Snowflake(SNOW)

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Snowflake(SNOW) - 2024 Q4 - Earnings Call Presentation
2024-02-29 07:18
产品收入 - Snowflake Inc. 在 Q4 FY24 实现了 33% 的产品收入增长[17] - Q4 FY24的产品收入为738,090千美元,较Q4 FY23增长了5.6%[51] - Q4 FY24产品收入为738,090千美元,较Q4 FY23增长33%[56] 净收入 - Snowflake Inc. 在 Q4 FY24 实现了 131% 的净收入留存增长[17] - Snowflake Inc. Q4 FY24的非GAAP净收入为127,970千美元,占总收入的16%[53] 自由现金流 - 自由现金流在Q4 FY23至Q4 FY24期间稳步增长,从69百万美元增长至324百万美元[34] - Q4 FY24非GAAP自由现金流为324,479千美元,占总收入的42%[56] - Q4 FY24非GAAP调整后自由现金流为324,297千美元,占总收入的42%[56] 客户数据 - Snowflake Inc. 在 Q4 FY24 有 461 个超过 1 百万美元产品收入的客户[27] - 总客户数是指在每个期末的客户总数,每个客户账户(包括最少有一个对应容量合同的最终客户账户)被视为一个独特客户[44] - 超过100万美元产品收入的客户数量是指在过去12个月内贡献超过100万美元产品收入的客户数量[45] 费用占比 - Q4 FY24的销售与营销费用占收入的比例为47%,较Q4 FY23下降了4个百分点[51] - Q4 FY24的研发费用占收入的比例为47%,较Q4 FY23持平[51] - Q4 FY24的总部与行政费用占收入的比例为11%,较Q4 FY23持平[52] - Q4 FY24的非GAAP总部与行政费用占收入的比例为7%,较Q4 FY23下降了1个百分点[52] 预期展望 - 公司2025财年指导中,预计产品收入增长率将从38%下降至22%[39] - 预计2025财年非GAAP产品毛利率将为76%[39] - 预计2025财年非GAAP调整后自由现金流率将为29%[39]
Snowflake Stock Plunges After Company Names New CEO, Issues Disappointing Guidance
Investopedia· 2024-02-29 07:05
Key TakeawaysSnowflake shares fell more than 20% in after-hours trading after the company named a new chief executive officer and issued revenue guidance that fell short of Wall Street expectations. The cloud data company appointed former Google executive Sridhar Ramaswamy to replace Frank Slootman as CEO.The company's fiscal 2024 fourth-quarter product revenue rose 33% to $738.1 million, and its net loss narrowed to $169.9 million, beating analysts' estimates.The forecast for 22% growth in product revenue ...
Snowflake says Frank Slootman is retiring as CEO; stock plunges 20%
CNBC· 2024-02-29 05:18
Snowflake首席执行官交替 - Snowflake首席执行官Frank Slootman宣布退休,由前Google广告主管Sridhar Ramaswamy接任,股价在盘后交易中暴跌20%[1] - Ramaswamy在Google工作了15年,最近负责广告和商务,2018年离开后创立了Neeva,一家消费者搜索引擎,去年宣布关闭,Snowflake在6月以未披露的价格收购了Neeva[2] - Slootman表示,Sridhar是领导Snowflake进入下一个增长阶段、实现人工智能和机器学习机遇的最佳人选,Snowflake第四季度销售额同比增长32%,达到7.747亿美元[3]
Trading Strategies For Snowflake Stock Before And After Q4 Earnings, A Major Holding In Spear Invest ETF SPRX - Snowflake (NYSE:SNOW)
Benzinga· 2024-02-29 03:54
Snowflake, Inc SNOW was trading near flat on Wednesday, as the company headed into its fourth-quarter earnings print after the market close.When Snowflake printed its third-quarter results on Nov. 29, the stock was volatile the following day but closed the session up about 7% before continuing in its uptrend, which brought Snowflake to a high of $237.72 on Feb. 12.For that quarter, Snowflake reported revenue of $734.17 million, which slightly beat the $712.78-million consensus estimate. The company reported ...
The underdog stock that's defying market trends and making millionaires
Finbold· 2024-02-28 15:18
Snowflake的创新解决方案 - Snowflake是一家在数据管理领域开创性力量,为数字时代企业不断发展的需求提供创新解决方案[2] - Snowflake位于云迁移和人工智能整合的前沿,赋予组织解锁数据的全部潜力,推动无与伦比的洞察和创新[3] - Snowflake的平台已成为各行业业务运营中人工智能整合的首选解决方案[6] Snowflake的业绩和增长 - Snowflake股价目前为234.03美元,年初至今增长了23.75%,过去一年更是增长了51.59%[4] - Snowflake自IPO以来,年复合收入增长率达到惊人的70%,展示了其创新和客户满意度的承诺[8] - Snowflake在Q3 FY2024的业绩中,收入达到6.98亿美元,同比增长34%,净收入保留率达到135%,进一步突显了其平台的粘性,突出了其为不断扩大的客户群提供的持久价值[14] Snowflake的技术优势和合作关系 - Snowflake Cortex使组织能够在其平台上无缝利用机器学习和人工智能[9] - Snowflake的数据共享架构促进了用户之间的无缝协作和数据交换[11] - Snowflake已经与全球2000强企业中的647家公司合作,巩固了其作为未来数据驱动型景观中不可或缺的合作伙伴的地位[15] Snowflake的未来发展和投资机会 - 云迁移和人工智能交汇处的机遇[5] - Snowflake Horizon是为人工智能应用量身定制的统一安全和治理解决方案,进一步增强了平台对寻求强大数据管理解决方案的企业的吸引力[13] - 对于寻求百万富翁增长股票的投资者来说,Snowflake为他们提供了一个稳固的机会,可以乘风破浪,迎接技术颠覆和繁荣[16]
Snowflake(SNOW) - 2024 Q4 - Annual Results
2024-02-28 00:00
业绩总结 - Snowflake 第四季度产品收入为 7.381 亿美元,同比增长 33% [1] - Snowflake 全年产品收入为 26.668 亿美元,同比增长 38% [5] - Snowflake 非 GAAP 调整后的自由现金流为 8.1 亿美元,同比增长 56% [3] - Snowflake 第四季度产品毛利为 5.453 亿美元,同比增长 74% [4] - Snowflake 第四季度经营亏损为 2.755 亿美元 [4] - Snowflake Inc. 2024年第一季度营收为77.47亿美元,同比增长31.4%[1] - Snowflake Inc. 2024年第一季度毛利为53.29亿美元,同比增长39.0%[1] - Snowflake Inc. 2024年第一季度净亏损为16.94亿美元,同比改善18.1%[1] - Snowflake Inc. 2024年第一季度每股亏损为0.51美元,同比改善20.3%[1] 用户数据 - Snowflake 有 461 个客户的产品收入超过 100 万美元 [1] - Snowflake 净收入留存率为 131% [1] - Snowflake 有 691 个 Forbes Global 2000 客户 [1] 未来展望 - Snowflake公司将于2024年2月28日下午3点(山区时间)举行电话会议[10] - Snowflake公司提供了非GAAP财务指标,包括非GAAP产品毛利、营业利润、净利润等[14] - Snowflake公司使用非GAAP财务指标进行内部决策和比较[19] 新产品和新技术研发 - Snowflake 公司的产品收入占总收入的 95% [34] - Snowflake Inc. 2024年产品收入为738,090千美元,占总收入的 95% [34] - Snowflake Inc. 2024年产品收入同比增长 32% [34] 市场扩张和并购 - Snowflake 剩余履约义务为 52 亿美元,同比增长 41% [1] - Snowflake 公司的总负债为 27.31 亿美元,较去年同期增长 37% [2] 其他新策略 - Snowflake 公司提供了非 GAAP 财务指标,包括非 GAAP 产品毛利、营业利润、净利润等 [14] - Snowflake 公司使用非 GAAP 财务指标进行内部决策和比较 [19]
Snowflake Stock Attracts Pre-Earnings Fanfare
Schaeffers Research· 2024-02-27 03:27
Cloud stock Snowflake Inc (NYSE:SNOW) is attracting bull notes ahead of the company's fourth-quarter earnings report, due out after the close on Wednesday, Feb. 28. Both Jefferies and D.A. Davidson hiked their price targets to $265 and $260 from $230 and $220, respectively. At last check, SNOW is up 1% at $231.58.The shares are a chip shot from its Feb. 12, 52-week high of $237.71, with support from the 30-day moving average containing last week's pullback. Snowflake stock sports a 16.5% lead for 2024, and ...
Snowflake (SNOW) to Post Q4 Earnings: What's in the Offing?
Zacks Investment Research· 2024-02-27 01:05
Snowflake (SNOW) is set to report its fourth-quarter fiscal 2024 results on Feb 28.The Zacks Consensus Estimate for the top line is pegged at $759.86 million, suggesting year-over-year growth of 29.01%.The consensus mark for the bottom line is pegged at 17 cents per share, unchanged over the past 30 days, indicating 21.43% year-over-year growth.The company’s earnings beat the Zacks Consensus Estimate in all the trailing four quarters, the average surprise being 194.45%.Let’s see how things have shaped up be ...
Analysts boosted Snowflake stock, big firms are buying now
MarketBeat· 2024-02-26 19:15
就业市场趋势 - 美国就业市场开始升温,商业服务行业可能会迎来新一轮的繁荣[1][3] - 美国经济开始升温,企业准备恢复COVID前的效率[4] - 就业情况报告显示,过去一个月经济增加了353,000个工作岗位,这意味着促进就业过渡的公司可能会看到股价上涨[5] 技术股市场分析 - Snowflake等股票可能会在Intuit之后看到类似的价格行动,受到相同的推动力影响[1][3] - 技术股市场炒作集中在像Nvidia Corporation这样的公司,但商业服务行业也将迎来新的繁荣[2][3] 公司股价分析 - Intuit Inc.股票价格接近历史最高价,可能会影响其他关键股票如Snowflake[6] - Snowflake过去12个月相对Intuit表现不佳,但在过去6个月内超过了Technology Select Sector SPDR Fund,市场对其持有偏好[8][9] - 分析师预期Snowflake股价将达到250美元,其他金融机构也增加了对该股的持股[11][12] 市场预期和定价分析 - FED提议今年降息,商业活动可能会继续扩张,为这些公司创造更多需求[7] - 市场对Snowflake的定价可能是情绪的一个指标[13] - 基于市盈率,Snowflake的高估值可能是市场预期其盈利增长和股价上涨[15][16]
Wall Street Analysts See Snowflake Inc. (SNOW) as a Buy: Should You Invest?
Zacks Investment Research· 2024-02-23 23:30
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?Let's take a look at what these Wall Street heavyweights have to say about Snowflake Inc. (SNOW) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.Snowflake Inc. currently has an average brokerage recomme ...