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what the revenue exposure is from a contribution standpoint from that SMB segment
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2023 Q3
30 Nov 22
we will have $100 million plus contracts this quarter in Q4 with customers that I know are running out of credits and want to lock in for long term
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2023 Q3
30 Nov 22
there's no reason why a G2K can't spend well north of $10 million a year on Snowflake and that's a conservative number
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2023 Q3
30 Nov 22
when a booking comes in, it takes a while before you really start to see meaningful revenue from those customers. Generally, it's a six-month lag before they really ramp up.
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2023 Q3
30 Nov 22
same with APJ. But the U.S. verticals, large enterprises, doing extremely well.
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2023 Q3
30 Nov 22
the only thing that's really changed this quarter, and it's a very small piece of our overall revenue is the SMB segment, you're really seeing a slowdown in consumption by those customers
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2023 Q3
30 Nov 22
November is starting to tick back up again, and that's all factored into the guidance given the macro backdrop we have right now
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2023 Q3
30 Nov 22
we definitely did see a slowdown in the month of October, not that dramatic, but we typically would see week-over-week growth and we saw a number of weeks where it was pretty flat
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2023 Q3
30 Nov 22
you do see weakness -- I didn't see it in the bookings but in consumption in the more of the SMB customers
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2023 Q3
30 Nov 22
we do see weakness in APJ and a lot of that has to do with the fact the FX is really impacting them
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2023 Q3
30 Nov 22
, the advertising and media space
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2023 Q3
30 Nov 22
we continue to see strength, in particular, in financial services
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2023 Q3
30 Nov 22
the top 10, when I said six are growing faster than the pace of the company. We actually have three that actually sequentially were down in the quarter, which was expected, and those are some of those companies we talked about early in the year, and they're all in the technology sector
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2023 Q3
30 Nov 22
This outlook includes a slowdown in hiring
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2023 Q3
30 Nov 22
For the full fiscal year 2024, we expect product revenue growth of approximately 47% and non-GAAP adjusted free cash flow margin of 23% and continued expansion of operating margin.
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2023 Q3
30 Nov 22
recent consumption patterns give us confidence that our largest and most strategic customers will continue to grow
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2023 Q3
30 Nov 22
In the quarter, we saw varying degrees of strength and weakness worldwide, making it challenging to identify a consistent trend.
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2023 Q3
30 Nov 22
Of the $3 billion in RPO, we expect approximately 55% to be recognized as revenue in the next 12 months.
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2023 Q3
30 Nov 22
With Streamlit, we're helping developers and data engineers build applications in Snowflake. Since acquisition, the Streamlit community has grown more than 60% and now has approximately 70,000 developers.
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2023 Q3
30 Nov 22
Lockup
Carlos A Virella
S-1/A
14 Sep 22