NYSE$SNOW

Snowflake Inc. · Q2 2026 earnings

Q2 2026 earnings · · After market close · Investor relations

Briefing

Snowflake reported Q2 fiscal 2026 product revenue of $1.09B with total revenue of $1.14B.

Product revenue was $1.09 billion for the quarter ended July 31, 2025, up 32% year over year, with total revenue of $1.14 billion. Net revenue retention was 125%. Customers with trailing 12-month product revenue over $1 million rose to 654. The company continues to invest in AI and GPU-related consumption features.

  • Q2 product revenue $1.09B (+32% YoY); total revenue $1.14B.
  • Net revenue retention 125%; 654 customers >$1M product revenue.
  • Consumption model drives recurring platform usage.
  • GAAP profitability impacted by stock-based compensation.
  • AI/ML workloads and partnerships expand TAM.

Headline financials

Total Revenue

$1.14B

Previous: $869M+31.8%
EPS

-$0.89

Previous: -$0.95+6.3%
Remaining Performance Obligations

$6.9B

No prior period
Net Revenue Retention Rate

125.0%

No prior period
Customers >$1M TTM Revenue

654

No prior period
Forbes Global 2000 Customers

751

No prior period
Capital Expenditures

-$61.7M

Previous: -$21.6M-185.9%
Free Cash Flow

-$360M

Previous: -$338M-6.3%
Net Income

-$298M

Previous: -$317M+6.0%
Operating Income

-$340M

Previous: -$355M+4.2%
Gross Profit

$773M

Previous: $581M+33.1%
Cash & Equivalents

$1.88B

No prior period
Total Assets

$8.2B

No prior period

Revenue & EPS history

Snowflake · Revenue · Quarterly

$1.14B

Q2 2026+31.8%vs Q2 2025
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

The filing discusses Snowflake's outlook, capital allocation, and key risks for upcoming quarters, including guidance ranges or operating priorities where disclosed.

Tailwinds

  • Platform adoption, ARR, and enterprise deal pipelines support growth.
  • Snowflake cites demand and execution supporting the near-term outlook.
  • Liquidity and balance-sheet capacity support operations and shareholder returns.

Headwinds

  • GAAP profitability remained under pressure in Q2 2026.
  • Macro, input costs, and FX may pressure margins quarter to quarter.
  • Segment mix and one-time items can affect comparability versus prior periods.
  • Stock-based compensation and competitive pricing affect GAAP earnings.

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 Q2 2026

Historical avgQ2 2026

+3.2%

Avg return

Earnings day

+1.5%

Avg return

5 days after

-0.9%

Avg return

30 days after

56%

14 / 25 earnings

Positive

+36.1%

Q1 2027

Best reaction

-19.5%

Q4 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2027+36.1%+48.7%
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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