NYSE$SNOW

Snowflake Inc. · Q4 2024 earnings

Q4 2024 earnings · · Investor relations

Briefing

Snowflake's Q4 2024 financial results were released, showcasing growth in product revenue and customer base.

Snowflake reported a 32% year-over-year increase in total revenue, reaching $774.7 million for Q4 2024. Product revenue grew by 33% year-over-year to $738.1 million. The company's customer base expanded, with 461 customers generating over $1 million in trailing 12-month product revenue.

  • Total revenue reached $774.7 million, a 32% year-over-year increase.
  • Product revenue grew to $738.1 million, representing a 33% year-over-year growth.
  • Net revenue retention rate stood at 131%.
  • Remaining performance obligations (RPO) amounted to $5.2 billion, a 41% year-over-year increase.

Headline financials

Total Revenue

$775M

Previous: $589M+31.5%
EPS (adj)

$0.35

Previous: $0.14+150.0%
Remaining Performance Obligations

$5.2B

Previous: $3.7B+40.5%
Net Revenue Retention Rate

131.0%

Previous: 158.0%-17.1%
Customers >$1M TTM Revenue

461

Previous: 330+39.7%
Capital Expenditures

-$20.1M

Previous: $5.36M-474.9%
Net Income

-$170M

Previous: -$207M+18.1%
Operating Income

-$276M

Previous: -$240M-14.9%
Gross Profit

$533M

Previous: $383M+39.0%
R&D Expense

$361M

No prior period
Stock-Based Comp

$305M

Previous: $251M+21.9%

Revenue & EPS history

Snowflake · Revenue · Quarterly

$775M

Q4 2024+31.5%vs Q4 2023
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 $745 million and $750 million for the first quarter of fiscal year 2025, representing a 26% to 27% year-over-year growth. The company projects a 3% operating income margin for the same period.

Tailwinds

  • Projected product revenue growth of 26-27% year-over-year for Q1 2025.
  • Targeting a 3% operating income margin for Q1 2025.
  • Full-year fiscal 2025 product revenue is expected to be $3.25 billion, representing 22% year-over-year growth.
  • Projected product gross profit margin of 76% for fiscal year 2025.
  • Targeting a 6% operating income margin for fiscal year 2025.

Headwinds

  • Uncertainty regarding the timing and amount of future stock repurchases.
  • Potential variability of expenses, including stock-based compensation.
  • Impact of employee stock transactions on stock-based compensation-related charges.
  • Difficulty in predicting the future fair market value of common stock.
  • Challenges in forecasting future hiring and retention needs.

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 2024

Historical avgQ4 2024

+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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