Snowflake (SNOW.N): Takeaways from 2026 NYC World Tour

We attended the New York stop of Snowflake's World Tour on Thursday, October 15th, and had the opportunity to hear from senior executives as well as engage with customers and partners. We come away better appreciating the opportunity ahead with continued momentum in the core business increasingly bolstered by CoCo and CoWork. In the keynote, EVP of Product Christian Kleinerman emphasized Snowflake's ambition beyond its roots as a data platform, with a live demo showcasing CoCo/CoWork being used not just to analyze data but to make decisions, create deliverables, send emails, and take action across the business. Management acknowledged broader fears around AI agents and framed the solution as having the right controls in place by giving agents the appropriate identity, policies, authorization, and governance rather than avoiding AI altogether. Snowflake also announced the GA of Data Mirroring for Snowflake Postgres. On the core business, nearly every conversation was supportive, with cu