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.
3 matches for “Retention”; 3 quoted, at least 25 words apart.
…obligations totaled $7,880,000,000 with year-over-year growth accelerating to 37%. Our net revenue retention remained stable at a very healthy 125%, and we added a record…
…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…
…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.…
Where the listed words were said
…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…
…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