Snowflake's rapid growth deceleration has undermined investor sentiment and created concerns about competition. I continue to think that Snowflake's problems are due to a soft demand environment and a ...

Note: For the purposes of serving you/for your convenience, we will use Calendar Year and not Fiscal Year. I believe this simplifies understanding the business' performance, though it should be noted ...

Snowflake operates in a sweet spot of enterprise software — a data infrastructure layer increasingly central to AI deployment. But that macro opportunity has yet to fully translate into breakout ...