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This is the second of a two-part series. Read part 1 dissecting how Databricks and Snowflake are approaching head-to-head competition.
As we noted yesterday, June was quite a month by post-lockdown standards, as back to back, MongoDB, Snowflake and Databricks each held their annual events in rapid succession. Historically, each of these vendors might have crossed paths in the same enterprises, but typically with different constituencies. So, they didn’t directly compete against each other.
Recent declines in financial markets notwithstanding, each of these companies are considered among the hottest growth players on the cloud data platform side, with valuations (private or market) ranging into the tens of billions of dollars. While Databricks is still private, MongoDB and Snowflake have their IPOs well behind them.
They are each positioning themselves as default destination platforms for the enterprise. Databricks and Snowflake at this point are on each other’s competitive radars and yesterday, we gave our take on the chess game that they are playing. In this installment, we look at what each player must do to appeal to the broader enterprise. While there are differences in target markets, especially with MongoDB, there is a common thread for all three: to grow further, they are going to have to spread beyond their comfort zones.
So, what are those comfort zones? Databricks and Snowflake come from different parts of the analytics worlds, while MongoDB has focused on operational use cases. Historically, they each appealed to different audiences. Databricks to data engineers and data scientists, Snowflake to business and data analysts, and MongoDB to app developers.
But recent moves from all three providers are starting to brea …