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Databricks, Inc.: Business Overview, Financials & Competitive Analysis

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, annualiz...

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Databricks, Inc. OverviewStrategic ProfileCompetitive LandscapeIndustry ContextKey facts
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8/ 10Strong

Cyborg Score thesis

Market-dominant, cash-flow-positive AI data platform with exceptional 80%+ YoY growth, 140%+ NRR, and clear IPO readiness via...

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Industry AI Infrastructure
5 named competitors
3 recent developments
11 analyst dimensions
Synthesized from analyst-debate stress-testing across 11 dimensions and hundreds of data points. Methodology →
Cyborg Score recalibrated: September 7, 2026
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Databricks, Inc. Overview

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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

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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

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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 AI Infrastructure.

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)

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Recent developments

Material events tracked by the AskCyborg corpus.

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Named competitors

Pulled from the analyst-debate framework. Click any competitor to see their Cyborg Score.

SnowflakeCloud data warehousing and analytics platform→DremioLakehouse analytics platform with open architecture for data lakes and governed analytics→Azure Synapse AnalyticsCloud-native hybrid data and analytics platform for enterprise data engineering and ML→Cloudera Data PlatformEnterprise hybrid data platform combining data engineering, analytics, and AI/ML→IBM watsonx.dataEnterprise AI-ready data platform with governance and hybrid cloud support→

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Industry context

Databricks, Inc. operates in AI Infrastructure. See how the rest of the sector scores on the Cyborg framework.

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Frequently asked questions

What does Databricks, Inc. do?+
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, annualiz...
What is Databricks, Inc.'s Cyborg Score?+
Databricks, Inc. has a Cyborg Score of 8/10 (Strong). The score synthesizes business model, financials, leadership, competitive position, technology, marketing, and ESG dimensions across hundreds of data points.
Who are Databricks, Inc.'s main competitors?+
Named competitors include Snowflake, Dremio, Azure Synapse Analytics, Cloudera Data Platform. The full competitive landscape is in the AskCyborg report.
How can I get the full Databricks, Inc. research report?+
Get the report plus analyst-debate audio at askcyborg.com -- no credit card required for preview access. Pro adds saved-company audio playlists and monitoring.
How current is the Databricks, Inc. research?+
The Cyborg Score is recalibrated weekly. Recent developments are tracked continuously and surfaced in every report.

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More AI Infrastructure research

Companies in the same sector and named competitors, ranked by Cyborg Score.

8Snowflake Inc.