Snowflake at the Center of the Enterprise AI Revolution — But Can Competition Erode the Moat?
3 months ago
Compounding Your Wealth
"SNOW: Q2 beat w/ revenue growth reaccelerated to +32% vs +26% Q1; RPO +32.5%, billings +41.4% outpacing revenue. AI driving ~50% new logos, 6.1k weekly users. Data sharing at 40% (up from 26%), strengthening network effects. 125% NDR, record $375M net new ARR (+136% YoY). High SBC at 38% revenue but declining. Forward EV/Sales 14.6x vs peers 17x median appears undervalued."
Sentiment
bullish
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
Snowflake at the Center of the Enterprise AI Revolution — But Can Competition Erode the Moat?
Source:
Compounding Your Wealth
Published:
September 11, 2025
Idea Type:
Stock Idea