Final details on this, interesting comparison vs SNOW which has traded down since its Q3 print ...
Both companies now at a ~$4.8bn annualized run rate based on Q3 print for SNOW and article for Databricks (DB)
BUT - SNOW rev +29% YoY and Databricks growing at 55%+
SNOW @ ~15x rev vs DB @ 27x
add a skeleton here at some point
16 days ago