Tim Beyers

speaker

1,508 appearances 10 recordings 1 series first heard Oct 2025 last heard 2 Feb

Tim Beyers’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 10 in all, peaking in Nov 2025 with 3.

newest first · ▶ plays the moment

That was up over 37%.

And the non-GAAP operating margin did expand by 450 basis points year over year and reached 11%.

Give me your take here, and then I'll bring in some other stats here.

But you follow this company, so tell me where you're at.

Rick, I'm going to give you another bit of data here.

Snowflake Intelligence, which is their enterprise AI agent, they've been investing a lot in AI.

For those who don't know how Snowflake works, it's like Sandmeet said, it is an archival storage environment.

They get paid more when customers put more data into the system and do stuff in the system.

Snowflake Intelligence is the gateway to do more stuff with AI inside Snowflake.

Rick,

being used by 1,200 customers.

This is what Snowflake says.

It is now 50% of new bookings.

How are you feeling about this company and its path to profitability?

Well, I mean, Snowflake is a household name.

Just it's not the company that is the household name.

All right.

Let's make a prediction here.

Rick, I'm going to start with you because you brought us the analyst predictions.

I'm going to summarize here.

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