Snowflake (SNOW): FY25 Q4 earnings call, Feb 26, 2025

Wed, Feb 26Earnings callSpeaker-labelled transcriptSnowflake

No Kalshi or Polymarket word markets were listed for Snowflake’s Feb 26, 2025 earnings call (FY25 Q4). The transcript is searchable below (quotes of at most 25 words).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

7 matches for “Consumption”; 5 quoted, at least 25 words apart.

Sridhar Ramaswamycompanyprepared

…our fast Streamlit apps, they can get deep insight into our customers' consumption trends in our Customer 360 app. You'll also see our emphasis on…

Mike Scarpellicompanyprepared

…$3.5 billion. Our core business is strong. We continue to see stable consumption patterns as evidenced by our 126% net revenue retention rate. New products…

Mike Scarpellicompanyprepared

…and we do not view this choice as indicative of their future consumption patterns. Turning to margin, FY ‘25 non-GAAP product gross margin of 76%…

Sridhar Ramaswamycompanyqa

…reaching their capacity earlier is a good thing. It means that their consumption has gone over what they predicted at the beginning of the contract.…

Mike Scarpellicompanyqa

…well too. And so there's going to be a quota as well on bookings, but the bulk of their earnings will come from consumption revenue.

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