Databricks – Product Investments & Growth Outlook

  • Private Equity
  • TMT
  • North America


Former VP at Databricks Inc


  • Databricks’ overall operating environment, product roadmap and growth outlook in a recession
  • TAM estimation and increasing adoption of cloud-based software among various customer buckets
  • Competitive dynamics vs Snowflake (NYSE: SNOW) and vs hyperscaler products Amazon Redshift (NASDAQ: AMZN), Google BigQuery (NASDAQ: GOOGL) and Microsoft Azure Synapse (NASDAQ: MSFT)
  • Revenue growth runway, emerging risks and threats and partner ecosystem strategy
  • Outlook for 2023 and beyond


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