Snowflake vs Cadence
Snowflake Inc. and Cadence Design Systems Inc. are examined together on this page to compare business models, financial performance, and market context. The analysis aims to present neutral, accessible information about how each company operates, generates revenue, and positions itself within the industry. Educational content, not financial advice.
Snowflake Inc. and Cadence Design Systems Inc. are examined together on this page to compare business models, financial performance, and market context. The analysis aims to present neutral, accessibl...
Why It's Moving
Snowflake Powers Ahead with Q1 Earnings Crush, Eyeing Robust AI Data Cloud Growth
- Product revenue hit $996.8 million, up 26% YoY, beating expectations and highlighting sticky AI-driven workloads.
- Net revenue retention rate of 124% reflects deep customer loyalty, with 606 clients now surpassing $1 million in trailing 12-month product revenue.
- Remaining performance obligations jumped 34% to $6.7 billion, backing full-year guidance for $4.325 billion in product revenue and fueling investor optimism.
Cadence Design Systems Powers Ahead, Outpacing Market Amid AI Chip Design Buzz.
- Recent trading showed a strong +2.23% gain to $313.84, signaling investor confidence despite modest weekly moves of 0.3%.
- Analysts project Q4 EPS of $1.91 and revenue of $1.42B, up 1.06% and 5.02% year-over-year, highlighting growth in AI-driven design software.
- Institutional shifts continue, with some funds trimming stakes while others boost holdings, underscoring Cadence's key position in the semiconductor ecosystem.
Snowflake Powers Ahead with Q1 Earnings Crush, Eyeing Robust AI Data Cloud Growth
- Product revenue hit $996.8 million, up 26% YoY, beating expectations and highlighting sticky AI-driven workloads.
- Net revenue retention rate of 124% reflects deep customer loyalty, with 606 clients now surpassing $1 million in trailing 12-month product revenue.
- Remaining performance obligations jumped 34% to $6.7 billion, backing full-year guidance for $4.325 billion in product revenue and fueling investor optimism.
Cadence Design Systems Powers Ahead, Outpacing Market Amid AI Chip Design Buzz.
- Recent trading showed a strong +2.23% gain to $313.84, signaling investor confidence despite modest weekly moves of 0.3%.
- Analysts project Q4 EPS of $1.91 and revenue of $1.42B, up 1.06% and 5.02% year-over-year, highlighting growth in AI-driven design software.
- Institutional shifts continue, with some funds trimming stakes while others boost holdings, underscoring Cadence's key position in the semiconductor ecosystem.
Investment Analysis
Snowflake
SNOW
Pros
- Snowflake has a strong and growing customer base with recent enterprise expansion driven by AI-related product integration.
- The company benefits from an increasing adoption of AI and cloud data platforms, positioning it well for future growth.
- Despite current unprofitability, Snowflake has shown revenue growth and earnings beats, with many analysts rating it as a Buy or Strong Buy.
Considerations
- Snowflake remains unprofitable with a significant net loss and a very high forward PE ratio, indicating valuation concerns.
- The stock has experienced high price volatility and a recent forecast suggests a potential price decline by year-end 2025.
- Slowing revenue growth and execution risk related to long-term profitability and market saturation may impact performance.
Cadence
CDNS
Pros
- Cadence Design Systems holds a leadership position in advanced AI-enabled chip design and next-generation semiconductor software.
- The company exhibits strong financial health with low detected risks, supporting stable operations and growth capacity.
- Cadence benefits from structural growth drivers including AI and IoT advances expected to stimulate demand for its products.
Considerations
- Cadence faces potential headwinds from geopolitical issues such as US-China relations which could impact its market opportunities.
- The company's valuation is relatively high compared to peers, which may limit upside potential in a market correction.
- Open-source trends in electronic design automation could create competitive pressures challenging Cadence’s market position.
Related Market Insights
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Related Market Insights
The Figma Effect: How One IPO Could Reshape Collaborative Tech Investing
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Snowflake (SNOW) Next Earnings Date
Snowflake Inc. (SNOW) is scheduled to report its Q4 fiscal 2026 earnings on or around February 25, 2026, covering the quarter ended January 31, 2026. This date aligns with the company's historical late-February pattern for fiscal fourth-quarter releases and is supported by multiple analyst estimates. The official announcement is pending from Snowflake's investor relations.
Cadence (CDNS) Next Earnings Date
Cadence Design Systems is scheduled to report its next earnings on February 17, 2026, covering the fourth quarter and full fiscal year 2025. The company will conduct a conference call following the announcement to discuss financial results and forward guidance. Analysts are currently projecting earnings per share of approximately $1.90 for this reporting period. This earnings release represents the company's first major report following its strong Q3 2025 performance in October.
Snowflake (SNOW) Next Earnings Date
Snowflake Inc. (SNOW) is scheduled to report its Q4 fiscal 2026 earnings on or around February 25, 2026, covering the quarter ended January 31, 2026. This date aligns with the company's historical late-February pattern for fiscal fourth-quarter releases and is supported by multiple analyst estimates. The official announcement is pending from Snowflake's investor relations.
Cadence (CDNS) Next Earnings Date
Cadence Design Systems is scheduled to report its next earnings on February 17, 2026, covering the fourth quarter and full fiscal year 2025. The company will conduct a conference call following the announcement to discuss financial results and forward guidance. Analysts are currently projecting earnings per share of approximately $1.90 for this reporting period. This earnings release represents the company's first major report following its strong Q3 2025 performance in October.
Which Baskets Do They Appear In?
The Figma Effect: Investing in Collaborative Tech
Figma's upcoming IPO is creating waves in the tech industry. This collection features companies positioned to benefit from growing demand for digital collaboration tools and a revitalized tech IPO landscape, carefully selected by our expert analysts.
Published: July 2, 2025
Explore BasketWhich Baskets Do They Appear In?
The Figma Effect: Investing in Collaborative Tech
Figma's upcoming IPO is creating waves in the tech industry. This collection features companies positioned to benefit from growing demand for digital collaboration tools and a revitalized tech IPO landscape, carefully selected by our expert analysts.
Published: July 2, 2025
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