Software Stack Investing
Investing analysis of the software companies that power next generation digital businesses. The host has significant experience leading software engineering for a number of large consumer Internet properties. He brings insights as a technology practitioner and budget owner to evaluating software infrastructure companies in categories like developer tooling, big data, observability and application hosting. Sample company stocks covered include SNOW, NET, DDOG, MDB, CRWD, ZS and GTLB. Podcast supplements the content on SoftwareStackInvesting.com. Follow on Twitter @StackInvesting.
Software Stack Investing
Snowflake (SNOW) Q4 FY2023 Earnings Review
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Software Stack Investing
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Season 2
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Episode 8
Leading up to Snowflake's Q4 FY2023 earnings report, investors felt insulated from the risk of a low revenue guide for the full year. This concern had been abated in the Q3 report, as management blunted a reduced Q4 revenue guide with a preliminary estimate that FY2024 would deliver product revenue growth of 47%. During the Q3 earnings call, this had the immediate effect of propping up the lagging after-hours stock price.
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