【財報分析】盤前跌7%！簡評Snowflake(SNOW)最新2022Q4業績

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SNOW與NET的比較

And we think we're adding at the appropriate pace based on what we're seeing in the business today. As I said, where most companies are cutting, we added 1,900 people last year, net, and we will add over 1,000 people this year while still generating improvement in operating margin and having very good free cash flow next year again.

I would also like to announce that our Board of Directors has authorized a stock repurchase program of up to $2 billion over the next 2 years. This program reflects our conviction in the business and allows us to use our expected free cash flow to manage dilution over this period. Our share count guidance does not include the impact from the stock repurchase.

And I'm not hearing our engineering leaders claim they need more people. And it's not growth at all costs, this company. Yes, we are a growth company, but it's efficient growth as well, too, and we'll continue to do that. And we expect we're going to generate close to $2 billion over the next 2 years. And given the $5.1 billion we have, we think it'd be great to manage dilution through that. And we still have the opportunity, if we find great candidates, to hire faster if we so choose.

基於客戶消費量的商業模式