Acquisition And IntegrationAcquisition of TensorStax adds AI agents that automate data pipeline building and, by embedding AI capabilities, can increase customer usage and make switching away from the platform harder.
AI-driven Revenue GrowthAnalyst highlights that an expanding AI product portfolio and rising AI adoption are expected to drive customers to increase spending, supporting management's upward revision to product revenue guidance for 2026.
Platform ArchitectureSeparation of storage and compute lets customers scale analytics and storage independently, improving speed and cost efficiency and reinforcing Snowflake's leadership in enterprise data.