Snowflake Inc.
SNOW
You’ve read what changed. Here’s whether the market is confirming it.
Jodie situation report
Snowflake Inc.'s move is spreading beyond its market group.
The latest filing is mixed. 25 of 27 group members are active now; 3 filing-linked outsiders are moving with the group, and 0 of 9 directly disclosed connections are confirming.
- Revenue increased 33.5% versus the comparable filing period.
- Cash declined 158.4M versus the comparable period.
- Participation remains broad in the next market snapshot.
- CRWD remains aligned with the group in the next market snapshot.
- Quarterly R&D expense rose versus prior year, driven by higher personnel, stock-based comp, headcount, and overhead to support product growth.
Invalidation: This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.
Who this business touches
The relationships behind SNOW
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
ACTEnact Holdings, Inc.customerMar 20, 2026 ▾
“Customers can rely on this centralized data repository to address a variety of use cases.”
AMZNAmazon.com, Inc.competitorMar 20, 2026 ▾
“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
EFOREverforth, Inc.partnerFeb 25, 2026 ▾
“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
Live connections
SNOW is currently a Participant in the organic co-movement group Payment Software. 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.