135 annotations
Page 5 of 7
primarily due to increased sales of higher-priced editions of our platform
(No comment added)
10-Q
2023 Q2
2 Sep 22
primarily due to increased consumption of our platform by existing customers
(No comment added)
10-Q
2023 Q2
2 Sep 22
Snowflake for data applications and an application platform
Data applications -- platform? What is this?
Transcript
2023 Q2
1 Sep 22
Cybersecurity is a workload that is doing very well
Cybersecurity workloads
Transcript
2023 Q2
1 Sep 22
redefine the economics of an entire industry. Healthcare is trying to go to an entirely predictive model, let’s say, treating people for disease. They are trying to predict who is going to get sick and what provide protocols they can put in place to help people then steer clear that.
Precision medicine
Transcript
2023 Q2
1 Sep 22
In advertising, for example, with clean room technologies,
TTD
Transcript
2023 Q2
1 Sep 22
financial services is the number one vertical. It’s about – if you look at it from a revenue perspective, about 20%, 21% of our revenue is from the financial services vertical, and then closely behind that is the media and entertainment, and technology is right after that as well, about the same. Those are our three biggest. And then health care is pretty big, but it can grow a lot bigger.
Verticals, relative sizing: Financials, media and entertainment, technology; health care.
Transcript
2023 Q2
1 Sep 22
You can’t take advantage of innovations that are only available on the cloud.
On cloud being the center of where innovations are happening.
Transcript
2023 Q2
1 Sep 22
most of our customers are still ramping, moving workloads to us.
on the maturity of their business -- relatively immature
Transcript
2023 Q2
1 Sep 22
this is a consumption model, not a SaaS model.
on their business model
Transcript
2023 Q2
1 Sep 22
these are things that are going to be big changes for the industry. The whole industries are going to get redefined in healthcare, in pharma, in financial services.
on redefining industries
Transcript
2023 Q2
1 Sep 22
we are sitting right on the intersection of cloud computing, artificial intelligence, machine learning, advanced analytics.
why they continue to growth q/q
Transcript
2023 Q2
1 Sep 22
Applica
Document automation
Transcript
2023 Q2
1 Sep 22
We continue to pursue a vertical sales strategy.
Vertical sales strategy:
Transcript
2023 Q2
1 Sep 22
Streamlit
interesting
Transcript
2023 Q2
1 Sep 22
Powered by Snowflake program
"to transform how cloud applications are built, deployed, sold and transacted."
Transcript
2023 Q2
1 Sep 22
Our next frontier of innovation is aimed at reinventing cloud application development.
Strategy/opportunities
Transcript
2023 Q2
1 Sep 22
Initially, organizations use Snowflake to drastically improve overnight analytical processes so that fresh up-to-date data about the business was reliably available first thing. Checking that box, customers move on to using data for predictive insights and prescriptive solutions.
Impact of their product on customers
Transcript
2023 Q2
1 Sep 22
The core idea behind the Snowflake Data Cloud is to enable work to come to the data and prevent data from having to be moved to the work.
Premise of company's product
Transcript
2023 Q2
1 Sep 22
So we’re actually feeling good about the progress we’re making in Europe in the large names in the key verticals.
So I think it’s going good. The macro commentary, it’s probably we’re not really feeling a lot of – sort of headwinds, if you will, in Europe. Obviously, there are pockets of the wave, the farther east you go, the more you feel it, but that’s really not what we were to begin with.
(No comment added)
Transcript
2023 Q2
25 Aug 22