Snowflake (SNOW): FY26 Q4 earnings call, Feb 25, 2026
On its Feb 25, 2026 earnings call (FY26 Q4), Snowflake said 6 of the 10 words Kalshi listed; Parrot’s count agreed with all 10 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
10 words · 6 settled yes · our count agreed on 10 of 10- Kalshi: company speakers + operator
Kalshi
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 | 4 | 5 | ✓ | 93%n=1+tx from settlement history blended with transcripts | – |
| Iceberg | Yes | 3 | 3 | ✓ | 70%n=1+tx from settlement history blended with transcripts | – |
| Retention | Yes | 2 | 2 | ✓ | 85%n=1+tx from settlement history blended with transcripts | – |
| Repurchase | Yes | 2 | 2 | ✓ | 79%n=1+tx from settlement history blended with transcripts | – |
| Hiring | Yes | 1 | 2 | ✓ | 64%n=1+tx from settlement history blended with transcripts | – |
| Europe | Yes | 1 | 1 | ✓ | 27%n=1+tx from settlement history blended with transcripts | – |
| AWS | No | 0 | 0 | ✓ | 71%n=1+tx from settlement history blended with transcripts | – |
| Azure | No | 0 | 0 | ✓ | 53%n=1+tx from settlement history blended with transcripts | – |
| Open Source | No | 0 | 0 | ✓ | 39%n=1+tx from settlement history blended with transcripts | – |
| Competition | No | 0 | 0 | ✓ | 23%n=1+tx from settlement history blended with transcripts | – |
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 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
11 matches for “Consumption”; 5 quoted, at least 25 words apart.
…'27. As always, our forecast is built on using existing patterns of consumption. There are no changes to our forecast process or our guidance philosophy.…
…your perspective on the durability of that 27%, given that it's a consumption model, sort of a sustained growth off of a really good year…
…your solutions, you certainly have an exciting opportunity to expand users and consumption, but there is also a risk of maybe sticker shock as AI…
…little bit on do you feel like customers truly understand kind of the potential consumption uplift they can have as they leverage your agents more?
…extension of their existing subscription model. At Snowflake, we charge based on consumption, and we, therefore, offer a very predictable model. I'm also of the…
Where the listed words were said
…same time, we are strengthening the ecosystem around the platform. Our landmark partnership with SAP is delivering incredible value, helping customers like Expand Energy unite…
…that we have executed flawlessly on an interoperable data strategy. We support Iceberg as a first-class construct within Snowflake. We support Iceberg where we manage…
…totaled $9.77 billion with year-over-year growth accelerating to 42%. Our net revenue retention was at a healthy 125%. Thanks to AI, we are both scaling…
…is reflected in our outlook. In Q4, we used $150 million to repurchase approximately 668,000 shares at a weighted average share price of approximately $225.…
…margin of 9% and FY '27 non-GAAP operating margin of 12.5%. Our hiring this year will be weighted to the first quarter, reflecting the addition…
…capability for over 2,500 accounts, almost doubling quarter-over-quarter. For example, Toyota Motor Europe, a global automotive leader, is leveraging Snowflake Intelligence to revolutionize its…
Agents: this page as TSV at /api/v1/appearances/snowflake:2026-02-25:earnings_call · words: /api/v1/brief?appearance=snowflake:2026-02-25:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP