Snowflake – Competitive Positioning & Growth Outlook – 21 June 2021

  • Public Equity
  • TMT
  • North America


Former director at Snowflake Inc


  • Key trends impacting Snowflake’s (NYSE: SNOW) operating environment
  • Competitive dynamics vs Databricks, Cloudera (NYSE: CLDR) and Confluent, among others
  • Product strategy and roadmap
  • Coopetition with Amazon Web Services (NASDAQ: AMZN), Google Cloud Platform (NASDAQ: GOOG), Azure (NASDAQ: MSFT) and IBM (NYSE: IBM)
  • H2 2021 outlook


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