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.
1 match for “Compute”; 1 quoted, at least 25 words apart.
…$6 billion multi-year agreement to accelerate enterprise AI adoption globally, leveraging Graviton compute and AI services. The announcement comes as Snowflake surpassed $7 billion in…
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…
…to use, seamlessly connected for collaboration, and trusted, with enterprise-grade governance and security. In fact, 42% of our customers are data sharing on Snowflake with…
…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