财报显示，Snowflake预计截至2027年1月31日的财年产品营收将达到56.6亿美元，高于分析师平均预期 的55.0亿美元。公司对第一季度的产品营收预测也超出市场预期，预计在12.6亿至12.7亿美元之间，而 分析师此前预计为12.3亿美元。 目前，企业客户正越来越多地将工作负载迁移至云端，并加大投资以开发AI应用，这为Snowflake等公 司带来了持续增长动力。 Snowflake主要提供用于在云端组织、分析和存储企业数据的软件。首席执行官Sridhar Ramaswamy一直 致力于扩展公司的产品矩阵，尤其是在其平台内增加能够对存储数据运用AI技术的工具。 据Ramaswamy透露，去年11月推出的Snowflake Intelligence智能代理平台目前已拥有超过2500家客户， 公司还签下了"史上最大单笔交易"，金额超过4亿美元，但未透露客户名称。 在与AI独角兽Databricks的竞争中，Snowflake近期采取了一系列战略举措。公司已与AI公司OpenAI和 Anthropic分别签署了为期多年、价值2亿美元的协议，将其先进模型整合到自身平台中，以推动企业AI 应用。同时，Snowf ...

Salesforce (NYSE:CRM) Q4 2026 Earnings call February 25, 2026 05:00 PM ET Company ParticipantsBrent Thill - Tech Sector Leader of Software & Internet ResearchGabriela Borges - Managing Director and Head of US Software Equity ResearchJason Lemkin - Founder and CEOJeff Ballotti - President and CEOKirk Materne - Senior Managing Director of SoftwareMarc Benioff - Chair and CEOMark Barrocas - CEO and DirectorMiguel Milano - President and Chief Revenue OfficerMike Spencer - EVP of Finance and Investor RelationsPa ...

Salesforce (NYSE:CRM) Q4 2026 Earnings call February 25, 2026 05:00 PM ET Company ParticipantsBrent Thill - Tech Sector Leader of Software & Internet ResearchGabriela Borges - Managing Director and Head of US Software Equity ResearchJason Lemkin - Founder and CEOJeff Ballotti - President and CEOKirk Materne - Senior Managing Director of SoftwareMarc Benioff - Chair and CEOMark Barrocas - CEO and DirectorMiguel Milano - President and Chief Revenue OfficerMike Spencer - EVP of Finance and Investor RelationsPa ...

Salesforce (NYSE:CRM) Q4 2026 Earnings call February 25, 2026 05:00 PM ET Speaker6Good afternoon, everyone. My name is Layla, and I will be your conference operator today. At this time, I would like to welcome you to the Salesforce Fourth Quarter and Full Year Fiscal 2026 conference call. This conference is being recorded, and all lines have been placed on mute to prevent any background noise. After the speakers' prepared remarks, there will be a question and answer session. At this time, I would like to tu ...

David Luan, who led Amazon's San Francisco-based AGI Lab and oversaw one of its most important agentic AI initiatives, is leaving less than two years after joining the tech giant through an acqui-hire deal involving him and other leaders from AI startup Adept. Luan announced his exit Tuesday in a LinkedIn post, saying he will leave at the end of the week "to cook up something new.†"There's incredible work to be done at Amazon and opportunities for me to take on more areas. But with AGI so close, I decided ...

Core Insights - EXL is hosting the "AI in Action Americas" virtual event on March 11, 2026, featuring leaders from major companies like Google, Databricks, and CNBC, focusing on innovations in agentic AI for enterprises [1][2] Event Details - The event will take place from 10-11 a.m. EDT and aims to provide practical insights on how advanced AI systems are transforming data, intelligence, and workflows for scalable business outcomes [1][2] - Registration is open for sessions across different regions: Americas on March 11, EMEA on March 18, and APAC on March 24 [2] Speaker Lineup and Topics - Vishal Chhibbar from EXL emphasized the shift from potential to performance in AI, highlighting the integration of AI into core enterprise operations to drive innovation and growth [3] - Keynote speakers include EXL's CEO Rohit Kapoor and Jon McNeill, discussing the transformative impact of agentic AI on industries and strategies for embedding AI into operations [5] - A solutions spotlight will feature EXL's chief data and AI officer, showcasing how new EXL solutions are making AI applicable for businesses [5] Additional Sessions - A fireside chat moderated by Guy Adami will focus on operationalizing AI at scale and integrating agentic capabilities into core systems, featuring experts from Google, EXL, and other companies [5] - Another session will explore modernizing data foundations for agentic AI, moderated by Kathleen Wiener from EXL, with participation from leaders at Databricks, Transamerica, and Wolters Kluwer [5] Company Overview - EXL is a global data and AI company founded in 1999, providing services to transform business models and drive growth across various industries, including insurance, healthcare, and banking [4][6] - The company employs approximately 63,000 people worldwide and is headquartered in New York [6]

这主要由于第三季度业绩超预期幅度低于历史水平，2.7% 对比历史平均约 4%、第四季度利润率指引下调引发 担忧，以及更广泛的 "SaaS 行 与三个月前相比，Snowflake 进入第四季度财报发布时的市场情绪环境已发生显著变化。 与三个月前相比，Snowflake 进入第四季度财报发布时的市场情绪环境已发生显著变化。 尽管该股在软件投资者中仍受青睐，因其涉及人工智能和基础设施支出，尽管 MDB 的持仓更为集中，但股价已 从 11 月初创下的 52 周高点下跌约 35%。 尽管该股在软件投资者中仍受青睐，因其涉及人工智能和基础设施支出，尽管 MDB 的持仓更为集中，但股价已 从 11 月初创下的 52 周高点下跌约 35%。 这主要由于第三季度业绩超预期幅度低于历史水平，2.7% 对比历史平均约 4%、第四季度利润率指引下调引发 担忧，以及更广泛的 "SaaS 行业寒潮"共同导致。 不过，与下跌约 25% 的 IGV 指数相比，该股仅下跌 19-20%。 市场关注的核心指标是产品收入。 管理层预计第四财季产品收入将达到 11.95-12 亿美元，意味着同比增长约 27%，较第三财季 28.7% 的增速放 缓约 ...

❄Snowflake 与三个月前相比，Snowflake 进入第四季度财报发布时的市场情绪环境已发生显著变化。 尽管该股在软件投资者中仍受青睐，因其涉及人工智能和基础设施支出，尽管 MDB 的持仓更为集中，但股价已 从 11 月初创下的 52 周高点下跌约 35%。 这主要由于第三季度业绩超预期幅度低于历史水平，2.7% 对比历史平均约 4%、第四季度利润率指引下调引发 ❄Snowflake 与三个月前相比，Snowflake 进入第四季度财报发布时的市场情绪环境已发生显著变化。 尽管该股在软件投资者中仍受青睐，因其涉及人工智能和基础设施支出，尽管 MDB 的持仓更为集中，但股价已 从 11 月初创下的 52 周高点下跌约 35%。 这主要由于第三季度业绩超预期幅度低于历史水平，2.7% 对比历史平均约 4%、第四季度利润率指引下调引发担 忧，以及更广泛的 "SaaS 行业寒潮"共同导致。 不过，与下跌约 25% 的 IGV 指数相比，该股仅下跌 19-20%。 市场关注的核心指标是产品收入。 管理层预计第四财季产品收入将达到 11.95-12 亿美元，意味着同比增长约 27%，较第三财季 28.7% 的增速 ...

Core Insights - Robinhood Ventures Fund I is raising $1 billion by selling 40 million shares at $25 each, with 35 million shares from the fund and 5 million from Robinhood, indicating a significant move to provide retail investors access to high-profile companies like SpaceX and Stripe [5][25] - The closed-end fund market has been relatively dormant, with only 46 new funds launched since 2019, and the first IPO this year raised just $53 million, highlighting the challenges in this investment space [1][25] - The fund will not pay regular dividends and only considers distributions if excess cash exists, charging a 2% management fee, reduced to 1% for the first six months after IPO [3] Investment Opportunities - Investors can gain exposure to companies like SpaceX and Databricks through the fund, which already owns shares in these firms, allowing them to benefit from future IPOs or sales [4] - The fund's structure allows for trading based on sentiment and liquidity rather than just net asset value, which can lead to premiums or discounts in pricing [2][3] Market Dynamics - The sentiment, liquidity, and supply-demand dynamics will heavily influence the trading of the fund, making it essential for investors to understand these factors [2] - The fund's approach to investing in high-profile tech companies provides retail investors access to opportunities typically reserved for institutional investors [4]

智通财经APP获悉，国金证券发布研报称，字节跳动推出的AI视频生成模型Seedance2.0火爆出圈，大幅 降低了高质量视频内容的创作门槛，或成为AI影视发展的重要节点。元宝、千问等大模型新春活动加 速入口流量争夺。国内AI应用正加速向垂直领域渗透，形成技术与产业深度融合的新格局。在政策驱 动下，智能体技术成为核心增长引擎，已规模化应用于工业质检、医疗诊断等场景，推动AI从"感 知"向"决策"升级。展望2026年，将是AI应用从"技术验证"迈向"商业推广"的关键之年。 国金证券主要观点如下： AI应用产业趋势确立，2026年有望迎来双击 1)2026年应用是"必修课"。2026年无论是从算力的ROI诉求角度，还是互联网/软件/端侧公司做产品的角 度。 1)超级入口：大模型量收共振，流量枢纽地位确立。大模型已超越技术底座范畴，演进为AI时代具统治 力的流量入口。全球领军者商业化进程呈非线性加速：OpenAI ARR预计2025年底突破200亿美元，远 期锚定"数千亿美元"量级；Google Gemini 2025年10月单月Token使用量达1.3千万亿个，呈指数级跃 升；Anthropic Claude AR ...