Snowflake上调全年营收预期，AI编码工具采用率持续走高

环球市场播报

Sep 03

专题：聚焦美股2026年第二季度财报

　　随着越来越多客户使用其 AI 编码工具 Cortex Code 开发应用，Snowflake 业务持续受益。

　　在截至 7 月 31 日的第二财季，这家数据库厂商的核心指标 —— 产品收入超出此前预期 7000 多万美元，周四盘前其股价大涨超 20%。

　　越来越多客户开始使用 Snowflake 旗下 AI 产品，包括 AI 编码工具，以及用于数据分析、解答业务问题的服务，带动公司业绩增长。目前已有超 9100 个客户账号使用其 AI 编码工具 Cortex Code（简称 CoCo），上一财季该数字为 7100 个。

　　在 7 月结束的财季中，Snowflake 产品总收入达 14.9 亿美元，同比增长 37%，上季度增速为 34%。公司将全年产品收入目标上调 2.3 亿美元，至 60.7 亿美元，同比增速预期由上季度的 31% 上调至 36%。

　　Snowflake 预计本财季产品收入同比增速将处于 37%‑38% 区间。

　　不过 Snowflake 近期并未披露 AI 产品带来的具体营收数据。该公司今年春季曾定下 AI 业务年度经常性收入（ARR）目标，其 CEO 斯里达尔・拉马斯瓦米在去年 12 月财报电话会议上表示，这一目标已经达成。

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