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Databricks raised $5B in equity financing and $2B in debt at a $134B valuation and says its annualized revenue crossed $5.4B for the January quarter, up 65% YoY

Databricks said Monday it has raised $5 billion in funding and $2 billion in new debt capacity at a $134 billion valuation.

CNBC Jordan Novet

Discussion

  • @shaig Shai Goldman on x
    Databricks just raised at 25x in the private market only one public software company is traded above that, Palantir at 37x
  • @databricks @databricks on x
    Today we announced Databricks Q4 results: * Surpassing $5.4B revenue run-rate, growing >65% year-over-year * Delivering positive free cash flow over the last 12 months * Crossing $1.4 billion revenue run-rate for our AI products Databricks is also completing investments in the [i…
  • @firstadopter Tae Kim on x
    It's almost as if AI can help SaaS companies provide more value and insights to their customers. Crazy. That said, business models will likely transition from seat-based to usage-based pricing.
  • @advisercounsel Max Schatzow on x
    If Databricks can raise $5B in private markets at a valuation of $134B, I just don't see the point of ever going public anymore. I also couldn't tell you what they actually do.
  • @jaminball Jamin Ball on x
    Beast of a company. Accelerated in Q2, Q3 and Q4!
  • @dee_bosa Deirdre Bosa on x
    Databricks raised $7 billion because the smartest investors in the room were getting year 2000 vibes @alighodsi isn't predicting a crash but he's preparing for one [video]
  • @mukund M Mohan on x
    If public this would be $120B
  • @alighodsi Ali Ghodsi on x
    I now constantly get questions about the SAAS meltdown, role of AI, system of records etc. I don't have an answer to all these. But I do know that we saw an acceleration in our business in Q2, Q3, and now finished the year with accelerating Q4. The question is, why? Short
  • @edzitron Ed Zitron on x
    So this whole “80% of databases are being built by AI agents” is interesting, in that it's all from Databricks' acquisition of Neon in May 2025 - and hasn't changed since June 2025. This is an egregious overstatement! https://www.linkedin.com/... https://www.databricks.com/... […
  • @sarahdingwang Sarah Wang on x
    One of the most impressive and (dare I say) underrated aspects of @databricks is that @alighodsi and his team have been focused on building a platform for data + AI from day 1. This is why they're not ‘the Spark company’ or even Spark + SQL. imho the fact that Lakebase Postgres
  • @dee_bosa Deirdre Bosa on x
    Databricks is showing us what the AI economy looks like under the hood... and its BOOMING. 80% of databases on their platform are being built by AI agents. Which means AI is building more enterprise software than humans are. We talk to @alighodsi today. Link to livestream