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.

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

Sridhar Ramaswamycompanyprepared

…You can see that leadership in what we shipped this year. With Snowflake Intelligence, we brought enterprise-grade agent capabilities directly to business teams. With the…

Sridhar Ramaswamycompanyprepared

…on Snowflake are already driving meaningful operational impact just weeks after launch. Snowflake Intelligence and Cortex Code are meaningful steps in Snowflake's evolution on the…

Sridhar Ramaswamycompanyprepared

…the total to more than 9,100 accounts. And in just 3 months, Snowflake Intelligence has scaled from a nascent offering to an essential capability for…

Sridhar Ramaswamycompanyprepared

…advantage. And United Rentals, the global leader in equipment rentals, is using Snowflake Intelligence to power a new business intelligence agent that helps teams across…

Sridhar Ramaswamycompanyprepared

…entirely new AI native systems built directly on Snowflake. Across our business, Snowflake Intelligence and Cortex Code are already delivering measurable results. Our service delivery…

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…

Sridhar Ramaswamycompany“Retention” · prepared

…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…

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…

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