2022 Investor Day

Snowflake
arc beats above · slides in the middle · loops below · scroll → 11 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 5
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Deck intelligence map

5
coverage by narrative range · generated from this deck JSON

Slide inventory

79
every slide · same image gating as the playbook
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Slide 1
front_matter
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front_matter
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front_matter
Open slide detailBeat · Situation & Context
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transition
Open slide detailBeat · Situation & ContextLoop · Ripple Effect
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transition
Open slide detailBeat · Situation & ContextLoop · Ripple Effect
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The slide uses a stylized US map with red and white dots, likely representing insurance data or risk distribution.front_matter
Open slide detailBeat · Situation & ContextLoop · Ripple Effect
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The slide features the Snowflake logo and the text '+ PHARMACEUTICAL' over a laboratory background.front_matter
Open slide detailBeat · Situation & ContextLoop · Ripple Effect
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The slide uses a visual metaphor of data particles flowing through a grocery store aisle.front_matter
Open slide detailBeat · Situation & ContextLoop · Ripple Effect
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transition
Open slide detailBeat · Situation & ContextLoop · Ripple Effect
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front_matter
Open slide detailBeat · Situation & Context
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The slide uses a visual metaphor of a platform block sitting above a collection of content bubbles, all superimposed on a global network graphic.present_framework
Open slide detailBeat · Situation & ContextLoop · Golden Circle
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The slide uses a layered block diagram to represent the platform stack.present_framework
Open slide detailBeat · Situation & ContextLoop · Golden Circle
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The slide uses a checkmark/cross matrix to highlight the unique value proposition of Snowflake's 'Data Cloud' offering.compare_options
Open slide detailBeat · Situation & ContextLoop · Golden Circle
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The slide uses a stack of cloud icons to represent core platform features.present_solution
Open slide detailBeat · Situation & ContextLoop · Golden Circle
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present_solution
Open slide detailBeat · Problem & ComplicationLoop · Quick Win Big Bet
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The slide includes a screenshot of a Snowflake usage dashboard showing 2.6k credits used.summarize
Open slide detailBeat · Problem & ComplicationLoop · Quick Win Big Bet
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The slide uses a simple diagram showing a connection between the Snowflake Data Cloud and on-premises storage.present_solution
Open slide detailBeat · Problem & ComplicationLoop · Quick Win Big Bet
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The slide uses a three-column layout to define the value proposition of Iceberg Tables.present_solution
Open slide detailBeat · Solution & ApproachLoop · Quick Win Big Bet
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present_solution
Open slide detailBeat · Solution & ApproachLoop · Quick Win Big Bet
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present_solution
Open slide detailBeat · Solution & ApproachLoop · Quick Win Big Bet
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present_solution
Open slide detailBeat · Solution & ApproachLoop · Quick Win Big Bet
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present_solution
Open slide detailBeat · Solution & ApproachLoop · Quick Win Big Bet
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The central circle acts as a hub for the surrounding ecosystem logos.illustrate_case
Open slide detailBeat · Solution & ApproachLoop · Quick Win Big Bet
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transition
Open slide detailBeat · Solution & ApproachLoop · Day In Life
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summarize
Open slide detailBeat · Solution & ApproachLoop · Day In Life
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illustrate_case
Open slide detailBeat · Solution & ApproachLoop · Day In Life
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transition
Open slide detailBeat · Solution & ApproachLoop · Day In Life
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Note: Unistore is enabled by Hybrid Tables (PrPr).present_solution
Open slide detailBeat · Solution & ApproachLoop · Day In Life
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illustrate_case
Open slide detailBeat · Solution & ApproachLoop · Day In Life
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The diagram uses a layered block approach to represent the platform stack.present_framework
Open slide detailBeat · Solution & Approach
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The slide uses network graph visualizations to represent the density and complexity of data sharing connections.illustrate_case
Open slide detailBeat · Solution & ApproachLoop · Time Machine
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summarize
Open slide detailBeat · Solution & ApproachLoop · Time Machine
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transition
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transition
Open slide detailBeat · Evidence & Proof
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Includes a disclaimer regarding non-GAAP financial metrics.summarize
Open slide detailBeat · Evidence & ProofLoop · Build Up
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The chart illustrates a trend of increasing market share for database management systems within the broader software spending landscape.size_opportunity
Open slide detailBeat · Evidence & ProofLoop · Build Up
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Data sourced from Gartner research.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Build Up
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The chart shows a total TAM of $248B, with the largest segment being Data Warehouse, Data Lake, and Unistore at $173B.size_opportunity
Open slide detailBeat · Evidence & ProofLoop · Build Up
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The slide uses a nested cloud metaphor to illustrate market sizing.size_opportunity
Open slide detailBeat · Evidence & ProofLoop · Build Up
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transition
Open slide detailBeat · Evidence & Proof
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The slide uses donut charts to represent percentages of customer segments.decompose_segments
Open slide detailBeat · Evidence & ProofLoop · Segmentation Split
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The chart tracks the number of Global 2000 customers over 9 quarters.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Segmentation Split
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Data as of April 30, 2022.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Segmentation Split
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The chart illustrates the growth in initial contract sizes over time.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Before After
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The chart illustrates strong customer expansion metrics.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Before After
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The chart illustrates a 6x growth in consumption after consolidating various workloads (On-prem DW, Big Data, Mixed OLTP/OLAP) into a cloud environment.illustrate_case
Open slide detailBeat · Evidence & ProofLoop · Before After
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The chart illustrates the impact of adding a new workload on customer consumption over six quarters.illustrate_case
Open slide detailBeat · Evidence & ProofLoop · Before After
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The chart uses color coding to distinguish between initial usage and usage after adding a new workload.illustrate_case
Open slide detailBeat · Evidence & ProofLoop · Before After
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The chart tracks growth in average spend per large customer over time, showing a general upward trend.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Before After
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The slide highlights growth in account penetration over time.diagnose
Open slide detailBeat · Evidence & ProofLoop · Before After
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transition
Open slide detailBeat · Evidence & Proof
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The chart shows a declining trend in the rate of price increases over the three-year period.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Waterfall Value
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The chart illustrates a clear trend of customers moving toward higher-priced editions (Business Critical and Enterprise) over time.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Waterfall Value
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The chart illustrates the increasing number of high-value customers over time, supporting the thesis of operating leverage.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Waterfall Value
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The chart title mentions 'Non-GAAP Adjusted Free Cash Flow' but the data labels and subtitle refer to 'Deals >$1M in TCV', suggesting the slide illustrates the quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Waterfall Value
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transition
Open slide detailBeat · Impact & Next Steps
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The pyramid structure implies a hierarchy of customer segments based on size or strategic importance.decompose_segments
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
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The slide uses concentric circles to represent growth from FY20 (inner circle) to FY22 (outer circle).quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
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The slide uses a 3D block diagram to represent the Snowflake platform stack.present_framework
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
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The chart shows an increase from 23 to 31 to 32 regional deployments.quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
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The slide uses a grid-based categorization framework to map portfolio companies to specific data-related industry segments.present_framework
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
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prioritize
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
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transition
Open slide detailBeat · Impact & Next Steps
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The chart tracks the efficiency of customer ramp-up over time, showing a general downward trend in days to reach run rate.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Time Machine
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quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Time Machine
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The chart illustrates a positive divergence between actual revenue and the forecast following an optimization event.illustrate_case
Open slide detailBeat · Impact & Next StepsLoop · Time Machine
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The slide highlights two optimization points and their subsequent impact on revenue trajectory.quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Time Machine
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Fiscal year ends January 31.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Time Machine
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The table highlights the shift from high-growth, high-spend to margin expansion and profitability.summarize
Open slide detailBeat · Impact & Next StepsLoop · Time Machine
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state_next_steps
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This slide serves as a technical appendix for terminology used in Snowflake's financial or operational reporting.summarize
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Methodology slide explaining the mapping of external market data to internal product categories.present_framework
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Fiscal year ends January 31. $ in thousands. Numbers are rounded for presentation purposes.analyze_data
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Fiscal year ends January 31. $ in thousands.summarize
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Fiscal year ends January 31. $ in thousands. Numbers are rounded for presentation purposes.analyze_data