SNOWFLAKE INVESTOR PRESENTATION Third Quarter Fiscal 2026 S N O W F L A K E T H E M E 2 0 2 5 . 0 1 © 2025 Snowflake Inc. All Rights Reserved Statement Regarding Use of Non-GAAP Financial Measures This presentation includes certain non-GAAP financial measures, which have not been prepared in accordance with generally accepted accounting principles in the United States (GAAP). These non-GAAP financial measures are in addition to, and not as a substitute for, or superior to, financial measures calculated in a ...

Core Insights - The cloud-software company has narrowed its third-quarter loss while experiencing a revenue increase, driven by heightened demand for its enterprise artificial intelligence agent [1] Financial Performance - The company reported a reduction in its third-quarter loss, indicating improved financial health [1] - Revenue growth was attributed to the rising demand for its artificial intelligence solutions [1]

Core Insights - The Q3 earnings season has shown solid results, with a projected 13.4% increase in earnings per share for S&P 500 companies, marking the fourth consecutive quarter of double-digit growth [2][41] - Retailers are reporting mixed results, reflecting the impact of softening consumer sentiment as the holiday shopping season approaches [4][19] Earnings Reports - **Dollar General**: Reported fiscal Q3 earnings that exceeded Wall Street expectations, resulting in a 4% stock increase [5] - **Five Below**: Achieved a 23.1% year-over-year increase in net sales to $1 billion, with earnings per share of $0.66, surpassing estimates of $0.26 [7][8] - **Snowflake**: Revenue grew 29% year-over-year to $1.15 billion, but guidance fell short of expectations, leading to an 8% drop in stock [10][11][13] - **Salesforce**: Reported Q3 earnings per share of $3.25, beating estimates, and revenue of $10.27 billion, which was in line with expectations [14] - **Dollar Tree**: Revenue increased 9.4% to $4.75 billion, with adjusted earnings per share of $1.21, exceeding expectations [16][18] - **Macy's**: Revenue of $4.7 billion was slightly above estimates, with adjusted earnings per share of $0.09, better than the expected loss [19][20] - **American Eagle Outfitters**: Reported a profit per share of $0.53, exceeding estimates, and revenue increased by 6% year-over-year [25][26] - **CrowdStrike**: Revenue rose 22% to $1.23 billion, leading to an increase in full-year guidance [28][29] - **Okta**: Revenue rose 12% to $742 million, beating estimates, with adjusted profit per share of $0.82 [32] - **Marvell**: Reported earnings per share of $2.20 on revenue of $2.07 billion, but stock fell 6% after announcing an acquisition [33][34] Market Reactions - Despite solid earnings, market reactions have been more subdued than usual, with stocks of companies beating earnings expectations rising only 0.4% on average, below the five-year average of 0.9% [41][42] - Companies missing earnings estimates have seen an average stock decrease of 5%, significantly higher than the five-year average decline of 2.6% [43]

We're expanding our partnership with @Snowflake in a multi-year, $200 million agreement.Claude is now available to more than 12,600 Snowflake customers, helping businesses to quickly and easily get accurate answers from their trusted enterprise data, while maintaining rigorous security standards.Read more: https://t.co/4pTJBtF4E6 ...

Financial Performance - Revenue for Q3 FY2026 was $1.21 billion, representing 29% year-over-year growth[3] - Product revenue for the quarter was $1.16 billion, also reflecting a 29% year-over-year increase[5] - Net revenue retention rate stood at 125% as of October 31, 2025[3] - The company has 688 customers with trailing 12-month product revenue greater than $1 million, a 29% increase year-over-year[3] - Remaining performance obligations reached $7.88 billion, indicating a 37% year-over-year growth[3] - Product gross profit was $837.6 million with a margin of 72%[6] - Operating income (loss) was ($329.5) million, reflecting a 27% year-over-year decline[6] - Guidance for Q4 FY2026 projects product revenue between $1,195 million and $1,200 million, representing a 27% year-over-year growth[7] - Full-year FY2026 product revenue guidance is set at $4,446 million, indicating a 28% year-over-year growth[8] - Product revenue for the three months ended October 31, 2025, was $1,212,909,000, representing a 28.8% increase from $942,094,000 in the same period of 2024[23] - The company reported a net loss attributable to Snowflake Inc. for the three months ended October 31, 2025, was $293,957,000, compared to a net loss of $324,279,000 for the same period in 2024, indicating a reduction in losses[23] - Total revenue for the nine months ended October 31, 2025, was $3,399,952, a 29% increase from $2,639,626 in the same period of 2024[29] - Year-over-year growth for total revenue in Q3 2025 was 29%, consistent with the growth rate for the nine-month period[29] Customer Metrics - The company has over 12,600 customers globally, including hundreds of the world's largest companies, utilizing its AI Data Cloud[21] - The number of customers with trailing 12-month product revenue greater than $1 million is a key metric, indicating strong customer engagement and revenue generation[16] Operating Expenses and Profitability - Operating expenses for the three months ended October 31, 2025, totaled $1,151,509,000, up from $986,657,000 in the same period of 2024, reflecting increased investment in growth[23] - Total operating expenses reached $1,151.50 million, a 5% increase from $986.66 million in the previous year[1] - GAAP gross profit for Q3 2025 was $822,036, which is 68% of total revenue, compared to 66% in Q3 2024[29] - Non-GAAP gross margin was 68%[30] - The company achieved a non-GAAP product gross profit of $879,165 in Q3 2025, reflecting strong operational performance[29] - Stock-based compensation related charges were $394.94 million, compared to $335.13 million in the prior period, indicating a significant increase[1] Cash Flow and Investments - Cash provided by operating activities for the nine months ended October 31, 2025, was $440,788,000, down 16% from $527,039,000 in the same period of 2024[27] - The company reported a net cash used in investing activities of $106,996,000 for the nine months ended October 31, 2025, compared to a net cash used of $34,242,000 in the same period of 2024[27] - Snowflake's purchases of investments amounted to $1,990,216,000 for the nine months ended October 31, 2025, compared to $2,288,985,000 in the same period of 2024, indicating a decrease of 13%[27] Strategic Focus and Future Guidance - The company continues to focus on developing new products and enhancing existing services, particularly in the AI and data management sectors[18] - Future guidance indicates a focus on strategic investments and market expansion initiatives[1] - The company plans to enhance its product offerings through new technology developments and acquisitions[1] Net Income and Loss - The company reported a net income of $1.97 billion, a decrease from $1.79 billion year-over-year[1] - Non-GAAP net income for the three months ended October 31, 2025, was $131.2 million, representing an increase of 79% compared to $73.2 million for the same period in 2024[32] - GAAP net loss attributable to the company was $293,957,000, reflecting a 24% decrease from $324,279,000 in the previous period[31] - The company reported a GAAP net loss per share attributable to Snowflake Inc. common stockholders—basic of $(0.87) for the three months ended October 31, 2025, compared to $(0.98) for the same period in 2024[32]

Core Insights - Snowflake Inc. is a leading provider of a cloud-based data platform known as the Data Cloud, which consolidates data for enhanced business insights and application development [1] - The consensus price target for Snowflake has shown an upward trend, reflecting growing confidence in its business prospects, although it slightly decreased recently [2][6] - Snowflake's competitive advantages include multi-cloud integration, superior data sharing capabilities, and a flexible three-layer architecture, positioning it for strong double-digit growth [3][6] - Analyst Joel Fishbein from Truist Financial has set a price target of $300 for Snowflake, indicating confidence in its continued growth and strong market position [4][6] - The tech sector is preparing for third-quarter earnings announcements, with Snowflake being closely watched by investors [5][6]

Core Insights - Snowflake has shown strong performance, up approximately 47.5% over the past year, significantly outperforming the tech sector and the S&P 500 [2] - The stock is currently positioned between notable price levels, with a best close at 271.26 and a gap opening around 253, indicating potential areas of interest for traders [4] - The Relative Strength Index (RSI) is improving, indicating bullish momentum, while volume profiles suggest significant trading activity around 245 and 270 [5] Technical Analysis - The stock has broken its upward trend line and is now in a range between two key price areas, suggesting a period of consolidation [3] - Moving averages indicate critical support levels, with the 21 and 5-day exponential moving averages intersecting around 253, and the 63-day EMA at approximately 244 [4] - The bullish call diagonal strategy proposed involves buying December 19th 260 strike calls and selling December 5th 285 strike calls, taking advantage of volatility dispersion [8][9] Options Strategy - The proposed options strategy is a bullish call diagonal with a $25 width, requiring a debit of approximately $12.50, with profitability expected above 265 [10][12] - The strategy capitalizes on the difference in implied volatility, with the December 19th calls at 73% and the December 5th calls at 130%, allowing for potential rolling of the short option as expiration approaches [11] - The apex of profitability is anticipated around a one standard deviation move of approximately $23, indicating a bullish outlook for the stock [12]

Core Viewpoint - Snowflake Inc. is gaining attention as a leading AI stock, with DA Davidson raising its price target to $300 from $275 while maintaining a "Buy" rating, indicating strong confidence ahead of its upcoming earnings report [1][3]. Group 1: Earnings and Growth Insights - Snowflake's third-quarter earnings report is scheduled for December 3, which is expected to provide deeper insights into the company's performance and growth potential [2]. - Recent conversations and data indicate that Snowflake is experiencing strong growth across its product portfolio, particularly in its core data warehouse segment [3]. Group 2: Market Position and Analyst Sentiment - DA Davidson highlights Snowflake as one of the best stories in the software sector, reinforcing its positive outlook and reiterating the "Buy" rating [1][3]. - The firm’s analysis suggests that Snowflake is well-positioned within the cloud-based data storage market, benefiting from increasing demand for data analysis and sharing platforms [3].

Cloud-based data storage company Snowflake Inc. (NYSE:SNOW) is set to report its third-quarter results on Wednesday. The market is already buzzing with some early clues regarding the quarter, following a slip-up by a senior executive at the company. Exec Leaks Financial ResultsOver a month ago, the company’s Chief Revenue Officer, Mike Gannon, inadvertently revealed its upcoming financial results during an interview with an influencer, known as “theschoolofhardknockz,” on Instagram and TikTok.Gannon said th ...

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