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Snowflake (SNOW)

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Earnings summaries and quarterly performance for Snowflake.

Research analysts who have asked questions during Snowflake earnings calls.

Raimo Lenschow

Raimo Lenschow

Barclays

7 questions for SNOW

Also covers: APPN, BASE, BIGC +35 more
Brent Thill

Brent Thill

Jefferies

5 questions for SNOW

Also covers: ADBE, AMZN, ASAN +26 more
MM

Mark Murphy

JPMorgan Chase & Co.

5 questions for SNOW

Also covers: ADBE, AKAM, CFLT +23 more
Sanjit Singh

Sanjit Singh

Morgan Stanley

5 questions for SNOW

Also covers: APPN, BASE, CFLT +13 more
TR

Tyler Radke

Citigroup Inc.

5 questions for SNOW

Also covers: ADBE, ADSK, AMPL +22 more
AZ

Aleksandr Zukin

Wolfe Research

4 questions for SNOW

Also covers: ADBE, DAY, DOCU +20 more
BR

Brad Reback

Stifel

4 questions for SNOW

Also covers: ASUR, CFLT, DAY +10 more
BZ

Brad Zelnick

Credit Suisse

4 questions for SNOW

Also covers: ADBE, CFLT, CHKP +20 more
PC

Patrick Colville

Scotiabank

4 questions for SNOW

Also covers: AKAM, CHKP, CRWD +16 more
SK

S. Kirk Materne

Evercore ISI

4 questions for SNOW

Also covers: ADBE, AVPT, BLKB +16 more
AZ

Alex Zukin

Wolfe Research LLC

3 questions for SNOW

Also covers: ADBE, ASAN, CFLT +25 more
JF

Joel Fishbein

Truist Securities

3 questions for SNOW

Also covers: CHKP, CRWD, ESTC +10 more
KK

Karl Keirstead

UBS

3 questions for SNOW

Also covers: DDOG, GTLB, MDB +4 more
Kash Rangan

Kash Rangan

Goldman Sachs

3 questions for SNOW

Also covers: ADBE, CRM, CRWV +18 more
MT

Michael Turrin

Wells Fargo

3 questions for SNOW

Also covers: ADBE, ADSK, CFLT +29 more
MC

Mike Cikos

Needham & Company, LLC

3 questions for SNOW

Also covers: AKAM, BASE, CFLT +19 more
BS

Bradley Sills

Bank of America

2 questions for SNOW

Also covers: ADBE, BILL, CRM +14 more
Brent Bracelin

Brent Bracelin

Piper Sandler Companies

2 questions for SNOW

Also covers: ADBE, AMPL, ASAN +20 more
KR

Kasthuri Rangan

Goldman Sachs

2 questions for SNOW

Also covers: ADBE, BASE, CFLT +21 more
Keith Weiss

Keith Weiss

Morgan Stanley

2 questions for SNOW

Also covers: ADBE, APPN, BILL +19 more
KM

Kirk Materne

Evercore Partners

2 questions for SNOW

Also covers: CRM, IOT
MH

Matt Hedberg

RBC

2 questions for SNOW

Also covers: FFIV, GTLB, IOT +3 more
MM

Matthew Martino

Goldman Sachs

2 questions for SNOW

Also covers: BSY, DDOG, DT +4 more
A

Arti

JPMorgan Chase & Co.

1 question for SNOW

BY

Bo Yin

Jefferies

1 question for SNOW

Also covers: PRGS
Dan

Dan

HC Wainwright

1 question for SNOW

Also covers: AADI, APDN
GM

Gregg Moskowitz

Mizuho

1 question for SNOW

Also covers: CFLT, CHKP, CRWD +13 more
JV

Joe Vandrick

Scotiabank

1 question for SNOW

Also covers: AVPT, NABL, OKTA +2 more
John DiFucci

John DiFucci

Guggenheim Securities

1 question for SNOW

Also covers: AKAM, ARM, CHKP +11 more
MC

Matthew Calitri

Needham & Company

1 question for SNOW

Also covers: AI, CGNT, FROG +4 more
MH

Matthew Hedberg

RBC Capital Markets

1 question for SNOW

Also covers: ADSK, ALTR, BASE +28 more
MC

Michael Cikos

Needham & Company

1 question for SNOW

Also covers: AI, BASE, BLZE +20 more
Michael Richards

Michael Richards

RBC Capital Markets

1 question for SNOW

Also covers: ADSK, EVCM, FFIV +9 more
PW

Patrick Walravens

Citizens JMP

1 question for SNOW

Also covers: AI, ALKT, ASAN +26 more

Recent press releases and 8-K filings for SNOW.

Snowflake Unveils AI and ML Innovations
SNOW
Product Launch
New Projects/Investments
  • Snowflake announced new AI innovations, including the general availability of Semantic View Autopilot, an AI-powered service designed to automate semantic view creation and governance, aiming to deliver consistent and trustworthy AI outcomes.
  • The company also introduced new capabilities such as Snowflake Notebooks (now generally available) for ML development, Cortex Code (generally available soon) for automating ML pipelines, and Cortex Agent Evaluations (generally available soon) to ensure traceable and auditable AI agent behavior.
  • These innovations are intended to accelerate time-to-insight, reduce manual effort, and provide expanded cost governance through Cortex AI Functions (now generally available).
8 hours ago
Snowflake Unveils Cortex Code AI Agent
SNOW
Product Launch
New Projects/Investments
  • Snowflake has unveiled Cortex Code, a new Snowflake-native AI coding agent designed to automate and accelerate end-to-end enterprise development by understanding enterprise data context.
  • Cortex Code enables customers, including Braze, Decile, dentsu, FYUL, LendingTree, Shelter Mutual Insurance, TextNow, United Rentals, and WHOOP, to perform complex data engineering, analytics, machine learning, and agent-building tasks using natural language.
  • The agent aims to increase productivity for data teams, allowing them to build data pipelines, analytics, and AI apps faster with enterprise-grade security and governance.
  • Cortex Code CLI is now generally available for local development workflows, and Cortex Code in Snowsight will be generally available soon.
  • Snowflake also announced new capabilities, including an integration with v0 by Vercel (generally available soon) for AI app creation and agentic web search by Brave Search (in public preview) for real-time web knowledge within Snowflake.
8 hours ago
Snowflake Announces AI-Ready Data Advancements with Snowflake Postgres and Enhanced Interoperability
SNOW
Product Launch
New Projects/Investments
  • Snowflake announced advancements to make enterprise data AI-ready, including the upcoming general availability of Snowflake Postgres, which unifies transactional, analytical, and AI use cases on a single, secure platform.
  • Snowflake Postgres aims to eliminate complex data pipelines, allowing companies to move existing applications onto Snowflake without code changes.
  • Key enhancements include Snowflake Horizon Catalog for data access and governance, Open Format Data Sharing for secure data sharing across formats like Apache Iceberg and Delta Lake, and a new integration with Microsoft OneLake.
  • Snowflake Backups are now generally available, strengthening data resilience and protecting business-critical data.
9 hours ago
Snowflake and OpenAI Announce $200M Enterprise AI Partnership
SNOW
New Projects/Investments
Product Launch
  • Snowflake announced a multiyear, $200 million partnership with OpenAI to natively integrate OpenAI’s frontier models into Snowflake Cortex AI across AWS, Azure, and Google Cloud.
  • This integration will enable customers to build AI applications and enterprise agents that can query and analyze text, images, and audio with SQL, without moving data outside Snowflake’s secure platform.
  • The collaboration will make OpenAI’s latest models, including GPT-5.2, available to Snowflake’s global customer base, which includes 12,600 customers with 688 spending over $1 million annually.
1 day ago
Snowflake and OpenAI Announce $200 Million Partnership
SNOW
New Projects/Investments
Product Launch
  • Snowflake and OpenAI have forged a multi-year partnership agreement valued at $200 million to deliver advanced AI model capabilities to enterprise customers.
  • This collaboration will make OpenAI models, including GPT-5.2, natively available to Snowflake's 12,600 global customers within Snowflake Cortex AI across all three major clouds.
  • The partnership aims to accelerate agentic AI adoption across global enterprises, enabling customers like Canva and WHOOP to build and deploy AI agents on their proprietary data.
1 day ago
Snowflake Launches AI Data Cloud Energy Solutions
SNOW
Product Launch
New Projects/Investments
  • Snowflake launched Energy Solutions, an AI Data Cloud offering that unifies IT, OT, and IoT data with governance and partner-built applications for power, utilities, and oil & gas firms.
  • The rollout includes a partnership with SAP and over 30 partner solutions, already being used by customers such as ExxonMobil, PG&E, Powerex, and Sunrun.
  • For investors, this vertical push and deeper ecosystem integrations could expand distribution and recurring-revenue opportunities, though the financial upside will depend on customer adoption, pricing, differentiation, and Snowflake’s broader profitability dynamics.
7 days ago
Snowflake Partners with Innovaccer for Healthcare AI
SNOW
New Projects/Investments
Product Launch
  • Snowflake announced a collaboration with Innovaccer to accelerate enterprise AI adoption across the healthcare sector.
  • Innovaccer's Gravity Healthcare Intelligence Platform will operate on Snowflake's AI Data Cloud for Healthcare & Life Sciences and Snowflake Cortex AI services.
  • This partnership aims to enable healthcare organizations to rapidly build and deploy AI workflows, with joint customers already seeing benefits such as reduced data integration timelines by nearly 30% and 20% to 25% infrastructure cost savings.
7 days ago
Snowflake Announces Intent to Acquire Observe
SNOW
M&A
New Projects/Investments
  • Snowflake announced its intent to acquire Observe, a leader in AI-powered observability, to expand its capabilities in the $51.7 billion IT operations management software market.
  • The acquisition will integrate Observe's platform directly into Snowflake's AI Data Cloud, enabling enterprises to ingest and retain 100% of their telemetry data at lower cost.
  • This integration is expected to facilitate a shift from reactive monitoring to proactive, automated troubleshooting, potentially resolving production issues up to 10 times faster.
  • The combined solution will leverage an open-standard architecture based on Apache Iceberg and OpenTelemetry, designed for scalable AI agents and applications.
Jan 8, 2026, 2:00 PM
Snowflake Expands Google Cloud Collaboration with Gemini 3 Integration
SNOW
Product Launch
New Projects/Investments
  • Snowflake has expanded its collaboration with Google Cloud, integrating Google's Gemini 3 large language models (LLMs) natively into Snowflake Cortex AI.
  • This integration allows customers to develop, deploy, and scale generative AI applications, including intelligent Data Agents, directly within Snowflake's secure environment without moving data.
  • The partnership also deepens go-to-market alignment, featuring joint customer engagements, new co-sell opportunities, and transaction capabilities through the Google Cloud Marketplace.
  • Snowflake is launching on Google Cloud in Saudi Arabia and will launch in Melbourne, Australia in early 2026 to support growing customer demand.
Jan 6, 2026, 2:00 PM
Snowflake Ventures Invests in Ataccama
SNOW
New Projects/Investments
  • Snowflake Ventures announced a strategic investment in Ataccama, an agentic data trust company, to deepen their existing partnership.
  • The investment aims to deliver trusted, explainable data for enterprise AI, advanced analytics, and regulatory compliance across the Snowflake AI Data Cloud.
  • Customers are expected to benefit from deeper integration with Snowflake-native data quality features and enhanced trust signals in Snowflake Cortex AI workflows.
  • Ataccama has demonstrated strong growth, achieving a 30% CAGR over the past three years, with Fortune 500 organizations spending an average of more than $500,000 annually on its platform.
Dec 9, 2025, 2:01 PM