Databricks, Inc. Overview
Pro stress-test →Databricks is the Data and AI company relied on by more than 20,000 organizations worldwide—including over 60% of the Fortune 500—to build and scale data and AI apps, analytics and agents. As of January 2026, annualized revenue exceeded $5.4 billion, up 65% year over year, while delivering free cash flow.
Strategic Profile
Pro stress-test →Databricks sells the layer AI actually runs on inside enterprises—data plus ML platform—with 2025–26 numbers showing growth accelerating at $5B+ scale, AI products at a $1.4B run-rate, and 140%+ NRR meaning the installed base alone compounds 40% a year. The company is now larger than rival Snowflake, which reported $1.21 billion in revenue in the October quarter.
Competitive Landscape
Pro stress-test →Databricks is now larger than rival Snowflake, which reported $1.21 billion in revenue in the October quarter and has a market cap of about $58 billion. The company has strategic partnerships with tech giants Amazon, Google, and Microsoft, plus landmark deals with OpenAI ($100 million partnership) and Anthropic (five-year partnership).
Industry Context
Databricks, Inc. operates in Data & AI Infrastructure Platforms.
Key facts
Founded: 2013 · Headquarters: San Francisco, United States · Employees: Not publicly disclosed · Revenue: $6.9B annualized run-rate (June 2026) · Market cap: $134B (December 2025 valuation; targets $165-175B in June 2026)