Databricks has shared an update. The company announced first-class support for Apache Iceberg in Databricks Delta Sharing, enabling data providers to securely share live data with any Iceberg-compatible client, including Iceberg tables stored in external catalogs. This broadens governed data access and facilitates collaboration across open data ecosystems.
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For investors, this move strengthens Databricks’ interoperability within the rapidly evolving open data and lakehouse landscape. By supporting a widely adopted open table format such as Apache Iceberg, Databricks reduces vendor lock-in concerns and positions its platform as a more flexible choice for large enterprises that operate multi-cloud and multi-tool data environments. The expanded compatibility may increase platform adoption by data providers and consumers, potentially driving higher consumption-based revenues and deepening Databricks’ integration into customers’ core data infrastructure. Strategically, this enhancement supports Databricks’ competitive stance against other data and analytics platforms that are also standardizing on open formats, and may improve its long-term ecosystem relevance in enterprise data sharing and governance.

