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.
21 matches for “Enterprise”; 5 quoted, at least 25 words apart.
…the promise is real, and Snowflake sits at the center of the enterprise AI revolution. Across the market, AI is reshaping the software landscape, redefining…
…and at scale. The winners will be the platforms that combine trusted enterprise data, govern business metrics, secure execution and broad model choice and make…
…leadership in what we shipped this year. With Snowflake Intelligence, we brought enterprise-grade agent capabilities directly to business teams. With the general availability of Cortex…
…Cortex Code are meaningful steps in Snowflake's evolution on the platform where enterprises govern and analyze their data to the platform where they build and…
…to use, seamlessly connected for collaboration, grounded in the security and governance enterprises trust. As we innovate, we remain maniacally focused on driving great business…
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…
…contribution from AI workloads. We saw no decline in our net revenue retention rate, which remains at 125%. Q4 sales execution was outstanding. Remaining performance…
…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