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.
9 matches for “Consumption”; 5 quoted, at least 25 words apart.
…AI is strengthening Snowflake on multiple levels simultaneously. First, AI is accelerating consumption in our core platform as customers migrate workloads to Snowflake faster in…
Third, adoption of these AI products is increasing core platform consumption as customers move from questions to answers, from prompts to pipelines, and from ideas…
…its own right. AI products like Cortex Code are expanding our opportunity with existing customers as CoCo encourages faster, more consumption of the data platform.
…Moving to our outlook, as always, our forecast is based on existing consumption patterns. There are no changes to our forecast methodology or guidance philosophy.…
…you. This is Sanjit Singh from Morgan Stanley. Sridhar, I've been covering consumption model software companies for a long time. In a normal year, we…
Where the listed words were said
…our AI Data Cloud. Just today, we announced an expanded collaboration with AWS through a new $6 billion multi-year agreement to accelerate enterprise AI adoption…
…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…
In Q1, we used approximately $300 million to repurchase 1.7 million shares. We have approximately $800 million remaining of our original $4.5 billion repurchase authorization.…
…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