Research
FORUM TRANSCRIPT

Snowflake vs Databricks (Data Warehouse vs Data Lake) – Customer Assessment – Product Differentiation & Demand Trends

  • Public Equity
  • TMT
  • North America
PREMIUM

Specialist

Former senior executive at Benchmark Mineral Intelligence Ltd

Agenda

  • Head-to-head customer evaluation criteria and differentiating factors between Snowflake (NYSE: SNOW) and Databricks from a customer standpoint
  • Opportunities for hyperscalers and products from Google’s BigQuery (NASDAQ: GOOGL), Amazon’s Redshift (NASDAQ: AMZN) and Microsoft’s Synapse (NASDAQ: MSFT)
  • Product differentiation, highlighting serverless and machine learning
  • Increased use cases, new chip designs impact and durability of market share dynamics
  • 2023 outlook and demand environment

Questions

Gain access to Premium Content

Submit your details to access up to 5 Forum Transcripts or to request a complimentary one week trial.

    One week, unlimited access to over 25,000 transcripts
The information, material and content contained in this transcript (“Content”) is for information purposes only and does not constitute advice of any type or a trade recommendation and should not form the basis of any investment decision.This transcript has been edited by Third Bridge for ease of reading. Third Bridge Group Limited and its affiliates (together “Third Bridge”) make no representation and accept no liability for the Contentor for any errors, omissions or inaccuracies in respect of it. The views of the specialist expressed in the Content are those of the specialist and they are not endorsed by, nor do they represent the opinion of, Third Bridge. Third Bridge reserves all copyright, intellectual and other property rights in the Content. Any modification, reformatting, copying, displaying, distributing, transmitting, publishing, licensing, creating derivative works from, transferring or selling any Content is strictly prohibited