135 annotations
Page 3 of 7
there is a time lag between when a chip manufacturer sells their chips to it gets built into the hardware that actually gets deployed in a rack in a data center, and it gets deployed to customers
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2024 Q2
23 Aug 23
next year
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2024 Q2
23 Aug 23
when will AI spend more clearly hit the software layer?
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2024 Q2
23 Aug 23
AI spend is hitting the silicon layer
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2024 Q2
23 Aug 23
And I don't see that any different with GPUs.
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2024 Q2
23 Aug 23
when we were buying racks of servers, there's a six-month delay between when we bought them and when they were actually going into production
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2024 Q2
23 Aug 23
most analysts out there are seeing in 2024 and we tend to agree with that
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2024 Q2
23 Aug 23
the contracting, actually feel the sentiment really just seems to change in July with customers really re-engaging with us
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2024 Q2
23 Aug 23
Of the $3.5 billion in RPO, we expect approximately 57% to be recognized as revenue in the next 12 months.
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2024 Q2
23 Aug 23
In May, we saw a return to growth with strength continuing into June and July. From a booking standpoint, we saw promising signs of stabilization with new bookings outperforming our expectations.
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2024 Q2
23 Aug 23
I would say that there were a couple of periods in May where it was strong, but it's kind of -- it's okay.
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2024 Q1
25 May 23
any commentary on how May looks relative to April?
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2024 Q1
25 May 23
From a booking standpoint, we saw headwinds globally with the exception of our North American large enterprise segment. This is not due to competitive pressures, but because customers remain hesitant to sign large multi-year deals.
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2024 Q1
25 May 23
It is challenging to identify a single cause of the consumption slowdown between Easter and today. A few of our largest customers have scrutinized Snowflake costs, as they face headwinds in their own businesses.
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2024 Q1
25 May 23
We benefited from strong consumption in February and March. Starting in April, consumption slowed after the Easter holidays through today. The strength in the quarter was driven by our healthcare and manufacturing customers. Financial services customers outperformed our expectations. From a geographic standpoint, we saw in line performance globally with the exception of our SMB and APJ segments.
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2024 Q1
25 May 23
Over the past six weeks, we have seen weaker consumption in APJ and SMB segment.
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2023 Q3
30 Nov 22
While we did experience a foreign exchange revenue headwind in the quarter, less than 5% of our revenue is invoiced in currencies other than the U.S. dollar.
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2023 Q3
30 Nov 22
Our largest segments, North America and EMEA outperformed SMB and APJ, the strength in North America includes the headwind from the consumer Internet companies we mentioned earlier this year.
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2023 Q3
30 Nov 22
about 70% of our revenue is tied to human interaction with our system, 30% is really driven by scheduled jobs
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2023 Q3
30 Nov 22
It's less than 10% -- it's right around 10%
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2023 Q3
30 Nov 22