Snowflake (SNOW): FY27 Q1 earnings call, May 27, 2026
On its May 27, 2026 earnings call (FY27 Q1), Snowflake said 8 of the 13 words Kalshi listed; Parrot’s count agreed with all 13 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
13 words · 8 settled yes · our count agreed on 13 of 13- 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 |
|---|---|---|---|---|---|---|
| AWS | Yes | 7 | 7 | ✓ | 48%n=2+tx from settlement history blended with transcripts | – |
| Security | Yes | 5 | 6 | ✓ | 72%transcripts from the transcript model | – |
| Hiring | Yes | 3 | 4 | ✓ | 71%n=2+tx from settlement history blended with transcripts | – |
| Repurchase | Yes | 2 | 2 | ✓ | 81%n=2+tx from settlement history blended with transcripts | – |
| Retention | Yes | 1 | 1 | ✓ | 86%n=2+tx from settlement history blended with transcripts | – |
| Compute | Yes | 1 | 1 | ✓ | 55%transcripts from the transcript model | – |
| Azure | Yes | 1 | 1 | ✓ | 48%n=2+tx from settlement history blended with transcripts | – |
| Open Source | Yes | 1 | 1 | ✓ | 32%n=2+tx from settlement history blended with transcripts | – |
| Iceberg | No | 0 | 0 | ✓ | 77%n=2+tx from settlement history blended with transcripts | – |
| Europe | No | 0 | 0 | ✓ | 51%n=2+tx from settlement history blended with transcripts | – |
| Accenture | No | 0 | 0 | ✓ | 31%transcripts from the transcript model | – |
| Competition | No | 0 | 1 | ✓ | 21%n=2+tx from settlement history blended with transcripts | – |
| Claude | No | 0 | 1 | ✓ | 20%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 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.
13 matches for “Cloud”; 5 quoted, at least 25 words apart.
…core business. Our 13,912 customers turn to Snowflake because our AI Data Cloud is easy to use, seamlessly connected for collaboration, and trusted, with enterprise-grade…
…case throughput per engineer. By using CoCo, engineering teams that run Snowflake cloud deployment have freed up capacity and moved resources to product innovation while…
…our strategic partner relationships and extend the reach of our AI Data Cloud. Just today, we announced an expanded collaboration with AWS through a new…
…mission-critical business data across their core data systems within our AI Data Cloud. Before I close, I want to acknowledge our Co-Founder and Chief Architect,…
…visionaries of our industry. His leadership and innovation helped invent the modern cloud data platform and laid the foundation for everything Snowflake has become today.…
Where the listed words were said
…During the quarter, we entered into a five-year, $6 billion contract with AWS, more than doubling our prior contract signed in FY 2023. With this…
…action, grounded in the customer's enterprise data, business context, model, applications, and security policies. Snowflake Intelligence is the business user surface of that control plane.…
…300 basis points year-over-year to reach 12%. Strong revenue growth and disciplined hiring both contributed to the outperformance in non-GAAP operating margin. We added 190…
…marking our strongest sequential dollar growth in company history. Our net revenue retention rate increased to 126%. With our continued focus on executing with discipline…
…Snowflake implementation works fine on AWS, but it can also work on Azure. We have similar, really good partnerships with the leading AI labs, both…
…host a whole series of other models ourselves, and as things like open source models become more important, we always act on behalf of what…
Agents: this page as TSV at /api/v1/appearances/snowflake:2026-05-27:earnings_call · words: /api/v1/brief?appearance=snowflake:2026-05-27:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP