Databricks

Data lakehouse software for managing, querying, and analyzing enterprise-scale AI and data workloads

Key Financials

Revenue

$6.90B (2026)

Valuation

$188.00B (2026)

Funding

$15.00B (2025)

Growth Rate (y/y)

50% (2025)

Details

• Headquarters: San Francisco, United States
• CEO: Ali Ghodsi
• Website: databricks.com

Milestones

Founding Year

2013

Revenue Metrics

Product Overview

Databricks' Data Intelligence Platform combines data lake storage, data warehouse analytics, and machine learning in a single cloud-hosted environment.

• Delta Lake: An open-source storage layer providing reliability and performance with features like ACID transactions.
• Mosaic AI: Covers the machine learning lifecycle, from feature engineering to deployment and monitoring.
• Lakebase: A fully managed Postgres operational database layer designed for AI applications.
• Agent Bricks: Automates AI agent creation for enterprise use cases.

Business Model

Databricks operates a B2B, consumption-based SaaS model, charging customers based on compute, storage, and data processing usage.

Competition

• Snowflake: Competes directly in the cloud analytics market.
• Hyperscalers: AWS, Azure, and Google Cloud offer integrated services that overlap with Databricks' offerings.
• Specialized AI Platforms: Emerging platforms challenging Databricks' position in machine learning and AI workloads.

Risks

• Hyperscaler Competition: Dependence on AWS, Azure, and GCP for infrastructure.
• AI Commoditization: Rapid advancements in open-source AI could undermine proprietary offerings.
• Implementation Complexity: The need for significant technical expertise can limit market adoption.

Recent News

• July 24, 2026: Databricks and Microsoft expanded partnership to enhance AI capabilities using Azure, improving efficiency for over 20,000 organizations.

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