Jefferies believes the the gap between Databricks and Snowflake (SNOW) is narrowing. Databricks announced over 60% year-over-year growth in Q3 versus Snowflake’s 28% and an over $3B fiscal 2025 exit ...

Snowflake's share price remains under pressure due to its ongoing growth deceleration and rising competition. In particular, Databricks is growing rapidly and trying to drive adoption of the data ...

Bank Of America analyst Koji Ikeda reiterated the Buy rating on the stock, lowering the price forecast from $310 to $275. The analyst writes that investors debate whether product revenue can maintain ...

Three main pressure points are transforming the modern data landscape: 1) Increased interest in adopting open table formats to allow any compute to operate on any data; 2) The point of control is ...

As customers try to “get artificial intelligence right,” the need to rationalize siloed data becomes increasingly important. Data practitioners could put all their data eggs into a single platform ...

Databricks and Snowflake are at it again, and the battleground is now SQL-based document parsing. In an intensifying race to dominate enterprise AI workloads with agent-driven automation, Databricks ...

Snowflake's stock struggled earlier in the year due to disappointing FY 2025 guidance and CEO Frank Slootman's retirement. New CEO Sridhar Ramaswamy's AI expertise aims to close the gap with ...

While Snowflake is talking up its use of Iceberg to promote interoperability, Databricks is buying Tabular, the tool built on Iceberg’s table format by Iceberg’s creators. Databricks has agreed to ...