Snowflake Inc.

I’ll be watching the Analyst Day presentation later today, but some quick thoughts on the announcements I’ve seen so far:
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* I like how the product announcements revolve around application development and incorporating Streamlit. Mission critical apps will support already elite customer stickiness and net revenue retention.
* Unistore Workload appears to continue to expand Snowflake’s TAM. Private preview success with a company like Adobe is encouraging. “50x improvement in delivery preparation time” is no joke.
* The more Python/Anaconda support the better, and it looks like Snowflake is more than doubling down with heavy investment for Snowpark in Python, now in public preview.

Off to a strong start this morning
![](https://cdn.commonstock.com/86d2fffb6c5feb927263656ca0e257a7c1ac4eeda6fcd268a742097a684eb487-1374x1254.png)

Nathan Worden

Quick $SNOW Thoughts

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