Snowflake's recent earnings momentum, driven by accelerating adoption of its AI data cloud features like Cortex and Snowflake Intelligence, shapes trader expectations for the upcoming Q2 FY2027 call. Product revenue grew 34% year-over-year to $1.33 billion in Q1, prompting an upward revision to full-year guidance at 31% growth, with Cortex Code now active across more than 7,100 accounts and net revenue retention holding near 126%. Partnerships such as the expanded OpenAI collaboration and AWS Marketplace momentum underscore competitive positioning against hyperscalers, while acquisitions like Natoma extend agentic workflow capabilities. Traders will watch for updates on AI workload consumption trends, large-deal momentum reflected in rising remaining performance obligations, and any shifts in margin outlook amid lower-gross-margin AI products.
Tóm tắt AI thử nghiệm tham chiếu dữ liệu Polymarket. Đây không phải tư vấn giao dịch và không ảnh hưởng đến cách thị trường này được giải quyết. · Cập nhậtAI 20+ times
82%
Quarter 15+ times
73%
Cloud 10+ times
64%
Fiscal 5+ times
56%
Retail
50%
Snowflake Intelligence
68%
Cortex
88%
Code
71%
Security
64%
Consumption
64%
Backlog
64%
Enterprise
97%
Healthcare
53%
-No Qualifying Event-
3%
$425 KL.
AI 20+ times
82%
Quarter 15+ times
73%
Cloud 10+ times
64%
Fiscal 5+ times
56%
Retail
50%
Snowflake Intelligence
68%
Cortex
88%
Code
71%
Security
64%
Consumption
64%
Backlog
64%
Enterprise
97%
Healthcare
53%
-No Qualifying Event-
3%
This market will resolve to "Yes" if the listed term is mentioned by anyone during this event. Otherwise, the market will resolve to "No".
If this event is definitely cancelled, or otherwise is not aired by September 3, 2026, 11:59 PM ET, "-No Qualifying Event-" will resolve to "Yes" and all other brackets will resolve to "No".
The resolution source will be audio of the event.
For full rules, see: https://polymarket-upload.s3.us-east-2.amazonaws.com/market_products/Mentions/Event+Mentions+Contract+DeFi.pdf
Thị trường mở: Aug 31, 2026, 12:01 PM ET
Người giải quyết
0x65070BE91...This market will resolve to "Yes" if the listed term is mentioned by anyone during this event. Otherwise, the market will resolve to "No".
If this event is definitely cancelled, or otherwise is not aired by September 3, 2026, 11:59 PM ET, "-No Qualifying Event-" will resolve to "Yes" and all other brackets will resolve to "No".
The resolution source will be audio of the event.
For full rules, see: https://polymarket-upload.s3.us-east-2.amazonaws.com/market_products/Mentions/Event+Mentions+Contract+DeFi.pdf
Người giải quyết
0x65070BE91...Snowflake's recent earnings momentum, driven by accelerating adoption of its AI data cloud features like Cortex and Snowflake Intelligence, shapes trader expectations for the upcoming Q2 FY2027 call. Product revenue grew 34% year-over-year to $1.33 billion in Q1, prompting an upward revision to full-year guidance at 31% growth, with Cortex Code now active across more than 7,100 accounts and net revenue retention holding near 126%. Partnerships such as the expanded OpenAI collaboration and AWS Marketplace momentum underscore competitive positioning against hyperscalers, while acquisitions like Natoma extend agentic workflow capabilities. Traders will watch for updates on AI workload consumption trends, large-deal momentum reflected in rising remaining performance obligations, and any shifts in margin outlook amid lower-gross-margin AI products.
Tóm tắt AI thử nghiệm tham chiếu dữ liệu Polymarket. Đây không phải tư vấn giao dịch và không ảnh hưởng đến cách thị trường này được giải quyết. · Cập nhật
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