NYSE$SNOW

Snowflake Inc. · Q4 2021 earnings

Q4 2021 earnings · · Investor relations

Briefing

Snowflake's Q4 2021 financial results were reported, showcasing substantial growth.

Snowflake reported a strong Q4 2021 with revenue of $190.5 million, representing a 117% year-over-year growth. Product revenue reached $178.3 million, a 116% increase year-over-year. The company's remaining performance obligations grew by 213% to $1.3 billion, and it now serves 4,139 total customers.

  • Total revenue reached $190.5 million, representing 117% year-over-year growth.
  • Product revenue amounted to $178.3 million, reflecting a 116% year-over-year increase.
  • Remaining performance obligations (RPO) increased to $1.3 billion, a 213% year-over-year growth.
  • Net revenue retention rate stood at 168% as of January 31, 2021.

Headline financials

Total Revenue

$190M

Previous: $87.7M+117.2%
EPS (adj)

-$0.16

Previous: -$0.16+0.0%
Remaining Performance Obligations

$1.3B

Previous: $415M+213.3%
Net Revenue Retention Rate

168.0%

Previous: 158.0%+6.3%
Customers >$1M TTM Revenue

77

No prior period
Capital Expenditures

$11M

Previous: $4.08M+170.1%
Free Cash Flow

$7.32M

Previous: -$46.9M+115.6%
Net Income

-$199M

Previous: -$83.3M-138.9%
Operating Income

-$200M

Previous: -$85.1M-135.5%
Gross Profit

$108M

Previous: $53.2M+102.3%
Cash & Equivalents

$820M

Previous: $127M+544.8%
Total Assets

$5.92B

Previous: $1.01B+484.7%
Stock-Based Comp

$144M

Previous: $21M+584.9%

Revenue & EPS history

Snowflake · Revenue · Quarterly

$190M

Q4 2021+117.2%vs Q4 2020
Beat estimate in 6 of 10 quarters(60%)
ActualEstimate

Revenue by segment

Snowflake · $190M total across 2 segments · Q4 2021

  • Product Revenue
    $178M
  • Professional Services & Other
    $12.2M

Forward guidance

Snowflake provided guidance for the first quarter and full year of fiscal 2022, including product revenue and operating loss estimates.

Tailwinds

  • The company anticipates continued growth in product revenue.
  • Focus on improving operating efficiency.
  • Continued expansion of global footprint.
  • Customers rely on Snowflake Data Cloud to mobilize their data.
  • Enable breakthrough data strategies.

Headwinds

  • Uncertainty regarding expenses that may be incurred in the future.
  • Impact of employee stock transactions.
  • Future fair market value of common stock.
  • Future hiring and retention needs.
  • Competitive and rapidly changing environment.

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 Q4 2021

Historical avgQ4 2021

+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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