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Snowflake shares jump 22% on strong earnings and raised annual outlook

The cloud software company beat fiscal second-quarter projections and boosted its full-year guidance, driven by revenue expansion and AI adoption.

The short version

  • Snowflake reported fiscal second-quarter revenue of $1.55 billion and adjusted earnings per share of 62 cents, both surpassing analyst expectations.
  • The software maker raised its full-year product revenue forecast to $6.07 billion and adjusted operating margin guidance to 14.5%.
  • Company shares rose 22% in extended trading following the report, alongside growth in adoption of its AI coding tool.

Key facts

  • Snowflake reported fiscal second-quarter revenue of $1.55 billion, a 35% increase year over year and above the $1.48 billion expected by LSEG consensus.[CNBC]
  • Adjusted earnings per share reached 62 cents, exceeding the 45 cents per share projected by analysts.[CNBC]
  • The company narrowed its GAAP net loss to $191.7 million (55 cents per share) from $297.9 million (89 cents per share) in the same quarter the prior year.[CNBC]
  • Snowflake raised its full-year product revenue outlook to $6.07 billion, up from $5.84 billion projected in May, and lifted its adjusted operating margin forecast to 14.5%.[CNBC]
  • Adoption of Snowflake's CoCo AI coding agent grew by more than 2,000 accounts during the quarter, reaching a total of 9,100 accounts.[CNBC]

What remains uncertain

  • Whether the stock's after-hours 22% surge will hold during standard market trading hours.[CNBC]

Sources