Databricks tops $4B revenue run-rate, AI products pass $1B
thedealdirector · x · 2026-09-24
Infra Play breaks down Databricks' Series K disclosures: $4B+ revenue run-rate growing 50%+ YoY, $1B+ AI product run-rate, positive FCF for 12 months, 140%+ net retention, 650+ customers above $1M, 15,000 total customers, and $21.8B raised. The author compares it to Palantir, calls it pre-monopoly phase, and flags data-warehouse players pushing into observability and cybersecurity.
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