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Snowflake Investor Day 2026

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Snowflake Investor Day 2026 — a 70-slide investor presentation delivered at Snowflake Summit 26 (June 2026), in which the CEO, EVP of Product and CFO lay out the company's agentic-AI product strategy, its land-and-expand growth drivers, and a framework for reaching GAAP profitability by Q4 FY28.

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Investor day
Investor presentation
Analyst day
Snowflake
Earnings deck

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Snowflake Investor Day 2026 — a 70-slide investor presentation delivered at Snowflake Summit 26 (June 2026), in which the CEO, EVP of Product and CFO lay out the company's agentic-AI product strategy, its land-and-expand growth drivers, and a framework for reaching GAAP profitability by Q4 FY28.

Peamised eelised

  • A complete, real-world investor day structure: CEO strategy → product deep dive → CFO financial framework → Q&A → appendix with metric definitions
  • Shows how to present re-accelerating growth honestly — product revenue Y/Y growth charted quarter by quarter including the quarters it declined
  • A repeatable 'WHAT'S NEW / WHY THIS MATTERS / CUSTOMER IMPACT' product slide that turns a feature list into an investor argument
  • A three-pillar narrative spine (Easy · Connected · Trusted) that reappears four times with one pillar highlighted, so the audience always knows where they are
  • Financial slides that pre-empt the hard questions — billings vs. revenue divergence, payment terms, headcount and cloud spend as a percentage of revenue
  • Full metric definitions in the appendix, the discipline that makes every number on the preceding slides defensible

Sihtrühm

  • Investor relations and corporate finance teams building an investor day or analyst day deck
  • CFOs and finance leaders presenting a path to profitability to public or late-stage private investors
  • Product marketing leaders who need to translate a product roadmap into an investment thesis
  • Founders and executives preparing an IPO roadshow or growth-stage fundraise
  • Equity research analysts and MBA students studying how a consumption-revenue SaaS company frames its model
  • Presentation designers looking for a clean, restrained enterprise-software visual system

Kasutusjuhud

  • Annual investor day or analyst day presentation
  • Quarterly earnings supplement or shareholder update deck
  • Board meeting on growth drivers and margin expansion
  • IPO roadshow or late-stage fundraising narrative
  • Product strategy readout to a finance or executive audience
  • Internal all-hands explaining company strategy and financial targets
  • Teaching material for SaaS metrics: net revenue retention, cohort revenue, billings vs. revenue

Ainulaadsed väärtuspakkumised

  • Section-divider slides in a full-bleed brand colour give a 70-page deck an unmistakable rhythm — four dividers split it into digestible acts
  • Almost every metric slide carries a footnote pointing to the appendix, so claims stay auditable without cluttering the slide
  • Big-number slides (~200 → ~430, 1,719 → 2,330, $225B → $460B) use one visual grammar — grey past, blue future, an arrow with the multiple — repeated across three different topics
  • The agentic architecture diagram is reused verbatim three times at different points in the deck, reinforcing one mental model instead of inventing a new picture each time
  • Restrained palette: a single brand blue plus dark navy and grey, with orange reserved almost exclusively for 'before AI' comparisons

Slaidilehed (70)

Iga slaidilehe üksikasjalik vaade, sealhulgas paigutus, põhisisu ja visuaalsed elemendid.

Leht 1
title slide

Investor Day — June 2026

Sisu

Cover slide announcing Snowflake Investor Day, dated June 2026 and tied to Snowflake Summit 26.

Paigutuse struktuur

Full-bleed brand-blue field; two-line headline set left at roughly one third height, with the word INVESTOR in white and DAY in near-black; date lower left; event lockup bottom right over a layered mountain graphic.

Peamised visuaalsed elemendid

  • full-bleed brand blue
  • two-tone headline
  • Snowflake Summit 26 mountain lockup
  • aurora photograph
  • copyright line
Leht 2
legal / disclaimer

Statement Regarding Use of Non-GAAP Financial Measures

Sisu

Legal text defining each non-GAAP measure used in the deck — product gross profit, operating income, net income, free cash flow and adjusted free cash flow — and the items excluded from each.

Paigutuse struktuur

White background, dense single-column body copy justified across the full width, heading in black with a small blue accent bar at the left margin.

Peamised visuaalsed elemendid

  • blue accent bar
  • justified body text
  • no graphics
  • IR URL reference
Leht 3
legal / disclaimer

Safe Harbor

Sisu

Forward-looking-statements disclaimer under the Securities Act and Exchange Act, enumerating risk factors and directing readers to Snowflake's 10-Q and 10-K filings.

Paigutuse struktuur

White background, two-column justified legal text, heading with blue accent bar; trademark notice closes the right column.

Peamised visuaalsed elemendid

  • two-column legal text
  • blue accent bar
  • trademark paragraph
Leht 4
speaker introduction

Sridhar Ramaswamy — Chief Executive Officer

Sisu

Speaker introduction card for the CEO, opening the strategy section.

Paigutuse struktuur

Aurora-and-mountain photographic band across the top quarter; solid brand-blue field below; circular portrait left of centre with name in white and title in black beside it.

Peamised visuaalsed elemendid

  • circular portrait
  • aurora photo band
  • angular mountain overlay
  • name and title lockup
Leht 5
concept diagram / before state

AI is Changing How Work Is Done — the old way

Sisu

A single user asks a question and must traverse a tangled network of systems, errors and handoffs before reaching a single action.

Paigutuse struktuur

Title top left; left third holds the label OLD over 'Single User — many steps to get to a single action'; right two thirds show a sprawling orange node graph connected by dashed arrows.

Peamised visuaalsed elemendid

  • orange node network
  • dashed connectors
  • user icon with Question arrow
  • warning icons
Leht 6
concept diagram / after state

AI is Changing How Work Is Done — the new way

Sisu

The same user, now with agentic leverage, reaches the action through a short blue path while the old tangle fades into the background.

Paigutuse struktuur

Mirror of the previous slide for direct comparison: label NEW at left, simplified blue path at right, the former orange network greyed back behind it.

Peamised visuaalsed elemendid

  • simplified blue path
  • greyed-out prior network
  • robot icons
  • sparkle motif
Leht 7
data visualization / bar chart

Driving acceleration to our core data platform

Sisu

Product revenue Y/Y growth rate by quarter from Q2 FY25 to Q1 FY27: 30%, 29%, 28%, 26%, 32%, 29%, 30%, 34% — a dip followed by re-acceleration.

Paigutuse struktuur

Stacked label 'Product Revenue — Y/Y Growth Rate' at left; eight gradient bars rising from a horizontal axis at right, each topped with its percentage, endpoints labelled Q2 FY25 and Q1 FY27.

Peamised visuaalsed elemendid

  • eight gradient bars
  • percentage labels
  • axis endpoint labels
  • fiscal year footnote
Leht 8
architecture diagram

Agentic Control Plane

Sisu

Architecture diagram placing an Agentic Control Plane at the centre, fed by Snowflake CoWork and Snowflake CoCo, and connected to AI models, enterprise data and context, and software and applications.

Paigutuse struktuur

Centred hub-and-spoke: dark navy circle at the centre with concentric halos, two gradient product tiles left and right feeding in by arrows, three labelled circles above and below on dotted connectors.

Peamised visuaalsed elemendid

  • navy hub with halo rings
  • gradient product tiles
  • dotted spokes
  • line icons
Leht 9
platform overview

AI Data Cloud — Unified Platform and Connected Ecosystem

Sisu

The platform overview: five workload cards — Data Engineering, Analytics, Transactions, AI, Applications & Collaboration — over a bar reading Fully Managed, Cross-Cloud, Interoperable, Secure, Governed.

Paigutuse struktuur

Glowing particle sphere centred behind a blue panel; wordmark and subtitle above the cards; five equal white cards in a row; dark navy attribute bar beneath.

Peamised visuaalsed elemendid

  • glowing data sphere
  • five workload cards
  • attribute bar
  • snowflake mark
Leht 10
metric highlight

Execution — Product Velocity

Sisu

Features released roughly doubled from about 200 in FY24 to about 430 in FY26.

Paigutuse struktuur

Signature big-number layout: metric label with icon at left, grey past-value block, gradient arrow carrying the multiple, blue future-value block; fiscal-year band beneath; faint wave texture at the base.

Peamised visuaalsed elemendid

  • grey-to-blue value blocks
  • 2x arrow
  • gauge icon
  • fiscal year band
  • wave texture
Leht 11
metric highlight

Execution — Net New Customer Adds

Sisu

Net new customer adds grew from 1,719 in FY25 to 2,330 in FY26, up 36%.

Paigutuse struktuur

Identical to the previous slide's grammar — label and icon left, grey block, arrow with +36%, blue block, fiscal-year band — so the two read as a series.

Peamised visuaalsed elemendid

  • grey-to-blue value blocks
  • +36% arrow
  • customers icon
  • appendix footnote
Leht 12
initiative overview

Execution — FY27 AI-first initiatives

Sisu

Five FY27 execution bets presented as equal cards: AI Salesforce, AI Software Engineering, AI-First Internal, SREs and FDEs.

Paigutuse struktuur

Five rounded blue tiles in a single row, each with a white line icon above its label; pale FY27 band beneath; wave texture at the base.

Peamised visuaalsed elemendid

  • five equal tiles
  • white line icons
  • fiscal year band
Leht 13
statement slide

Execution — GAAP Profitability

Sisu

A single commitment: GAAP profitability targeted for Q4 FY28.

Paigutuse struktuur

Almost empty white field with two words centred in large brand-blue type; a pale arrow band beneath carries the FY28 Q4E label and points right.

Peamised visuaalsed elemendid

  • oversized headline
  • directional arrow band
  • deliberate white space
Leht 14
speaker introduction

Christian Kleinerman — EVP of Product

Sisu

Speaker introduction card opening the product section.

Paigutuse struktuur

Same card as the CEO slide: aurora photo band, brand-blue field, circular portrait, name and title.

Peamised visuaalsed elemendid

  • circular portrait
  • aurora photo band
  • consistent speaker template
Leht 15
architecture diagram

Snowflake empowers organizations to leverage AI with full enterprise context

Sisu

The agentic control plane diagram again, now under an explicit thesis headline about enterprise context, governance and security.

Paigutuse struktuur

Two-line headline in brand blue at the top; the hub-and-spoke diagram from page 8 repeated beneath, slightly reduced.

Peamised visuaalsed elemendid

  • repeated hub-and-spoke diagram
  • thesis headline
  • gradient product tiles
Leht 16
framework overview

Snowflake Differentiation — Easy, Connected, Trusted

Sisu

The three-pillar differentiation frame introduced in full: Easy (managed platform), Connected (friction-free ecosystem), Trusted (interoperability with universal governance).

Paigutuse struktuur

Three equal columns, each an icon over a bold navy heading over two or three lines of supporting copy; a glowing globe arc rises from the bottom edge.

Peamised visuaalsed elemendid

  • three columns
  • line icons
  • glowing globe arc
Leht 17
section navigator

Snowflake Differentiation — Easy

Sisu

The same three pillars with Easy brought forward and the other two greyed back, opening the section on developer and analyst experience.

Paigutuse struktuur

Identical to the previous slide with a colour-state change only: active column in full colour, inactive columns at low contrast.

Peamised visuaalsed elemendid

  • highlight-and-mute states
  • consistent three-column grid
  • globe arc
Leht 18
product deep dive

Snowflake CoCo: The Coding Agent Where you Build Faster

Sisu

CoCo positioned as moving users from 'I have an idea' to 'it's deployed' fast, with three supporting claims: accelerates end-to-end development, understands enterprise data context, and is governed wherever you build.

Paigutuse struktuur

Left column holds an eyebrow title, a large two-line promise and three icon-led benefit blocks; right third is a gradient panel with stacked product screenshots labelled Snowsight, Desktop and CLI.

Peamised visuaalsed elemendid

  • icon-led benefit list
  • gradient screenshot panel
  • surface labels
Leht 19
product deep dive

Snowflake CoCo: The AI Coding Agent for Builders

Sisu

What's new in CoCo — Cloud Agents, Local Sandbox, Autonomous Agents, Skill Catalog, and Desktop/Excel/VSCode — with why it matters and the customer impact.

Paigutuse struktuur

The deck's recurring product template: white left half with a WHAT'S NEW table of five rows; dark navy right half split into WHY THIS MATTERS and CUSTOMER IMPACT bullet groups.

Peamised visuaalsed elemendid

  • WHAT'S NEW table
  • navy split panel
  • two bullet groups
  • dotted texture
Leht 20
product deep dive

Snowflake AIM — AI-driven modernization and virtualization

Sisu

Two tracks — virtualization (run Teradata on Snowflake without rewriting) and modernization (migrate data warehouses, migrate and modernize Spark workloads) — served by an AIM Migration Agent, with twelve supported source systems listed.

Paigutuse struktuur

Two labelled header bars over three detail cards; a full-width migration-agent strip beneath; a deployment bar; a supported-sources rail listing vendor names across the bottom.

Peamised visuaalsed elemendid

  • three detail cards
  • supported-sources rail
  • header bars
  • layered strips
Leht 21
product deep dive

Snowflake CoWork: The Personal Agent Where You Work Smarter

Sisu

CoWork answers complex questions, automates work and takes action across tools; what's new spans Personal Work Agent, Personal Skills, Automations and Artifacts/Dashboards.

Paigutuse struktuur

The recurring product template — WHAT'S NEW table at left, navy WHY THIS MATTERS and CUSTOMER IMPACT panel at right.

Peamised visuaalsed elemendid

  • WHAT'S NEW table
  • navy split panel
  • bolded impact leads
Leht 22
product deep dive

Artifacts: Answers That Live, Grow, and Scale Across Teams

Sisu

Saving, sharing and continuing to interact with governed analyses; certified dashboards published from CoCo into CoWork; conversation sharing with citations.

Paigutuse struktuur

Product template with a dashboard screenshot inside the WHAT'S NEW card at left and the navy two-section panel at right.

Peamised visuaalsed elemendid

  • embedded dashboard screenshot
  • WHAT'S NEW card
  • navy panel
Leht 23
product deep dive

Cortex Sense: Runtime Context for Improved Accuracy

Sisu

Cortex Sense automatically turns metadata into grounded, AI-usable context across all Cortex AI products, with a global ontology and pre-built plugins.

Paigutuse struktuur

Product template; the WHAT'S NEW card carries a paragraph rather than a list; the navy panel closes with a competitive accuracy claim.

Peamised visuaalsed elemendid

  • paragraph-style WHAT'S NEW card
  • navy panel
  • comparative claim
Leht 24
benchmark / comparison

Context raises accuracy and lowers cost

Sisu

On a sample eval set, accuracy on hard questions rises from 24.1% (frontier coding agent plus SQL MCP) to 47.1% (CoCo/CoWork) to 86.3% (plus Cortex Sense), while monthly cost falls from $78.08 to $19.47.

Paigutuse struktuur

Two cards side by side — horizontal accuracy bars at left, a three-row cost table at right with the recommended row tinted; a three-column takeaway strip beneath.

Peamised visuaalsed elemendid

  • horizontal bar comparison
  • cost table with highlighted row
  • takeaway strip
Leht 25
partnership announcement

Governing the Agentic Enterprise with a Centralized MCP Gateway

Sisu

A Snowflake and Natoma partnership giving Cortex AI governed access to a verified library of MCP servers, identity-aware authorization over agent actions, and full auditability.

Paigutuse struktuur

Co-branded logo lockup with a plus sign centred near the top; three text columns beneath, each a bold navy heading over a paragraph.

Peamised visuaalsed elemendid

  • dual logo lockup
  • three-column text
  • page number
Leht 26
feature overview

Datastream

Sisu

Six attributes of Datastream: Apache Kafka API compatible, seconds-fresh data in the lake, built-in Snowflake CoCo, topic/table duality, data-centric streaming, and Snowflake-managed native service.

Paigutuse struktuur

Radial layout — pale blue hub labelled Datastream ringed by six icon nodes, each on a dotted connector to a captioned tile, three left and three right; a small CoCo chat card overlaps the lower left.

Peamised visuaalsed elemendid

  • radial hub-and-spoke
  • six captioned tiles
  • inset chat card
  • monochrome blue palette
Leht 27
section navigator

Snowflake Differentiation — Connected

Sisu

The three-pillar frame with Connected brought forward, opening the interoperability and sharing section.

Paigutuse struktuur

Three-column pillar slide with the middle column active and the outer two muted.

Peamised visuaalsed elemendid

  • highlight-and-mute states
  • globe arc
  • consistent grid
Leht 28
architecture diagram

Interoperability — Apache Iceberg

Sisu

Read any data and write to any Iceberg table across data engineering, AI/ML, analytics and sharing, over Iceberg and Snowflake tables, on any storage location across AWS, Azure and Google Cloud.

Paigutuse struktuur

Nested rounded containers: workload bar at the top, a table-formats box in the middle, a cloud-logo row beneath, and a natural-language-interactions bar straddling the bottom edge.

Peamised visuaalsed elemendid

  • nested containers
  • cloud provider logos
  • Iceberg and Snowflake table icons
  • labelled connector bars
Leht 29
product deep dive

Flexible, Interoperable Architecture

Sisu

Iceberg V3, Horizon Catalog and Snowflake Storage for Apache Iceberg deliver access to data in place, universal governance across engines, and interoperability without lock-in.

Paigutuse struktuur

Product template — three-row WHAT'S NEW table at left, navy WHY THIS MATTERS and CUSTOMER IMPACT panel at right.

Peamised visuaalsed elemendid

  • WHAT'S NEW table
  • navy split panel
  • bolded bullet leads
Leht 30
ecosystem diagram

Sharing and Collaboration

Sisu

An organization at the centre exchanging data with third-party data providers, apps, native apps, IoT, partner CSPs and consumer CSPs.

Paigutuse struktuur

Central blue circle containing a buildings icon, surrounded by six orange icon-and-label nodes connected by directional arrows.

Peamised visuaalsed elemendid

  • central organization node
  • orange peripheral icons
  • directional arrows
Leht 31
ecosystem diagram

Multi-Party Collaboration

Sisu

Four parties — publisher/media partner, advertiser, measurement partner/agency and outcomes data provider — collaborating around a shared Snowflake core.

Paigutuse struktuur

Concentric halos around a large snowflake mark, with four person icons at the compass points joined by double-headed arrows.

Peamised visuaalsed elemendid

  • concentric halos
  • four-party compass layout
  • bidirectional arrows
Leht 32
partnership / integration overview

Zero-Copy Integration

Sisu

One platform connected to every system of record — Salesforce and SAP generally available, Workday in private preview, AVEVA and IBM as new partnerships — delivering trusted enterprise data for AI without ETL pipelines.

Paigutuse struktuur

Three-line claim and three bullets at left; at right a petal diagram with the Snowflake mark at the centre, five partner logos in surrounding lobes, and callout labels on connector lines.

Peamised visuaalsed elemendid

  • petal diagram
  • partner logos
  • GA and preview status labels
  • callout boxes
Leht 33
section navigator

Snowflake Differentiation — Trusted

Sisu

The three-pillar frame with Trusted brought forward, opening the governance, security and performance section.

Paigutuse struktuur

Three-column pillar slide with the right column active and the other two muted.

Peamised visuaalsed elemendid

  • highlight-and-mute states
  • globe arc
  • consistent grid
Leht 34
architecture diagram

Introducing Horizon Context

Sisu

Active context for AI, BI and apps: collect from Snowflake, data lakes, SaaS, databases and BI/ETL tools; enrich with schemas, lineage, popularity, descriptions, tags and semantic views; activate into CoCo, CoWork, Cortex Agents and BI tools.

Paigutuse struktuur

Left-to-right flow — five source cards at left, a central blue ENRICH panel holding six labelled chips, four destination cards at right, with COLLECT and ACTIVATE arrows between; the Horizon Catalog sits on a navy bar beneath.

Peamised visuaalsed elemendid

  • collect–enrich–activate flow
  • source and destination cards
  • six enrichment chips
  • vendor logos
Leht 35
product deep dive

Securing Data and AI

Sisu

Trust Center AI Security Package, data exfiltration controls and ransomware protection — secure guardrails against prompt injection, centralized governance, and automated protection policies.

Paigutuse struktuur

Product template — three-row WHAT'S NEW table at left, navy two-section panel at right.

Peamised visuaalsed elemendid

  • WHAT'S NEW table
  • navy split panel
  • security-focused bullets
Leht 36
product deep dive

Fully Automated, Workload-Aware Cloud Compute

Sisu

Adaptive Compute adjusts performance as workloads evolve, delivering 1.6x faster analytics, 2.2x more query throughput per hour and 3.5x faster DML operations versus Gen 1.

Paigutuse struktuur

Product template with a single-item WHAT'S NEW card at left; the navy panel's CUSTOMER IMPACT section carries three multiplier bullets and a comparison footnote.

Peamised visuaalsed elemendid

  • single-item WHAT'S NEW card
  • multiplier bullets
  • asterisked footnote
Leht 37
feature overview

Interactive Analytics

Sisu

Interactive Tables and Interactive Warehouses combine into Interactive Analytics, characterised as low-latency, high-concurrency, fresh-data and low cost per query.

Paigutuse struktuur

Three-node horizontal diagram with a haloed square at the centre and circular nodes either side on dotted connectors; a full-width blue attribute bar beneath.

Peamised visuaalsed elemendid

  • three-node diagram
  • halo effect
  • attribute bar with separators
Leht 38
platform overview

Snowflake powers every data and AI workload

Sisu

All teams, all tools and all data flow into the AI Data Cloud and out to predictable performance at scale, faster time to market and enterprise-grade reliability.

Paigutuse struktuur

Inputs as three icon circles with chevrons at left, the AI Data Cloud platform panel from page 9 at the centre, three outcome labels with chevrons at right, joined by dotted paths.

Peamised visuaalsed elemendid

  • input–platform–outcome flow
  • chevron arrows
  • reused platform panel
  • glowing sphere
Leht 39
section recap

Snowflake empowers organizations to leverage AI — recap

Sisu

The agentic control plane diagram shown a third time, closing the product section on the same picture that opened it.

Paigutuse struktuur

Headline over the hub-and-spoke diagram, identical to page 15.

Peamised visuaalsed elemendid

  • repeated hub-and-spoke diagram
  • thesis headline
Leht 40
speaker introduction

Brian Robins — Chief Financial Officer

Sisu

Speaker introduction card opening the financial section.

Paigutuse struktuur

The standard speaker card: aurora photo band, brand-blue field, circular portrait, name and title.

Peamised visuaalsed elemendid

  • circular portrait
  • aurora photo band
  • consistent speaker template
Leht 41
section divider

Market Opportunity

Sisu

Section divider introducing the market sizing discussion.

Paigutuse struktuur

Full-bleed brand-blue field with a two-line, two-tone headline set left; layered mountain graphic bottom right.

Peamised visuaalsed elemendid

  • full-bleed blue
  • two-tone headline
  • mountain graphic
Leht 42
market sizing

Large and Growing Market

Sisu

Snowflake's estimated total addressable market roughly doubles from $225 billion in FY26 to $460 billion in FY31.

Paigutuse struktuur

The big-number grammar again — grey $225 block, gradient arrow carrying 2x, blue $460 block — with a dotted FY26-to-FY31 timeline beneath.

Peamised visuaalsed elemendid

  • grey-to-blue value blocks
  • 2x arrow
  • dotted timeline
  • estimate footnote
Leht 43
data visualization / grouped bar chart

Large Customers Illustrate Market Size

Sisu

Average trailing twelve-month product revenue rises across FY24–FY26 for both cohorts: top 25 product revenue customers from $21.9M to $34.1M, Forbes Global 2000 customers from $1.6M to $2.4M.

Paigutuse struktuur

Stacked metric title at left; three paired-bar groups at right, each pairing a small dark navy bar with a tall blue bar and value labels; two-item legend beneath.

Peamised visuaalsed elemendid

  • paired bars
  • two-cohort legend
  • value labels
  • appendix footnote
Leht 44
section divider

Core Growth Drivers

Sisu

Section divider introducing the land-and-expand growth engine.

Paigutuse struktuur

Full-bleed brand-blue divider matching page 41.

Peamised visuaalsed elemendid

  • full-bleed blue
  • two-tone headline
  • mountain graphic
Leht 45
data visualization / bar chart

Land New Customers

Sisu

Net new customer adds by fiscal year — 1,662 in FY24, 1,719 in FY25, 2,330 in FY26 — a 36% year-over-year increase described as the fundamental driver of long-term durable growth.

Paigutuse struktuur

Three vertical bars with value labels above; a blue callout tile at right carries +36% with a short interpretive sentence beneath it.

Peamised visuaalsed elemendid

  • three bars
  • growth callout tile
  • interpretive caption
  • appendix footnote
Leht 46
data visualization / horizontal bar chart

Expand Existing Customers — Net Revenue Retention

Sisu

Net revenue retention rate holds between 124% and 126% across FY26 Q1 through FY27 Q1.

Paigutuse struktuur

Five horizontal bars stacked at left with quarter labels outside and percentages inside; a stacked headline reading 'Best-in-Class Net Revenue Retention Rate' at right.

Peamised visuaalsed elemendid

  • five horizontal bars
  • in-bar percentages
  • stacked headline
  • appendix footnote
Leht 47
data visualization / stacked area chart

Expand Existing Customers — Product Revenue by Cohort

Sisu

A stacked area chart from FY19 to FY26 showing each annual customer cohort continuing to grow rather than decay, with earlier cohorts forming a widening base.

Paigutuse struktuur

Full-width stacked area chart with a right-hand legend naming eight cohorts from FY19-and-earlier through FY26; fiscal years along the horizontal axis.

Peamised visuaalsed elemendid

  • eight-band stacked area
  • cohort legend
  • multi-hue palette
  • no y-axis values
Leht 48
data visualization / bar chart

Migrations and Use Cases Drive Expansion

Sisu

Migration count grew 1.9x and use case count excluding migrations grew 1.7x from FY25 to FY26.

Paigutuse struktuur

Two paired-bar groups side by side, each a dark navy FY25 bar and a taller blue FY26 bar with a multiplier callout attached to the taller bar; captions beneath.

Peamised visuaalsed elemendid

  • two paired-bar groups
  • multiplier callouts
  • navy-and-blue pairing
Leht 49
market segmentation

Opportunity to Migrate a Variety of Vendors

Sisu

Five migration source categories: mixed on-prem OLAP/OLTP, first-generation cloud data warehouse, on-prem data warehouse, first-generation cloud ISV and on-prem big data.

Paigutuse struktuur

Five rounded blue tiles in a three-over-two arrangement, centred; faint wave texture behind the lower row.

Peamised visuaalsed elemendid

  • five rounded tiles
  • staggered two-row grid
  • wave texture
Leht 50
data visualization / stacked bar chart

Sales Compensation Incentivizes Land and Expand

Sisu

The mix of target commissions across FY24 to FY27E shifts among consumption, bookings and new customers, with new customers established as a separate component beginning in FY25.

Paigutuse struktuur

Four stacked columns, one per fiscal year, each segmented into up to three colour-coded bands with icons; a right-hand legend names the three components.

Peamised visuaalsed elemendid

  • four stacked columns
  • three-tone bands
  • icons inside segments
  • methodology footnote
Leht 51
priorities / agenda

CRO Priorities

Sisu

Two priorities: stable execution (depth of experience, no changes to sales compensation plans, technical depth on core competencies) and AI opportunity (improving go-to-market efficacy and driving productivity).

Paigutuse struktuur

Two outlined cards side by side, each with an icon-and-heading lockup at the top and a short bulleted list beneath.

Peamised visuaalsed elemendid

  • two outlined cards
  • icon-led headings
  • short bullet lists
Leht 52
section divider

AI Accelerates Growth

Sisu

Section divider introducing evidence that AI is already affecting the core business.

Paigutuse struktuur

Full-bleed brand-blue divider matching pages 41 and 44.

Peamised visuaalsed elemendid

  • full-bleed blue
  • two-tone headline
  • mountain graphic
Leht 53
data visualization / multi-panel

AI Unlocks Our Core Business

Sisu

Three operating improvements: sales cycles shortening from FY25 to FY26, trailing-twelve-month dollar-weighted time to ramp falling from 10 months to 7, and median won-to-deployed migration time improving 40%.

Paigutuse struktuur

Three tinted panels in a row, each with a bold heading above, a small chart inside and a metric definition caption below.

Peamised visuaalsed elemendid

  • three tinted panels
  • small multiples
  • definition captions
  • appendix footnote
Leht 54
customer case study / line chart

AI Drives Expansion — Snowflake CoWork

Sisu

A $1M+ equipment company's product revenue trajectory, with forecasts before and after adopting Snowflake CoWork diverging from FY27 Q1 onward.

Paigutuse struktuur

Line chart with an actual-revenue line to the adoption point marked by a circled sparkle icon, then two forecast lines — orange above, navy below — with the gap between them shaded.

Peamised visuaalsed elemendid

  • adoption marker
  • diverging forecast lines
  • shaded gap
  • unlabelled y-axis
Leht 55
customer case study / line chart

AI Drives Expansion — Snowflake CoCo

Sisu

The same before-and-after forecast treatment for a $1M+ semiconductor company adopting Snowflake CoCo.

Paigutuse struktuur

Line chart matching the previous slide so the two read as a pair.

Peamised visuaalsed elemendid

  • adoption marker
  • diverging forecast lines
  • shaded gap
  • matched layout
Leht 56
transition / discussion prompt

How is this working at Snowflake? How is this resonating with customers?

Sisu

Two framing questions used as a transition into discussion.

Paigutuse struktuur

Two large rounded blue panels side by side, each with an icon top left and a two-line question in white; halftone dot texture at the right edge of each.

Peamised visuaalsed elemendid

  • two question panels
  • halftone dot texture
  • icon markers
Leht 57
section divider

Margins and Capital Allocation

Sisu

Section divider introducing the margin and capital allocation discussion.

Paigutuse struktuur

Full-bleed brand-blue divider, the fourth in the deck.

Peamised visuaalsed elemendid

  • full-bleed blue
  • two-tone headline
  • mountain graphic
Leht 58
data visualization / dual chart

Committed to Operating Margin Expansion

Sisu

Non-GAAP operating margin rising from 6.4% in FY25 to 10.5% in FY26 and 13.5% in FY27E, while non-GAAP product gross margin eases from 76.3% to 75.8% to 75.0%.

Paigutuse struktuur

Two charts side by side — an ascending line with point labels at left, three bars with value labels at right — each with a bold caption beneath; a long reconciliation note runs across the bottom.

Peamised visuaalsed elemendid

  • line chart with point labels
  • three-bar chart
  • bold captions
  • non-GAAP reconciliation note
Leht 59
concept diagram

Headcount and Cloud Spend

Sisu

Headcount-related expenses falling as a percentage of revenue while cloud spend rises modestly, combining to produce operating leverage.

Paigutuse struktuur

Two equation-style cards side by side, each stacking a term, a plus sign, a second term, an equals sign and an outcome; curly braces beneath converge on the words Operating Leverage.

Peamised visuaalsed elemendid

  • equation-style cards
  • plus and equals badges
  • converging brace
  • outcome label
Leht 60
topic slide

Non-GAAP Adjusted Free Cash Flow Margin

Sisu

A topic slide announcing the free cash flow discussion.

Paigutuse struktuur

Aurora photo band across the top; brand-blue field below with a two-line white headline centred.

Peamised visuaalsed elemendid

  • aurora photo band
  • centred white headline
  • brand-blue field
Leht 61
data visualization / metric tiles

No Change in Payment Terms

Sisu

Billings by payment terms: annual in-advance at 82% in FY24, 82% in FY25 and 86% in FY26 — evidence that cash flow strength is not the product of changing terms.

Paigutuse struktuur

Three large rounded blue tiles in a row, each with a percentage in oversized white type over the label Annual In-Advance, with the fiscal year beneath the tile.

Peamised visuaalsed elemendid

  • three percentage tiles
  • oversized numerals
  • fiscal year labels
Leht 62
data visualization / grouped bar chart

Bookings and Billings Flexibility — divergence

Sisu

Billings growth can diverge from revenue growth within a single year: FY24 36% revenue against 29% billings, FY25 29% against 20%, FY26 29% against 36%.

Paigutuse struktuur

Stacked headline at left; three paired-bar groups at right, light blue for revenue and dark navy for billings, with percentage labels above each bar and a two-item legend beneath.

Peamised visuaalsed elemendid

  • paired bars
  • percentage labels
  • two-colour legend
Leht 63
data visualization / bar and line overlay

Bookings and Billings Flexibility — normalization

Sisu

Over a multiyear timeframe the divergence resolves: a 29% revenue CAGR against a 28% billings CAGR.

Paigutuse struktuur

Same chart as the previous slide with the percentage labels removed and two dashed CAGR lines overlaid, each ending in a large right-hand callout; four-item legend beneath.

Peamised visuaalsed elemendid

  • dashed CAGR overlays
  • right-hand callouts
  • four-item legend
  • build on prior slide
Leht 64
statement slide

Path to GAAP Profitability

Sisu

Non-GAAP operating margin leverage plus a consistent decrease in stock-based compensation as a percentage of revenue equals GAAP profitability in Q4 FY28.

Paigutuse struktuur

A single centred equation card — blue upper half holding the two inputs separated by a plus badge, white lower half holding the conclusion after an equals badge.

Peamised visuaalsed elemendid

  • equation card
  • plus and equals badges
  • management estimate footnote
Leht 65
capital allocation

Capital Allocation

Sisu

Three uses of capital: organic growth through R&D and sales and marketing investment, a stock repurchase program with $0.8 billion remaining of a $4.5 billion authorization, and M&A to accelerate the product roadmap.

Paigutuse struktuur

Three cards in a row, each with a blue header band carrying the category name and a white body holding an icon or figure over a short description.

Peamised visuaalsed elemendid

  • three header-and-body cards
  • dollar figure
  • line icons
  • as-of footnote
Leht 66
summary / conclusion

Investment thesis summary

Sisu

Four closing pillars: large and growing market opportunity, durable growth drivers supporting the core business, AI accelerating revenue growth, and a clear framework to reach GAAP profitability.

Paigutuse struktuur

Four columns separated by thin vertical rules, each an icon above a two- or three-line label; generous white space above and below.

Peamised visuaalsed elemendid

  • four columns
  • vertical rules
  • line icons
  • white space
Leht 67
Q&A

Q&A

Sisu

Question and answer holding slide.

Paigutuse struktuur

Full-bleed brand-blue field with a single word set large in white at the left; mountain graphic bottom right.

Peamised visuaalsed elemendid

  • full-bleed blue
  • single-word headline
  • mountain graphic
Leht 68
closing slide

Thank You

Sisu

Closing slide with the Snowflake wordmark.

Paigutuse struktuur

Full-bleed brand-blue field with a two-line, two-tone headline set left; wordmark and copyright bottom left over a fine wave texture.

Peamised visuaalsed elemendid

  • two-tone headline
  • Snowflake wordmark
  • wave texture
Leht 69
section divider

Appendix

Sisu

Divider opening the appendix.

Paigutuse struktuur

Full-bleed brand-blue divider with a single-word headline in near-black.

Peamised visuaalsed elemendid

  • full-bleed blue
  • single-word headline
  • mountain graphic
Leht 70
appendix / definitions

Definitions

Sisu

Definitions for every metric footnoted in the deck: product revenue, net revenue retention rate, Forbes Global 2000 customers, total customers, migration count, target commissions, dollar-weighted average time to contract consumption run rate, top 25 product revenue customers, cohort, average trailing twelve-month product revenue, and median won-to-deployed.

Paigutuse struktuur

White background, single-column body copy at small size with each term bolded as a run-in lead; heading with blue accent bar.

Peamised visuaalsed elemendid

  • run-in bold terms
  • dense single column
  • blue accent bar

Korduma kippuvad küsimused

Levinud küsimused selle slaidi ja esitluse sisu kohta.

What exactly do I get when I download this deck?

A 70-page investor day presentation in both PDF and editable PowerPoint, plus a page-by-page preview so you can see every slide before you download. The PPTX keeps the layouts, charts and section dividers editable so you can swap in your own numbers and branding.

Is this a real investor presentation or a mock-up?

It is Snowflake's own Investor Day presentation from June 2026, published by the company for its investors — including the non-GAAP statement, safe harbor language and the full metric definitions appendix. That is what makes it useful as a reference: the structure and the disclosure discipline are what a public company actually ships, not an approximation of it.

What structure should I copy if I am building my own investor day deck?

The spine here is worth stealing: legal disclaimers up front, then CEO strategy, then a product deep dive led by the product executive, then the CFO's financial framework, then Q&A, then an appendix of definitions. Four full-bleed section dividers — Market Opportunity, Core Growth Drivers, AI Accelerates Growth, Margins and Capital Allocation — break 70 pages into acts the audience can follow.

Which slides are the most reusable for a different company?

The 'WHAT'S NEW / WHY THIS MATTERS / CUSTOMER IMPACT' product template appears eight times and works for any feature announcement. The big-number comparison layout — grey past value, arrow with the multiple, blue future value — is used for product velocity, customer adds and TAM, so it adapts to almost any growth metric. The three-pillar navigator slide, shown once in full then three times with one pillar highlighted, is a clean way to keep a long deck oriented.

Does it include the financial charts, or just the strategy slides?

It includes the financial section in full: quarterly product revenue growth, net revenue retention, product revenue by cohort as a stacked area chart, operating and gross margin trends, billings versus revenue divergence and its multiyear normalization, payment terms, and capital allocation. Those are the chart types investor decks are usually missing.

Can I edit the charts, or are they flattened images?

Open the PPTX and check each chart before you commit to it — exported investor decks often contain a mix of native PowerPoint charts and pasted images. The layouts, text, colours and shapes are editable regardless, so even a flattened chart can be replaced in place without rebuilding the slide.

What is the design system, so I can match it?

One brand blue carries nearly the whole deck, supported by dark navy for contrast bars and secondary chart series, grey for prior-period values, and orange used almost exclusively to represent the 'before AI' state. Headings sit at the top left behind a small blue accent bar, body text stays sparse, and section dividers invert to a full-bleed blue field with a two-tone headline.

Why does the deck put metric definitions in an appendix?

Because nearly every number in the body carries a footnote pointing there. Defining net revenue retention, cohort, migration count and time-to-ramp in writing lets the chart slides stay clean while keeping each claim checkable — the single easiest practice to copy if analysts have ever questioned how you calculate a metric.

Allikad ja lisalugemine

  • Snowflake Investor RelationsSnowflake Inc.

    The deck itself directs readers here for non-GAAP definitions and GAAP reconciliations; quarterly earnings releases and presentations are published on this page.

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