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.
UpdatedMarkets
10 words · 5 settled yes · our count agreed on 9 of 10- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
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.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Partnership | Yes | 12 | 13 | ✓ | 85%transcripts from the transcript model | – |
| Retention | Yes | 3 | 3 | ✓ | 77%transcripts from the transcript model | – |
| AWS | Yes | 2 | 2 | ✓ | 68%transcripts from the transcript model | – |
| Repurchase | Yes | 1 | 1 | ✓ | 80%transcripts from the transcript model | – |
| Hiring | Yes | 0 | 0 | ✗ | 76%transcripts from the transcript model | – |
| Iceberg | No | 0 | 0 | ✓ | 92%transcripts from the transcript model | – |
| Azure | No | 0 | 0 | ✓ | 74%transcripts from the transcript model | – |
| Open Source | No | 0 | 0 | ✓ | 59%transcripts from the transcript model | – |
| Europe | No | 0 | 0 | ✓ | 55%transcripts from the transcript model | – |
| Competition | No | 0 | 0 | ✓ | 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 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
18 matches for “Consumption”; 5 quoted, at least 25 words apart.
…adoption among many of our marquee customers. Because we operate as a consumption-based business, this number reflects real-world enterprise usage. It's a direct signal of…
…to $2,000,000 within the quarter. I think it's really important with the consumption model not to view quarterly beats as the best signal of the…
…the sales information that matters for my sales team. Whether it is consumption information, or the Workday hierarchy itself of who is managing whom, information…
…beat and raise. And that is driven by what we see in consumption trends. As you know, we tend to be pretty disciplined about how…
…But as you see the front side of things like the AI consumption revenue ARR that we announced, the $100,000,000 ARR, that's what gives us…
Where the listed words were said
…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…
…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…
…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…
…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