Snowflake (SNOW): FY26 Q4 earnings call, Feb 25, 2026

Wed, Feb 25Earnings callSpeaker-labelled transcriptSnowflake

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.

Updated

Markets

10 words · 6 settled yes · our count agreed on 10 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 Yes45✓93%n=1+tx from settlement history blended with transcripts–
Iceberg Yes33✓70%n=1+tx from settlement history blended with transcripts–
Retention Yes22✓85%n=1+tx from settlement history blended with transcripts–
Repurchase Yes22✓79%n=1+tx from settlement history blended with transcripts–
Hiring Yes12✓64%n=1+tx from settlement history blended with transcripts–
Europe Yes11✓27%n=1+tx from settlement history blended with transcripts–
AWS No00✓71%n=1+tx from settlement history blended with transcripts–
Azure No00✓53%n=1+tx from settlement history blended with transcripts–
Open Source No00✓39%n=1+tx from settlement history blended with transcripts–
Competition No00✓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 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

13 matches for “Fiscal”; 5 quoted, at least 25 words apart.

Katherine Mc Crackencompanyprepared

Good afternoon, and thank you for joining us on Snowflake's Fourth Quarter Fiscal 2026 Earnings Call. Joining me on the call today are Sridhar Ramaswamy,…

Katherine Mc Crackencompanyprepared

…today's call, we will review our financial results for the fourth quarter fiscal 2026 and discuss our guidance for the first quarter and full year…

Sridhar Ramaswamycompanyprepared

…to AI, we are both scaling revenue and becoming operationally more efficient. Fiscal '26 non-GAAP operating margin reached 10.5%, expanding more than 400 basis points…

Sanjit Singhanalystqa

…Brian and then hopefully for you, Sridhar. Brian, on the guide for fiscal year '27, it basically implies sustained growth around 27% throughout the year.…

Sanjit Singhanalystqa

…to get an update on that and where we sort of stand with the AI portfolio exiting this year and going to fiscal year '27.

Where the listed words were said

Sridhar Ramaswamycompany“Partnership” · prepared

…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…

Sridhar Ramaswamycompany“Iceberg” · qa

…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…

Brian Robinscompany“Retention” · prepared

…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…

Brian Robinscompany“Repurchase” · prepared

…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.…

Brian Robinscompany“Hiring” · prepared

…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…

Sridhar Ramaswamycompany“Europe” · prepared

…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