業種

Enterprise Software (Cloud Data Platforms & AI Data Cloud)

Enterprise Software (Cloud Data Platforms & AI Data Cloud) のすべてのレポート — 全 1 件。

51/100 Watch Snowflake (SNOW.US) Zen Horizon Report Snowflake is the leading consumption-priced cloud data platform, delivering its first reacceleration after two years of decelerating growth: FY2027 Q1 (ended 2026-04-30) product revenue of $1.334 billion (+34% YoY), net revenue retention (NRR) back up to 126%, and remaining performance obligations (RPO) of $9.21 billion (+38%). Financial quality is excellent, with an adjusted free cash flow margin of 25.5% and net cash of +$2.11 billion; but it still posts an annual GAAP loss of $1.33 billion and stock-based compensation runs at 34% of revenue. Rating Watch: a high-quality business at a full price with an unsettled competitive picture and no margin of safety. Snowflake Inc.SNOW · 米国株Enterprise Software (Cloud Data Platforms & AI Data Cloud)2026年6月8日