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Databricks’s frenetic growth.

It’s Tuesday. It looks like the luxury market is going to be just fine. Hermès closed 2025 with a 9.8% revenue increase for the final three months of the year. I guess the business can thank its portion of the so-called “K-shaped” economy for the bump.

In today’s edition:

—Layla Ilchi, Beck Salgado, Patrick Kulp

REVENUE OPERATIONS

Databricks logo on a building

Smith Collection/Getty Images

Databricks’s growth charge isn’t showing signs of slowing down. The cloud-based data and AI platform has completed a $5 billion fundraising round, bringing its valuation to $134 billion (including around $2 billion of additional debt capacity).

Keep reading here.—LI

From The Crew

SALES TECH

Growth and acquisitions

Khafizh Amrullah/Getty Images

Seismic and Highspot have announced an agreement to merge, marking a union for two of the biggest players in the fast-growing sales enablement space. The combined company will operate as Seismic and will be led by Seismic CEO Rob Tarkoff. Robert Wahbe, founder and CEO of Highspot, will join the board of directors of the combined company.

Keep reading here.—BS

SALES TECH

A desktop computer that has green goop spilling from the top of the screen

Illustration: Morning Brew Design, Photos: Adobe Stock

Emails chock full of bullets and emojis, “delving” and “pivotal” galore—you’re not imagining it—your coworker has hit you with “workslop.”

Keep reading here.—PK

ACTIVE PIPELINE

An open laptop revealing sales graphs, stacked coins, profit.

Stat: 5.7%. That’s the rise in McDonald’s Q4 global same-store sales. (Reuters)

Quote: “There’s no big reset out there.”—Coca-Cola CEO James Quincey on the brand’s pricing plan (the Wall Street Journal)

Read: It’s a grocery store, but selling food isn’t the point. (the New York Times)

Drop some wisdom: We’re asking revenue leaders how they size up AI—what you want fixed, what you expect to see, and what builds trust. Take the survey for a chance to win a $500 AmEx gift card.*

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Morning Brew Inc.

Not got your fill of the brew just yet? No problem! Top up your cup with revenue-related content from across Morning Brew publications…

DEI is under siege, but ERGs have largely survived (HR Brew)

After companies started dissolving DEI initiatives following the 2024 presidential election, and the Justice Department issued guidance suggesting employers stop having employee resource groups (ERGs), many DEI practitioners worried ERGs would disappear.

About that AI Bowl: Reception of AI ads ‘sharply negative’ as brand beefs, misinformation brewed (Marketing Brew)

If you watched the 2022 Crypto Bowl or the 2000 Dot Com Bowl, you might be used to ads from one sector dominating Super Bowl commercial breaks.

What will ads in an agent assisted shopping world look like? (Retail Brew)

As people get comfortable using AI-powered shopping assistants to buy things on their behalf, ​​the industry’s next order of business is figuring out how advertising fits into this new shopping experience.

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