2024年二季度数据分析报告（英）2024

Q2 2024 Data Analytics Report Summary

Key Points:

1. VC Funding Trends:

   • Total Deals: 3,750 deals in Q2 2024, down from 3,212 in Q1 2024 but up from 2,742 in Q2 2023.
   • Total VC Raised: $9.1 billion in Q2 2024, down from $10.7 billion in Q1 2024 but up from $5.2 billion in Q2 2023.
   • Deal Value Growth: 22.1% quarter-over-quarter (QoQ) and 47.6% year-over-year (YoY).

2. Data Analytics Landscape:

   • Infrastructure and Platforms: Strong recovery in VC funding, with $20.7 billion in H1 2024.
   • Vertical Applications: Lagging behind, with industrial data VC funding set to fall 50.0% to $2.3 billion this year.

3. Major Deals:

   • Cohesity: Closed a $150.0 million Series F with participation from Nvidia, IBM, and Premji Invest.
   • Rubrik: Listed on the NYSE at a $5.6 billion valuation.
   • Databricks: Acquired Tabular for $1.0 billion, resolving incompatible data table formats for its own Lakehouse architecture.
   • Scale AI: Raising a $1.0 billion Series F round at a $13.8 billion valuation.

4. Emerging Innovations:

   • Database Management: Databricks' acquisition of Tabular highlights advancements in data table formats.
   • Data Security Posture Management: Companies like Rubrik are well-positioned in this emerging market.
   • Unstructured Data Analytics: Companies like Klarity and AlphaSense are gaining traction.

5. Leadership Update:

   • Databricks: Acquired Tabular, bringing in 40 members including CEO Ryan Blue, enhancing its data interoperability and AI capabilities.

6. Competitive Landscape:

   • Databricks vs. Snowflake: Databricks is gaining ground with 210% growth in registered AI models and 1,018% growth in distinct AI models. Snowflake is reacting with new features for its GenAI service, Cortex.
   • Databricks' Strategy: Likely to surpass Snowflake in revenue due to its comprehensive AI strategy and scale.

7. Outlook:

   • Revenue Growth: Databricks is on track to grow past Snowflake in revenue, achieving $2.4 billion in Q2 2024 with 60% revenue growth.
   • Efficiency: Databricks aims to defend against more efficient challengers in ML-optimized analysis and in-memory analytics.

These points summarize the key findings and trends highlighted in the Q2 2024 Data Analytics Report.