NYSE$SNOW

Snowflake Inc. · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Snowflake's Q4 2023 earnings showcased strong revenue growth and customer retention, alongside strategic investments in technology.

Snowflake reported a total revenue of $589.0 million, representing a 53% year-over-year growth. Product revenue was $555.3 million, a 54% increase year-over-year. The company's remaining performance obligations (RPO) reached $3.7 billion, up 38% year-over-year, and the net revenue retention rate stood at 158%.

  • Total revenue reached $589.0 million, up 53% year-over-year.
  • Product revenue grew to $555.3 million, marking a 54% year-over-year increase.
  • Remaining performance obligations (RPO) increased to $3.7 billion, a 38% year-over-year growth.
  • Net revenue retention rate was 158%.

Headline financials

Total Revenue

$589M

Previous: $384M+53.5%
EPS (adj)

$0.14

Previous: $0.12+16.7%
Remaining Performance Obligations

$3.7B

Previous: $2.6B+42.3%
Net Revenue Retention Rate

158.0%

Previous: 178.0%-11.2%
Customers >$1M TTM Revenue

330

Previous: 184+79.3%
Capital Expenditures

$5.36M

Previous: $4.01M+33.6%
Free Cash Flow

$205M

Previous: $74.9M+174.1%
Net Income

-$207M

Previous: -$132M-57.0%
Operating Income

-$240M

Previous: -$152M-57.7%
Gross Profit

$383M

Previous: $250M+53.6%
Cash & Equivalents

$940M

Previous: $1.09B-13.4%
Total Assets

$7.72B

Previous: $6.65B+16.1%
Stock-Based Comp

$251M

Previous: $146M+72.1%

Revenue & EPS history

Snowflake · Revenue · Quarterly

$589M

Q4 2023+53.5%vs Q4 2022
Beat estimate in 15 of 15 quarters(100%)
ActualEstimate

Revenue by segment

Snowflake · $589M total across 2 segments · Q4 2023

  • Product Revenue
    $555M+54.4%
  • Professional Services & Other
    $33.7M+39.1%

Forward guidance

Snowflake provided guidance for the first quarter and full year of fiscal 2024, including expectations for product revenue growth and profitability.

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 2023

Historical avgQ4 2023

+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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