Snowflake (SNOW): FY27 Q2 earnings call, Sep 2, 2026
On its Sep 2, 2026 earnings call (FY27 Q2), Snowflake said 13 of the 25 words Kalshi and Polymarket listed; Parrot’s count agreed with all 25 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
25 words · 13 settled yes · our count agreed on 25 of 25- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
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 |
|---|---|---|---|---|---|---|
| AI 20+ times | Yes | 77 | 77 | ✓ | 84%transcripts from the transcript model | – |
| Quarter 15+ times | Yes | 33 | 33 | ✓ | 79%transcripts from the transcript model | – |
| Enterprise | Yes | 23 | 23 | ✓ | 96%transcripts from the transcript model | – |
| Consumption | Yes | 12 | 12 | ✓ | 94%transcripts from the transcript model | – |
| Fiscal 5+ times | Yes | 7 | 7 | ✓ | 52%transcripts from the transcript model | – |
| Cortex | Yes | 5 | 5 | ✓ | 95%transcripts from the transcript model | – |
| Security | Yes | 4 | 4 | ✓ | 83%n=1+tx from settlement history blended with transcripts | – |
| Open Source | Yes | 3 | 3 | ✓ | 52%n=3+tx from settlement history blended with transcripts | – |
| Code | Yes | 2 | 2 | ✓ | 91%transcripts from the transcript model | – |
| AWS | Yes | 1 | 1 | ✓ | 77%n=3+tx from settlement history blended with transcripts | – |
| OpenAI | Yes | 1 | 1 | ✓ | 65%transcripts from the transcript model | – |
| Azure | Yes | 1 | 1 | ✓ | 61%n=3+tx from settlement history blended with transcripts | – |
| Backlog | Yes | 1 | 1 | ✓ | 57%transcripts from the transcript model | – |
| Cloud 10+ times | No | 7 | 7 | ✓ | 48%transcripts from the transcript model | – |
| Snowflake Intelligence | No | 0 | 0 | ✓ | 94%transcripts from the transcript model | – |
| Hiring | No | 0 | 0 | ✓ | 77%n=3+tx from settlement history blended with transcripts | – |
| Iceberg | No | 0 | 0 | ✓ | 53%n=3+tx from settlement history blended with transcripts | – |
| Europe | No | 0 | 1 | ✓ | 36%n=3+tx from settlement history blended with transcripts | – |
| Healthcare | No | 0 | 0 | ✓ | 34%transcripts from the transcript model | – |
| Databricks | No | 0 | 0 | ✓ | 33%transcripts from the transcript model | – |
| Crunchy Data | No | 0 | 0 | ✓ | 26%transcripts from the transcript model | – |
| Accenture | No | 0 | 0 | ✓ | 25%n=1+tx from settlement history blended with transcripts | – |
| Retail | No | 0 | 0 | ✓ | 20%transcripts from the transcript model | – |
| Claude | No | 0 | 0 | ✓ | 16%n=1+tx from settlement history blended with transcripts | – |
| Competition | No | 0 | 0 | ✓ | 15%n=3+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 21, 2026 04:22 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
12 matches for “Consumption”; 5 quoted, at least 25 words apart.
…new opportunities for growth. Third, AI activation continues to lift overall platform consumption. Customers using AI on Snowflake consume more across the data platform, creating…
…more broadly and with greater confidence, creating another catalyst for adoption and consumption on Snowflake. Cortex AI Gateway also extends AI from insight to action…
…analyst and a series of models that reflect our pricing structure and consumption dynamics. Within our sales teams, we have automated prospecting for over 125,000…
…to the platform, extending our reach to new users, and drives greater consumption across the business. We are entering the second half of fiscal 2027…
…reflects a broadening portfolio of AI capabilities. CoCo delivered another standout quarter. Consumption of CoWork is scaling and driving revenue contribution alongside a diverse set…
Where the listed words were said
…once-in-a-lifetime technology shift, and Snowflake remains at the center of the enterprise AI revolution. AI is fundamentally changing how enterprises build, operate, and make decisions.…
Good day, and welcome to the Second Quarter FY 2027 Snowflake Earnings Presentation. Today's conference is being recorded. At this time, I would like to…
…transformation a reality. We bring together the core elements of an agentic enterprise, a governed data foundation, access to leading AI models, deep application workflows,…
…Moving to our outlook. As always, our forecast is based on observed consumption patterns. There are no changes to our forecast methodology or our guidance…
…today's call, we will review our financial results for the second quarter fiscal 2027 and discuss our guidance for the third quarter and full year…
…understand the unique context of a business. At Snowflake Summit, we introduced Cortex Sense, which captures the business definitions and institutional knowledge an AI agent…
…to use, seamlessly connected for collaboration, and trusted, with enterprise-grade governance and security. This quarter, we added 692 net new customers, including 14 from the…
This is also where open source models come in. There's obviously been several generations of these open source models, and we support many of them…
…change on why AI is accelerating Snowflake revenues now? Is it Cortex Code helping users get activated on AI faster? Has it been some of…
…to be somewhat of a dichotomy where Anthropic was available extensively on AWS, while the OpenAI models tended to be more on Azure. The material…
…because they see this as a way to get past the unending backlogs that they've had pretty much since time immemorial. That's a little bit…
Agents: this page as TSV at /api/v1/appearances/snowflake:2026-09-02:earnings_call · words: /api/v1/brief?appearance=snowflake:2026-09-02:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP