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 has significantly raised its full-year product revenue forecast to $4.33 billion, driven by AI tool innovations and market demand, while indicating that recent tariff policy adjustments have not materially impacted its business [3][4][5]. Group 1: Financial Performance - For the quarter ending in July, Snowflake's product revenue is expected to grow approximately 25% to $1.04 billion, surpassing analysts' average expectation of $1.03 billion, marking the first time the company's quarterly revenue exceeds $1 billion [3][4]. - Following the strong performance, Snowflake's stock price rose about 7% in after-hours trading, closing at $179.12, and has rebounded 37% from its low on April 4, 2025 [7]. Group 2: AI Strategy - Snowflake's optimistic outlook is closely tied to its developments in the AI sector, with the CEO emphasizing efforts to lower the barriers for customers using large language models to develop generative AI applications on the Snowflake platform [9]. - Analysts believe that these AI tools could significantly contribute to performance later this year, becoming a new growth driver for the company [10]. Group 3: Market Position and Competition - The upward revision of guidance amidst economic fluctuations indicates the sustainability of short-term demand for Snowflake's services [11]. - However, Snowflake faces intense competition from Databricks and cloud infrastructure providers like Microsoft and Google, with Microsoft recently announcing that many customers are adopting its Fabric data product suite, increasing pressure on Snowflake [11].