软件不受关税影响！Snowflake季度营收首超10亿美元，重点关注AI工具

Core Viewpoint - Snowflake reported strong financial results despite concerns over increased tariffs in the U.S., indicating resilience in its business operations [1][3] Financial Performance - For the quarter ending in July, Snowflake's product revenue is expected to grow approximately 25% to $1.04 billion, surpassing analyst expectations of $1.03 billion, marking the first time quarterly revenue exceeds $1 billion [1] - The company raised its full-year product revenue forecast from $4.28 billion to $4.33 billion [1] - Following the earnings report, Snowflake's stock price rose about 7% in after-hours trading, closing at $179.12, reflecting a 37% rebound from its low on April 4, 2025 [1] AI Strategy - Snowflake's optimistic outlook is closely tied to its investments in AI, with the CEO emphasizing efforts to lower barriers for customers using large language models on its platform [3] - Analysts suggest that these AI tools could significantly contribute to performance later this year, representing a new growth avenue for the company [3] Competitive Landscape - Analysts note that Snowflake's upward guidance amidst economic fluctuations confirms the sustainability of short-term demand [5] - The company faces intense competition from Databricks and major cloud infrastructure providers like Microsoft and Google, with Microsoft recently announcing increased adoption of its Fabric data product suite, adding pressure on Snowflake [5]