Snowflake Inc. (SNOW) Q2 2025 Earnings Call Transcript Summary
Snowflake Inc. (SNOW) Q2 2025 Earnings Call Transcript Summary
The following is a summary of the Snowflake Inc. (SNOW) Q2 2025 Earnings Call Transcript:
以下是 Snowflake Inc. (SNOW) 2025 年第二季度业绩会摘要：
Financial Performance:
金融业绩：
Snowflake reported Q2 FY 2025 product revenue of $829 million, a 30% increase year-over-year.
Non-GAAP product gross margin was 76%, slightly down year-over-year.
Non-GAAP operating margin exceeded expectations at 5%.
Non-GAAP adjusted free cash flow margin was reported at 8%.
Remaining performance obligations (RPO) grew 48% year-on-year to reach more than $5.2 billion.
Snowflake 报告了 2025 年第二季度产品营业收入达到 82900 万美元，同比增长 30%。
非通用会计准则产品毛利率为 76%，较去年略有下降。
非通用会计准则营业利润率超出预期，达到 5%。
非通用会计准则调整后的自由现金流利润率为 8%。
剩余履约责任（RPO）同比增长 48%，超过 5.2 亿美元。
Business Progress:
业务进展：
Launched significant product innovations including Snowflake Cortex AI and Iceberg.
Executed two nine-figure deals emphasizing robust customer expansion.
Over 2,500 accounts are using Snowflake AI weekly, highlighting increased product adoption.
Expanded presence and adoption in international markets with strategic customer engagements.
推出了重要的产品创新，包括Snowflake Cortex AI和Iceberg。
执行了两笔亿级交易，强调了强大的客户扩展。
超过2,500个账户每周使用Snowflake AI，突显出产品采用率的提高。
通过战略客户合作，拓展了国际市场的存在和采用。
Opportunities:
机会：
Accelerated adoption of AI and machine learning tools, alongside broad product expansion and enhancements.
Strategic focus on increasing customer base and product usage, particularly through new product features like Snowpark.
加速了对AI和机器学习工具的采用，同时广泛扩展和增强产品。
战略聚焦于增加客户群体和产品使用量，特别是通过Snowpark等新产品功能。
Risks:
风险：
Continued challenges from cybersecurity threats impacting both the industry and customer perceptions.
Potential financial impact and customer perception issues from data security incidents involving external cybersecurity events.
网络安全威胁持续挑战，对行业和客户认知产生影响。
来自数据安全事件的潜在财务影响和客户认知问题，涉及外部网络安全事件。
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提示：本文由AI生成。文章内容的准确性无法完全保证。有关更全面的详细信息，请参阅IR网站。本文只是为投资者提供参考，没有任何指导或推荐建议。