《EARNINGS ALERT: AVGO, SNOW, HPE, FIVE, NTAP》
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。
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.