Snowflake, C3.ai and Salesforce
Upcoming earnings release on February 26, 2025
This upcoming week, we have several notable earnings reports scheduled. In this article, we analyze three AI-related stocks: Snowflake (SNOW) ,C3.ai (AI), and Salesforce (CRM). These companies have garnered significant attention in the rapidly evolving artificial intelligence sector.
Snowflake (NYSE: SNOW) will release its financial results for the fourth quarter and full year of fiscal 2025 on Wednesday, February 26, 2025, after U.S. markets close. The company will host a conference call at 3 p.m. Mountain Time on the same day to discuss the results.
Analysts expect an EPS of $0.18 for Q4 2025.
Revenue is estimated at $955.52M, representing a 23.34% year-over-year growth
C3.ai (NYSE: AI) is set to announce its fiscal third quarter 2025 financial results on February 26, 2025, after U.S. markets close. The company will host a conference call and webcast at 2:00 p.m. PDT / 5:00 p.m. EDT on the same day.
Options traders are pricing in an 18.1% post-earnings move, higher than the two-year average of 15.3%.
Salesforce (NYSE: CRM). Salesforce's next earnings report is scheduled for Wednesday, February 26, 2025, before the market opens. The company will release its fourth-quarter and full-year fiscal 2025 results on this date. A conference call is expected to be held at 5:00 PM ET on the same day for interested parties to listen to and discuss the earnings report.
SNOWFLAKE
Snowflake is a leading cloud-based data platform company that has revolutionized the way businesses manage, analyze, and share data. Founded in 2012 in San Mateo, California, Snowflake has grown to become a dominant player in the cloud data warehousing market.
Key Features and Architecture
Snowflake's platform is built on a unique architecture consisting of three core layers:
Data Storage Layer: Provides scalable cloud storage for structured, semi-structured, and unstructured data.
Query Processing (Compute) Layer: Utilizes virtual cloud warehouses for data analysis, ensuring stable performance and workload concurrency.
Cloud Services (Client) Layer: Manages metadata, security, and infrastructure.
The platform offers elastic scalability, allowing businesses to easily scale up or down based on their needs.
Market Position and Growth
As of February 2025, Snowflake has achieved significant market success:
Commands 35% of the cloud data warehousing market as of 2022.
Serves over 10,618 customers, including more than 800 Forbes Global 2000 companies.
Processes an average of 4.2 billion daily queries across its platform.
Recent Developments
In February 2024, Sridhar Ramaswamy replaced Frank Slootman as CEO.
The company has been expanding its capabilities in AI and data applications.
Snowflake experienced a data breach in 2024, affecting several high-profile customers.
Future Outlook
Despite some market challenges, Snowflake remains well-positioned for long-term growth. The company's strategic focus on AI and data management, combined with its robust platform capabilities, positions it as a key player in the evolving data landscape.
C3.ai
C3.ai is a leading enterprise AI software provider founded in 2009 by Thomas Siebel. The company specializes in developing and delivering enterprise-scale AI applications for various industries, including manufacturing, financial services, government, utilities, oil and gas, and defense.
Key Features
C3 AI Platform: A cloud-based software platform that enables rapid design, development, and deployment of enterprise-scale AI applications.
AI Applications: Over 130 turnkey Enterprise AI applications addressing business-critical needs across multiple sectors.
Industry Focus: Serves utilities, oil and gas, industrial manufacturing, aerospace and defense, transportation, financial services, healthcare, and public sectors.
Products and Services
C3.ai offers a comprehensive suite of AI-powered solutions, including:
C3 AI Reliability: Predictive maintenance for equipment failure risk identification.
C3 AI Demand Forecasting: Accurate demand prediction at various granularities.
C3 AI Inventory Optimization: Dynamic reorder recommendations for inventory management.
C3 AI Contested Logistics: Integrated logistics and risk management for resilient supply networks.
The company also provides development tools and an AI platform for building custom Enterprise AI applications.
Market Position
C3.ai went public in 2020 and is traded on the Nasdaq. The company has partnerships with major technology providers such as Microsoft, Google Cloud, and Amazon1. C3.ai's customer base includes prominent organizations like Shell, Bank of America, the U.S. Air Force, and Koch Industries.
C3.ai continues to expand its offerings and partnerships, recently allying with McKinsey & Company for Enterprise AI transformations and collaborating with Collins Aerospace in the defense and intelligence space.
SALESFORCE
Salesforce is a leading American cloud-based software company headquartered in San Francisco, California. Founded in 1999 by Marc Benioff, Parker Harris, Dave Moellenhoff, and Frank Dominguez, it has grown to become the world's largest enterprise software firm as of 2022. Salesforce provides a wide range of applications focused on sales, customer service, marketing automation, e-commerce analytics, artificial intelligence (AI), and application development.