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Snowflake (SNOW) investor relations material
Snowflake Status update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Integration of SAP and Snowflake for AI-Driven Analytics
SAP and Snowflake have launched a zero-copy, bidirectional integration, enabling seamless data sharing without replication, allowing enterprises to access SAP data in Snowflake instantly for analytics and AI workloads.
The integration provides governed, semantically rich SAP data products, preserving business context and enabling trusted analytics and AI outcomes by leveraging SAP Business Data Cloud (BDC) and Snowflake’s semantic views.
Customers can blend SAP data with other enterprise data in Snowflake, creating a unified semantic layer and a single source of truth for business users and AI agents.
The process eliminates traditional data pipeline complexity, reduces engineering overhead, and accelerates time-to-value by making business-ready data available on demand.
The integration supports both directions: SAP BDC to Snowflake and Snowflake to SAP BDC, with catalog-linked databases and externally managed Iceberg tables facilitating secure, governed, and performant data access.
Technical Implementation and Business Impact
Data products from SAP BDC are shared as catalog-linked databases in Snowflake, with semantic views automatically created from SAP’s Core Schema Notation, capturing facts, dimensions, KPIs, and relationships.
No data is replicated; queries are executed on demand, fetching data directly from SAP BDC, ensuring data freshness and reducing storage costs.
Business analysts can use Snowflake Intelligence and Cortex Analyst to interact with SAP data in natural language, enabling rapid insights and visualizations without manual data movement or transformation.
The unified foundation allows organizations to focus on deriving value from data, supporting advanced analytics, AI, and operational workflows, while maintaining robust governance and security.
The model is designed for scalability, flexibility, and future-proofing, aligning architecture to business use cases and accelerating AI transformation across the enterprise.
Key Differentiators and Customer Value
The partnership eliminates the need for manual reconstruction of business meaning, providing instant access to semantically rich, governed SAP data products in Snowflake.
Customers benefit from a single, trusted view of enterprise data, enabling consistent analytics and AI outcomes across business units.
Zero-copy architecture reduces infrastructure costs and complexity, while semantic integration ensures data quality, trust, and compliance.
The solution is already being adopted by leading enterprises, demonstrating accelerated time-to-value and improved business outcomes.
The approach shifts focus from data movement to activating data for analytics and AI, empowering organizations to innovate and make better decisions faster.
- Q4 FY26 revenue up 30% with strong AI adoption; FY27 guidance targets 27% growth.SNOW
Q4 202610 Apr 2026 - AI-native products and data modernization drive growth, efficiency, and strong financial results.SNOW
Morgan Stanley Technology, Media & Telecom Conference 20264 Mar 2026 - Record revenue, raised guidance, and new AI platform drive growth and partner momentum.SNOW
Status Update3 Feb 2026 - Shareholders approved all proposals, including annual board elections and executive pay.SNOW
AGM 20243 Feb 2026 - Unified platform and AI innovation drive growth in a $342B market by 2028.SNOW
Investor Day 202431 Jan 2026 - Q2 FY25 revenue up 29%, product revenue up 30%, guidance and buybacks increased.SNOW
Q2 202523 Jan 2026 - Stable growth, strong AI product adoption, and a technical CEO are driving future momentum.SNOW
Citi's 2024 Global TMT Conference22 Jan 2026 - Product innovation and customer-focused execution are fueling growth and long-term market strength.SNOW
Goldman Sachs Communacopia + Technology Conference20 Jan 2026 - Q3 FY25 revenue up 28% to $942.1M; product revenue up 29% and guidance raised to $3.43B.SNOW
Q3 202513 Jan 2026
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