Databricks announced a $4.8 billion annualized revenue run-rate (Q3 2025), representing over 55% year-over-year growth, with >$1 billion run-rate each from AI products and data warehousing. The company is simultaneously raising over $4 billion at a $134 billion post-money valuation and reports positive free cash flow over the trailing 12 months. This constitutes a data point on enterprise AI software revenue scale and growth rate, and on capital availability for vendors in the segment, bearing directly on whether announced capex and revenue claims prove durable.
332 other tracked developments touching the same claims.