Thread regarding Teradata Corp. layoffs

Snowflake Q3 Earnings Preview: AI opportunities and new customer growth in focus

From Seeking Alpha on Snowflake trading at 267 today.

Wall Street expects the cloud-based data storage company to post an EPS of $0.31, implying a 55% increase, while revenue is expected to rise 25.3% to $1.18 billion for the quarter.

The company, during its Q2 earnings call, stated that it expects Q3 product revenue to come in between $1.125 billion and $1.13 billion.

We expect this to support NRR around ~125% and healthy new customer growth of +18-19% YoY,” Oppenheimer analyst Ittai Kidron highlighted in a research note.

Over the last two years, SNOW has beaten EPS estimates 88% of the time and has beaten revenue estimates 100% of the time.

Over the last three months, EPS estimates have seen four upward revisions and one downward move, while revenue estimates have seen eight upward revisions, compared to one downward revision.

Since the start of the year, SNOW shares have gained over 70%, compared to nearly 16% rise in the broader S&P 500 index.


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| 1422 views | | 8 replies (last December 10) | Reply
Post ID: @OP+1kbjsnapn

8 replies (most recent on top)

@f3 Year over year revenue loss tells a different story.

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Post ID: @1a8+1kbjsnapn

@f3 the saying goes, the deadwood floats to the top which is true. TD has laid off amazing talent over the years and in exchange for the knowledge lost, hired the cheapest, less experienced labor they can find and promoted those fools.

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Post ID: @je+1kbjsnapn

@f3 Nobody is obsessed with Snowflake. We monitor Oracle and others too. They are primary competitors and bear watching. And it’s fun to compare a huge winner with a dog. You think you’re getting rid of deadwood but are too clueless to hear the bell tolling. Guess that cloud and AI stuff wasn’t a fad, huh?

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Post ID: @j7+1kbjsnapn

Why are we obsessed with Snowflake? Teradata has a strong product line that's gaining traction and we're getting rid of deadwood constantly so we're in a good direction

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Post ID: @f3+1kbjsnapn

That’s what an industry leader looks like.

Snowflake Reports Financial Results for the Third Quarter of Fiscal 2026

  • Product revenue of $1.16 billion in the third quarter, representing 29% year-over-year growth
  • Net revenue retention rate of 125%
    688 customers with trailing 12-month product revenue greater than $1 million
  • 766 Forbes Global 2000 customers
  • Remaining performance obligations of $7.88 billion, representing 37% year-over-year growth
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Post ID: @b9+1kbjsnapn

Their revenue is smashing records. They are taking teradata customers at an accelerated pace too. No wonder teradata revenue is declining every quarter.

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Post ID: @a9+1kbjsnapn

https://seekingalpha.com/news/4527688-snowflake-q3-earnings-preview-ai-opportunities-and-new-customer-growth-in-focus

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Post ID: @a6+1kbjsnapn

Wow, they announce tonight for Q3, so it should be interesting just how far advanced they are.

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Post ID: @a1+1kbjsnapn

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