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15:00
28 авг
Tarun Chitra Сооснователь и генеральный директор, Gauntlet Unchained (Chopping Block)
SaaS companies will monetize via AI routing.
SaaS and enterprise software companies will experience a resurgence by acting as AI model routers, monetizing their proprietary user data by routing queries to cheaper open-source models and capturing the spread, similar to payment for order flow.
DATABRICKS 1-й
Сред.
21:00
06 авг ◎
Jeff Green CEO, The Trade Desk, Inc. TTD Q2 FY26 call
Data partnerships with Databricks enable brands to activate their data, strengthening TTD's data-driven advertising capabilities.
DATABRICKS
Выс.
12:00
06 авг ◎
Olivier Pomel CEO, Datadog, Inc. DDOG Q2 FY26 call
Datadog's integration with Databricks expands its interoperability, potentially making it easier for mutual customers to use both platforms together, though it also signals Databricks' data is a valuable source for observability.
DATABRICKS
Выс.
09:00
01 июл ◎
Sanok Vishwanathan FDS Q3 FY26 call
Databricks is a key data infrastructure partner for FactSet's enterprise knowledge graph initiatives.
DATABRICKS
Выс.
08:00
18 июн ◎
Julie Sweet Chair and Chief Executive Officer, Accenture PLC ACN Q3 FY26 call
Accenture's data platform bookings via Databricks are accelerating, underscoring the need for unified data lakes for AI readiness.
DATABRICKS
Выс.
21:30
29 апр ◎
Satya Nadella Chairman and CEO, Microsoft Corporation MSFT Q3 FY26 call
Databricks is a major customer running workloads on Microsoft's custom Cobalt CPUs, signaling trust in first-party silicon.
DATABRICKS
Выс.
14:00
29 апр ◎
Doug Linde President, BXP, Inc. BXP Q1 FY26 call
Databricks is one of many expanding AI firms that are leasing space from BXP, contributing to strong occupancy gains.
DATABRICKS
Выс.
08:00
23 апр ◎
Adena Friedman NDAQ Q1 FY26 call
Databricks gains distribution to Nasdaq's institutional investor data, strengthening its position as a data analytics platform for asset managers.
DATABRICKS
Выс.
09:00
31 мар ◎
Sanok Vishwanathan FDS Q2 FY26 call
FactSet partners with Databricks to allow clients to combine FactSet data with their own in a secure cloud environment; could drive incremental usage of Databricks in finance.
DATABRICKS
Выс.
09:00
18 фев ◎
Rob Fauber MCO Q4 FY25 call
Databricks serves as a data and AI platform where Moody's content is consumed, strengthening the data-as-a-service relationship.
DATABRICKS
Выс.
13:00
10 фев ◎
Olivier Pommel Co-founder and CEO, Datadog, Inc. DDOG Q4 FY25 call
Management discusses high growth within the AI-native customer group, which may include Databricks, indicating their platform is being adopted by leading AI companies.
DATABRICKS
Низ.
22:30
28 янв ◎
Satya Nadella CEO, Microsoft Corporation MSFT Q2 FY26 call
Databricks is an early partner integrating with Microsoft's new Agent 365 control plane, indicating a cooperative relationship in the agent ecosystem.
DATABRICKS
Выс.
21:30
25 ноя ◎
Carl Eschenbach CEO, Workday, Inc. WDAY Q3 FY26 call
Databricks is positioned as a key partner for Workday's new Data Cloud offering, suggesting continued strategic alignment and potential joint customer wins.
DATABRICKS
Выс.

Об аналитическом покрытии DATABRICKS

Buzzberg отслеживает DATABRICKS в 2 источниках. Бычьих сигналов: 1, медвежьих: 0, от 11 аналитиков. Сентимент преимущественно бычий (8%). Всего отслеживается 13 торговых идей. За последние 7 дней: бычьих: 1. Последние спикеры: Tarun Chitra, Jeff Green, Olivier Pomel.