Snowflake Inc (SNOW) Q4 2025 10-Q Quarterly Report
Filed: Dec 3, 2025Period ending Oct 31, 2025
Information Technology
Services-Prepackaged SoftwareSEC EDGAR Snowflake Inc (SNOW) 10-Q quarterly report for Q4 2025, filed with SEC EDGAR on Dec 3, 2025 for the fiscal period ending Oct 31, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.
Snowflake Inc Q4 2025 10-Q Analysis
Management Discussion & Analysis
- • Revenue $1.23B, up 22% YoY ($1.01B in Q3 FY24); subscription revenue $1.17B (+21%), professional services $65.5M (+38%)
- • Operating loss (6%) of revenue, flat vs (6%) YoY; subscription gross margin flat YoY, professional services gross margin up 6 pts YoY
- • Subscription segment best performer: $1.17B revenue (+21%), professional services worst: $65.5M (+38%) but lower margin impact
- • Cash and equivalents $4.8B; operating cash flow $1.11B for nine months; investing cash used $641.5M mainly for acquisitions
- • July 19 Incident legal costs rising, sales cycle delays, longer customer contracts, management expects adverse operational impact and elongated sales cycles
Risk Factors
- • Newly added risk: July 19 Incident system crashes on Windows triggered lawsuits, governmental inquiries, reputational harm, and increased remediation costs
- • Most materially updated risk: Regulatory complexity from EU-U.S. Data Privacy Framework and U.K. Data Use and Access Act 2025 impacting cross-border data transfers
- • Most impactful legal risk: Securities litigation, derivative suits, and indemnity claims related to July 19 Incident causing significant legal expenses and management distraction
- • Operational risk: Intense competition with larger incumbents leading to pricing pressure and potential loss of market share, aggravated by July 19 Incident
- • Financial risk: $750 million debt outstanding plus $750 million available revolver with restrictive covenants limiting flexibility, risk of liquidity issues if cash flow insufficient
Snowflake Inc Q4 2025 Quarterly FinancialsXBRL
Revenue
$1.2B
▲ +22.2% YoY▼ -45.7% QoQ
Net Income
-$34M
▼ -102.1% YoY▲ +81.9% QoQ
Gross Margin
75.1%
▲ +31bp YoY▲ +144bp QoQ
Operating Margin
-5.6%
▼ -11bp YoY▲ +483bp QoQ
Net Margin
-2.8%
▼ -109bp YoY▲ +551bp QoQ
ROE
-0.8%
▼ -30bp YoY
Total Assets
$10.0B
▲ +28.0% YoY
EPS (Diluted)
$-0.14
▼ -100.0% YoY▲ +81.3% QoQ
Operating Cash Flow
$398M
▲ +21.9% YoY▼ -44.6% QoQ
Source: XBRL data from Snowflake Inc Q4 2025 10-Q filing on SEC EDGAR. All figures in USD.
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