Will Snowflake continue to struggle, or is it on the road to recovery?Investors can be forgiven for not knowing what to make of Snowflake (SNOW -1.50%). The stock fell over the last year as several issues came to light.It dropped from its 52-week high following the sudden resignation of CEO Frank Slootman, its longtime leader. He was replaced by Sridhar Ramaswamy, who came to Snowflake last year when it acquired internet search company Neeva, the enterprise he founded. Additionally, growth rates slowed, and ...

文章核心观点 - 软件公司Snowflake遭受重大网络攻击,导致多家客户的敏感数据遭泄露 [1][2][5] - 电信巨头AT&T表示,黑客入侵了托管客户数据的Snowflake云平台,获取了6个月内的通话和短信记录 [3][4] - 这是Snowflake自5月30日披露安全漏洞以来最严重的事件 [5] - 调查发现,这次攻击由一个以营利为目的的黑客组织UNC5537所为,他们利用之前被盗的登录凭证进行攻击 [6] - 此前已有多家公司如Advance Auto Parts、Lending Tree等与Snowflake的安全事故相关 [7] 行业概况 - Snowflake是一家软件公司,专注于数据仓库和分析服务 [1] - 该公司此前曾由Neeva创始人Sridhar Ramaswamy领导 [1] - Snowflake的股价在此次事件中下跌1.8%,而纳斯达克指数上涨0.6% [4] 公司动态 - Snowflake在5月30日披露了安全漏洞,并寻求网络安全公司CrowdStrike和Mandiant的帮助进行调查 [5][6] - Mandiant表示,公司已通知165家可能受影响的组织 [6] - 此前已有多家公司如Advance Auto Parts、Lending Tree等与Snowflake的安全事故相关 [7]

The interconnected global operating landscape has never held more opportunity for businesses. Or more threats.Gaining a deeper understanding of the threat landscape and the top tactics, techniques and procedures (TTPs) of ransomware gangs is increasingly crucial for firms.News broke Friday (July 12) that a fraudster “unlawfully accessed and copied AT&T call logs” impacting “nearly all of AT&T’s wireless customers and customers of mobile virtual network operators … using AT&T’s wireless network.”AT&T counts ...

Loading...Loading...U.S. stock futures were mixed this morning, with the Dow futures gaining around 10 points on Friday.Shares of Wells Fargo & Company WFC fell sharply in today's pre-market trading after the company posted second-quarter results.Wells Fargo earned a net income of $4.91 billion, down 1% year over year in the second quarter of 2024. The company reported a GAAP EPS of $1.33, beating the consensus of $1.29. Revenue rose 1% to $20.69 billion, according to data from Benzinga Pro.Wells Fargo shar ...

inho Lee/iStock via Getty ImagesIntroduction and Investment thesis I’ve been bullish on Snowflake (NYSE:SNOW) shares since the middle of last year, when consumption trends started to stabilize, and the company began to position itself for the AI era. My thesis seemed to work out well until the company announced the replacement of former renowned CEO, Frank Slootman, and provided a disappointing guidance for FY25 at the end of February. Since then, shares underperformed the S&P500 by a very wide margin, ...

Snowflake (NYSE:SNOW), which specializes in software for cloud-based data warehousing, certainly wasn’t a darling of the market in 2024’s first half. However, contrarian investors should definitely put Snowflake on their watch lists. The sell-off in Snowflake stock was overdone, and a second-half comeback is almost inevitable.Analysts are generally bullish about Snowflake, and as we’ll see, one analyst firm even put the company’s stock on its shortlist of high-conviction picks. So, consider buying when othe ...

文章核心观点 - Snowflake是一家领先的云数据仓库公司,在数据管理和分析领域具有竞争优势 [2][3][8] - Snowflake的数据平台具有云原生、跨云平台兼容等特点,可以帮助企业降低数据仓库建设和迁移的成本 [8][9] - Snowflake正在积极拓展人工智能相关的产品和服务,如Cortex AI,以满足客户对数据分析和AI应用的需求 [6][7] - Snowflake面临来自AWS、Azure、Google Cloud等科技巨头的竞争压力,以及Databricks等新兴企业的挑战,需要保持快速增长以维持市场地位 [13][14][15][16] 根据目录分类总结 公司概况 - Snowflake是一家专注于云数据仓库和数据分析的公司,于2012年成立,2020年在纽交所上市 [2][3] - 公司主要产品包括云数据仓库、数据湖等,帮助企业管理和分析海量数据 [3][4][5][6] - Snowflake的业务模式为按使用量付费,无需长期合同,具有较高的客户粘性 [9] - 公司拥有良好的网络效应,客户可以在Snowflake数据市场上共享和交易数据 [10] 财务表现 - Snowflake 2024财年收入达到34.8亿美元,同比增长24% [20] - 公司经营现金流和自由现金流保持良好增长,分别达到11.67亿美元和9.05亿美元 [20][21] - 公司目前市值约450亿美元,市销率约为13倍,估值合理 [20][22] 竞争格局 - Snowflake面临来自AWS、Azure、Google Cloud等科技巨头的竞争,以及Databricks等新兴企业的挑战 [13][14][15][17][18][19] - 公司正在加大在人工智能领域的投入和布局,推出Cortex AI等产品,以保持竞争优势 [6][7] - 未来公司需保持高速增长,维持24%以上的收入增长率,才能避免估值下滑的风险 [16]

Shares of Snowflake Inc (NYSE:SNOW) are dropping alongside the rest of the cloud sector today, down 2.9% at $137.46 at last glance. The stock just bounced off its June 25, 52-week low of $122.60, but is now seeing pressure from the 50-day moving average. Per Schaeffer's Senior Quantitative Analyst Rocky White, the 50-day trendline is historically bearish for SNOW. In the past three years, the equity has come within one standard deviation of this moving average at least seven times, defined for this study as ...

Austin, Texas, July 09, 2024 (GLOBE NEWSWIRE) -- Anaconda Inc., a leading platform provider for data science, machine learning, and AI, today announced a new integration with Snowflake Notebooks (public preview), a cell-based development interface integrated within Snowflake’s secure, scalable platform. Snowflake Notebooks provide a convenient, easy-to-use development interface for Python, SQL, and Markdown to accelerate development using Snowflake offerings, including Snowflake ML, Streamlit, and Snowflake ...

文章核心观点 - Snowflake是一家人工智能(AI)数据云提供商,近期遭遇了一系列不利事件,包括财报业绩不佳和数据泄露,导致股价大跌至52周低点[1][2][9] - 但公司近期加大了对生成式AI(GenAI)的投入,并取得了一些进展,这可能成为公司未来的增长动力[2] - Snowflake在数据仓储领域与亚马逊、微软和谷歌等科技巨头展开竞争[3][4] - 公司最近一个季度的业绩有所下滑,主要是由于加大了对AI相关投资,导致利润率下降[5][6][7] - 尽管如此,公司的客户数量和收入仍保持较快增长,显示其业务基本面依然良好[5][6] - 高盛最近将Snowflake列入其重点推荐名单,认为公司目前估值具有吸引力[11][12] 根据目录分类总结 公司业务和行业概况 - Snowflake是一家人工智能(AI)数据云提供商,主要从事数据仓储业务[3] - 公司在该领域与亚马逊、微软和谷歌等科技巨头展开竞争[4] 公司最新财务表现 - 公司最近一个季度的业绩有所下滑,主要是由于加大了对AI相关投资,导致利润率下降[5][6][7] - 但公司的客户数量和收入仍保持较快增长,显示其业务基本面依然良好[5][6] 公司未来发展前景 - 公司近期加大了对生成式AI(GenAI)的投入,并取得了一些进展,这可能成为公司未来的增长动力[2] - 高盛最近将Snowflake列入其重点推荐名单,认为公司目前估值具有吸引力[11][12]