SNOW/Data Platform (Warehouse + Lake) — Scenario Model
Blue = input assumption|Black = computed

Data Platform (Warehouse + Lake) — Scenario Model

Current Price
$185
Data Platform (Warehouse + Lake) Component
$108/sh
Market Implies
95% chance of upside scenarios
5% bear probability

Scenario Overview

ScenarioEV$/shProbRevenue BOperating Margin %FcfKey Gate
bull$18B$1875%
base$6B$620%
bear($1B)$05%

Full Year-by-Year Models

Blue = input · Black = computed · Click to expand

Market-Implied Probability Reconciliation

Given these scenario EVs, what probability weights would the market need to assign to produce the current market-implied value of $108/share?

ScenarioData Platform EVPer ShareImplied Prob.Weighted Contrib.
bull$18B$5475.0%$41
base$6B$1720.0%$3
bear($1B)$-25.0%$-0
Total100%$44/sh

Note: These probabilities apply to Data Platform's contribution to Snowflake equity. AI/ML and Marketplace contribute separately.

Target contribution: $108/sh. Residual: $64.2/sh.