The data industry has arrived at a pivotal juncture that echoes the themes we’ve charted in previous Breaking Analysis episodes, from The Sixth Data Platform through The Yellow Brick Road to Agentic ...

Snowflake’s third quarter was mixed, in our view. Revenue came in above our expectations while the bottom line came in under, as we had rosier expectations than the market. Encouragingly, though, full ...

Forbes contributors publish independent expert analyses and insights. Peter Cohan, a Boston-based senior contributor, covers stocks. Snowflake exceeded Q2 revenue and earnings expectations, leading to ...

Forbes contributors publish independent expert analyses and insights. Peter Cohan, a Boston-based senior contributor, covers stocks. Before launching artificial intelligence agents, businesses want ...

In its early days, Snowflake was misunderstood as just a better data warehouse. It turns out that the company’s vision of a data cloud has completely altered the way the industry thinks about data ...

I reiterate my sell rating on Snowflake due to its premium valuation and decelerating growth, despite recent stock gains. Snowflake's consumption-based model exposes it to macroeconomic headwinds, ...