Technology | Software June 17, 2026 Kirk Materne, CFA 212 497 0873 kirk.materne@evercoreisi.com Vinod Srinivasaraghavan, CFA 646-551-8831 Vinod.Srinivas@evercoreisi.com Peter Levine 212 497 0833 peter.levine@evercoreisi.com Peter Burkly 212 497 0831 peter.burkly@evercoreisi.com Bill McNamara 212 446 5626 bill.mcnamara@evercoreisi.com Charlie Zhou 646-551-8513 charlie.zhou@evercoreisi.com Takeaways from Databricks Summit 2026 and A-Day Earlier this week, we attended Databricks' Data + AI Summit and Analyst D ...

Enterprise Software Enterprise Software - Market Overweight ENTERPRISE SOFTWARE June 17, 2026 Databricks 2026 Data + AI Summit Takeaways - Ali, The Conqueror The Wolfe Byte We attended Databricks Data + AI Summit where we ran a live survey of 100 respondents, spoke with a number of customers and partners, and tuned in for the company's investor session. We dissect survey results on page 6 and reach out for investor session details. Key Thoughts. Listening to the keynotes, reading through the survey and walk ...