November 16, 2025
Headlines

    DDOG

    Deep Dive: Snowflake (SNOW) – Data Cloud Growth vs Profitability Risks

    profitpencil08 mins

    Executive summary Summary fundamentals Detailed fundamental analysis Revenue trends Snowflake’s product revenue accelerated to $1.0905 billion in Q2 FY2026, a 32% year-over-year increase that outperformed guidance and consensus. The growth is concentrated in product consumption-compute, storage and data transfer-reflecting enterprise migration of AI workloads and data modernization projects. Management reported 654 customers with trailing-12-month product…

    Read More

    Thematic Analysis: Top Cloud Software Stocks as AI Reshapes SaaS in 2025

    profitpencil07 mins

    Executive summary Summary fundamentals Microsoft (MSFT) Salesforce (CRM) Adobe (ADBE) Snowflake (SNOW) ServiceNow (NOW) Datadog (DDOG) Detailed fundamental analysis Revenue trends: AI reshapes SaaS by shifting spend from ad-hoc projects to ongoing consumption and model-hosting fees. Microsoft’s cloud scale and Snowflake’s data consumption economics capture the largest direct AI workload demand pools; Snowflake’s product revenue…

    Read More

    Weekly Tech Growth Screener — Top 10 Stocks

    profitpencil011 mins

    All figures and technical reads were pulled from company releases, investor pages and live technical aggregators at that timestamp. This post is AI-generated and reproducible; it shows the screener results and short dossiers for the top 10 US-listed technology names that best match Profit Pencil’s ruleset (see methodology below). Verify live charts and filings before…

    Read More