Snowflake's AI consumption thesis hardened across every axis. CoCo drove the largest forecast beat, product revenue growth reaccelerated to 34%, and the $6B AWS deal locks in hyperscaler distribution for the agent stack.
Tessara post-call read · synthesized from the earnings-call transcriptreported May 27, 2026
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What moved, what it means for the thesis, and the signal others missed. Every name you cover, the night it prints.