Snowflake Intelligence, the company's enterprise AI agent, saw the fastest adoption ramp in Snowflake history and is driving transformation in how businesses interact with data. The company benefits from strategic partnerships with leading AI model providers, clouds and application platforms, positioning it at the center of enterprise AI and data strategies.
Cyborg Score Rationale
Snowflake demonstrates strong fundamentals with 29% product revenue growth, 125% NRR, raised FY2026 guidance, and rapid adoption of AI products. CEO turnaround strategy is gaining traction, though the company faces execution risks and high valuation multiples in a competitive cloud data market.
Top Insights
Generated $100 million in annual recurring revenue from AI workloads a quarter ahead of schedule
Net revenue retention rate of 125% demonstrates strong customer expansion and retention
FY26 product revenue anticipated at $4,446 million representing 28% year-over-year growth
Management raised full-year product revenue guidance by $51 million, indicating confidence in growth supported by AI product adoption and four nine-figure deals
Named Competitors
BigQuery — Cloud data warehouse and analytics platform
Amazon Redshift — Cloud data warehouse solution
Azure Synapse — Cloud data warehouse and analytics service
Recent Developments
(February 2026) Full-year FY2026 results announcement scheduled for February 25, 2026
(December 2025) Q3 FY2026 results exceeded expectations with $1.21B revenue and raised FY2026 guidance
(December 2025) Brian Robins appointed as Chief Financial Officer effective September 22, 2025
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