About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

JPMorgan analyst Mark R Murphy reiterated an Overweight rating on Snowflake SNOW with a price target of $225 on Wednesday.Murphy attended Snowflake’s Investor Day presentation in San Francisco, in conjunction with its annual Summit conference. Snowflake’s Investor Day presentation primarily focuses on its product and technology roadmap as it lays out an expansive strategic vision for the data cloud in the era of AI, the analyst said.Also Read: Snowflake’s AI-Driven Insights To Power LA28 Olympic And Paralym ...

业绩总结 - Q1 FY26产品收入同比增长26%，达到943百万美元[46] - Q1 FY26的年度产品收入预计在FY24达到2,667百万美元，FY25达到3,462百万美元[44] - FY26的产品收入指导为43.25亿美元，同比增长25%[74] - FY25的产品收入为34.62亿美元，同比增长30%[74] - Q1 FY26的产品收入达到996,813千美元，较FY25的Q4增长5.7%[92] - GAAP净亏损在Q1 FY26为429,952千美元，占收入的41%[92] - 非GAAP净收入在Q1 FY26为87,572千美元，占收入的8%[92] 用户数据 - Q1 FY26的客户数量为11,578，较Q1 FY25增长了8.0%[52] - Q1 FY26拥有超过1百万美元产品收入的客户数量同比增长124%[36] - 截至Q1 FY26，产品收入超过100万美元的客户数量为606，同比增长27%[58] - 截至2025年4月30日，39%的客户拥有至少一个稳定的边缘，年增长率为21%[72] 财务指标 - Q1 FY26净收入留存率为76%[36] - Q1 FY26非GAAP产品毛利率为76%[36] - Q1 FY26的非GAAP运营利润率为8%，较Q1 FY25上升3个百分点[74] - Q1 FY26的调整后自由现金流为正，显示出核心业务运营的强劲表现[6] - GAAP产品毛利率在FY26的Q1为71%[86] - GAAP销售与营销费用在Q1 FY26为458,554千美元，占收入的44%[86] - GAAP研发费用在Q1 FY26为472,404千美元，占收入的46%[86] 市场展望 - Snowflake平台的总可寻址市场（TAM）预计在2028年达到3420亿美元，较2023年增长2倍[34] - 预计在未来12个月内将有50%的RPO转化为收入[49] 现金流与投资 - GAAP运营活动提供的现金在Q1 FY26为228,373千美元，占收入的22%[96] - 非GAAP自由现金流在Q1 FY26为183,384千美元，占收入的18%[96] - GAAP净现金用于投资活动在Q1 FY26为-55,983千美元[96] - GAAP净现金用于融资活动在Q1 FY26为-564,057千美元[96] 其他信息 - Q1 FY26的员工总数为8,240人，较Q1 FY25增加944人[68] - Q1 FY26的收入地域分布中，北美占比78%，EMEA和APJ均占16%[70]

Snowflake (SNOW) 2025 Investor Day June 03, 2025 04:20 PM ET Speaker0 You know, Sarah who was here, Sarah Gou, my friend, who interviewed Sam and I, her feedback to me last night was, thank you for inviting us to your rock concert. And I was like, I thought I was running a data company. But it speaks to the interest and excitement that data and AI have in the enterprise world. I mean, all of you know this. For much of humanity's history, data has been a little bit of an afterthought. It's something that you ...

行业趋势 - 非结构化数据占企业信息的大多数且每年增长超过55% [2] - 95%的企业难以管理非结构化数据且超半数认为这是最难治理的信息类型 [2] - 非结构化数据管理不善会带来运营风险并削弱AI价值 [2] 产品发布 - Ataccama在Snowflake Summit 2025上宣布其统一数据信任平台Ataccama ONE登陆Snowflake Marketplace [1] - 平台集成Document AI功能可将合同/发票/PDF等非结构化内容转化为结构化数据 [1] - 用户可通过自然语言提示(如"合同生效日期")直接生成结构化输出并写入Snowflake表 [3] 技术功能 - 支持数据画像/质量检查/治理策略管理并追踪数据流向分析/AI工作流 [3] - 提取结构化数据无需自定义编码且输出可直接用于BI工具/AI模型管道 [4] - 通过自动化画像和基于规则的验证持续监控数据质量 [4] - 所有处理/验证/治理流程均在Snowflake原生运行减少集成复杂度 [4] 客户价值 - 将数千份文档转化为可信结构化数据提升分析能力与AI可靠性 [4] - 消除数据移动需求简化治理同时提高安全性和价值实现速度 [4] - 标准化文档处理流程支持跨团队规模化应用 [4] 市场合作 - Snowflake高管表示该集成方案帮助客户在受控环境中加速洞察交付 [5] - 方案强化了Snowflake集成平台战略使合作伙伴能推出创新解决方案 [5] 公司背景 - Ataccama ONE平台整合数据质量/血缘/可观测性/治理/主数据管理功能 [6] - 被2025年Gartner魔力象限评为增强数据质量和数据治理领域领导者 [6] - 服务全球数百家企业推动创新/降本/风险控制 [6]

NEW YORK & SAN FRANCISCO, June 03, 2025 (GLOBE NEWSWIRE) -- Dataiku, The Universal AI Platform™,  today announced at Snowflake Summit 2025 that it has been named the 2025 AI Data Cloud Product Partner of the Year award winner by Snowflake, the AI Data Cloud company. The award celebrates the breadth of Dataiku’s integration with Snowflake, the scale of joint adoption by over 300 enterprise customers, and the companies’ shared commitment to helping organizations operationalize GenAI and AI agent systems acros ...

SAN FRANCISCO, June 03, 2025 (GLOBE NEWSWIRE) -- ThoughtSpot, the Agentic Analytics Platform company, today announced a new offering of the ThoughtSpot Agentic Analytics Platform purpose-built for Snowflake, the AI Data Cloud company, at Snowflake Summit 2025. This new ThoughtSpot offering has deep integrations with Snowflake Cortex AI and Snowpark, and enables new ways to purchase, deploy and consume via the Snowflake Marketplace. Hundreds of Snowflake customers such as Hyatt, PepsiCo, LegalZoom, Capital O ...

SAN FRANCISCO, June 03, 2025 (GLOBE NEWSWIRE) --  Striim today announced at Snowflake’s annual user conference, Snowflake Summit 2025, the launch of Sherlock AI and Sentinel AI – two governance AI agents powered by Snowflake Cortex AI – that help organizations detect, tag, and protect sensitive upstream data in transit, minimizing exposure risks, preventing compliance penalties, and safeguarding corporate reputation through continuous, near real-time monitoring. Enterprises today confront a critical challen ...

SAN FRANCISCO, June 03, 2025 (GLOBE NEWSWIRE) -- RelationalAI today announced at Snowflake’s annual user conference, Snowflake Summit 2025, the launch of new product capabilities in its native app for the Snowflake AI Data Cloud, enabling enterprises to build more intelligent, data centric applications without data movement or architectural complexity. These enhancements allow organizations to bring knowledge and application semantics closer to their data and build applications capable of prescriptive, pred ...

SAN FRANCISCO, June 03, 2025 (GLOBE NEWSWIRE) -- Coalesce, the leader in AI-powered data transformation and cataloging, introduced a series of major platform innovations at Snowflake’s annual user conference, Snowflake Summit 2025. These innovations reinforce Coalesce’s commitment to accelerating data development and business insight within the Snowflake AI Data Cloud. Coalesce’s latest updates enable data teams to build faster, govern more consistently, and deliver trusted data at scale. Key highlights inc ...