Software solutions provider Snowflake (SNOW) reported a moderate start to the fiscal year with first-quarter revenue topping expectations. Although the company missed on earnings estimate, upbeat guidance sent shares up by 4.4% in after hours on May 22, 2024.This puts focus on Snowflake-heavy ETFs likeSpear Alpha ETF (SPRX) , TrueShares Technology, AI & Deep Learning ETF (LRNZ) and Global X Cloud Computing ETF (CLOU) . The cloud-based data warehousing company announced that its revenue for the quarter was $ ...

Snowflake is one of the fastest-growing tech stocks out there.In this video, I will cover Snowflake's (SNOW 0.39%) first-quarter earnings, which were better than expected, but the stock remains extremely expensive when you consider the guidance provided.*Stock prices used were from the trading day of May 22, 2024. The video was published on May 22, 2024. ...

财务数据和关键指标变化 - 第一季度产品收入为7.9亿美元,同比增长34% [18] - 剩余履约义务总额达50亿美元,同比增长加速至46% [19] - 非GAAP调整后自由现金流率为44% [19] 各条业务线数据和关键指标变化 - 公司的核心业务非常强劲,正处于将世界级数据平台带给全球客户的早期阶段 [8] - 公司正在加大对AI的投资,AI将为公司的平台、协作和应用程序带来强大的网络效应,推动公司的增长 [7][11] - 公司的Cortex AI产品自推出以来获得了超过750家客户的采用 [11] - 公司的Snowpark容器服务和Iceberg功能将于今年下半年正式推出,这些新功能被视为公司的新兴业务 [12][61][63] 各个市场数据和关键指标变化 - 公司在金融服务、技术和医疗保健行业的增长表现优于其他行业 [92] - 公司在欧洲市场的消费在4月有所放缓,这是由于复活节等节假日因素造成的季节性影响 [40][41] 公司战略和发展方向及行业竞争 - 公司将继续专注于产品创新,加快推出新功能,如Cortex AI、Iceberg和Hybrid Tables等 [6][61][63] - 公司正在加强销售和营销团队,以更好地推广新产品并提高执行效率 [10][84][86] - 公司正在与众多合作伙伴合作,利用他们的能力和客户群来扩大自身的影响力 [15] 管理层对经营环境和未来前景的评论 - 管理层对公司的核心业务和增长前景保持乐观 [8][9] - 管理层认为AI将为公司带来巨大的机遇,并将成为推动公司未来增长的关键驱动力 [7][11] - 管理层表示,公司将继续专注于产品创新和销售执行力的提升,以推动未来的增长 [6][10] 问答环节重要的提问和回答 问题1 **Keith Weiss 提问** 询问公司查询量加速的驱动因素,以及价格压力来源 [24][25] **Sridhar Ramaswamy 回答** 公司的核心业务增长来自新客户和现有客户的扩张,不同类型的工作负载如AI和数据工程都有所增长,这些都推动了查询量的增加 [25] 问题2 **Mark Murphy 提问** 询问公司训练Arctic语言模型的架构优势,以及未来GPU支出的预期 [27][28] **Sridhar Ramaswamy 和 Mike Scarpelli 回答** 公司在架构设计和数据集选择等方面进行了大量实验,以提高训练效率。同时,公司将继续投资AI,包括人员和GPU支出,以把握这一重要机遇 [29][30] 问题3 **Kirk Materne 提问** 询问客户使用Cortex AI的时间到价值,以及公司递延收入的变化情况 [33][35] **Sridhar Ramaswamy 和 Mike Scarpelli 回答** Cortex AI的设计使客户无需大量前期投入即可获得价值,递延收入季度间变化是正常的季节性因素 [34][35][36]

Join us in returning to NYC on June 5th to collaborate with executive leaders in exploring comprehensive methods for auditing AI models regarding bias, performance, and ethical compliance across diverse organizations. Find out how you can attend here.Today, data ecosystem giant Snowflake announced it has entered a definitive agreement to acquire TruEra, an AI startup providing tools to test, debug and monitor machine language (ML) models and large language model (LLM) apps in production.While the terms of t ...

Snowflake Inc. (SNOW) came out with quarterly earnings of $0.14 per share, missing the Zacks Consensus Estimate of $0.17 per share. This compares to earnings of $0.15 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -17.65%. A quarter ago, it was expected that this company would post earnings of $0.17 per share when it actually produced earnings of $0.35, delivering a surprise of 105.88%.Over the last four quarters, the company ...

Snowflake stock jumped late Wednesday after the data analytics company gave a mixed first-quarter report. Earnings came in below analyst expectations, but revenue exceeded consensus. Snowflake (SNOW) boosted its sales outlook for the rest of the year.X The software firm said that it earned an adjusted 14 cents per share on sales of $828.7 million for the April-ending quarter. On average, analysts projected that Bozeman, Mont.-based Snowflake would post adjusted earnings of 18 cents per share on sales of $78 ...

产品收入 - 第一季度产品收入为7.896亿美元，同比增长34%[1] - 第一季度产品收入为7.896亿美元，同比增长34%[2] - 2024年第一季度Snowflake公司产品收入为789,587千美元，占总收入的95%[35] 客户情况 - 485名客户的过去12个月产品收入超过100万美元[1] - 709名《福布斯全球2000强》客户[1] 业绩增长 - 未来业绩义务为50亿美元，同比增长46%[1] - 2024年4月30日，Snowflake Inc.的营收为82.87亿美元，同比增长32.9%[32] 财务状况 - Snowflake Inc.的总营收中，毛利为55.62亿美元[32] - Snowflake Inc.的净亏损为3.18亿美元，较去年同期扩大40.7%[32] - Snowflake Inc.截至2024年4月30日的现金及现金等价物为13.30亿美元[33] - Snowflake Inc.的总资产为72.98亿美元，较上季度减少11.3%[33] 财务表现 - Snowflake公司产品毛利为5.699亿美元，毛利率为72%[5] - 营业亏损为3.486亿美元，较去年同期下降42%[5] - 营业活动提供的净现金为3.555亿美元，同比增长43%[5] 费用情况 - 2024年第一季度Snowflake公司非GAAP产品收入成本为182,275千美元，占总成本的26%[35] - 2024年第一季度Snowflake公司非GAAP销售和营销费用为312,571千美元，占总费用的38%[36] - 2024年第一季度Snowflake公司非GAAP研发费用为203,153千美元，占总费用的25%[36] - 2024年第一季度Snowflake公司非GAAP总营运费用为572,872千美元，占总费用的70%[36] 现金流 - Snowflake Inc.的经营活动产生的净现金流为3.55亿美元[34] - 2024年第一季度Snowflake公司非GAAP自由现金流为331,545千美元，占总现金流的40%[37] - 2024年第一季度Snowflake公司非GAAP调整后自由现金流为365,691千美元，占总现金流的44%[37]

When Snowflake (SNOW) reports first quarter earnings on Wednesday, analysts expect new Chief Executive Sridhar Ramaswamy to tout his plans to make artificial intelligence products a bigger part of company strategy. Snowflake stock has retreated 17% in 2024 amid a sudden CEO change in February.X Snowflake sells data analytics and management software that runs on the cloud computing platforms of Amazon.com (AMZN) and others. The company is evolving into a cloud data management platform. It faces stiff competi ...

Snowflake hasn't recovered from its fall in late February.This has been a much different investing year than 2023. While it started off nearly the same, with practically any stock tied to artificial intelligence (AI) rising, some of the companies have been under greater scrutiny.That's exactly what happened to Snowflake (SNOW -0.98%), which is now down 30% from its 2024 highs, last reached at the end of February. Most of this sell-off happened one day after it reported results for its fiscal 2024's fourth-q ...

Cloud computing company Snowflake has had its ups and downs. Has the stock been a good investment?Snowflake (SNOW 1.80%) stock went public on Sept. 16, 2020. At the time, expectations for the company were incredibly high. Since then the stock has been on a volatile journey, pushed around in some cases by macroeconomic pressures that had nothing to do with the company's performance.It's been three-plus years since the IPO and things have settled somewhat in the broader economy. Now seems like a good time to ...