NEW YORK, NY - MAY 10: Senior Vice President of Advertising and Commerce at Google Sridhar ... [+] Ramaswamy speaks onstage during TechCrunch Disrupt NY 2016 at Brooklyn Cruise Terminal on May 10, 2016 in New York City. (Photo by Noam Galai/Getty Images for TechCrunch)gettyShares of data cloud service provider Snowflake have fallen hard since Frank Slootman — who led the company’s boffo 2020 IPO — handed the CEO job to Sridhar Ramaswamy.Does the 28% drop in Snowflake’s stock this year make it a bargain? I t ...

SAN FRANCISCO, June 05, 2024 (GLOBE NEWSWIRE) -- Qlik®, a global leader in data integration, analytics, and artificial intelligence (AI), today announced at Snowflake Data Cloud Summit 2024 expanded capabilities with the Snowflake Data Cloud through its adoption of Snowflake Cortex AI. This strategic development enriches Qlik's capabilities, leveraging Cortex AI functions, including vectoring, embedding, and completions within the RAG architecture. Announced during Snowflake Data Cloud Summit 2024, this col ...

REDWOOD CITY, Calif., June 04, 2024 (GLOBE NEWSWIRE) -- Alation Inc., the data intelligence company, today announced at Snowflake’s annual user conference, Snowflake Data Cloud Summit 2024, a deepened integration with Snowflake Horizon to increase data quality and deliver AI-ready data for organizations. Alation’s Open Data Quality Framework, now supports integration with Snowflake Horizon, enabling organizations to proactively detect and address data quality issues before they impact business or data opera ...

SAN FRANCISCO, June 04, 2024 (GLOBE NEWSWIRE) -- Coalesce, the data transformation company, announced the launch of its new Coalesce Marketplace at Snowflake’s annual user conference, Snowflake Summit 24. Currently available in private preview, Coalesce Marketplace offers over 30 certified, ready-to-use code collections, known as Packages, to expedite the development and delivery of Snowflake data projects. "Data teams now have a faster way to build complex data objects on Snowflake in a standardized way,” ...

SAN FRANCISCO, June 04, 2024 (GLOBE NEWSWIRE) -- RelationalAI, the knowledge graph coprocessor for the Snowflake AI Data Cloud, today announced at Snowflake Data Cloud Summit 2024, the public availability of its Snowflake Native App on Snowflake Marketplace. Built with the Snowflake Native App Framework and Snowpark Container Services, RelationalAI enables customers to combine knowledge graphs with GenAI to get more value from their data and make better decisions. For decades, organizations have sought meth ...

Snowflake (SNOW) recently announced a new partnership with NVIDIA (NVDA) that will help customers and partners build customized AI data applications in its platform powered by NVIDIA AI.Snowflake has adopted NVIDIA AI Enterprise software to integrate NeMo Retriever microservices into Snowflake Cortex AI, its fully managed large language model (LLM) and vector search service. The integration will help enterprises to smoothly connect custom models to diverse business data and deliver highly accurate responses ...

Ali Ghodsi, co-founder and CEO of Databricks, speaks at the company's Spark and AI Summit in San Francisco in April 2019.Data analytics software maker Databricks said in a statement on Tuesday that it's acquiring Tabular, a startup that helps optimize data stored in the cloud.The gesture could help Databricks more quickly bring out products as it faces competition from Snowflake and other entities.The price wasn't immediately known but The Wall Street Journal reported Tuesday that Databricks is paying betwe ...

Wall Street sees only modest upside in Nvidia, but analysts are projecting significant gains for Snowflake shareholders.The S&P 500 (^GSPC 0.11%) has advanced 11% year to date, and Nvidia (NVDA 4.89%) alone is responsible for one-third of those gains. The chipmaker has seen its share price surge 121% since January due to strong demand for data-center compute and networking products, especially those related to artificial intelligence.However, Wall Street expects Nvidia to lose momentum over the next year. T ...

文章核心观点 - 公司近期业绩表现不佳 [1][2] - 公司正在转变销售模式以提高可持续性 [6][7][8] - 公司正在推出新的AI产品以刺激收入增长 [13][14][16] 公司财务表现 - 第一季度产品收入同比增长34% [17] - 剩余履约义务(RPO)增长超过产品收入增长 [18][19] - 净收入保留率(NRR)有所下降 [20] - 非GAAP毛利率和营业利润率下降 [21][22][24][25] 公司风险与挑战 - 依赖主要云服务商的风险 [29] - 投资AI等新产品可能导致成本上升 [30][31] - 大客户增长可能无法弥补小客户增长放缓 [32][33][34] - 能否实现2028年10亿美元产品收入目标存在不确定性 [35][36][37] 公司估值 - 估值较高,存在被高估的风险 [38][39][40][41][42] 投资建议 - 保守投资者可能需要观望 [43] - 积极成长型投资者可考虑买入 [44][45]

It's not enough just to spot the big trends because those trends won't benefit all businesses equally.Imagine a glob of wet cement and a stick of butter sitting side by side in the middle of the street on a hot summer day in Florida. Both objects are experiencing the exact same thing -- intense heat -- but how they respond to their environment couldn't be more different. The cement hardens. The butter melts.Investing can be like that too, sometimes. Businesses can lean into the exact same secular tailwinds ...