How Snowflake benefits from the rise of AI agents

00:00 Speaker A

First of all, just sort of give us your high level um reaction to these Snowflake numbers that at first blush seemed pretty strong.

00:08 Patrick Moorhead

It looks great, right? So um, good for Snowflake. The um, you know, last quarter they grew 28% and uh this quarter, I think it worked out to 26. So people were expecting to go down to 22. They’re growing faster than people um had expected. And it it suggests that for this company at least, the the uh the macro hasn’t um…