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01/09 09:21
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Snowflake Inc (SNOW) is set to release its FY2026Q2 earnings performance on 08/27 04:00:00 in After Hours trading. Consensus forecasts predict a revenue of 1.09B and an earnings per share (EPS) of 0.27 for the FY2026Q2. With Intellectia's exclusive AI algorithms, users can predict whether the earnings will beat or miss expectations before the report drops. Leverage this powerful tool to strategize and position your trades ahead of the earnings release!
Snowflake is expected to exceed revenue and EPS expectations due to strong AI adoption, customer spending trends, and strategic partnerships, with a probability of a strong beat at 45%.
Fact Data Analysis vs. Consensus Expectations
Enterprise AI Momentum: Multiple analysts (BofA, UBS, Citigroup) highlight accelerating AI adoption (Snowflake Cortex AI, Snowpark) as a growth catalyst. Stephens notes Snowflake’s 25% FY2025 revenue growth guidance excludes most AI contributions, implying upside potential.
Customer Spending Trends: Citizens JMP’s checks show 12/13 customers plan spending increases over the next 12–18 months, signaling strong consumption trends.
Strategic Partnerships: Collaborations with Intapp, Acxiom, WNS Holdings, and the LA28 Olympics expand Snowflake’s use cases (B2B analytics, marketing, enterprise modernization), likely driving new revenue streams.
Operational Efficiency: Mizuho cites "accelerated product innovation" and hiring to meet demand, while BofA notes Snowflake’s cost discipline. The Crunchy Data acquisition may pressure margins short-term but strengthens long-term positioning.
Seasonal Cash Flow Tailwinds: Analysts (Jefferies, RBC) expect Q2 seasonal improvements, with AI-driven consumption likely boosting free cash flow.
Risks:
Bullish Plays:
Risk Mitigation:
The earnings call highlights several positive aspects: Snowflake's expansion into a complete data platform, strong AI integration, and a $200 million partnership with Anthropic. The company's optimistic guidance, increased product revenue expectations, and positive customer adoption trends in AI products contribute to a positive sentiment. However, some lack of clarity in management's responses and guidance for FY '27 slightly tempers the enthusiasm. Overall, the positive factors outweigh the negatives, suggesting a stock price increase in the short term.
The earnings call highlights strong product revenue growth, successful AI and machine learning adoption, and increased guidance for FY 2026 revenue, which suggests positive momentum. The Q&A section further supports this with positive analyst sentiment towards AI's role in business value and strong collaborations with Microsoft Azure. Despite some unclear responses, the overall sentiment is positive, indicating a likely stock price increase.
Snowflake Inc (SNOW) is scheduled to release its FY2026Q2 earnings report onAug 27, 2025, After Hours(approximately 4:00 PM ET). This timing allows investors to react during after-hours trading, with a conference call typically following shortly after.
Analysts' consensus predicts 1.09B in revenue and an EPS of 0.27 for Snowflake Inc's FY2026Q2.
Intellectia's exclusive AI algorithms forecast a Strong Beat forSnowflake Inc's FY2026Q2 earnings, with a prediction date of Aug 27, 2025. Snowflake Inc Snowflake is expected to exceed revenue and EPS expectations due to strong AI adoption, customer spending trends, and strategic partnerships, with a probability of a strong beat at 45%.
Leverage Intellectia's AI forecast to position trades ahead of theAug 27, 2025 release—consider calls for a beat scenario or protective puts for misses. Focus on pre-market volatility, and use the scenario probabilities to build strategies around revenue and guidance updates.
Intellectia's predictions are backed by rigorous backtesting, showing a high hit rate for Beat and Miss calls compared to traditional analysis. While no forecast is 100% certain, we provide probability-based scenarios (e.g., 50% chance of a *Beat*) and detailed rationales to help you make informed decisions. Combine our insights with your strategy for the best results—it's like having a co-pilot for earnings season! Empowering users to strategize trades before reports drop.
AI Earnings Prediction uses advanced Large Language Models (LLMs) to analyze a wealth of data, including past earnings transcripts, real-time market sentiment, analyst insights, and company news from the last three months. It focuses on key indicators like revenue, EPS, and margins to predict whether a company will *Beat*, *Miss*, or remain Neutral relative to market expectations. Think of it as a super-smart analyst crunching numbers and news 24/7 to give you a trading edge!
Predictions are generated two days before a company’s earnings release (e.g., 5:00 PM ET on Feb 13 for a Feb 15 report) to capture the latest market and company data. They’re updated in real-time if significant news breaks, ensuring you get fresh insights.
Currently, AI Earnings Prediction focuses on companies with market caps above $40 billion, covering major players like SPG, AAPL, MSFT, and NVDA for the 2024-2025 earnings seasons. We prioritize high-impact stocks with robust data to ensure reliable forecasts. Stay tuned as we expand coverage to more companies based on user demand!
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