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Analyst Report: Snowflake Inc

Argus

Argus

May 28, 2025

Snowflake Inc.: Margin expansion story

Summary

Snowflake is a cloud-native data warehouse company. The company leverages the large public hyperscale cloud services to provide its Data Cloud to customers, enabling them to unify disparate data sources for the purposes of data engineering, and the development of artificial intelligence, applications, collaboration, and cybersecurity. Snow

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Analyst Profile

Joseph F. Bonner, CFA

Senior Analyst: Communication Services & Technology

Joe covers the Communication Services sector and selected software technology stocks for Argus. In 2010, he was named #5 Stock Picker for Telecom Services in the Wall Street Journal's Best on the Street Analyst Survey. In 2008, Joe was named #1 Stock Picker for Media: U.S. by the Financial Times and was second in the Wall Street Journal's Best on the Street Analyst Survey for Telecommunications: Fixed Line. For more than a decade, Joe worked with Technicolor Inc., where he focused on financial and legal issues. He received his Masters in Business Administration from Fordham University in New York, where he concentrated in Finance. He earned a BA in International Affairs from the George Washington University, and spent three years with the Peace Corps in Talgar, Kazakhstan, developing an English Language resource center and teaching students. Joe is a CFA charterholder.