SNOW
Market read
The latest filing is mixed. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 9 directly disclosed connections are confirming.
Invalidation: The isolated read changes if SNOW's group or a disclosed connection begins moving with it.
Research brief
The latest filing is mixed. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 9 directly disclosed connections are confirming.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“We expect that our research and development expenses will increase in absolute dollars due to business growth, continued investments in our platform, and a decrease in the amount of software development costs eligible for capitalization.”10-Q · Sep 4, 2026 ↗
“General and administrative expenses decreased by $79.7 million for the six months ended July 31, 2026, compared to the six months ended July 31, 2025, primarily driven by a decrease of $90.9 million in asset impairment charges related to office facility exits.”10-Q · Sep 4, 2026 ↗
“51 Table of Contents The following table sets forth our condensed consolidated statements of operations data expressed as a percentage of revenue for the periods indicated: Three Months Ended April 30, 2026 2025 Revenue 100 % 100 % Cost of revenue (1) 33 33 G…”10-Q · May 29, 2026 ↗
Valuation discipline
Price/sales 23.7× · EV/sales 23.1×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 16:00 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for SNOW. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Earlier comparable assessment · baseline
10-Q filed 2026-05-29 against the comparable filing from 2025-05-30.
A newer Struct brief is shown above. This older assessment remains here for comparison, not as the current read.
“Other expense, net decreased $18.5 million for the three months ended April 30, 2026, compared to the three months ended April 30, 2025, primarily due to a decrease in impairments and changes in net unrealized gains (losses) on our strategic investments, partially offset by changes in net realized gains (losses) on strategic investments in equity securities and the fair value of non-marketable debt security under the fair value option.”
“Financing Activities Net cash used in financing activities for the three months ended April 30, 2026 was $371.5 million, primarily driven by $300.0 million in repurchases of our common stock under our authorized stock repurchase program and $142.8 million in taxes paid related to net share settlement of equity awards, partially offset by proceeds of $73.6 million from the issuance of equity securities under our equity incentive plans.”
“Our product gross margin remained flat at 71% for each of the three months ended April 30, 2026 and 2025, respectively, primarily due to the decrease in personnel-related costs as a percentage of product revenue and higher volume-based discounts for our purchases of third-party cloud infrastructure, offset by costs attributable to newly launched product capabilities and features that have not yet reached economies of scale.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“Customers can rely on this centralized data repository to address a variety of use cases.”
“Our competition includes the following: • large, well-established, public cloud providers that generally compete in all of our markets, including Amazon Web Services (AWS), Microsoft Azure (Azure), and Google Cloud Platform (GCP); • less-established public an…”
Depended on by
“We partner with hyperscalers, such as AWS, Microsoft, and Google; enterprise platforms, including Salesforce, ServiceNow, and Workday; cybersecurity players, such as CrowdStrike, Elastic, SailPoint, and Trellix; and data & AI platforms, such as Databricks and…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 13 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
SNOW is currently a Leader in the organic co-movement group Cloud Data Platforms. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for SNOW; it is not active in the latest market snapshot.
Context history
No durable theme membership has been observed for this name yet.