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年第二季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
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報告稱，2025財年第二季度的產品收入爲8.29億美元，同比增長30％。
非公認會計准則產品毛利率爲76％，同比略有下降。
非公認會計准則營業利潤率超出預期，爲5％。
非公認會計准則調整後的自由現金流利潤率報告爲8％。
剩餘績效義務（RPO）同比增長48％，達到52億美元以上。
Business Progress:
業務進展：
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.
推出了重要的產品創新，包括Snowflake Cortex AI和Iceberg。
執行了兩筆九位數的交易，強調強勁的客戶擴張。
每週有超過2,500個帳戶在使用Snowflake AI，這突顯了產品採用率的提高。
通過戰略客戶互動，擴大在國際市場的影響力和採用率。
Opportunities:
機會：
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.
加快了人工智能和機器學習工具的採用，同時進行了廣泛的產品擴展和增強。
戰略重點是增加客戶群和產品使用量，特別是通過Snowpark等新產品功能。
Risks:
風險：
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.
來自網絡安全威脅的持續挑戰影響了行業和客戶的看法。
涉及外部網絡安全事件的數據安全事件造成的潛在財務影響和客戶認知問題。
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