Key Takeaways MSFT offers a full-stack data platform spanning storage, analytics and AI tools. Enterprise adoption of Fabric and OneLake highlights MSFT's growing platform traction. SNOW is deepening AI integration and expanding its unified data experience for enterprises.Snowflake (SNOW) and Microsoft (MSFT) are major players in the expanding cloud data platform market. Snowflake provides a scalable data warehouse with integrated AI and machine learning. Microsoft delivers a suite of data services on Azu ...

Key Takeaways Snowflake launched Gen2 to boost analytics speed by 2.1X and reduce latency without workload changes. Product revenues rose 26% Y/Y to $997M in Q1 FY26, with 451 new customers added during the quarter. Remaining performance obligations hit $6.7B, up 34% Y/Y, supporting SNOW's compute-led monetization model.Snowflake’s (SNOW) data warehouse platform has been gaining traction as enterprises increasingly rely on scalable, cloud native infrastructure to unify, analyze and share large volumes of ...