Snowflake公司业绩展望 - 公司预测未来短期内可能面临收入压力，导致未来几个季度增长放缓[2] - 公司正面临收入压力，但产品收入同比增长33%，新客户驱动增长[3] - 预计Snowflake当前财年的收入增长率为23%，明年仅提高到24%[6] Snowflake公司运营情况 - 调整后的运营利润率超出管理层预期[4] Snowflake公司市场前景 - 公司表示近期消费趋势不容乐观，当前财年内不会有明显改善[5] - 公司仍然具备长期增长潜力，新客户需求强劲[7] Snowflake公司管理层变动 - 新CEO曾是公司的高级副总裁，对公司未来在云市场的增长轨迹有益[8]

In this video, I will review Snowflake's (SNOW -18.14%) recent earnings report and some key points mentioned during the call, and explain why the stock crashed 20%. *Stock prices used were from the trading day of Feb. 29, 2024. The video was published on Feb. 29, 2024. ...

雪花首席执行官Frank Slootman退休 - Snowflake首席执行官Frank Slootman宣布退休，导致公司股价暴跌18%[1] - Slootman的离职是在Snowflake季度财报中宣布的，财报中包含令人失望的业绩指引[2] 新CEO上任 - 前Google广告主管Sridhar Ramaswamy接替Slootman成为Snowflake的新CEO[4] Slootman的财务状况 - Slootman在Snowflake上市时持有公司约6%的股份，目前价值约20亿美元[5] - Slootman的2023年总薪酬为2370万美元，几乎全部来自股票和期权奖励[6] Slootman的职业经历和观点 - Slootman曾担任ServiceNow首席执行官，离职后公司年收入从15亿美元增长至近100亿美元[7] - Slootman表示他在ServiceNow和Snowflake都取得了成功，目前担任Snowflake的董事长[9] - Slootman曾在2021年引起争议，认为多样性不应该凌驾于能力之上，后来道歉[10] - Slootman在其著作《Amp It Up》中提供了领导者如何在公司内部提高标准的建议[11]

Snowflake (SNOW) reported fourth-quarter fiscal 2024 non-GAAP earnings of 35 cents per share, beating the Zacks Consensus Estimate of 17 cents per share. The company reported earnings of 14 cents per share in the year-ago quarter. Revenues of $774.7 million beat the consensus mark by 1.95% and rallied 31.5% year over year. Americas, EMEA and APJ contributed 80%, 15% and 5% to revenues, respectively. In the fourth quarter, Snowflake added 83 customers, with product revenues exceeding $5 million in the traili ...

Shares of Snowflake dropped 19% in Thursday morning trading, a day after the cloud software company announced that billionaire CEO Frank Slootman will retire and be replaced by Sridhar Ramaswamy, former Google ad chief. Slootman will remain chairman of the board. The company also reported fourth-quarter earnings results and a weaker-than-expected first-quarter outlook on Wednesday. Snowflake said its first-quarter product revenue will total between $745 million and $750 million, compared to analysts' estima ...

Cloud platform company Snowflake (NASDAQ:SNOW) saw an avalanche of sell orders after announcing a weak 2025 outlook and the retirement of CEO Frank Slootman. Sridhar Ramaswamy will replace Slootman. He joined the company last May when Snowflake acquired his generative artificial intelligence (AI) search startup, Neeva. SNOW stock fell 22% overnight to about $179 from $230, a loss of about $17 billion in market capitalization. Snowflake’s AI Outlook Analysts had no trouble with Snowflake’s quarterly results. ...

About this content About Josh Lamb After graduating from the University of Kent in the summer of 2022 with a degree in History, Josh joined Proactive later that year as a journalist in the UK editorial team. Josh has reported on a range of areas whilst at Proactive, including energy companies during a time of global crisis, aviation and airlines as the sector recovers from the pandemic, as well as covering economic, social and governance issues. Read more About the publisher Proactive financial news and onl ...

业绩总结 - FY24产品收入同比增长38%，达到26.7亿美元[1] - Q4产品收入达到7.38亿美元，同比增长33%[4] - 预计第一季度产品收入在7.45至7.5亿美元之间，同比增长26%到27%[6] 用户数据 - 83家客户的产品收入超过500万美元，较上季度增加8家[4] - 新增14家全球2000强客户[2] - Document AI有数百名等待上线的客户[9] 未来展望 - 预计全年产品收入约为32.5亿美元，同比增长22%[6] - 预计 Snowpark 将贡献产品收入的3%[6] - 预计存储收入会下降，但预计会有更多工作负载转移到公司[13] 新产品和新技术研发 - Snowflake推出多项新技术，包括Cortex ML函数等[2] - Snowflake Cortex使AI从SQL中更易于访问[11] - 公司推出了许多新的软件性能增强功能，包括ARM芯片和Azure，以及预计客户将开始采用冰山表格格式[17] 市场扩张和并购 - 计划今年增加约1000名员工，包括并购[7] - 公司在第四季度签署了许多大型多年合同，其中包括一项为期五年、2.5亿美元的交易[14] 负面信息 - 公司表示没有遇到重大竞争损失或工作负载上升的情况[26]

Snowflake公司概况 - Snowflake是市场上最受关注的软件公司之一，与亚马逊Redshift、谷歌BigQuery、甲骨文数据库和独角兽创业公司Databricks竞争[1] - 公司CEO Frank Slootman突然辞职，虽然仍将担任董事会主席，但投资者似乎并不太满意[4] - Slootman的继任者是Sridhar Ramaswamy，他曾担任Snowflake的人工智能高级副总裁，加入Snowflake是作为收购人工智能初创公司Neeva的一部分[9] Snowflake公司业绩 - Snowflake的净收入留存率（NRR）连续七个季度下降，尽管目前为131%[13] - 公司截至2023年1月31日的12个月总收入为28亿美元，软件服务增长了38%，剩余履约义务为52亿美元，预计将在未来一年中认可一半为收入[12] Snowflake公司发展方向 - 公司预计未来将专注于人工智能市场，与Palantir、微软等公司一样，展示了人工智能应用需求推动新一波增长[11] - 全球技术支出预计到2027年将达到6.5万亿美元，IT和软件服务预计将是最大的支出领域，这对Snowflake等公司来说是一个重要的风向标[15]

财务表现 - Snowflake Inc. 2024年1月季度营收达到7.747亿美元，同比增长31.5%[1] - 每股收益为0.35美元，较去年同期的0.14美元有所增长[1] - Snowflake Inc.的营收超出了Zacks Consensus Estimate的759.86亿美元，增长幅度为+1.95%[2] - 公司的每股收益也超出了预期，增长幅度达到+105.88%[2] 财务状况 - 关键指标如剩余业绩承诺和12个月产品收入超过100万美元的客户数量显示公司的财务状况[5][6] - Snowflake Inc.在报告季度中的产品收入和专业服务及其他收入均呈现增长趋势[7][8] - 非GAAP毛利润（亏损）方面，产品部门的表现超出了分析师的平均预期[9] 股票表现 - Snowflake Inc.的股票在过去一个月中表现良好，较Zacks S&P 500综合指数的变化高出13.5%[10]