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.
13 matches for “Partnership”; 5 quoted, at least 25 words apart.
…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…
…our product capabilities but our ecosystem. This quarter alone, we announced new partnerships with Workday, Splunk, Palantir, UiPath, and more to deepen integration, enable secure…
…already supporting customers like AstraZeneca to access and analyze real-time data. These partnerships amplify our ability to deliver value to joint customers and extend our…
…As you may have seen a few weeks ago, we announced a partnership with 12,600 plus customers within Cortex AI and Snow Intelligence, further enhancing…
…At the same time, we're investing in and strengthening our strategic go-to-market partnerships. In addition to those I've already mentioned, today, we've announced an expanded…
Where the listed words were said
…in product innovation and incredible customer momentum. As we deepen our strategic partnerships with the world's leading cloud service providers, AI model developers, SaaS providers,…
…engineering and AI workloads. Together, these factors contributed to a stable net retention rate of 125%. Financial services and technology verticals led growth in Q3.…
…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