Share in focus: ❄️Snowflake ($SNOW) Data platform, AI infrastructure, upselling machine.

💡 What does Snowflake do?

Snowflake offers a cloud-native platform for companies to store, analyze, share and monetize data - regardless of the cloud provider (AWS, Azure, Google Cloud).

Customers can access all data with a standardized architecture without having to manage infrastructure themselves. This makes Snowflake particularly attractive for modern, data-driven companies.

🔧 Products & platform

🔵 Snowflake Data Cloud

→ Combines Data Lake, Data Warehouse & Analytics in one scalable platform.

→ No more silos - one data foundation for all workloads.

🔵 Cortex AI (greatly expanded since 2025)

→ Agent AI for companies: Data analysis, automation & evaluation with natural language - also for non-tech users.

→ Goal: "AI at the touch of a button" for all business departments.

🔵 Snowflake Marketplace

→ Companies can trade data products or enrich their AI models with external data sets.

→ Strengthens platform logic - with network effects and monetization.

🔵 Industry solutions

→ e.g. for financial service providers, healthcare, media, retail.

→ Tailors the platform specifically to industry-specific use cases.

📊 Current key figures (as of 11.07.2025)

- Turnover (TTM): 3.63 billion dollars (+26 %)

- Customers >1 million USD turnover: 606 (+27 %)

- Net retention rate: 124 % ✅

- Gross margin: 76 %

- Rule of 40: 45.9 % ✅

- Magic number: 1.45 ✅

- Market capitalization: 72 billion $

- Share price: 190.94 $

📈 Why Snowflake is interesting

✅ Strong customer loyalty

→ NRR of 124% shows: Existing customers grow with us and actively expand their use.

✅ Scalable platform

→ Once integrated, companies are strongly committed to the data cloud.

→ High switching costs & long-term upsell possible.

AI as a catalyst

→ Cortex AI & the Data Marketplace are drivers for future growth.

→ Companies are currently looking for solutions to integrate their own data into AI workflows - Snowflake delivers exactly that.

Cloud agnostic

→ Full freedom for customers, independent of AWS, Azure or Google Cloud.

→ This reduces lock-in risks and increases market reach.

✅ Strong customer base

→ Well-known customers include Capital One, Allianz, Sony, Adobe, Warner Bros. Discovery, Kraft Heinz, Dropbox and Instacart.

→ Many of these customers use Snowflake company-wide - including for AI-driven applications.

✅ Efficient growth

→ Rule of 40 and Magic Number fulfilled - strong signal for operational quality despite net losses.

⚠️ Risks & weaknesses

- Not GAAP-profitable: Still losses despite strong cash flow.

- High valuation: P/E ~20 → ambitious in a volatile tech environment.

- Competition: e.g. from Databricks, AWS Redshift, Google BigQuery.

- Price fluctuations: Since IPO 2020 partly strong volatility - but recently stable trend again.

🧠 Conclusion

Snowflake is more than a data warehouse - it is becoming the central hub for data-driven companies with a focus on AI, analysis & monetization.

The platform approach with network & lock-in effects, paired with strong operational metrics (NRR, Rule of 40, Magic Number), makes Snowflake an exciting long-term asset in the cloud/AI sector.

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($SNOW (+1,86 %) )