Snowflake Stock Analysis (SNOW Stock) | Buy The Dip?

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SNOW is a hyper-growth stock that hasn't done much for investors. Is SNOW stock a buy? Here's everything you need to know about this business.

Brian Feroldi's mission is "to spread financial wellness." This channel teaches viewers how to master their personal finances and invest better. New videos are posted every week!

0:00 Intro
0:23 Business & Business Model
2:10 Moat & Financials
4:14 Management & Potential
5:15 Wall Street & Risks
6:13 Watch & Checklist

Brian Feroldi's mission is "to spread financial wellness." This channel teaches viewers how to master their personal finances and invest better. New videos are posted every week!

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Hi everyone -- I got some great details about Snowflake from a Twitter follower on this video. Here's what he shared:

"1) Once data is stored in Snowflake it is in their proprietary format irrespective of which cloud provider you are running on.

2) “Not sure how much AI/ML Snowflake uses internally but it provides a platform to support machine learning and AI-driven data science applications. However, it can be expensive to use Snowflake for AI/ML.”

3 3) Data is NOT stored for free and it costs $24-40/TB per month.”

4) AWS, Azure & GCP already have similar competitive products, namely, Redshift, Synapse & BigQuery. Also, there is a new kid on the block - Firebolt, plus Teradata is still trying to stay relevant with their own Cloud offering.

We cannot leave Databricks aside as it is changing this space upside down along with few others."

This is the power of community! We can't know everything ourselves, but if people share openly with each other we can all get smarter!

BrianFeroldiYT
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I take issue with the statement "Once you start using Snowflake's platform, it's very hard to get off of it." On the contrary - if a customer wants to leave Snowflake, it's actually quite easy to get off the platform. I would change that to "once you start using Snowflake's platform, you don't WANT to get off of it.". And the Net Revenue Retention rate is less an indication of the difficulty to leave, and more of an indication of how much Snowflake customer love the platform.
Disclaimer: I am a Snowflake employee.

paulhoran
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I have been more of a Palantir fan than snowflake so far but interested in learning more about SNOW, thanks for the video.

daveginvesting
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Welcome back (to the channel and to the states) Brian S!

MoMo-
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Hi Brian, it would be useful and interesting if you'd do follow ups on some of those stocks that you rate high today (and since you've started your channel). For instance, it would be nice to see a video next year about Snowflake, whether the thesis is still there, whether your conviction is/are still the same as today. Same goes for Mongo, Shopify etc. It doesn't need to be very long in depth videos but merely a follow up on the investment thesis. Thanks so much for your and Brian's work! From a faithful Dane:-)

JEDAM
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Missed you Feroldi, glad you’re back! BOTH of you guys are great.

puck-teqk
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I’d actually be interested in the business if they were around 1/3 the market cap. But it would STILL be expensive even then 😂

SilentEire
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Thanks Brians! Been thinking about starting position for a while and this pushed me over the edge.

USARoadtrippin
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Brians-thanks so much-this was very informative. Question for Brian F-could you do an update on ZYXI? thanks!

harishiyer
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I’m shorting! Thanks for your your confidence video on SNOW!

brasilsoccer
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Thanks Brian square, I have started the position SNOW after beaten down post q4 earning. watching closely to add more…

MdAhmed-mkxt
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A little too spendy still, but watching SNOW and DDOG and anxiously waiting...

michaelmiddleton
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Bought for 120 few days ago. Wondering if I should sell

deeeeeeps
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How does an DBNR of 170 goes together with predicted Revenue growth less than 10% for the next Quarter? I really don’t understand, , ,

saschakonto
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How is Net Income negative but Free Cash Flow is positive? If free cash flow is positive that means the company is now earning more money than it spends on obtaining that revenue. Can someone help explain

christianselk
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Buy probably at 150. Wait for Fed rate hikes.

rkrisk
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Would request u to look at xmtr xometry which is growing at more than 50 per and has a excellent moat.

bhaskarvenk
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Market Cap who cares, show me the money Jerry!

supaflydann