Snowflake – Competition vs Databricks & Growth Opportunities

  • Public Equity
  • TMT
  • North America


Former senior executive at Snowflake Inc


  • Snowflake’s (NYSE: SNOW) overall operating environment and sales growth outlook
  • Head-to-head competitive dynamics vs Databricks and dynamics vs BigQuery (NASDAQ: GOOGL), Redshift, Synapse (NASDAQ: MSFT) and more
  • Partnerships with cloud vendors and ‘frenemy’ dynamics, customer adoption trends and data warehousing performance in a recession
  • H2 2022 outlook and product moat analysis


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