$SNOW POST-EARNING THOUGHTS

Snowflake went up nearly 40% after earnings after revenue total revenue of $1.39B (+33% YoY) while product revenue growth accelerated from 30% last quarter to 34% this quarter which directly challenges the idea that Snowflake is being disrupted by AI (that acceleration is the entire story right now). Net revenue retention increased to 126%, RPO […]

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OUR $SNOW POST-EARNING THOUGHTS

$SNOW Post-Earning Thoughts

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