{
  "docId": "019dd923-5eff-723e-9be5-89072d8a3db9",
  "docSlug": "aabedf57d70c4452",
  "documentTitle": "2025 Q3FY26 Investor Presentation",
  "authorId": "Snowflake",
  "authorName": "Snowflake",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "strategy_consulting",
  "sourceTypeLabel": "Strategy consulting",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.777,
  "pageNumber": 15,
  "pageCount": 35,
  "prevPage": 14,
  "nextPage": 16,
  "slideType": "business_case",
  "function": "present_solution",
  "density": "dense",
  "nDataPoints": 0,
  "notes": null,
  "elementsJson": [
    "headline_text",
    "bullet_list"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5eff-723e-9be5-89072d8a3db9/15",
  "deckHref": "/decks/019dd923-5eff-723e-9be5-89072d8a3db9",
  "deckJsonHref": "/decks/019dd923-5eff-723e-9be5-89072d8a3db9.json",
  "deckAnchorHref": "/decks/019dd923-5eff-723e-9be5-89072d8a3db9#slide-15",
  "components": [
    {
      "bbox": {
        "h": 0.25,
        "w": 0.28,
        "x": 0.67,
        "y": 0.55
      },
      "kind": "list",
      "text": "Pro: Bookings represent contractual minimum; Pro: Variable consumption creates upside for renewal cycle; Consider: Payment terms are evolving",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "0cca464f-28f3-40f2-8c08-2c282a543c9d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.25,
        "w": 0.28,
        "x": 0.05,
        "y": 0.55
      },
      "kind": "list",
      "text": "Pro: Enables faster growth; Pro: Aligned with customer value; Pro: Aligned with usage-based costs; Consider: Revenue is variable based on customers' usage",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "12ac5aed-a22c-4d0a-a100-f570cf4c3f89",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.2,
        "w": 0.28,
        "x": 0.36,
        "y": 0.2
      },
      "kind": "list",
      "text": "Pricing Model: Consumption. The platform is priced based on consumption of compute, storage, and data transfer resources.",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "30e494f4-b135-4f75-ac9e-b6f7e5a3998b",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.2,
        "w": 0.28,
        "x": 0.05,
        "y": 0.2
      },
      "kind": "list",
      "text": "Revenue Recognition: Consumption. Snowflake recognizes the substantial majority of its revenue as customers consume the platform.",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "491d6337-5a70-4deb-8780-82137380415c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.25,
        "w": 0.28,
        "x": 0.36,
        "y": 0.55
      },
      "kind": "list",
      "text": "Pro: Customers don't pay for shelf-ware; Consider: Performance improvements inherently reduce customer cost",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "63dd18cc-6009-490b-80bc-9582b6064e2b",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.2,
        "w": 0.28,
        "x": 0.67,
        "y": 0.2
      },
      "kind": "list",
      "text": "Billings Terms: Typically Upfront. Snowflake typically bills customers annually in advance for their capacity contracts. Some customers consume on-demand and/or are billed in-arrears.",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ac24febd-642a-4155-9de0-2febb9fc0f59",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.3,
        "x": 0.05,
        "y": 0.05
      },
      "kind": "title",
      "text": "Our Consumption Model",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "26bead4e-bfb8-44ce-afb9-3b95785e287b",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 20,
      "from": 12,
      "beatId": "d0534a78-ebca-42f6-88c5-b4c02fc43b1c",
      "arcName": "The Sparkline",
      "arcSlug": "sparkline",
      "beatName": "Evidence",
      "beatSlug": "evidence",
      "evidence": "Financial highlights, customer commitments, and retention rates serve as evidence of Snowflake's growth and success.",
      "position": 3,
      "confidence": 0.8,
      "parentBeatName": null,
      "parentBeatSlug": null
    }
  ],
  "loops": [
    {
      "to": 20,
      "from": 12,
      "name": "Quick Win Big Bet",
      "slug": "47-quick-win-big-bet",
      "bestFor": "Transformation planning, 100-day plans, resource allocation",
      "matchId": "dc30e286-d96b-43c1-a386-bd82131dd5bb",
      "evidence": "Financial highlights, customer commitments, and retention rates demonstrate quick wins and big bets on growth.",
      "position": 1,
      "objective": "What are the significant growth opportunities for Snowflake?",
      "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap",
      "confidence": 0.7,
      "description": "Separate initiatives into immediate wins and longer-term strategic bets"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}