Snowflake二季度业绩和产品收入指引超预期，盘后大涨后不追

Snowflake ( SNOW ) shares jumped 22% in extended trading on Wednesday after the data warehousing company reported fiscal second-quarter results and guidance that topped/missed Wall Street's forecast. For the period ending July 31, Snowflake said it earned an adjusted $0.62 per share as revenue rose 35.1% year-over-year to come in at $1.546B. Analysts had expected the company to earn an adjusted $0.45 per share on $1.48B in revenue. “Snowflake delivered another strong quarter, with product revenue of $1.49 billion, up 37% year-over-year, as Snowflake continues to power the enterprise AI revolution,” said Sridhar Ramaswamy, CEO of Snowflake, in a statement . “AI continues to compound our advantages, creating a flywheel effect across the business. CoWork and CoCo are driving transformational outcomes for our customers, while fueling rapid adoption, user growth, new workloads, and overall platform consumption. Our rapid pace of innovation, tight go-to-market execution, and operational discipline position us well to capture the opportunity ahead. The Agentic Enterprise runs on Snowflake, and we're just getting started.” Looking ahead to the fiscal third quarter, Snowflake said it expects product revenue to be between $1.588B and $1.593B, above the $1.51B estimate. Adjusted operating margin is forecast to be 15.5%. For the full year, Snowflake expects product revenue of $6.07B, up 31% year-over-year, while adjusted operating margin is forecast to be 14.5%. The company will host a conference call at 5 p.m. EST to discuss the results.