Databricks faces critical strategic decisions…here’s why

With George Gilbert

When Apache Spark became a top level project in 2014, and shortly thereafter burst onto the big data scene, it along with the public cloud disrupted the big data market. Databricks cleverly optimized its tech stack for Spark and took advantage of the cloud to deliver a managed service that has become a leading AI and data platform among data scientists and data engineers. However, emerging customer data requirements and market forces are conspiring in a way that we believe will cause modern data platform players generally and Databricks specifically to make some key directional decisions and perhaps even reinvent themselves. 

In this Breaking Analysis we do a deeper dive into Databricks. We explore its current impressive market momentum using ETR survey data. We’ll also lay out how customer data requirements are changing and what we think the ideal data platform will look like in the mid-term. We’ll then evaluate core elements of the Databricks portfolio against that future vision and close with some strategic decisions we believe the company and its customers face. 

To do so we welcome in our good friend George Gilbert, former equities analyst, market analyst and principal at Tech Alpha Partners. 

FULL ARTCILE: https://wikibon.com/breaking-analysis-databricks-faces-critical-strategic-decisionsheres-why/