Jason Lemkin, GP @ SaaStr
Databricks crossed $7B ARR at 80% YoY growth—a 30-point reacceleration at scale—passing Snowflake on company revenue while absorbing margin pressure from agent-driven query volume. The $190B valuation holds a stable 25–27x multiple, reflecting that growth is real revenue, not multiple expansion.
Read the full post on Saastr ↗
Topics: Data & Analytics · Marketing & Sales Tech
Published by Saastr · their site ↗
SandHill indexes 800+ venture capital blogs and newsletters and sends the best of them every Sunday. Browse the sources · browse by topic · read the blog.
Suggest a blog or newsletter for the SandHill index. We track the RSS feed and feature the best pieces in the weekly digest.
The latest theses & analyses from 800+ venture investors, curated into one email. Join 5,000+ investors, founders and LPs.