SNOW Earnings Prediction
The chart below shows how SNOW performed 10 days before and after its earnings report, based on data from the past quarters. Typically, SNOW sees a +0.10% change in stock price 10 days leading up to the earnings, and a -2.45% change 10 days following the report. On the earnings day itself, the stock moves by +1.15%. This data can give you a slight idea of what to expect for the next quarter's release.
SNOW Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
986.77M
27.37%
4.74%
Gross Margin
65.38%
-4.96%
-0.85%
Operating Margin
-38.69%
9.54%
-0.26%
Net Margin
-33.01%
50.52%
-5.17%
EPS
-0.99
-94.12%
1.02%
No Data Available
SNOW Earnings Analysis
Snowflake Inc. Corporation (SNOW.N) Earnings Conference Call
Positive
Q4 Product Revenue Surge: Product revenue for Q4 was $943 million, up a strong 28% year-over-year.
Performance Obligations Growth: Remaining performance obligations totaled $6.9 billion with year-over-year growth of 33%.
Strong Net Revenue Retention: Net revenue retention was a very healthy 126%.
Operating Margin Improvement: Non-GAAP operating margin increased to 9% in Q4.
Free Cash Flow Margin: Non-GAAP adjusted free cash flow margin was 43%.
Product Delivery Acceleration: Snowflake's product delivery is in overdrive and the go-to-market engine is humming.
Build Summit Attendance Surge: Over 20,000 attendees joined the Build Summit, showing incredible momentum and excitement for the product vision.
Cost Savings from Migration: Customers are realizing significant cost savings, with many saving over 50% by migrating to Snowflake from other providers.
Free Code Conversion Tool: SnowConvert, Snowflake's native code conversion tooling, is now free to help accelerate migrations.
Data Sharing Adoption: Strong adoption of data sharing capabilities with customers like Stripe and NTT, enabling secure data exchange.
Product Capability Expansion: Over 400 product capabilities were brought to market in the past year, more than double the previous year.
Customer Engagement with AI: Over 4,000 customers are using Snowflake's AI and ML technology weekly.
Data Agent Development: Cortex AI is being used by customers to build data agents for structured and unstructured data.
Enhanced Partnership with Microsoft: Expanded partnership with Microsoft to bring OpenAI's models into Cortex, enhancing customer capabilities.
Enhanced Data Integration Connectors: New Snowflake connectors are being introduced, improving data integration with key platforms.
Operational Efficiency and Growth: The company is focused on operational rigor and efficiency, investing in growth while driving efficiencies.
Negative
Product Revenue Slowdown: Product revenue growth of 28% year-over-year in Q4, while strong, is a slowdown compared to previous quarters, indicating potential challenges in sustaining high growth rates.
Net Revenue Retention Decline: Net revenue retention rate of 126% is healthy, but it reflects a decrease from previous quarters, suggesting that customer expansion may be slowing down.
Operating Margin Analysis: Non-GAAP operating margin of 9% in Q4 is an improvement, but the overall FY '25 non-GAAP operating margin was only 6%, indicating ongoing pressure on profitability.
Q1 Revenue Growth Decline: The forecast for Q1 product revenue growth is only 21% to 22%, which is a significant decline compared to the previous year's growth rates, raising concerns about future performance.
Customer Capacity Issues: The company experienced large customers running out of capacity before their contract end dates, which may indicate a lack of long-term commitment or planning from these clients.
CFO Retirement Impact: The CFO announced plans to retire, which could lead to uncertainty in financial leadership and strategy execution moving forward.
SNOW FAQs
How does SNOW typically perform around its earnings report dates?
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SNOW Earning Call Sentiment
Snowflake Inc. (SNOW) Q4 2025 Earnings Call Transcript
SNOW.N
-2.4%Positive
The earnings call reveals strong financial performance with a 30% YoY revenue growth and robust cash position. Positive guidance on operating and free cash flow margins further supports optimism. The partnership with Microsoft and OpenAI, although not fully quantified, is promising. Despite some customer contract renewals being in question, management expects them to renew. The share repurchase program is another positive indicator. While some uncertainties exist, the overall sentiment leans positive, suggesting a likely stock price increase of 2% to 8% in the coming weeks.
