Snowflakes: construction of AI, growing profit News ad

While the revolution of artificial intelligence (AI) is based on Nvidia Co. NASDAQ: NVDA Graphic processors, a low delay and storage network as critical components, the most important component of all is data.

AI requires oceans data for training and output.

It’s all about the data: storage, exchange, analysis and management named after Snowflake Inc. NYSE: Snow is a supplier of cloud data platforms in Computer and technological sector.

This allows enterprises to freely manage and share their data without silos among several cloud providers.

The company loves Pure deduction level (NRR) 126%Which means that existing customers spend 26% more on their products per year, due to its triple digital improvements.

Build functions of artificial intelligence, and they will buy

Snowflake used a hypererium due to the introduction of AI and integration. His General Director Sidhar Ramasva, The conference in the fourth quarter of 2025 states that its prize rates of innovation stimulate its growth: “Last year, we brought more than 400 products for products to the market, which is twice as much than we launched in the previous year.” The capabilities of the product relate to new functions, functionality and improvements added to its data cloud platform.

Some of them Improvements include updates to bark and snowfall, New AI models and cloud suppliers, as well as expanded technical abilities, such as faster requests and expanding support for data format. Improvements also maintain an increase and expansion of use, which increases loyalty. More than 3200 clients use their tool for AI, bark and snowfall.

Snowflake increases its client base for a million dollars and RPO

Snowflake has 745 Forbes Global 2000 customers and has grown into a client base, spend more than $ 1 million on a 12-month 12-month base of 580 customers, 27% compared to the same period last year (year). The remaining performance obligations (RPO) increased by 33% to 6.9 billion dollars. USA.

These are income from subscriptions that will be recognized during the remaining conditions of existing contracts, which include deferred income (funds that have already been raised) and the lag (the expected future income). Snowflake, as a rule, sets annual clients that they pay in advance and recognize revenue monthly.

Does the growth for snowflakes slow down?

While NRR was an impressive 126% in FQ4 2025, it actually fell in series from 131% in FQ3 and 128% in FQ1. Bye The revenue of Snowflake from FQ4 2025 increased by 28% to 986.8 million dollars. USA, Its early growth reached 173% in the annual calculus in the 2020 financial year to $ 265 million. FQ1 2025 income increased by 33% year to 828.71 million dollars. USA.

The snowflake, of course, is still growing, but the growth rate slows down, because it becomes increasingly difficult to pass the strong quarters of the previous year on a triple and double -digit basis. The market can be taken into account in slow growth based on its refusal of 25.53% from the maximums from April 10, 2025. However, Analysts still see an increase of 36.6% of it $ 201,84 consensus target price.

Fiscal Q4 2025 closed strong

Snowflake closed his financial year 2025 on a strong note, reporting on FQ4 profit (EPS) of 30 cents, Beating consensus assessments of 12 cents.

Revenue increased by 28% year to 986.8 million dollars. The United States, having beaten consensus grades in the amount of $ 956.89 million. USA. Product revenue increased by 28% year, 943.3 million.

The task of gross profit without GAAP was 76%. Nevertheless, operating profit without GAAP amounted to $ 92.8 million. USA for the margin 9%. The adjusted free cash flow amounted to 423.51 million dollars.

The company had 11,159 clients, including famous partners, such as NVIDIA, Microsoft Co. NASDAQ: MSFT And customers love At & t inc. NYSE: T. And Honeywell International Inc. Nasdaq: HonThe revenues from the 2025 financial year in 2025 increased by 30% by a year to 3.63 billion dollars.

The management for the financial period of 2026 reflects the slowdown in growth

Snowflake issued its management for 2026 financial year for income from $ 4.28 billion, which increased by 24% by 24%. The gross margin is not GAAP expected at 75% And the operating margin is 8%.

Snowflake won customers from competitors such as Oracle

The General Director of the Ramasva was very optimistic during the conference -saying that Snowflake is “the most indirect data and the company of artificial intelligence on the planet.” He provided some specific options for using the client to demonstrate why. Many of their customers save more than 50%, migrating to their platform with Oracle Co. NYSE: OrCl And Tradata Co. News: TDCField

Hoops referred to a competitive advantage: “Snowflake is also a de facto-factory system in the world of corporation. Ability to Cooperate and exchange data is one of our main differencesThe field we observe the strong acceptance of our data exchange capabilities with customers such as Stripe, NTT and Braze, each of which has active data exchange compounds with more than 160 partners and clients. These compounds allow them to reliably exchange data with their partners and clients, managing the value throughout our ecosystem. ”

Before considering Snowflake, you will want to hear it.

Marketbeat monitors the highest and most effective analysts with the most effective Wall Street analysts and promotions that they recommend to their customers daily. Marketbeat has identified five shares that leading analysts quietly whisper to their clients to buy now before the wider market is won … and the snowflake was not on the list.

While Snowflake has currently have an average purchase rating among analysts, high -rating analysts believe that these five promotions are better buying.

View five shares here

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