Fivetran Processes 18 Trillion Monthly Rows in BigQuery, Fueling Enterprise AI on Google Cloud
Event summary
- Fivetran customers ingested 18 trillion monthly active rows into BigQuery in 2025, up 30% YoY.
- 4,400 joint Fivetran-Google Cloud customers now rely on the platform for centralized data.
- Fivetran influenced 10% of new Google Cloud bookings globally and generated $24M via Google Cloud Marketplace.
- Managed Data Lake Service (MDLS) for Google Cloud Storage and BigLake Metastore expanded, with 70+ active customers.
The big picture
Fivetran's milestone reflects the accelerating shift toward automated, production-ready data pipelines as enterprises deploy AI at scale. The 30% YoY growth in data ingestion underscores the strategic importance of governed data architectures in cloud ecosystems. With Google Cloud as a key partner, Fivetran is positioning itself as a critical enabler of enterprise AI, though its long-term success hinges on sustaining differentiation in an increasingly competitive data infrastructure landscape.
What we're watching
- AI Data Demand
- How sustained enterprise AI adoption will impact Fivetran's data ingestion volumes and Google Cloud dependency.
- Product Differentiation
- Whether Fivetran's Managed Data Lake Service can maintain competitive edge amid open-format data lake solutions.
- Co-Sell Dynamics
- The pace at which Fivetran and Google Cloud can scale joint go-to-market efforts to capture more enterprise AI workloads.