EVR-ISI Software: Daily Cloud Bytes (Databricks Summit, SAIL & More)

Research evidence excerpt

EVR-ISI Software: Daily Cloud Bytes (Databricks Summit, SAIL & More)

Technology | Software

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June 17, 2026

Kirk Materne, CFA EVR-ISI Software: Daily Cloud Bytes

212 497 0873 (Databricks Summit, SAIL & More) kirk.materne@evercoreisi.com

Peter Levine EVR-ISI Software Daily Nugget: Good morning. We’ll have more

212 497 0833 thoughts on takeaways from Databricks’ Data + AI Summit later today

peter.levine@evercoreisi.com but there were three high level takeaways worth touching upon: 1)

Peter Burkly Databricks is on fire with revenue up 80% in F1H, with the core

212 497 0831 business up 65%; 2) We believe that the Unity AI Gateway is a big deal

peter.burkly@evercoreisi.com in terms of representing the need for an AI control plane in enterprises

Bill McNamara around managing cost and control of agents, and it was the product that

212 446 5626 everyone brought up at a networking event last night; 3) There was a

bill.mcnamara@evercoreisi.com

ton of innovation around the Lakebase and we believe the Genie One

Charlie Zhou and Genie Ontology are key steps forward in terms of DB’s agentic

646-551-8513

strategy. All in all, it was an impressive event that showcased a ton of charlie.zhou@evercoreisi.com

innovation. Following on the heels of Snowflake Summit, we believe Vinod Srinivasaraghavan, CFA

646-551-8831 both events highlight the central role that enterprise data plays in any

Vinod.Srinivas@evercoreisi.com AI strategy and both companies are now unveiling products to help

accelerate consumption, and that is showing up in financial results. If

Weekly Video: you want to catch up on some of the takeaways from the event, please

let us know.

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