SNOW 2Q25:Snowpark 2.0 on the Horizon

We conducted channel checks with four SNOW partners and gathered additional insights through cross-referencing.

Our Q2 research revealed that Snowpark just completed a big update. The new Snowpark Connect feature is essentially Snowpark 2.0, but because it changes Snowpark's coding methodology, it may have a negative impact on 2Q25 while driving meaningful upside in 2H25.

We also observed strong Iceberg performance in 2Q25, with increasing customer mentions of OpenFlow from SNOW's 4Q24 Datavolo acquisition.

Sales Performance and Macro Impact

Sales partners typically measure growth by consumption (highly correlated with revenue), as SNOW primarily evaluates partners on consumption metrics.

North America Partner A