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VOICE ARCHIVE

Jamin Ball

@jaminball
45 posts
2026-02-10
Beast of a company. Accelerated in Q2, Q3 and Q4!
2026-02-10 View on X
CNBC

Databricks raised $5B in equity financing and $2B in debt at a $134B valuation and says its annualized revenue crossed $5.4B for the January quarter, up 65% YoY

Databricks said Monday it has raised $5 billion in funding and $2 billion in new debt capacity at a $134 billion valuation.

2026-02-09
Beast of a company. Accelerated in Q2, Q3 and Q4!
2026-02-09 View on X
CNBC

Databricks raised $5B in equity financing and $2B in debt at a $134B valuation and says its annualized revenue crossed $5.4B for the January quarter, up 65% YoY

Databricks said Monday it has raised $5 billion in funding and $2 billion in new debt capacity at a $134 billion valuation.

2025-12-20
Awesome to see the team at @physical_int continue to push the boundaries. Pumped to be partnered with them at @AltimeterCap!
2025-12-20 View on X
Physical Intelligence

AI robotics startup Physical Intelligence says it saw improvements in its vision-language-action model by including human video data in the fine-tuning process

human data Mehdi / @bettercallmedhi : Physical Intelligence may have just triggered the real inflection point for robotics π0.5 shows emergent human to robot transfer: once the mod...

2025-08-28
Snowflake quarter: - $1,145m rev (+32% YoY) vs $1,084m consensus (6% beat) - $1,128m next Q product rev guidance vs $1,118m consensus (1% raise) - Raised full year guide 2% from last Q - 125% net dollar retention - 22 months GM adj. CAC payback - 68% GM - 5% FCF Margin $SNOW
2025-08-28 View on X
Bloomberg

Snowflake reports Q2 product revenue up 32% YoY to $1.09B, above $1.04B est., and forecasts FY 2026 product revenue above estimates; SNOW jumps 12%+

Brody Ford / Bloomberg :

2025-06-05
You don't have an AI strategy without a Data strategy: Reddit / Anthropic: https://www.cnbc.com/... Slack updates API terms of service: https://slack.com/... Anthropic cuts off Windsurf: https://x.com/...
2025-06-05 View on X
Wall Street Journal

Reddit sues Anthropic, alleging it accessed Reddit 100K+ times after saying it had stopped; Reddit has reached user data licensing deals with OpenAI and Google

For a while it looked like Reddit was going to build a big business selling access to user data to LLM companies but besides Google they didn't get many takers it seems.  —  So her...

2025-04-16
👀👀 https://www.figma.com/...
2025-04-16 View on X
Reuters

Figma confidentially files for a US IPO, more than a year after Adobe's $20B acquisition failed; the company was valued at $12.5B in a May 2024 tender offer

Cloud-based designer platform Figma on Tuesday confidentially filed for an initial public offering in the United States …

2025-03-20
Wiz ($32b), Ampere Computing ($6.5b), Moveworks ($3b), Gretel (couple hundred million?) M&A is back!
2025-03-20 View on X
Bloomberg

SoftBank acquires Ampere Computing for $6.5B in cash, with Oracle and Carlyle selling their stakes as part of the deal, which is expected to close in H2 2025

SoftBank is buying Ampere in an all-cash transaction that values the Santa Clara, California-based firm at $6.5 billion, according to a statement reviewed by Bloomberg News.

2024-11-21
Snowflake quarter: - $942m rev (+28% YoY) vs $894m consensus (5% beat) - $909m next Q product rev guidance vs $894m consensus (2% raise) - Raised full year guide 2% from last Q - 127% net dollar retention - 26 months GM adj. CAC payback - 66% GM - 8% FCF Margin $SNOW
2024-11-21 View on X
Constellation Research

Snowflake reports Q3 revenue up 28% YoY to $942.09M, vs. $898.46M est., and partners with Anthropic to bring Claude 3.5 models to Cortex AI; SNOW jumps 20%+

Larry Dignan / Constellation Research :

2024-08-02
AWS at a $105B run rate growing 19% Quarterly YoY growth trends below. $AMZN [image]
2024-08-02 View on X
CNBC

Amazon reports Q2 AWS revenue up 19% YoY to $26.28B, vs. $26.02B est., and AWS operating income of $9.33B, vs. $8.51B est., up from $5.37B in Q2 2023

Jordan Novet / CNBC :

Quarterly absolute change in revenue YoY. So the most recent data point shows Q2 '24 AWS rev - Q2 '23 AWS rev [image]
2024-08-02 View on X
CNBC

Amazon reports Q2 AWS revenue up 19% YoY to $26.28B, vs. $26.02B est., and AWS operating income of $9.33B, vs. $8.51B est., up from $5.37B in Q2 2023

Jordan Novet / CNBC :

Cloud Giants Update: AWS (Amazon): $105B run rate growing 19% YoY (last Q grew 17%) Azure (Microsoft): ~$81B run rate (estimate) growing 30% YoY (last Q grew 31%) Google Cloud (includes GSuite): $41B run rate growing 29% YoY (last Q grew 28%, neither are cc) [image]
2024-08-02 View on X
Amazon.com, Inc.

Amazon reports Q2 revenue up 10% YoY to $148B, a $13.5B net income, vs. $6.7B YoY, $14.7B operating income, vs. $7.7B YoY, subscription sales up 10% to $10.9B

Amazon.com, Inc. (NASDAQ:AMZN) today announced financial results for its second quarter ended June 30, 2024.

Quarterly absolute change in revenue YoY. So the most recent data point shows Q2 '24 AWS rev - Q2 '23 AWS rev [image]
2024-08-02 View on X
Amazon.com, Inc.

Amazon reports Q2 revenue up 10% YoY to $148B, a $13.5B net income, vs. $6.7B YoY, $14.7B operating income, vs. $7.7B YoY, subscription sales up 10% to $10.9B

Amazon.com, Inc. (NASDAQ:AMZN) today announced financial results for its second quarter ended June 30, 2024.

AWS at a $105B run rate growing 19% Quarterly YoY growth trends below. $AMZN [image]
2024-08-02 View on X
Amazon.com, Inc.

Amazon reports Q2 revenue up 10% YoY to $148B, a $13.5B net income, vs. $6.7B YoY, $14.7B operating income, vs. $7.7B YoY, subscription sales up 10% to $10.9B

Amazon.com, Inc. (NASDAQ:AMZN) today announced financial results for its second quarter ended June 30, 2024.

2024-07-31
Some data / stats on AI related products at Microsoft. Real revenue! Azure AI Services - $5b run rate up 900% YoY - 60k customers up 60% YoY - Responsible for ~8% of overall Azure growth this Q Developer Tools - GitHub at $2b run rate (It was ~$1b in Sept '22) - GitHub
2024-07-31 View on X
Microsoft

Microsoft reports Q4 revenue up 15% YoY to $64.7B, net income up 10% YoY to $22B, Office Commercial revenue up 12% YoY, and LinkedIn revenue up 10% YoY

REDMOND, Wash. — July 30, 2024 — Microsoft Corp. today announced the following results for the quarter ended June 30, 2024 …

Microsoft over and over again on the earnings call: DEMAND FOR AZURE AI FAR OUTSTRIPPED SUPPLY must have been said 10+ times. Theme of the call “we're capacity constrained” On CapEx - will continue build out as long as demand signals persist, which as of now are very strong
2024-07-31 View on X
Microsoft

Microsoft reports Q4 revenue up 15% YoY to $64.7B, net income up 10% YoY to $22B, Office Commercial revenue up 12% YoY, and LinkedIn revenue up 10% YoY

REDMOND, Wash. — July 30, 2024 — Microsoft Corp. today announced the following results for the quarter ended June 30, 2024 …

2024-06-05
Huge congrats to the Tabular team on their acquisition by Databricks! With the rise of AI it's clear there's no AI strategy without a data strategy. And the data lakehouse is a core component of that data strategy. This acquisition further strengthens Databricks position in the
2024-06-05 View on X
CNBC

Databricks plans to acquire Tabular, a data management startup that helps companies optimize data stored in the Apache Iceberg format and others, for $1B+

We are excited to announce that we have agreed to acquire Tabular … Lindsay Clark / The Register : Databricks' $1B Tabular buy raises questions around table format wars Tabular : T...

2024-05-23
Snowflake quarter: - $829m total rev (+33% YoY) vs $785m consensus (6% beat) - $808m next Q product rev guidance vs $791m consensus (2% raise) - Raised full year guide 2% from last Q - 128% net revenue retention - 31 months GM adj. CAC payback - 67% GM - 40% FCF Margin $SNOW
2024-05-23 View on X
Bloomberg

Snowflake reports Q1 revenue up 33% YoY to $828.7M, product revenue up 34% YoY to $789.6M, vs. $749M est., and projects Q2 product revenue above estimates

2024-05-04
This week on Clouded Judgement: Hyperscalers report Q1 + early look at broader software reports - Median software multiple: 5.8x - High Growth software median: 8.7x - Mid Growth software median: 8.0x - Low Growth software median: 4.4x - 10Y: 4.6% https://cloudedjudgement.substack.com/ ... [image]
2024-05-04 View on X
TechCrunch

Synergy Research: cloud revenue grew 21% YoY in Q1 2024 to $76B; Altimeter: AWS now has 31% market share followed by Azure with 25% and Google with 11%

Last year's doldrums are in the rearview thanks to AI  —  If you were concerned about slowing cloud infrastructure growth for a time in 2023 …

2024-02-09
Cloudflare quarter: - $362M rev (+32% YoY) vs $353M consensus (3% beat) - $373M next Q guidance vs $371M consensus (<1% raise) - $1,650M full year guide vs consensus of $1,649 - 115% net retention - 22 months GM adj. CAC payback - 77% GM - 14% FCF Margin $NET
2024-02-09 View on X
CNBC

Cloudflare reports Q4 revenue up 32% YoY to $362.5M, vs. $353.1M est., net loss of $27.9M, vs. $45.9M YoY, and Q1 revenue guidance above est.; NET jumps 17%+

delivering the highest quarterly growth since 2021...” $NET: +10.3% AH [image]

2024-01-31
Azure at a ~$74B run rate growing 28% constant currency Quarterly YoY growth trends below. Also shown estimated growth ex AI services. Not all software co's have the AI accelerant Microsoft does! In last 3 quarters AI Services run rate has gone ~$500m > ~$2B > ~$4B $MSFT [image]
2024-01-31 View on X
Microsoft

Microsoft reports Q2 revenue up 18% YoY to $62B, net income up 33% YoY to $21.9B, Office Commercial revenue up 15% YoY, and LinkedIn revenue up 9% YoY

REDMOND, Wash. — January 30, 2024 — Microsoft Corp. today announced the following results for the quarter ended December 31, 2023 …