$Snowflake_老虎社区_美港股上老虎

2021-12-04

$Snowflake(SNOW)$$Meta Platforms, Inc.(FB)$ fair comparison

@shining87：let us do a totally fair comparison then. First let us look at revenue fair comparison: For every $100 invested in Facebook, Facebook made $13 of revenues in a year. For every $100 invested in Snowflake, Snowflake only made $0.9 of revenues in a year. Now can you see how tiny SNOW revenues are? Even if SNOW grows that tiny revenue by 100% in the next year, it will still be tiny $1.8 of revenue next year. It will still be nowhere nearly as good as Facebook even if we assume Facebook has no more revenue growth. SNOW has to keep doing 100% revenue growth rates for 4 more years just for SNOW to be as good as Facebook from revenue point of view. But as I stated earlier, SNOW cannot keep its high growth rates any longer. SNOW next quarter product sales guidance is only $345 million to $350 million. SNOW growth rate is dropping off the cliff soon. SNOW annual revenue growth rates will be down to 20% to 40% ranges very soon. As for the profits, SNOW is even worse. SNOW is still not profitable. SNOW losses per share last quarter were still $0.51 per share of losses. FB profits per share last quarter were $3.22. There is absolutely no reason for SNOW to trade at $360 while FB is only trading at $310.$Meta Platforms, Inc.(FB)$ $Snowflake(SNOW)$

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First let us look at revenue fair comparison: For every $100 invested in Facebook, Facebook made $13 of revenues in a year. For every $100 invested in Snowflake, Snowflake only made $0.9 of revenues in a year. Now can you see how tiny SNOW revenues are? Even if SNOW grows that tiny revenue by 100% in the next year, it will still be tiny $1.8 of revenue next year. It will still be nowhere nearly as good as Facebook even if we assume Facebook has no more revenue growth. SNOW has to keep doing 100% revenue growth rates for 4 more years just for SNOW to be as good as Facebook from revenue point of view. But as I stated earlier, SNOW cannot keep its high growth rates any longer. SNOW next quarter product sales guidance is only $345 million to $350 million. SNOW growth rate is dropping off the cliff soon. SNOW annual revenue growth rates will be down to 20% to 40% ranges very soon. As for the profits, SNOW is even worse. SNOW is still not profitable. SNOW losses per share last quarter were still $0.51 per share of losses. FB profits per share last quarter were $3.22. There is absolutely no reason for SNOW to trade at $360 while FB is only trading at $310.<a href=\"https://laohu8.com/S/FB\">$Meta Platforms, Inc.(FB)$</a> <a href=\"https://laohu8.com/S/SNOW\">$Snowflake(SNOW)$</a> </body></html>","htmlText":"<html><head></head><body>let us do a totally fair comparison then. First let us look at revenue fair comparison: For every $100 invested in Facebook, Facebook made $13 of revenues in a year. For every $100 invested in Snowflake, Snowflake only made $0.9 of revenues in a year. Now can you see how tiny SNOW revenues are? Even if SNOW grows that tiny revenue by 100% in the next year, it will still be tiny $1.8 of revenue next year. It will still be nowhere nearly as good as Facebook even if we assume Facebook has no more revenue growth. SNOW has to keep doing 100% revenue growth rates for 4 more years just for SNOW to be as good as Facebook from revenue point of view. But as I stated earlier, SNOW cannot keep its high growth rates any longer. SNOW next quarter product sales guidance is only $345 million to $350 million. SNOW growth rate is dropping off the cliff soon. SNOW annual revenue growth rates will be down to 20% to 40% ranges very soon. As for the profits, SNOW is even worse. SNOW is still not profitable. SNOW losses per share last quarter were still $0.51 per share of losses. FB profits per share last quarter were $3.22. There is absolutely no reason for SNOW to trade at $360 while FB is only trading at $310.<a href=\"https://laohu8.com/S/FB\">$Meta Platforms, Inc.(FB)$</a> <a href=\"https://laohu8.com/S/SNOW\">$Snowflake(SNOW)$</a> </body></html>","text":"let us do a totally fair comparison then. First let us look at revenue fair comparison: For every $100 invested in Facebook, Facebook made $13 of revenues in a year. For every $100 invested in Snowflake, Snowflake only made $0.9 of revenues in a year. Now can you see how tiny SNOW revenues are? Even if SNOW grows that tiny revenue by 100% in the next year, it will still be tiny $1.8 of revenue next year. It will still be nowhere nearly as good as Facebook even if we assume Facebook has no more revenue growth. SNOW has to keep doing 100% revenue growth rates for 4 more years just for SNOW to be as good as Facebook from revenue point of view. But as I stated earlier, SNOW cannot keep its high growth rates any longer. SNOW next quarter product sales guidance is only $345 million to $350 million. SNOW growth rate is dropping off the cliff soon. SNOW annual revenue growth rates will be down to 20% to 40% ranges very soon. As for the profits, SNOW is even worse. SNOW is still not profitable. SNOW losses per share last quarter were still $0.51 per share of losses. FB profits per share last quarter were $3.22. There is absolutely no reason for SNOW to trade at $360 while FB is only trading at $310.$Meta Platforms, Inc.(FB)$ $Snowflake(SNOW)$","highlighted":1,"essential":1,"paper":1,"link":"https://laohu8.com/post/601672169","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["SNOW","FB"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1024,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":332,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["SNOW","FB"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":55,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/601753364"}