Jon Quast
speaker
8,197 appearances
81 recordings
2 series
first heard Oct 2025
last heard 21 Sep
Jon Quast’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 81 in all, peaking in Aug 2026 with 10.
Appearances
And it is down about 50% from its all-time high way back in 2021.
This company was known for incredible growth rates, but the growth rate was just steadily declining.
But here in this quarter, revenue all of a sudden jumped to 33% growth and management raised its guidance for the year.
So all of a sudden we see a little bit of, wow, growth is maybe picking back up again for Snowflake.
And what is interesting here is that the analysts were really curious, what is driving this surprise growth?
And Snowflake's management crediting a new product that it launched during the quarter called Cortex Code or COCO.
And that is what is really interesting.
accelerating things here.
So Travis, I just want to throw it to you.
What is Coco and why do Snowflakes customers like it so much?
Well, it's interesting that you say that.
I do want to double down here a little bit with this Cocoa product.
You know, these AI tools from Snowflake, these are what are driving the growth, but these are actually a little bit lower gross margin.
Snowflake is known for an incredible gross margin, but these tools a little bit lower on the gross margin side.
And what is also interesting is Snowflake doesn't
own all of its compute.
It relies on this from third parties, the cloud computing providers.
And so when you're scaling with these AI tooling that are living in these cloud computing giants where maybe you don't control the cost, that is kind of an interesting thing.
So I know you, Travis, are always talking about business models.
And so when you think about the business models here, where do you want to be?
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