Snowflake (SNOW): FY26 Q3 earnings call, Dec 3, 2025

On its Dec 3, 2025 earnings call (FY26 Q3), Snowflake said 5 of the 10 words Kalshi and Polymarket listed; Parrot’s count agreed with 9 of 10 settlements. Quotes below are at most 25 words each.

Updated

Markets

10 words · 5 settled yes · our count agreed on 9 of 10

backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
Partnership Yes1213✓85%transcripts from the transcript model–
Retention Yes33✓77%transcripts from the transcript model–
AWS Yes22✓68%transcripts from the transcript model–
Repurchase Yes11✓80%transcripts from the transcript model–
Hiring Yes00✗76%transcripts from the transcript model–
Iceberg No00✓92%transcripts from the transcript model–
Azure No00✓74%transcripts from the transcript model–
Open Source No00✓59%transcripts from the transcript model–
Europe No00✓55%transcripts from the transcript model–
Competition No00✓35%transcripts from the transcript model–

Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 21, 2026 04:22 UTC.

Transcript

quotes of at most 25 words

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

Where the listed words were said

Sridhar Ramaswamycompany“Partnership” · prepared

…to market. We are executing with urgency and focus and maintaining deep partnerships with our customers that enable us to capture the opportunity in front…

Sridhar Ramaswamycompany“Retention” · prepared

…a strong bookings quarter, underscored by accelerating RPO growth and healthy customer retention. At the same time, we're investing in and strengthening our strategic go-to-market…

Sridhar Ramaswamycompany“AWS” · prepared

…providers. In fact, Snowflake Inc. has already surpassed $2,000,000,000 in sales through AWS Marketplace in a single calendar year and was just recognized with 14…

Brian Robbinscompany“Repurchase” · prepared

…reminder, we intentionally front-loaded our 11%. In Q3, we used $233,000,000 to repurchase 1,000,000 shares at a weighted average price per share of $223.35. We…

Agents: this page as TSV at /api/v1/appearances/snowflake:2025-12-03:earnings_call · words: /api/v1/brief?appearance=snowflake:2025-12-03:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP