受云计算和人工智能需求推动，Snowflake Q4营收同比增长30%

老虎资讯综合

Feb 26

2月26日，Snowflake盘后涨超6%！公布的第四季度利润和营收均超出华尔街预期，原因是企业客户增加了在云数据和人工智能工作负载方面的支出。

该公司公布的季度调整后每股收益为0.34美元，高于此前预期的0.27美元。营收增至12.8亿美元，高于市场普遍预期的12.6亿美元。产品营收增长约30%至12.3亿美元，高于此前预期的11.8亿美元。

Snowflake预计2027财年产品收入将达到56.6亿美元。该公司预测第一季度产品收入为12.6亿美元至12.7亿美元。

企业客户正加大投资，将工作负载迁移到云端并构建人工智能应用，这推动了对 Snowflake 数据平台的需求。Snowflake 采用按需付费的定价模式，收入取决于客户使用的存储和计算能力。这种模式面临着来自私营公司 Databricks 的竞争，后者最近融资 50 亿美元。

为了扩展其人工智能能力，Snowflake 已分别与 OpenAI 和 Anthropic 签署了价值 2 亿美元的多年期协议，以将他们的模型集成到其平台中。

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