Databricks is showing strong customer spend growth in 1H '26, ranking in the 80th percentile among data management and AI vendors and outpacing Snowflake ($SNOW). While average customer spend increase for Databricks has moderated from 9.1% in 2H '24 to 5.1% in 1H '26, the softening is attributed to deployment optimization rather than a pullback. The data suggests continued stickiness for Databricks despite a slight deceleration in NTM spend plans.