SNOW的财报超预期、上调指引以及利润率强劲，推动了显著正面的市场反应，并增强了投资者对其AI定位的信心。
逐段跳播
他们的每股收益为62美分，比45美分的预测高出38%。收入为15.5亿美元。这也高于预测。一个重要的指标，产品收入为14.9亿美元。这比去年增长37%，也优于预测。净收入留存率为126%。
剩余履约义务为90亿美元。这比去年多30%。他们有828个客户，其过去12个月的产品收入超过100万美元。这比去年多27%。他们的福布斯全球2000强订阅者总数为829。
Their EPS came in at 62 cents, beating the 45 cents forecast by 38%. Revenue 1.55 billion. This is also higher than forecast. An important metric, product revenue is 1.49 billion. This is a 37% increase over last year and is also better than forecast. Net revenue retention rate is 126%. The remaining performance obligation stands at $9 billion. This is 30% more than last year. They had 828 customers whose product revenue in the last 12 months exceeded $1 million. This is 27% more than last year. And their total number of Forbes Global 2000 subscribers is 829.
他们还将本财年的产品收入目标从58.4亿美元提高到60.7亿美元。这也高于共识，并表明增长约36%。营业利润率目标从13.5%提高到14.5%，他们的第三季度产品收入预测现在为15.88亿至15.93亿美元。这将表明年增长率约为38%，好于预期。
They also increased their product revenue target for the current fiscal year from 5.84 billion to 6.07 billion. This is also higher than consensus and indicates a growth of about 36%. The operating margin target has been raised from 13.5% to 14.5% and their third- quarter product revenue forecast is now 1.588 to 1.593 billion. This would indicate annual growth of about 38%, which is better than expected.
但我们看到了巨大的反应。一个不稳定的名字。我们预计这里会有大的变化，Alex，正负12%，但不是20%。是的，不。我实际上对此感到惊讶。你知道，上次我听到他们的盈利报告时，这只股票上涨了36.5%。
所以，对于Dell或HPE来说，这是一个艰巨的任务。很难跟上这么大的意外，一个里程碑接一个里程碑。而且它在盘后的反应方面正在变得更好。
But we are seeing a huge response. An unstable name. We're expecting a big change here , Alex, plus or minus 12%, but not 20%. Yes, no. And I'm actually surprised by this. You know, the last time I heard their earnings report, this stock was up 36.5%. So, it's a tough task for Dell or HPE to follow. It's hard to keep up with such a big surprise, one milestone after another. And it's getting better in terms of its response in the post-market.
作为一家软件公司，它面临着许多问题，对吧？所有这些公司都在寻找将AI融入运营、维持利润率并高速增长的方法。Snowflake是少数几家似乎在自己的软件中找到了这种组合的公司之一，我们知道一些网络安全公司目前面临压力，但我们也知道，过去几年华尔街在这些公司上投入了大量资金，因为他们对它们有信心。
This is a company that, just by being in the software world, faces a lot of questions , right? All of these companies are looking for ways to incorporate AI into their operations, maintain margins, and grow at a very rapid pace. Snowflake is one of the few that seems to have found that mix in its own software, and we know that some cybersecurity companies are under pressure today, but we know that the Street has invested heavily in those companies over the past few years because they are confident in them.
Snowflake在上一季度之后本季度的业绩改善，将让华尔街对这家软件公司更有信心，认为AI并非巨大的风险因素，数据就是证明。对我来说，所有这些软件公司最大的问题，除了收入和支出之外，就是利润率。
而他们本季度能够超出利润率目标并在利润率上表现出色，这才是关键。我认为这是主要的事情。
Snowflake's improved performance in the quarter after last quarter will give the Street more confidence in the software company that AI is not a huge risk factor, and the numbers are proof of that. To me, the biggest question for all these software companies, beyond revenue and expenses, is margins. And the fact that they were able to exceed their margin targets and did well on margins this quarter is what matters. I think that's the main thing.
我们看到Snowflake上涨了22.7%。
We see Snowflake up 22.7%.
这个频道对 $SNOW 的历次判断
Schwab Network 在这只股票上只有这一条判断。