AI REVENUE WARS ● 2026-10-30

Explorer

Databricks

private · Databases & data platforms

Disclosed ARR / run-rate / reported revenue (point-in-time)

Each series is one metric basis exactly as disclosed. Points are not connected across bases and are not comparable with recognized revenue.

All observations (10)

PeriodMetricValueYoYQualityHowSource
as of 2026-08-13run-rate$7.00B—reportedreported
“SAN FRANCISCO, CA — August 13, 2026 — Databricks, the Data and AI company, today announced it crossed a $7 billion revenue run-rate, delivering >80% year-over-year growth during its Q2.”
The source says “more than” this figure.
Databricks
as of 2026-08-13ARRLakehouse run-rate$1.50B—reportedreported
“Surpassing $1.5B revenue run-rate for Lakehouse, its data warehousing product, growing over 100% year over year”
Databricks
as of 2026-08-13ARRLakebase run-rate$100.00M—reportedreported
“Exceeding $100M revenue run-rate for Lakebase”
The source says “more than” this figure.
Databricks
as of 2026-02-09run-rate$5.40B—reportedreported
“Databricks just announced it crossed $5.4 billion in revenue run-rate, growing >65% year-over-year.”
SaaStr
as of 2026-02-09ARRAI products run-rate$1.40B—reportedreported
“Databricks' AI products alone are now at $1.4 billion in revenue run-rate.”
SaaStr
as of 2025-12-16run-rateAI products run-rate$4.80B—reportedreported
“Indeed, Databricks on Tuesday said it now generates run-rate revenue of more than $4.8 billion, up 55% from a year earlier, of which more than $1 billion came from its AI products.”
The source says “more than” this figure. Checked against an excerpt of the source, not the full page.
TechCrunch
as of 2025-09-08run-rateAI products run-rate$4.00B—reportedreported
“SAN FRANCISCO, CA — September 8, 2025 — Databricks, the Data and AI company, today announced it has crossed a $4 billion revenue run-rate during Q2, growing >50% year over year.”
Checked against an excerpt of the source, not the full page.
Databricks
as of 2025-09-08ARRAI products run-rate$1.00B—reportedreported
“Databricks' AI products also recently crossed a $1 billion revenue run-rate.”
The source says “more than” this figure. Checked against an excerpt of the source, not the full page.
Databricks
as of 2025-07-31run-rate$3.70B—reportedreported
“July 2025: $3.7B run-rate, ~50% YoY growth”
SaaStr
as of 2024-06-30run-rate$2.40B—reportedreported
“June 2024: $2.4B run-rate, ~60% YoY growth”
SaaStr