Databricks pitches Lakewatch as a cheaper SIEM — but is it really?

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That said, translating these benefits into near-term buy-in from CIOs and CISOs could prove challenging for Databricks.

“This is more likely to complement existing SIEMs than replace them. Early adoption will come from large enterprises already committed to Databricks, especially those seeking flexibility or cost control. It aligns with existing investments but remains new territory for operational security teams. Building trust through proven use cases will be key,” Kramer said.

Even so, Databricks is signaling serious intent, with the acquisitions of two cybersecurity startups — Antimatter and SiftD.ai, which analysts say point to its broader security roadmap ahead. “This looks like the foundation of a long-term security portfolio, not a one-off SIEM feature. Acquiring security-focused companies is less about adding features and more about importing credibility. Security buyers trust vendors with domain depth, not just infrastructure scale,” HyperFRAME Research’s Walter said.

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