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Apr 30, 2024

Snowflake Q1 2025 Earnings Report

Snowflake's first quarter of fiscal 2025 showed strong growth in product revenue and remaining performance obligations.

Key Takeaways

Snowflake reported a 33% year-over-year increase in total revenue, reaching $828.7 million. Product revenue grew by 34% year-over-year to $789.6 million. The company's remaining performance obligations (RPO) reached $5.0 billion, a 46% year-over-year increase.

Total revenue increased by 33% year-over-year to $828.7 million.

Product revenue grew by 34% year-over-year to $789.6 million.

Remaining performance obligations (RPO) increased by 46% year-over-year to $5.0 billion.

Net revenue retention rate was 128%.

Total Revenue
$829M
Previous year: $624M
+32.9%
EPS
$0.14
Previous year: $0.15
-6.7%
Remaining Performance Obligation
$5B
Previous year: $3.4B
+47.1%
Net Revenue Retention Rate
128%
Previous year: 151%
-15.2%
Customers With >$1M Revenue
485
Previous year: 373
+30.0%
Gross Profit
$556M
Previous year: $414M
+34.3%
Cash and Equivalents
$3.53B
Previous year: $653M
+440.8%
Free Cash Flow
$332M
Previous year: $283M
+17.1%
Total Assets
$7.3B
Previous year: $7.45B
-2.0%

Snowflake

Snowflake

Snowflake Revenue by Segment

Forward Guidance

Snowflake anticipates product revenue between $805 million and $810 million for the second quarter of fiscal 2025, representing 26-27% year-over-year growth. They also anticipate 3% operating income.

Positive Outlook

  • Product revenue between $805M - $810M
  • 26-27% year-over-year growth for product revenue
  • Operating income of 3%
  • Continued investment in AI and machine learning capabilities
  • Focus on platform innovation and customer success

Challenges Ahead

  • Uncertainty regarding the timing and amount of stock repurchases
  • Potential variability of expenses
  • Impact of stock-based compensation-related charges
  • Dependence on customer consumption patterns
  • Competitive market conditions

Revenue & Expenses

Visualization of income flow from segment revenue to net income