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.

25 matches for “Snowflake Intelligence”; 5 quoted, at least 25 words apart.

Sridhar Ramaswamycompanyprepared

…of the world's leading financial institutions. And with the general availability of Snowflake Intelligence, we are seeing the fastest ramp in product adoption in our…

Sridhar Ramaswamycompanyprepared

…For example, CS Imagine, a global SaaS platform for financial services, uses Snowflake Intelligence to build an AI agent that now handles tasks equal to…

Sridhar Ramaswamycompanyprepared

…clients. And Fanatics, the global leader in sports merchandise and e-commerce, uses Snowflake Intelligence to connect billions of fan data points across shopping, collectibles, and…

Sridhar Ramaswamycompanyprepared

…over last year, with AI being front and center. As I shared, Snowflake Intelligence continues to set the tone for enterprise-grade agentic AI. Just recently,…

Sridhar Ramaswamycompanyprepared

…estate. We believe this richer context will empower agentic AI experiences like Snowflake Intelligence to better understand enterprise data and uncover deeper insights. As we…

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