35.0% | 92.5% | +116.6% |
| METAFamily of Apps | Family of Apps | Q2 FY2026 | $60.37B | 23.8% | 99.3% | +28.0% |
| ADBECreative & Marketing Professionals | Creative & Marketing Professionals | Q3 FY2026 | $4.65B | 1.8% | 68.8% | +13.0% |
| CRWVTotal Revenue | Total Revenue | Q2 FY2026 | $2.58B | 1.0% | 100.0% | +112.5% |
| WDAYSubscription Services | Subscription Services | Q2 FY2027 | $2.47B | 1.0% | 93.3% | +13.9% |
| PLTRGovernment Commercial | Government Commercial | Q2 FY2026 | $1.94B | 0.8% | 100.0% | +92.8% |
| TRILegal Professionals Corporates Tax, Audit & Accounting Professionals | Legal Professionals Corporates Tax, Audit & Accounting Professionals | Q2 FY2026 | $1.62B | 0.6% | 82.7% | +11.1% |
| DDOGTotal Revenue | Total Revenue | Q2 FY2026 | $1.12B | 0.4% | 100.0% | +35.6% |
| AXONSoftware and Services | Software and Services | Q2 FY2026 | $397.8M | 0.2% | 44.0% | +36.2% |