Snowflake WKN: A2QB38 ISIN: US8334451098 Forum: Aktien User: Jawf

... Financial Outlook: Our guidance includes GAAP and non-GAAP financial measures. For the third quarter of fiscal 2027, the company expects: Product revenue of $1,588 million to $1,593 million, representing 37% to 38% year-over-year growth Non-GAAP operating margin 2 of 15.5% Non-GAAP weighted-average shares used in computing net income per share attributable to common stockholders—diluted 2,3 of 382 million For the full-year of fiscal 2027, the company expects: Product revenue of $6,070 million, representing 36% year-over-year growth, up from previous guidance of $5,840 million, or 31% year-over-year growth Non-GAAP product gross margin 2 of 74.0% Non-GAAP operating margin 2 of 14.5%, up from previous guidance of 13.5% Non-GAAP adjusted free cash flow margin 2 of 23.0% Non-GAAP weighted-average shares used in computing net income per share attributable to common stockholders—diluted 2,3 of 380 million https://investors.snowflake.com/news/news-details/2026/Snowflake-Reports-Financial-Results-for-the-Second-Quarter-of-Fiscal-2027/default.aspx

... Snowflake Business Highlights: AI Momentum: CoCo surpassed 9,100 accounts 1, adding more than 2,000 accounts in the quarter alone, while CoWork expanded to 5,800 accounts 1. Accelerated Product Velocity: Launched over 330 product capabilities to general availability in the first half of fiscal 2027, up 35% year-over-year, and recently introduced Cortex Sense for business context and Cortex AI Gateway, which extends AI from insight to action through its integration of Natoma. AI Customer Wins: Customers like 1Password and Indeed chose Snowflake as the foundation for their data and AI transformation. Sayari cut costs by more than half and is using CoCo to accelerate the migration of 12 billion records. Customer Growth: Added 692 net new customers in the quarter, up 32% year-over-year, including 14 net new Forbes Global 2000 customers. https://investors.snowflake.com/news/news-details/2026/Snowflake-Reports-Financial-Results-for-the-Second-Quarter-of-Fiscal-2027/default.aspx

https://investors.snowflake.com/news/news-details/2026/Snowflake-Reports-Financial-Results-for-the-Second-Quarter-of-Fiscal-2027/default.aspx Snowflake Reports Financial Results for the Second Quarter of Fiscal 2027 September 2, 2026 Product revenue of $1.49 billion in the second quarter, representing 37% year-over-year growth Financial Highlights: - Revenue of $1.55 billion in the second quarter, representing 35% year-over-year growth - Net revenue retention rate of 126% - 828 customers with trailing 12-month product revenue greater than $1 million, representing 27% year-over-year growth - 829 Forbes Global 2000 customers - Remaining performance obligations of $9.00 billion, representing 30% year-over-year growth ...

Mein beeileid

https://meinmarktradar.com/beitrag-snowflake-q2-vorschau.html

Viel Erfolg 🌜ich habe 2. Call Optionen

Short ist gesetzt!

Schönen Feierabend 🥂 kauft schnell ein 🛍️

Bin Mal rein 🔔

Hey wird spannend heute 😆🔔

Hab mir Snowflake heute nochmal genauer angeschaut. Die hohen Erwartungen sehe ich auf jeden Fall auch. Was mich aber etwas zweifeln lässt: Die aktuellen Channel-Checks von mehreren Analysten sind ziemlich positiv und bei Product Revenue scheint die echte Erwartung eher irgendwo um 1,45–1,47 Mrd. zu liegen. Deshalb würde mich interessieren: Glaubt ihr konkret, dass Snowflake diese Zahlen nicht schafft, oder denkt ihr eher, dass selbst ein Beat + angehobene Guidance nicht mehr reicht? Und was müsste Snowflake liefern, damit ihr sagen würdet, eure Short-These war falsch?

Ziele sind zu hoch angesetzt

Warum?

Ich denke fallen

Am 2. September kommen die Quartalszahlen, was denkt ihr was beim Kurs passieren wird?

... schon ein paar Tage alt aber... "Für Sie zusammengefasst: - Bank of America hebt Software-Kursziele deutlich an - ServiceNow, Figma und Snowflake überzeugen mit KI - Snowflakes Kursziel steigt stark auf 395 US-Dollar - Report: KI braucht Strom" https://www.wallstreet-online.de/nachricht/21265323-ki-chancen-software-aktien-stechen