SNOWFLAKE:收入增长提速 构建AI时代底层基建

中金公司
Sep 04

2026 财年二季度业绩超出公司指引和我们预期Snowflake 公布2026 财年二季度业绩:收入11.4 亿美元,同比增长32%,其中产品收入同比增长32%至10.9 亿美元,超出公司此前指引高端5%和我们此前预期5%,主要受益于核心业务强劲增长及新负载开始贡献收入。经调整经营利润1.3 亿美元,对应经调整经营利润率11%,超出公司此前指引和我们此前预期,主要由于收入和毛利率超预期。...

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