Key TakeawaysSnowflake shares were up over 20% in premarket trading Thursday after its third-quarter results beat estimates.Revenue rose year-over-year, while the company also reported better adjusted profits than expected.Aside from its earnings, Snowflake also announced an acquisition and a partnership with Amazon-backed Anthropic to bring its AI models to Snowflake products. Snowflake (SNOW) shares surged Thursday morning after the data software company reported better-than-expected results for the third ...

Snowflake (NYSE: SNOW ) share price has spiked by around 20% yesterday after hours as a result of a strong FQ3 2025 earnings release. Confident beat against consensus and guidance boost is not just a oneComing from an IT background, I have dived into the U.S. stock market seven years ago by managing portfolio of my family. Starting managing real money has been challenging for the first time, but long hours of mastering fundamental analysis of public companies paid off and now I feel very confident in my inv ...

About this content About William Farrington William kickstarted his career as a researcher and reporter for a global legal publication, covering everything from public law to M&A. Before moving to Proactive Investors, he worked as a reporter for a major fintech company with a focus on cryptocurrency and blockchain technology. Harking from Queensland, Australia, William obtained first-class honours in journalism and media from Birkbeck University before going on to complete an MA in creative and critical ...

Key TakeawaysSnowflake shares popped 20% in extended trading Wednesday after the data analytics software maker reported better-than-expected earnings and boosted its revenue outlook. Between September and October, the stock carved out a double bottom, a classic chart pattern that indicates a bullish reversal.Investors should watch key overhead price levels on Snowflake's chart around $145, $165, $182, and $200, while monitoring an important support area near $125. Snowflake (SNOW) shares popped 20% in exten ...

财务数据和关键指标变化 - 产品收入：本季度为9亿美元，同比增长29% [11] - 剩余履约义务：总计57亿美元，同比增长加速至55% [12] - 非GAAP运营利润率：本季度提高到6% [12] - 非GAAP产品毛利率：第三季度为76%，连续稳定 [30] - 非GAAP调整后自由现金流利润率：第三季度为9% [30] 各条业务线数据和关键指标变化 - Snowpark：有望占产品收入的3%并良好增长 [28][39] - Iceberg：约500个账户采用，存储占消费的11%，对Snowflake影响不大，数据工程功能可抵消潜在存储收入损失 [29] 各个市场数据和关键指标变化 - 与AWS合作：过去四个季度预订超过39亿美元，较前四个季度增长68% [23] - 国际市场：欧洲高端市场表现良好，将关注中端市场，亚太地区增长良好，日本、印度、韩国、澳大利亚、新西兰均有增长 [78] 公司战略和发展方向和行业竞争 - 产品发展：继续加速，Q3推出的一级功能数量与2024财年相同，AI功能Snowflake Cortex被大量采用，改进市场推广策略 [11] - 成本管理：采取更严格的成本管理方法，创建集中高效团队，去除冗余管理层，利用AI降低成本 [12] - 提高效率：消除低效项目，提高业务各环节效率，同时积极投资创新和市场推广 [13] - 行业竞争：强调Snowflake的易用性和成本效益，与竞争对手相比，技术更简单，可降低客户成本，赢得新客户并扩大市场份额 [16][17] 管理层对经营环境和未来前景的评论 - 对自身产品充满信心，认为Snowflake是最易用和最具成本效益的企业数据平台，客户对产品认可度高，未来将继续在数据领域借助AI扩张，为客户提供端到端的数据生命周期服务 [26][27] 其他重要信息 - 举办Snowflake世界巡回活动，24场线下活动吸引2.9万人参加，部分城市参会人数同比增长40% [14] - 上周举办Build Developer Summit，全球超过1万名参会者，发布核心业务关键公告及创新产品 [20] - 与Microsoft和ServiceNow合作提高数据互操作性，与Anthropic合作将强大模型带给客户 [21][25] - 本季度发行2027年到期的11.5亿美元0%可转换优先票据和2029年到期的11.5亿美元0%可转换优先票据，用于支付上限赎回和股票回购等 [31] 问答环节所有的提问和回答 问题：消费收入和预订量同时增长的原因，Iceberg表和Snowpark是否有贡献 - 回答：看到Iceberg带来积极影响，有新的工作负载，同时也是客户广泛需求，Snowpark也是其中一部分 [39] 问题：Q3竞争替代是否增加，原因是什么 - 回答：产品易用性、快速实现价值等核心方面促使客户选择Snowflake，同时AI相关产品发布也可能吸引客户 [41] 问题：新AI产品如Cortex的增长情况，与Snowpark相比如何 - 回答：Cortex开始起飞，仍处于早期阶段，Snowpark按预期发展，将占全年收入3%且逐年增长良好 [48] 问题：如何反驳关于Snowflake在生成式AI方面的负面观点 - 回答：分析仍然重要，且能与机器学习无缝衔接，AI成为加速器，同时在结构化和非结构化数据上都有应用案例，证明自身实力 [54][56] 问题：如何看待ETL市场，收购Datavolo的原因及影响 - 回答：Snowflake有机会帮助客户处理所有数据，Datavolo可带来更多数据，有100多种连接器，可在客户VPC中部署，是数据工程和AI产品的基础，数据产品市场未来规模巨大 [63][64][65] 问题：自主代理对Snowflake数据平台消费的影响 - 回答：关注客户价值，目标是使技术易用，消费是广泛使用的结果，同时AI投资注重可靠性和可信度，可促进消费 [71][72] 问题：Cortex在组织中的使用情况，对消费的驱动作用 - 回答：Cortex的用例与SQL不同，主要围绕文本分析，还扩展到图像、音频和视频，Cortex搜索和分析师可实现数据访问民主化 [82][84] 问题：在联邦业务中的进展及未来几年的发展趋势 - 回答：收购Night Shift更好地定位在联邦业务，效率提升对Snowflake是好消息，未来几年有增长空间 [89] 问题：RPO和CRPO强劲增长的原因，前两大客户是否签署新承诺 - 回答：RPO增长与大客户续约或容量不足有关，未收到前两大客户的大承诺 [96] 问题：扩张率保持稳定，消费重点对其有何影响 - 回答：核心业务及老客户使用新功能使扩张率稳定，但不会给出指导 [102] 问题：如何抵消存储逆风，顺序如何 - 回答：Iceberg未造成大的存储逆风，数据工程增长可抵消，且看到Iceberg带来新工作负载的积极影响 [104] 问题：Iceberg对数据量提升及存储和增量服务的影响 - 回答：Iceberg支持使客户能利用Snowflake计算引擎处理历史数据，带来新的用例和机会，同时AI和数据管道功能也创造新机会 [109] 问题：Polaris的重要性 - 回答：Polaris目录可让更多数据可用，同时满足与其他引擎互操作的需求，受到全球组织的强烈关注 [112] 问题：销售方面的变化，是否应考虑保守性 - 回答：销售领导在Q3进行更多绩效管理，填补人员技能空缺，对明年业务有信心，同时提醒构建模型时注意Q1天数差异 [114][115] 问题：与大型云服务提供商在市场推广方面的重点 - 回答：与AWS和Azure关系良好，与GCP也有合作可能，与云服务提供商在Apache Iceberg方面有合作 [121][122][123] 问题：新产品对明年消费增长的影响 - 回答：Snowpark按计划占收入3%，动态表格开始起飞，笔记本对数据科学人员有意义，Cortex也有影响，Q4电话会议将给出更多信息 [125]

Snowflake Inc. (SNOW) reported $942.09 million in revenue for the quarter ended October 2024, representing a year-over-year increase of 28.3%. EPS of $0.20 for the same period compares to $0.25 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $898.77 million, representing a surprise of +4.82%. The company delivered an EPS surprise of +33.33%, with the consensus EPS estimate being $0.15.While investors scrutinize revenue and earnings changes year-over-year and how they compare with ...

Snowflake Inc. (SNOW) came out with quarterly earnings of $0.20 per share, beating the Zacks Consensus Estimate of $0.15 per share. This compares to earnings of $0.25 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 33.33%. A quarter ago, it was expected that this company would post earnings of $0.15 per share when it actually produced earnings of $0.18, delivering a surprise of 20%.Over the last four quarters, the company has ...

业绩总结 - 公司在2025财年第三季度的总收入为XX亿美元，同比增长XX%[1] - 2025财年产品收入预计为3430百万美元，较2024财年增长29%[100] - 2024财年产品收入为2667百万美元，同比增长38%[100] - 2024财年季度产品收入为829百万美元，同比增长29%[57] - 产品收入同比增长29%[132] - 总客户数量同比增长20%[133] - 超过100万美元的客户数量同比增长25%[133] 财务数据 - 非GAAP产品毛利为XX亿美元，毛利率为XX%[4] - 非GAAP运营收入为XX亿美元，运营利润率为XX%[4] - 非GAAP净收入为XX亿美元，基本每股收益为XX美元[4] - 自由现金流（FCF）为XX亿美元，自由现金流率为XX%[5] - 调整后的自由现金流为XX亿美元，调整后的自由现金流率为XX%[6] - 2024财年非GAAP产品毛利率为78%[100] - 2025财年非GAAP产品毛利率预计为76%[100] - 2024财年净收入留存率为76%[45] - 2024财年剩余履行义务（RPO）为5732百万美元，预计在未来12个月内确认收入的比例为50%[61] - GAAP产品毛利为518,478千美元，毛利率为74%[114] - GAAP销售与营销费用为355,079千美元，占收入的48%[114] - GAAP研发费用为332,065千美元，占收入的45%[114] - GAAP总运营费用为$3,002,704千，占收入的107%[120] - GAAP运营亏损为$(1,094,773)千，占收入的39%[120] - GAAP净亏损为$(837,990)千，占收入的30%[123] - GAAP每股净亏损为$(2.55)[125] 市场展望与战略 - 公司预计未来的市场规模将达到XX亿美元，年增长率为XX%[9] - 公司在AI数据云领域的战略将推动未来的收入增长[9] - 公司在全球范围内的业务扩展覆盖超过40个地区[25] 其他信息 - 总客户数在报告期末有所增加，具体数字未披露[112] - 剩余履约义务（RPO）代表尚未确认的未来合同收入，包含递延收入和不可取消的合同金额[111] - 资本化内部使用软件开发成本为34,133千美元[127]

Snowflake Reports Financial Results for the Third Quarter of Fiscal 2025 • Product revenue of $900.3 million in the third quarter, representing 29% year-over-year growth • Net revenue retention rate of 127% • 542 customers with trailing 12-month product revenue greater than $1 million • 754 Forbes Global 2000 customers • Remaining performance obligations of $5.7 billion, representing 55% year-over-year growth No-Headquarters/BOZEMAN, Mont. - November 20, 2024 - Snowflake (NYSE: SNOW), the AI Data Cloud comp ...

Snowflake Inc SNOW will report third-quarter earnings on Wednesday. Wall Street expects 15 cents in earnings per share and $896.99 million in revenues as the company reports after market hours.The stock is down 22.48% over the past year, 31.66% year to date.Let’s look at what the charts indicate for Snowflake stock and how the stock currently maps against Wall Street estimates.Read Also: AT&T Data Breach Exposes 50 Billion Records: Hackers Identified, Ransom PaidSnowflake Technical Setup Ahead Of Q3 Earning ...