Snowflake — 2026Q3 财报
公布于 2026-09-02
每股收益 $0.62，预期 $0.45 — 超预期
次一交易日 +16.6%（收盘 2026-09-02 → 2026-09-03）
来源
8-K 文件 ↗综述
Snowflake's second quarter of fiscal 2027, ended July 31, 2026, was a broad-based growth print: product revenue of $1.49 billion grew 37% year over year inside total revenue of $1.55 billion, up 35%, with net revenue retention holding at 126%. The depth metrics moved with the top line — 828 customers now exceed $1 million in trailing-twelve-month product revenue, up 27%, and remaining performance obligations reached $9.00 billion, up 30% — meaning contracted future consumption is growing roughly in line with recognized revenue rather than being drawn down to fund it. This summary reads the company's own results release; no call transcript was verified for this quarter.
点评
引文为原始文件中的英文原话，未作翻译；其下一行是 TradingPilot 对它的解读。
来自财报
Consumption growth re-accelerated across every disclosed cohort metric — product revenue, million-dollar customers and backlog all grew faster than a year of AI-spend skepticism priced in.
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“Product revenue of $1.49 billion in the second quarter, representing 37% year-over-year growth”
Product revenue was $1.49 billion, up 37% year over year.
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“Revenue of $1.55 billion in the second quarter, representing 35% year-over-year growth”
Total revenue was $1.55 billion, up 35% year over year.
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“Net revenue retention rate of 126%”
Net revenue retention was 126%.
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“828 customers with trailing 12-month product revenue greater than $1 million, representing 27% year-over-year growth”
828 customers now exceed $1 million in trailing-12-month product revenue, up 27% year over year.
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“Remaining performance obligations of $9.00 billion, representing 30% year-over-year growth”
Remaining performance obligations reached $9.00 billion, up 30% year over year.
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截至 2026-09-02