NYSE$SNOW

Snowflake Inc. · Q1 2025 earnings

Q1 2025 earnings · · Investor relations

Briefing

Snowflake's first quarter of fiscal 2025 showed strong growth in product revenue and remaining performance obligations.

Snowflake reported a 33% year-over-year increase in total revenue, reaching $828.7 million. Product revenue grew by 34% year-over-year to $789.6 million. The company's remaining performance obligations (RPO) reached $5.0 billion, a 46% year-over-year increase.

  • Total revenue increased by 33% year-over-year to $828.7 million.
  • Product revenue grew by 34% year-over-year to $789.6 million.
  • Remaining performance obligations (RPO) increased by 46% year-over-year to $5.0 billion.
  • Net revenue retention rate was 128%.

Headline financials

Total Revenue

$829M

Previous: $624M+32.9%
EPS

-$0.95

Previous: $0.15-733.3%
Remaining Performance Obligations

$5B

Previous: $3.4B+47.1%
Net Revenue Retention Rate

128.0%

Previous: 151.0%-15.2%
Customers >$1M TTM Revenue

485

Previous: 373+30.0%
Capital Expenditures

-$16.5M

Previous: -$6.97M-137.0%
Free Cash Flow

-$334M

Previous: -$233M-43.4%
Net Income

-$317M

Previous: -$226M-40.5%
Operating Income

-$349M

Previous: -$273M-27.6%
Gross Profit

$556M

Previous: $414M+34.3%
R&D Expense

$407M

No prior period
Stock-Based Comp

$332M

Previous: $265M+25.5%

Revenue & EPS history

Snowflake · Revenue · Quarterly

$829M

Q1 2025+32.9%vs Q1 2024
Beat estimate in 15 of 15 quarters(100%)
ActualEstimate

Revenue by segment

Snowflake · $734M total across 2 segments · Q3 2024

  • Product Revenue
    $699M+33.6%
  • Professional Services & Other
    $35.7M+4.1%

Forward guidance

Snowflake anticipates product revenue between $805 million and $810 million for the second quarter of fiscal 2025, representing 26-27% year-over-year growth. They also anticipate 3% operating income.

Tailwinds

  • Product revenue between $805M - $810M
  • 26-27% year-over-year growth for product revenue
  • Operating income of 3%
  • Continued investment in AI and machine learning capabilities
  • Focus on platform innovation and customer success

Headwinds

  • Uncertainty regarding the timing and amount of stock repurchases
  • Potential variability of expenses
  • Impact of stock-based compensation-related charges
  • Dependence on customer consumption patterns
  • Competitive market conditions

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

+1.9%

Avg return

Earnings day

-0.4%

Avg return

5 days after

-0.9%

Avg return

30 days after

54%

13 / 24 earnings

Positive

+31.6%

Q3 2025

Best reaction

-19.5%

Q4 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2027
Q4 2026+2.2%-2.0%-9.7%
Q3 2026-11.4%-16.0%-18.2%
Q2 2026+20.2%+16.6%+12.1%
Q1 2026+13.5%+15.2%+18.4%
Q4 2025+4.5%+4.5%-9.4%
Q3 2025+31.6%+31.6%+27.7%
Q2 2025-12.7%-10.6%-16.4%
Q1 2025-5.0%-4.0%-21.5%
Q4 2024-19.5%-24.0%-30.9%
Q3 2024+9.4%+9.8%+16.0%
Q2 2024-3.2%-2.5%-1.9%
Q1 2024-15.6%-14.4%+1.8%
Q4 2023-12.4%-8.0%-0.1%
Q3 2023+12.8%-0.7%+5.1%
Q2 2023+28.2%+21.8%+12.5%
Q1 2023-2.2%+0.2%+16.9%
Q4 2022-14.9%-26.7%-10.8%
Q3 2022+5.9%+0.4%-0.4%
Q2 2021+3.0%+3.8%+0.9%
Q2 2022+8.5%+5.9%+12.5%
Q1 2022+6.6%+3.5%+7.4%
Q4 2020-8.0%-20.9%-12.5%
Q4 2021-8.0%-20.9%-12.5%
Q3 2021+11.2%+27.3%-7.9%
Q1 2021
Q3 2020
Q2 2020
Q1 2020
Q3 2017
Q2 2017
Q1 2017
Q4 2016
Q3 2016
Q2 2016
Q1 2016
Q4 2015
Q3 2015
Q2 2015
Q1 2015
Q4 2014
Q3 2014
Q2 2014

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