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Snowflakes delivers a strong Q1.
Product revenue reached $1.33B, up 34% year-over-year, accelerating from 30% last quarter and 26% a year ago. Their strongest sequential dollar growth in company history.
They added 616 net new customers in the quarter (+38% YoY), and operating margin expanded over 300 basis points to 12%
Teradata (TDC)
Forward P/S Ratio: 1.9x
Why Do We Pass on TDC?
— Products, pricing, or go-to-market strategy may need some adjustments as its 3.7% average billings growth over the last year was weak
— Inability to adjust its cost structure while its revenue declined over the last year led to a 7.2 percentage point drop in the company’s operating margin
— Free cash flow margin is forecasted to shrink by 20.2 percentage points in the coming year, suggesting the company will consume more capital to keep up with its competitors.