Logotype for Snowflake Inc

Snowflake (SNOW) investor relations material

Snowflake Goldman Sachs Communicopia + Technology Conference 2025 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Snowflake Inc
Goldman Sachs Communicopia + Technology Conference 2025 summary8 Sep, 2025

Opening remarks and industry context

  • Speakers shared personal stories highlighting backgrounds in computer science and technology leadership.

  • Emphasis on the evolution of data and AI as central to enterprise transformation.

  • Noted the convergence of AI and data analytics as a major industry trend.

Vision and product evolution

  • Aspiration to become a comprehensive data platform, moving beyond traditional data warehousing.

  • Expansion into data engineering, transactional support, and agentic AI platforms.

  • Highlighted Snowflake Intelligence and Cortex AI SQL as key innovations for business and technical users.

  • Emphasis on ease of use, integration, and unlocking new use cases for customers.

Product announcements and customer impact

  • Snowflake Intelligence enables unified, permissioned access to business data, streamlining insights.

  • Cortex AI SQL introduces AI primitives into SQL, simplifying sentiment analysis and feedback aggregation.

  • Customers like BlackRock and Cambia Health Solutions leverage these tools for customer 360 and health data solutions.

  • AI-driven features are driving increased platform consumption and new customer wins.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Snowflake earnings date

Logotype for Snowflake Inc
Q3 2026
LIVE
19 Nov, 2025
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Snowflake earnings date

Logotype for Snowflake Inc
Q3 2026
LIVE
19 Nov, 2025

The essential earnings season companion

The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Offering cloud-based warehousing solutions

Snowflake Inc is an American technology company that builds data warehousing solutions. Their cloud-based solutions enable their customers to store and analyze their data with their analytics tools. Their platform includes data engineering, a data lake, a data warehouse, data science, data applications, and data sharing. The company was founded in 2012 and is headquartered in Bozeman, Montana.

Founders with an eye for the future of data

The company was founded in 2012 by Benoit Dageville, Thierry Cruanes, and Marcin Zukowski that all three were experts in data warehousing, with the two former previous working at Oracle. Dageville and Cruanes realized that data warehouses were struggling but concluded that they wouldn’t die out but rather needed to adapt to the era of big data. Bob Muglia, former Microsoft executive, bevame the CEO in 2014. The current CEO Frank Slootman was appointed in 2019 when he had previously retired from the technology company ServiceNow.

Not a SaaS business

Contrary to popular belief, Snowflake isn’t a traditional Software-as-a-Service (SaaS) company. Many traditional companies nowadays operate under a subscription model meaning the customer needs to choose a tier or a package based on anticipated needs in the future. Snowflake instead operates under a consumption model. Meaning customer only pays for what they need. At the same time, revenue is recognized when consumption occurs. As of January 2022, 93 percent of the revenue was consumption-based. Its product revenue category consists of computing, storage, and data transfer services. It’s the majority of its revenue. Customers can also stop their billing when no queries are running and so on, making them only charge for what they use.

The record-breaking IPO

Snowflake was listed on the New York Stock Exchange on September 16, 2020. At this point in time, it was the largest software IPO ever made. The company's share prices doubled on its first day of trading, breaking another record. Prior investors to the IPO include Salesforce, Sequoia, and Sutter Hill Ventures. Perhaps a more remarkable investor in the IPO was Warren Buffet’s Berkshire Hathaway. This was his first investment in a newly public U.S. company since Ford did its IPO in 1956. Due to the sharp rise in share price on its IPO day, Buffet made more than $800 million in profit on the investment in Snowflake’s IPO.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage