异动解读 | Snowflake业绩超预期 盘前大涨19.44%,引入Anthropic大模型推动业务增长

异动解读11-21

云数据分析平台Snowflake (SNOW)今日盘前大涨19.44%,引发了市场的广泛关注。

消息面上,Snowflake公布了2025财年第三季度财报,营收和产品收入等主要指标均超出了市场预期。营收为9.42亿美元,同比增长28.3%,超出市场预期的8.98亿美元;产品收入为9.003亿美元,同比增长29%,也高于预期的8.566亿美元;非公认会计准则下的每股利润为0.2美元,高于市场预期的0.15美元;剩余履约义务57亿美元,同比增长55%,超过预期的52亿美元。

Snowflake还上调了2025财年产品收入预期至34.3亿美元,较此前的33.6亿美元预期有所提高,反映出公司对收入增长的信心。就下一财季,Snowflake预计产品收入将在9.06亿至9.11亿美元之间,高于分析师的8.907亿美元预期。

除了业绩表现亮眼之外,Snowflake还与人工智能公司Anthropic达成合作,其客户将可使用Anthropic的大型语言模型Claude 3.5进行数据分析,提升了公司在人工智能领域的实力。同时,Snowflake的新产品受到客户的广泛欢迎,有望带动公司业务保持增长。

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