Kilmartin named LiveRamp as a publicly traded competitor with an overlapping product in the data clean room category. He noted that LiveRamp is also a partner and that Habu uses some of LiveRamp's identity products, describing the relationship as classic competition. According to Kilmartin, LiveRamp and others in the category are investing heavily in market education, which he said benefits Habu through category expansion even as Habu itself has underinvested in marketing.
Kilmartin also referenced AWS, Google Cloud Platform, Microsoft, Snowflake, and Databricks as companies building data-sharing capabilities at the cloud data layer, though he did not characterize all of them as direct competitors. No financial figures about any competitor were stated as that competitor's confirmed data.