Dbt Labs Vs Databricks Vs Snowflake
TL;DR: After building the de-facto standard for the T in ETL—transformations—dbt Labs is now under pressure from partners (Snowflake, Databricks)...
130 Views
Databricks At $2.4B ARR Growing 60%
TL;DR: Sacra estimates that Databricks hit $2.4B in annualized revenue in June 2024, up 60% year-over-year, as it retools as an AI company to take...
92 Views
Grafana At $270M/year Growing 69%
TL;DR: Sacra estimates that Grafana hit $270M annual recurring revenue (ARR) in June 2024, up 69% year-over-year, monetizing just 1% of its 20M...
121 Views
PostHog: The $9.5M/year Anti Modern Data Stack Company
TL;DR: PostHog hit $9.5M annual recurring revenue (ARR) this month, up 138% year-over-year, with their all-in-one analytics platform that bundles...
111 Views
Fivetran: The $200M/yr Zapier Of ETL
Fivetran ($5.6B) has built a ~$190M a year business as the Zapier of ETL, but like Zapier, they face an existential threat as SaaS companies like...
88 Views