{"id":1611,"date":"2022-05-26T20:46:57","date_gmt":"2022-05-26T11:46:57","guid":{"rendered":"https:\/\/1up-life.blog\/?p=1611"},"modified":"2022-05-26T20:46:57","modified_gmt":"2022-05-26T11:46:57","slug":"%e3%80%90%e7%bf%bb%e8%a8%b3%e3%80%91%e3%82%b9%e3%83%8e%e3%83%bc%e3%83%95%e3%83%ac%e3%83%bc%e3%82%af-snow2023%e5%b9%b4%e7%ac%ac1%e5%9b%9b%e5%8d%8a%e6%9c%9f%e6%b1%ba%e7%ae%97%e8%aa%ac%e6%98%8e","status":"publish","type":"post","link":"https:\/\/1up-life.blog\/?p=1611","title":{"rendered":"\u3010\u7ffb\u8a33\u3011\u30b9\u30ce\u30fc\u30d5\u30ec\u30fc\u30af (SNOW)2023\u5e74\u7b2c1\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a"},"content":{"rendered":"<p>\u30b9\u30ce\u30fc\u30d5\u30ec\u30fc\u30af (SNOW)2023\u5e74\u7b2c1\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u306e\u65e5\u672c\u8a9e\u8a33\u3067\u3059\u3002<\/p>\n<p>EPS\u3068\u30ac\u30a4\u30c0\u30f3\u30b9\u3092\u30df\u30b9\u3057\u3066\u30d7\u30ec\u30de\u30fc\u30b1\u30c3\u30c8\u3067\u306f\u3072\u3069\u304f\u58f2\u3089\u308c\u3066\u307e\u3059\u3002\u9ad8\u6210\u9577\u3067\u671f\u5f85\u3055\u308c\u3066\u3044\u305f\u5206\u5916\u3059\u3068\u53b3\u3057\u3044\u3067\u3059\u306d\u3002<\/p>\n<p>\u4eca\u306e\u72b6\u6cc1\u3067EPS\u30df\u30b9\u306f\u8a31\u3055\u308c\u306a\u3044\u3088\u3046\u3067\u3059\u3002\u3053\u308c\u307e\u3067\u306f100\uff05\u4ee5\u4e0a\u306e\u6210\u9577\u3067\u3057\u305f\u304c\u4eca\u56de\u306f84.5\uff05\u6210\u9577\u3068\u920d\u5316\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u6210\u9577\u920d\u5316\u3059\u308b\u306e\u304c\u65e9\u3044\u6c17\u304c\u3057\u307e\u3059\u3002\u3057\u3070\u3089\u304f\u306f\u58f2\u3089\u308c\u308b\u3068\u601d\u308f\u308c\u308b\u306e\u3067\u8cb7\u3046\u306a\u3089\u307e\u3060\u5148\u3067\u3059\u306d\u3002<\/p>\n<div id=\"attachment_1612\" style=\"width: 1488px\" class=\"wp-caption alignnone\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-1612\" class=\"wp-image-1612 size-full\" src=\"https:\/\/1up-life.blog\/wp-content\/uploads\/2022\/05\/SNOW_2022-05-26_20-39-12.png\" alt=\"\u30b9\u30ce\u30fc\u30d5\u30ec\u30fc\u30af (SNOW)\u682a\u4fa1\" width=\"1478\" height=\"816\" srcset=\"https:\/\/1up-life.blog\/wp-content\/uploads\/2022\/05\/SNOW_2022-05-26_20-39-12.png 1478w, https:\/\/1up-life.blog\/wp-content\/uploads\/2022\/05\/SNOW_2022-05-26_20-39-12-300x166.png 300w, https:\/\/1up-life.blog\/wp-content\/uploads\/2022\/05\/SNOW_2022-05-26_20-39-12-1024x565.png 1024w, https:\/\/1up-life.blog\/wp-content\/uploads\/2022\/05\/SNOW_2022-05-26_20-39-12-768x424.png 768w, https:\/\/1up-life.blog\/wp-content\/uploads\/2022\/05\/SNOW_2022-05-26_20-39-12-940x519.png 940w\" sizes=\"auto, (max-width: 1478px) 100vw, 1478px\" \/><p id=\"caption-attachment-1612\" class=\"wp-caption-text\">\u30b9\u30ce\u30fc\u30d5\u30ec\u30fc\u30af (SNOW)\u682a\u4fa1<\/p><\/div>\n<p class=\"hh hh3 main-bdr\"><span class=\"big\"><strong>\u30b9\u30ce\u30fc\u30d5\u30ec\u30fc\u30af (SNOW)2023\u5e74\u7b2c1\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a<\/strong><\/span><\/p>\n<p>Call participants:<br \/>\nJimmy Sexton &#8212; Head of Investor Relations<br \/>\nFrank Slootman &#8212; Chairman and Chief Executive Officer<br \/>\nMike Scarpelli &#8212; Chief Financial Officer<br \/>\nKarl Keirstead &#8212; UBS &#8212; Analyst<br \/>\nAlex Zukin &#8212; Wolfe Research &#8212; Analyst<br \/>\nKeith Weiss &#8212; Morgan Stanley &#8212; Analyst<br \/>\nChristian Kleinerman &#8212; Senior Vice President of Product<br \/>\nMark Murphy &#8212; JPMorgan Chase and Company &#8212; Analyst<br \/>\nGregg Moskowitz &#8212; Mizuho Securities &#8212; Analyst<br \/>\nKash Rangan &#8212; Goldman Sachs &#8212; Analyst<br \/>\nKirk Materne &#8212; Evercore ISI &#8212; Analyst<br \/>\nRaimo Lenschow &#8212; Barclays &#8212; Analyst<br \/>\nBrad Zelnick &#8212; Deutsche Bank &#8212; Analyst<br \/>\nKamil Mielczarek &#8212; William Blair &#8212; Analyst<br \/>\nIttai Kidron &#8212; Oppenheimer and Company &#8212; Analyst<br \/>\nBrent Bracelin &#8212; Piper Sandler &#8212; Analyst<br \/>\nDerrick Wood &#8212; Cowen and Company &#8212; Analyst<br \/>\nTyler Radke &#8212; Citi &#8212; Analyst<br \/>\nBrad Reback &#8212; Stifel Financial Corp &#8212; Analyst<br \/>\nPhil Winslow &#8212; Credit Suisse &#8212; Analyst<br \/>\nGray Powell &#8212; BTIG &#8212; Analyst<br \/>\nDJ Hynes &#8212; Canaccord Genuity &#8212; Analyst<br \/>\nSteve Koenig &#8212; SMBC Nikko Securities &#8212; Analyst<br \/>\nMore SNOW analysis<\/p>\n<p>2022\u5e745\u670825\u65e517\u664200\u5206\uff08\u7c73\u56fd\u6771\u90e8\u6642\u9593\uff09<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u3053\u3093\u3070\u3093\u306f\u3001\u672c\u65e5\u306f\u30b9\u30ce\u30fc\u30d5\u30ec\u30fc\u30af\u306e2023\u5e74\u5ea6\u7b2c1\u56db\u534a\u671f\u30ab\u30f3\u30d5\u30a1\u30ec\u30f3\u30b9\u30b3\u30fc\u30eb\u306b\u3054\u53c2\u52a0\u3044\u305f\u3060\u304d\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u79c1\u306f\u30c0\u30cb\u30a8\u30eb\u3068\u7533\u3057\u307e\u3059\u304c\u3001\u672c\u65e5\u306e\u96fb\u8a71\u306e\u30e2\u30c7\u30ec\u30fc\u30bf\u30fc\u3092\u52d9\u3081\u3055\u305b\u3066\u3044\u305f\u3060\u304d\u307e\u3059\u3002[\u30aa\u30da\u30ec\u30fc\u30bf\u30fc\u306e\u6307\u793a\u3011\u3067\u3059\u3002\uff3d \u305d\u308c\u3067\u306f\u3001\u53f8\u4f1a\u306e\u30b8\u30df\u30fc\u30fb\u30bb\u30af\u30b9\u30c8\u30f3\u306b\u5f15\u304d\u7d99\u304e\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n<p>\u30b8\u30df\u30fc\u3001\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p>\u30b8\u30df\u30fc\u30fb\u30bb\u30af\u30b9\u30c8\u30f3 &#8212; \u30a4\u30f3\u30d9\u30b9\u30bf\u30fc\u30fb\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30ba\u306e\u8cac\u4efb\u8005<br \/>\n\u3053\u3093\u306b\u3061\u306f\u3001\u30b9\u30ce\u30fc\u30d5\u30ec\u30fc\u30af\u306e2023\u5e74\u5ea6\u7b2c1\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u306b\u304a\u96c6\u307e\u308a\u3044\u305f\u3060\u304d\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30e2\u30f3\u30bf\u30ca\u5dde\u30dc\u30fc\u30ba\u30de\u30f3\u304b\u3089\u3001\u4f1a\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\u306e\u30d5\u30e9\u30f3\u30af\u30fb\u30b9\u30ed\u30c3\u30c8\u30de\u30f3\u3001\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\u306e\u30de\u30a4\u30af\u30fb\u30b9\u30ab\u30fc\u30da\u30ea\u3001\u88fd\u54c1\u62c5\u5f53\u4e0a\u7d1a\u526f\u793e\u9577\u306e\u30af\u30ea\u30b9\u30c1\u30e3\u30f3\u30fb\u30af\u30ec\u30a4\u30ca\u30fc\u30de\u30f3\u304c\u51fa\u5e2d\u3057\u3001\u8cea\u7591\u5fdc\u7b54\u306b\u52a0\u308f\u3063\u3066\u3044\u307e\u3059\u3002\u672c\u65e5\u306e\u96fb\u8a71\u4f1a\u8b70\u3067\u306f\u30012023 \u5e74\u5ea6\u7b2c 1 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Data Cloud\u306e\u80cc\u5f8c\u306b\u3042\u308b\u6838\u3068\u306a\u308b\u8003\u3048\u65b9\u306f\u3001\u300c\u30ef\u30fc\u30af\u304c\u30c7\u30fc\u30bf\u306b\u30a2\u30af\u30bb\u30b9\u3067\u304d\u308b\u3088\u3046\u306b\u3057\u3001\u30c7\u30fc\u30bf\u304c\u30ef\u30fc\u30af\u306b\u30a2\u30af\u30bb\u30b9\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u308b\u300d\u3053\u3068\u3067\u3059\u3002\u30c7\u30fc\u30bf\u30af\u30e9\u30a6\u30c9\u4ee5\u524d\u306f\u3001\u30c7\u30fc\u30bf\u306f\u30b3\u30d4\u30fc\u3001\u8ee2\u9001\u3001\u8907\u88fd\u3055\u308c\u3001\u5fc5\u8981\u306a\u5834\u6240\u3067\u4f7f\u7528\u3055\u308c\u3066\u3044\u307e\u3057\u305f\u3002\u305d\u306e\u305f\u3081\u3001\u30c7\u30fc\u30bf\u306e\u5ddd\u304c24\u6642\u9593365\u65e5\u79fb\u52d5\u3057\u3001\u904b\u7528\u306e\u8907\u96d1\u3055\u3001\u30b3\u30b9\u30c8\u3001\u30ac\u30d0\u30ca\u30f3\u30b9\u306e\u30ea\u30b9\u30af\u3092\u5f15\u304d\u8d77\u3053\u3057\u3066\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>Snowflake Data Cloud\u306f\u3001\u305d\u306e\u3088\u3046\u306a\u671b\u307e\u3057\u304f\u306a\u3044\u907a\u7523\u306b\u7d42\u6b62\u7b26\u3092\u6253\u3064\u3053\u3068\u3092\u7d04\u675f\u3059\u308b\u3082\u306e\u3067\u3059\u3002\u30c7\u30fc\u30bf\u306f\u30c7\u30fc\u30bf\u30af\u30e9\u30a6\u30c9\u4e0a\u306b\u7f6e\u304b\u308c\u305f\u307e\u307e\u3068\u306a\u308a\u3001\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u306e\u6709\u52b9\u5316\u306b\u3088\u308a\u3001\u30c7\u30fc\u30bf\u30a8\u30f3\u30b8\u30cb\u30a2\u30ea\u30f3\u30b0\u3001\u30c7\u30fc\u30bf\u30a6\u30a7\u30a2\u30cf\u30a6\u30b9\u3001\u30c7\u30fc\u30bf\u30ec\u30a4\u30af\u3001\u30c7\u30fc\u30bf\u30b5\u30a4\u30a8\u30f3\u30b9\u3001\u30c7\u30fc\u30bf\u5206\u6790\u3001\u30c7\u30fc\u30bf\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u958b\u767a\u306a\u3069\u3001\u304a\u5ba2\u69d8\u306e\u30cb\u30fc\u30ba\u306b\u5bfe\u5fdc\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3059\u3002\u5f53\u793e\u306f\u6700\u8fd1\u3001\u3044\u304f\u3064\u304b\u306e\u88fd\u54c1\u958b\u767a\u306e\u30de\u30a4\u30eb\u30b9\u30c8\u30fc\u30f3\u3092\u767a\u8868\u3057\u307e\u3057\u305f\u3002Streamlit\u306e\u8cb7\u53ce\u304c\u5b8c\u4e86\u3057\u307e\u3057\u305f\u3002<\/p>\n<p>Streamlit\u306e\u8cb7\u53ce\u306b\u3088\u308a\u3001\u958b\u767a\u8005\u304c\u304a\u6c17\u306b\u5165\u308a\u306e\u30c4\u30fc\u30eb\u3092\u4f7f\u3063\u3066\u3001\u7c21\u7d20\u5316\u3055\u308c\u305f\u30c7\u30fc\u30bf\u30a2\u30af\u30bb\u30b9\u3068\u30ac\u30d0\u30ca\u30f3\u30b9\u3067\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u69cb\u7bc9\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3057\u305f\u3002\u7d71\u5408\u8a08\u753b\u306f\u5927\u304d\u304f\u524d\u9032\u3057\u3066\u3044\u307e\u3059\u3002\u975e\u69cb\u9020\u5316\u30c7\u30fc\u30bf\u306e\u30b5\u30dd\u30fc\u30c8\u306f\u73fe\u5728\u4e00\u822c\u7684\u306b\u5229\u7528\u53ef\u80fd\u3067\u3059\u3002\u4f8b\u3048\u3070\u3001Snowflake Data Marketplace\u3067PDF\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u3092\u5b89\u5168\u306b\u5171\u6709\u3057\u305f\u308a\u3001\u533b\u7642\u753b\u50cf\u3092\u4fdd\u5b58\u3057\u3066\u305d\u3053\u304b\u3089\u30c7\u30fc\u30bf\u3092\u62bd\u51fa\u3057\u305f\u308a\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n<p>\u307e\u305f\u3001win Snowpark\u304b\u3089\u975e\u69cb\u9020\u5316\u30c7\u30fc\u30bf\u306e\u30d7\u30ed\u30b0\u30e9\u30df\u30f3\u30b0\u306e\u30d1\u30d6\u30ea\u30c3\u30af\u30d7\u30ec\u30d3\u30e5\u30fc\u306b\u5165\u308a\u307e\u3057\u305f\u3002Snowflake Data Marketplace\u306e\u30de\u30cd\u30bf\u30a4\u30ba\u306f\u3001\u30d1\u30d6\u30ea\u30c3\u30af\u30d7\u30ec\u30d3\u30e5\u30fc\u306b\u5165\u308a\u307e\u3057\u305f\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u4f01\u696d\u306f\u69d8\u3005\u306a\u30c7\u30fc\u30bf\u30bb\u30c3\u30c8\u3092\u7c21\u5358\u306b\u516c\u958b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u4ed6\u306eSnowflake\u30e6\u30fc\u30b6\u30fc\u304c\u8cfc\u5165\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3059\u30026\u6708\u306b\u958b\u50ac\u3055\u308c\u308b\u30b5\u30df\u30c3\u30c8\u4f1a\u8b70\u3067\u306f\u3001\u904e\u53bb4\u5e74\u9593\u3067\u6700\u3082\u91cd\u8981\u306a\u88fd\u54c1\u767a\u8868\u304c\u884c\u308f\u308c\u308b\u4e88\u5b9a\u3067\u3059\u3002<\/p>\n<p>\u305d\u306e\u969b\u306b\u3001\u3088\u308a\u591a\u304f\u306e\u30a4\u30ce\u30d9\u30fc\u30b7\u30e7\u30f3\u3092\u7686\u69d8\u3068\u8b70\u8ad6\u3067\u304d\u308b\u3053\u3068\u3092\u697d\u3057\u307f\u306b\u3057\u3066\u3044\u307e\u3059\u3002\u30e6\u30fc\u30b9\u30b1\u30fc\u30b9\u306f\u3001\u591a\u304f\u306e\u5834\u5408\u3001Snowflake\u306e\u696d\u754c\u56fa\u6709\u306e\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3067\u3059\u3002\u5f53\u56db\u534a\u671f\u306b\u306f\u3001\u30d8\u30eb\u30b9\u30b1\u30a2\uff06\u30e9\u30a4\u30d5\u30b5\u30a4\u30a8\u30f3\u30b9\u30fb\u30c7\u30fc\u30bf\u30af\u30e9\u30a6\u30c9\u3068\u30ea\u30c6\u30fc\u30eb\u30c7\u30fc\u30bf\u30af\u30e9\u30a6\u30c9\u306e\u5c0e\u5165\u3092\u767a\u8868\u3057\u307e\u3057\u305f\u3002\u30d8\u30eb\u30b9\u30b1\u30a2\uff06\u30e9\u30a4\u30d5\u30b5\u30a4\u30a8\u30f3\u30b9\u30c7\u30fc\u30bf\u30af\u30e9\u30a6\u30c9\u306f\u3001\u304a\u5ba2\u69d8\u304c\u60a3\u8005\u3055\u3093\u306e\u8ee2\u5e30\u3092\u6539\u5584\u3057\u3001\u81e8\u5e8a\u7814\u7a76\u3068\u5e02\u5834\u6295\u5165\u307e\u3067\u306e\u6642\u9593\u3092\u77ed\u7e2e\u3059\u308b\u3053\u3068\u3092\u652f\u63f4\u3057\u307e\u3059\u3002<\/p>\n<p>\u88fd\u85ac\u4f01\u696d\u306e\u3042\u308b\u304a\u5ba2\u69d8\u306f\u3001Snowflake\u3092\u5229\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u65b0\u85ac\u306e\u5e02\u5834\u6295\u5165\u307e\u3067\u306e\u6642\u9593\u304c3\u5e74\u77ed\u7e2e\u3055\u308c\u308b\u3068\u898b\u7a4d\u3082\u3063\u3066\u3044\u307e\u3059\u3002\u5c0f\u58f2\u30c7\u30fc\u30bf\u30af\u30e9\u30a6\u30c9\u3067\u306f\u3001\u5c0f\u58f2\u696d\u8005\u3001\u30e1\u30fc\u30ab\u30fc\u3001\u6d88\u8cbb\u8ca1\u30d9\u30f3\u30c0\u30fc\u304c\u65b0\u3057\u3044\u30c7\u30fc\u30bf\u306b\u30a2\u30af\u30bb\u30b9\u3057\u3001\u5c0f\u58f2\u696d\u754c\u5168\u4f53\u3067\u30b7\u30fc\u30e0\u30ec\u30b9\u306b\u30b3\u30e9\u30dc\u30ec\u30fc\u30b7\u30e7\u30f3\u3067\u304d\u308b\u3088\u3046\u652f\u63f4\u3057\u307e\u3059\u300284.51\u3084Albertsons\u306a\u3069\u306e\u304a\u5ba2\u69d8\u306f\u3001Snowflake\u3092\u6d3b\u7528\u3057\u3066\u3001\u3053\u306e\u5206\u91ce\u5168\u4f53\u306e\u30d3\u30b8\u30cd\u30b9\u306e\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u3092\u6700\u9069\u5316\u3057\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u30d1\u30fc\u30c8\u30ca\u30fc\u306e\u30a4\u30cd\u30fc\u30d6\u30eb\u30e1\u30f3\u30c8\u3092\u901a\u3058\u3066\u65b0\u3057\u3044\u30e6\u30fc\u30b9\u30b1\u30fc\u30b9\u3092\u5b9f\u73fe\u3057\u307e\u3059\u3002<\/p>\n<p>\u6700\u8fd1\u3001\u30c7\u30eb\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30ba\u304a\u3088\u3073\u30d4\u30e5\u30a2\u30fb\u30b9\u30c8\u30ec\u30fc\u30b8\u3068\u306e\u65b0\u305f\u306a\u30d1\u30fc\u30c8\u30ca\u30fc\u30b7\u30c3\u30d7\u3092\u767a\u8868\u3057\u307e\u3057\u305f\u3002\u30c7\u30eb\u3068\u306e\u63d0\u643a\u306b\u3088\u308a\u3001\u30c7\u30eb\u306e\u30aa\u30d6\u30b8\u30a7\u30af\u30c8\u30b9\u30c8\u30ec\u30fc\u30b8\u306b\u4fdd\u5b58\u3055\u308c\u305f\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u306e\u30c7\u30fc\u30bf\u3092Snowflake\u306e\u30c7\u30fc\u30bf\u30af\u30e9\u30a6\u30c9\u3067\u5229\u7528\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u3001\u30c7\u30fc\u30bf\u3092\u30ed\u30fc\u30ab\u30eb\u306b\u7f6e\u3044\u305f\u308a\u3001\u30d1\u30d6\u30ea\u30c3\u30af\u30af\u30e9\u30a6\u30c9\u306b\u30b7\u30fc\u30e0\u30ec\u30b9\u306b\u30b3\u30d4\u30fc\u3057\u305f\u308a\u3059\u308b\u3053\u3068\u304c\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\u3002\u30d4\u30e5\u30a2\u30fb\u30b9\u30c8\u30ec\u30fc\u30b8\u306e\u5834\u5408\u3001\u304a\u5ba2\u69d8\u306fPure Storage 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\u30d9\u30fc\u30b9\u306e\u30de\u30fc\u30b8\u30f3\u306b\u3064\u3044\u3066\u8aac\u660e\u3057\u307e\u3059\u3002<\/p>\n<p>\u88fd\u54c1\u58f2\u4e0a\u7dcf\u5229\u76ca\u7387\u306f75%\u3067\u3057\u305f\u3002\u30d1\u30d6\u30ea\u30c3\u30af\u30af\u30e9\u30a6\u30c9\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u898f\u6a21\u3068\u4f01\u696d\u306e\u304a\u5ba2\u69d8\u306e\u6210\u529f\u304c\u3001\u58f2\u4e0a\u7dcf\u5229\u76ca\u7387\u306e\u7740\u5b9f\u306a\u6539\u5584\u306b\u5bc4\u4e0e\u3057\u3066\u3044\u307e\u3059\u3002\u55b6\u696d\u5229\u76ca\u7387\u306f0%\u3067\u3001\u96c7\u7528\u306e\u30ea\u30cb\u30a2\u30ea\u30c6\u30a3\u304c\u5bc4\u4e0e\u3057\u3066\u3044\u307e\u3059\u3002\u8abf\u6574\u5f8c\u306e\u30d5\u30ea\u30fc\u30fb\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u30fb\u30de\u30fc\u30b8\u30f3\u306f43%\u3067\u3001\u7b2c4\u56db\u534a\u671f\u306e\u8a18\u9332\u7684\u306a\u30d6\u30c3\u30ad\u30f3\u30b0\u306b\u3088\u308b\u5f37\u529b\u306a\u56de\u53ce\u304c\u30d7\u30e9\u30b9\u306e\u5f71\u97ff\u3092\u53ca\u307c\u3057\u307e\u3057\u305f\u3002<\/p>\n<p>\u5f53\u56db\u534a\u671f\u306f\u3001\u73fe\u91d1\u3001\u73fe\u91d1\u540c\u7b49\u7269\u3001\u77ed\u671f\u304a\u3088\u3073\u9577\u671f\u306e\u6295\u8cc7\u3067\u7d0450\u5104\u30c9\u30eb\u306e\u30ad\u30e3\u30c3\u30b7\u30e5\u30dd\u30b8\u30b7\u30e7\u30f3\u3092\u78ba\u4fdd\u3057\u3001\u597d\u8abf\u306b\u63a8\u79fb\u3057\u307e\u3057\u305f\u3002\u5148\u307b\u3069\u30d5\u30e9\u30f3\u30af\u304c\u8ff0\u3079\u305f\u3053\u3068\u3092\u518d\u5ea6\u7533\u3057\u4e0a\u3052\u307e\u3059\u3002Snowflake\u306f\u300c\u4f55\u304c\u4f55\u3067\u3082\u6210\u9577\u3059\u308b\u300d\u4f1a\u793e\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u305d\u3057\u3066\u3001\u79c1\u305f\u3061\u304c\u5165\u793e\u3057\u3066\u4ee5\u6765\u3001\u4e00\u5ea6\u3082\u305d\u3046\u3067\u3042\u3063\u305f\u3053\u3068\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n<p>\u6295\u8cc7\u5148\u306f\u5229\u56de\u308a\u3067\u8a55\u4fa1\u3059\u308b\u3002\u305d\u306e\u305f\u3081\u3001\u79c1\u305f\u3061\u306f\u975e\u5e38\u306b\u5f37\u3044\u7acb\u5834\u306b\u3042\u308a\u307e\u3059\u3002\u4eca\u5f8c\u3082\u6210\u9577\u3092\u7d9a\u3051\u3001\u6bce\u5e74\u30ec\u30d0\u30ec\u30c3\u30b8\u3092\u52b9\u304b\u305b\u308b\u3053\u3068\u3092\u7d04\u675f\u3057\u307e\u3059\u3002\u6b21\u306b\u3001\u30ac\u30a4\u30c0\u30f3\u30b9\u306b\u3064\u3044\u3066\u3054\u8aac\u660e\u3057\u307e\u3059\u3002<\/p>\n<p>\u7b2c2\u56db\u534a\u671f\u306e\u88fd\u54c1\u58f2\u4e0a\u306f4\u51043,500\u4e07\u30c9\u30eb\u304b\u30894\u51044,000\u4e07\u30c9\u30eb\u3001\u524d\u5e74\u540c\u671f\u6bd4\u3067\u306f71%\u304b\u308973%\u306e\u6210\u9577\u3092\u898b\u8fbc\u3093\u3067\u3044\u307e\u3059\u3002\u6b21\u306b\u30de\u30fc\u30b8\u30f3\u3067\u3059\u3002\u975eGAAP\u30d9\u30fc\u30b9\u306e\u55b6\u696d\u5229\u76ca\u7387\u306f\u30de\u30a4\u30ca\u30b92\uff05\u3001\u5e0c\u8584\u5316\u5f8c\u52a0\u91cd\u5e73\u5747\u767a\u884c\u6e08\u682a\u5f0f\u6570\u306f3\u51045,800\u4e07\u682a\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u3002\u6ce8\u610f\u4e8b\u9805\u3068\u3057\u3066\u30016\u6708\u306b\u30b5\u30df\u30c3\u30c8\u30fb\u30ab\u30f3\u30d5\u30a1\u30ec\u30f3\u30b9\u3092\u76f4\u63a5\u958b\u50ac\u3059\u308b\u4e88\u5b9a\u3067\u3059\u3002<\/p>\n<p>\u3053\u306e\u95a2\u9023\u8cbb\u7528\u306f\u3001\u4eca\u5f8c\u3001\u7b2c2\u56db\u534a\u671f\u3054\u3068\u306b\u307b\u307c\u767a\u751f\u3059\u308b\u4e88\u5b9a\u3067\u3059\u30022023\u5e74\u5ea6\u901a\u671f\u306e\u88fd\u54c1\u58f2\u4e0a\u9ad8\u306f\u300118\u51048,500\u4e07\u30c9\u30eb\u304b\u308919\u5104\u30c9\u30eb\u3092\u898b\u8fbc\u3093\u3067\u304a\u308a\u3001\u524d\u5e74\u6bd465\uff05\u304b\u308967\uff05\u306e\u6210\u9577\u7387\u306b\u306a\u308a\u307e\u3059\u30022023\u5e74\u5ea6\u901a\u671f\u306e\u53ce\u76ca\u6027\u306b\u3064\u3044\u3066\u306f\u3001\u975eGAAP\u30d9\u30fc\u30b9\u3067\u3001\u88fd\u54c1\u58f2\u4e0a\u7dcf\u5229\u76ca\u738774.5\uff05\u3001\u55b6\u696d\u5229\u76ca\u73871\uff05\u3001\u8abf\u6574\u5f8c\u30d5\u30ea\u30fc\u30fb\u30ad\u30e3\u30c3\u30b7\u30e5\u30fb\u30d5\u30ed\u30fc\u5229\u76ca\u738716\uff05\u3092\u898b\u8fbc\u3093\u3067\u304a\u308a\u3001\u5e0c\u8584\u5316\u5f8c\u52a0\u91cd\u5e73\u5747\u767a\u884c\u6e08\u307f\u682a\u5f0f\u6570\u306f358\u767e\u4e07\u682a\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u3002\u5f53\u793e\u306f\u3001\u6210\u9577\u6226\u7565\u3092\u652f\u3048\u308b\u305f\u3081\u306b\u4eba\u54e1\u3092\u5897\u3084\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u7b2c1\u56db\u534a\u671f\u306f\u8a18\u9332\u7684\u306a\u96c7\u7528\u306e\u56db\u534a\u671f\u3067\u3057\u305f\u3002\u901a\u671f\u3067\u30821,500\u4eba\u4ee5\u4e0a\u306e\u7d14\u5897\u3092\u8a08\u753b\u3057\u3066\u3044\u307e\u3059\u3002\u5f53\u793e\u306e\u9577\u671f\u7684\u306a\u30d3\u30b8\u30cd\u30b9\u30c1\u30e3\u30f3\u30b9\u306f\u3001\u4eca\u65e5\u3001\u304b\u3064\u3066\u306a\u3044\u307b\u3069\u9ad8\u307e\u3063\u3066\u3044\u307e\u3059\u3002\u3088\u308a\u591a\u304f\u306e\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u3068\u30c7\u30fc\u30bf\u30bf\u30a4\u30d7\u3092\u53ef\u80fd\u306b\u3059\u308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Day\u306b\u5148\u7acb\u3061\u30012029\u5e74\u5ea6\u306e\u76ee\u6a19\u5024\u3092\u66f4\u65b0\u3057\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u30022029 \u5e74\u5ea6\u306e\u88fd\u54c1\u58f2\u4e0a\u306f\u3001\u524d\u5e74\u5ea6\u6bd4 30\uff05\u5897\u306e 100 \u5104\u30c9\u30eb\u3068\u3059\u308b\u76ee\u6a19\u3092\u6539\u3081\u3066\u767a\u8868\u3057\u307e\u3059\u3002<\/p>\n<p>\u307e\u305f\u3001\u30de\u30fc\u30b8\u30f3\u76ee\u6a19\u3092\u5f15\u304d\u4e0a\u3052\u3001\u975e GAAP \u30d9\u30fc\u30b9\u3067\u88fd\u54c1\u58f2\u4e0a\u7dcf\u5229\u76ca\u7387\u7d04 78\uff05\u3001\u55b6\u696d\u5229\u76ca\u7387\u7d04 20\uff05\u3001\u8abf\u6574\u5f8c\u30d5\u30ea\u30fc\u30fb\u30ad\u30e3\u30c3\u30b7\u30e5\u30fb\u30d5\u30ed\u30fc\u30fb\u30de\u30fc\u30b8\u30f3\u7d04 25\uff05\u3092\u898b\u8fbc\u3093\u3067\u3044\u307e\u3059\u30026\u670814\u65e5\u306b\u30e9\u30b9\u30d9\u30ac\u30b9\u3067\u958b\u50ac\u3055\u308c\u308bSnowflake Summit\u306b\u4f75\u8a2d\u306eInvestor Day\u3067\u3001\u3088\u308a\u8a73\u7d30\u306a\u60c5\u5831\u3092\u304a\u4f1d\u3048\u3057\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u53c2\u52a0\u306b\u3054\u8208\u5473\u306e\u3042\u308b\u65b9\u306f\u3001ir@snowflake.com \u307e\u3067\u30e1\u30fc\u30eb\u3092\u304f\u3060\u3055\u3044\u3002\u305d\u308c\u3067\u306f\u3001\u30aa\u30da\u30ec\u30fc\u30bf\u30fc\u306e\u65b9\u3001\u8cea\u554f\u306e\u53d7\u4ed8\u3092\u958b\u59cb\u3057\u307e\u3059\u3002<\/p>\n<p class=\"hh hh6 main-c main-bdr\"><span class=\"big\"><strong>\u8cea\u7591\u5fdc\u7b54<\/strong><\/span><\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n[\u6700\u521d\u306e\u8cea\u554f\u306fUBS\u306eKarl Keirstead\u304b\u3089\u3067\u3059\u3002\u3069\u3046\u305e\u304a\u9032\u307f\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>Karl Keirstead &#8212; UBS &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3069\u3046\u3082\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u3053\u308c\u306f\u30de\u30a4\u30af\u3055\u3093\u306b\u76f4\u63a5\u304a\u4f3a\u3044\u3059\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3002\u30de\u30a4\u30af\u3001\u3042\u306a\u305f\u304c\u4e00\u90e8\u306e\u9867\u5ba2\u306f\u30de\u30af\u30ed\u306b\u3055\u3089\u3055\u308c\u308b\u304b\u3082\u3057\u308c\u306a\u3044\u3068\u8a00\u3063\u305f\u3053\u3068\u3092\u8003\u3048\u308b\u3068\u3001\u3042\u306a\u305f\u306f\u6d88\u8cbb\u8005\u5411\u3051\u306e\u30af\u30e9\u30a6\u30c9\u4f01\u696d\u3092\u547c\u3073\u3001\u304a\u305d\u3089\u304f4\u6708\u671f\u306b\u306f\u305d\u308c\u304c\u5c11\u3057\u3042\u306a\u305f\u3092\u3064\u307e\u305a\u304b\u305b\u305f\u306e\u3067\u3057\u3087\u3046\u3002\u30de\u30a4\u30af\u3001\u4e00\u6b69\u4e0b\u304c\u3063\u306619\u5104\u30c9\u30eb\u306e\u901a\u671f\u88fd\u54c1\u58f2\u4e0a\u9ad8\u30ac\u30a4\u30c0\u30f3\u30b9\u3092\u518d\u78ba\u8a8d\u3059\u308b\u5834\u5408\u3001\u7b2c2\u56db\u534a\u671f\u304b\u3089\u7b2c4\u56db\u534a\u671f\u306b\u304b\u3051\u3066\u306e\u30ac\u30a4\u30c0\u30f3\u30b9\u306b\u306f\u3069\u306e\u3088\u3046\u306a\u4eee\u5b9a\u304c\u542b\u307e\u308c\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f4\u6708\u671f\u306b\u898b\u305f\u3088\u3046\u306a\u3053\u3068\u304c\u672c\u8cea\u7684\u306b\u7d9a\u304f\u3001\u3042\u308b\u3044\u306f\u3082\u3046\u5c11\u3057\u60aa\u304f\u306a\u308b\u3068\u3044\u3046\u524d\u63d0\u3067\u3057\u3087\u3046\u304b\uff1f\u3053\u308c\u306f\u3001\u3042\u306a\u305f\u304b\u3089\u306e\u8208\u5473\u6df1\u3044\u60c5\u5831\u3060\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n<p>\u30de\u30a4\u30af\u30fb\u30b9\u30ab\u30eb\u30da\u30ea &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u5177\u4f53\u7684\u306b\u306f\u3001\u5927\u53e3\u9867\u5ba2\u306e\u4e00\u90e8\u3067\u6e1b\u5c11\u304c\u898b\u3089\u308c\u305f\u305f\u3081\u3001\u305d\u306e\u5206\u306e\u898b\u901a\u3057\u3092\u7acb\u3066\u307e\u3057\u305f\u304c\u3001\u4ed6\u306e\u9867\u5ba2\u3067\u90e8\u5206\u7684\u306b\u76f8\u6bba\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3057\u305f\u3002\u305f\u3060\u30014\u6708\u306f\u9867\u5ba2\u5225\u7dcf\u53ce\u5165\u306e\u524d\u9031\u6bd4\u4f38\u3073\u7387\u304c\u5f31\u542b\u307f\u3067\u3057\u305f\u3002\u3057\u304b\u3057\u3001\u6b63\u76f4\u306a\u3068\u3053\u308d\u30013\u6708\u30845\u6708\u306e\u6700\u5f8c\u306e2\u9031\u9593\u306f\u975e\u5e38\u306b\u597d\u8abf\u3067\u3057\u305f\u3002\u3057\u304b\u3057\u3001\u30de\u30af\u30ed\u7684\u306b\u9006\u98a8\u304c\u5439\u3044\u3066\u3044\u308b\u3053\u3068\u3092\u8003\u3048\u308b\u3068\u3001\u901a\u671f\u306b\u5411\u3051\u3066\u306f\u3082\u3046\u5c11\u3057\u614e\u91cd\u306b\u306a\u308a\u305f\u3044\u3068\u601d\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>Karl Keirstead &#8212; UBS &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u305d\u3046\u3067\u3059\u304b\u3002\u305d\u308c\u306a\u3089\u3001\u614e\u91cd\u3067\u3042\u308b\u3053\u3068\u3082\u7d0d\u5f97\u3067\u3059\u3002\u3042\u308a\u304c\u3068\u3046\u3001\u30de\u30a4\u30af\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u6b21\u306e\u8cea\u554f\u306f\u3001Wolfe Research\u306eAlex Zukin\u304b\u3089\u3067\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p>Alex Zukin &#8212; Wolfe Research &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3069\u3046\u3082\u3001\u7686\u3055\u3093\u3002\u8cea\u554f\u3092\u53d7\u3051\u3066\u304f\u308c\u3066\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30ab\u30fc\u30eb\u306e\u8cea\u554f\u306b\u4fbf\u4e57\u3059\u308b\u5f62\u306b\u306a\u308a\u307e\u3059\u304c\u3001\u30de\u30a4\u30af\u3001\u5177\u4f53\u7684\u306b\u3069\u306e\u3088\u3046\u306a\u6d88\u8cbb\u52d5\u5411\u304c\u5b9f\u969b\u306b\u4e00\u6b69\u5f8c\u9000\u3057\u305f\u306e\u304b\u306b\u3064\u3044\u3066\u8a71\u3057\u3066\u3044\u305f\u3060\u3051\u307e\u3059\u304b\uff1f\u307e\u305f\u3001\u5f71\u97ff\u3092\u53d7\u3051\u305f\u4f01\u696d\u3067\u3082\u30015\u6708\u306b\u306f\u305d\u306e\u6570\u5b57\u304c\u623b\u308a\u59cb\u3081\u305f\u3068\u304a\u3063\u3057\u3083\u3063\u3066\u3044\u307e\u3057\u305f\u306d\u3002\u3053\u306e\u30ac\u30a4\u30c0\u30f3\u30b9\u3092\u78ba\u4fe1\u306b\u5909\u3048\u308b\u3088\u3046\u306a\u3001\u30c7\u30fc\u30bf\u30fb\u30af\u30e9\u30a6\u30c9\u306e\u6d88\u8cbb\u30d1\u30bf\u30fc\u30f3\u306e\u50be\u5411\u3092\u3001\u3053\u308c\u3089\u306e\u4f01\u696d\u306e\u4e2d\u3067\u3069\u306e\u3088\u3046\u306b\u898b\u3066\u3044\u308b\u304b\u3001\u3082\u3046\u4e00\u5ea6\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>Mike Scarpelli &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u79c1\u305f\u3061\u304c\u53d6\u308a\u7d44\u3093\u3067\u304d\u305f\u3053\u3068\u306a\u306e\u3067\u3001\u3053\u308c\u304b\u3089\u751f\u7523\u306b\u5165\u308b\u65b0\u3057\u3044\u304a\u5ba2\u3055\u307e\u306f\u3059\u3079\u3066\u77e5\u3063\u3066\u3044\u307e\u3059\u3002\u305d\u308c\u304c\u81ea\u4fe1\u306b\u3064\u306a\u304c\u308a\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u79c1\u306f\u6587\u5b57\u901a\u308a\u3001\u3059\u3079\u3066\u306e\u9867\u5ba2\u306e\u58f2\u4e0a\u3092\u6bce\u65e5\u898b\u3066\u304a\u308a\u3001\u305d\u308c\u304c\u4e88\u6e2c\u306e\u6839\u62e0\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u5148\u307b\u3069\u7533\u3057\u4e0a\u3052\u305f\u3088\u3046\u306b\u3001\u3053\u30532\uff5e3\u9031\u9593\u306f\u975e\u5e38\u306b\u597d\u8abf\u3067\u3001\u524d\u9031\u6bd4\u3067\u53ce\u76ca\u304c\u4f38\u3073\u3066\u3044\u308b\u305f\u3081\u3001\u500b\u5225\u306b\u306f\u307e\u3060\u6210\u9577\u3057\u3066\u3044\u308b\u5927\u53e3\u9867\u5ba2\u3082\u3042\u308a\u307e\u3059\u304c\u3001\u6628\u5e74\u306e\u3088\u3046\u306a\u30da\u30fc\u30b9\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n<p>Alex Zukin &#8212; Wolfe Research &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u4e86\u89e3\u3057\u307e\u3057\u305f\u3002\u305d\u306e\u5f71\u97ff\u3092\u5b9a\u91cf\u7684\u306b\u628a\u63e1\u3059\u308b\u3053\u3068\u306f\u53ef\u80fd\u3067\u3057\u3087\u3046\u304b\u3002<\/p>\n<p>Mike Scarpelli &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u53ef\u80fd\u3067\u3059\u304c\u3001\u3053\u308c\u304b\u3089\u304a\u8a71\u3057\u3059\u308b\u3053\u3068\u3092\u304a\u8a71\u3057\u3057\u307e\u3057\u305f\u3002<\/p>\n<p>Alex Zukin &#8212; Wolfe Research &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>OK\u3067\u3059\u3002\u3042\u308a\u304c\u3068\u3046\u3001Mike\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u8cea\u554f\u306f\u30e2\u30eb\u30ac\u30f3\u30b9\u30bf\u30f3\u30ec\u30fc\u306eKeith Weiss\u304b\u3089\u3067\u3059\u3002\u7d9a\u3051\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>Keith Weiss &#8212; Morgan Stanley &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u7d20\u6674\u3089\u3057\u3044\u3002\u8cea\u554f\u3092\u53d7\u3051\u3066\u304f\u3060\u3055\u3063\u3066\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u30022\u3064\u8cea\u554f\u3055\u305b\u3066\u304f\u3060\u3055\u3044\u30021\u3064\u306f\u3001\u524d\u56db\u534a\u671f\u306b\u3001\u5fa1\u793e\u304c\u9867\u5ba2\u306b\u5bfe\u3057\u3066\u884c\u3063\u3066\u3044\u308b\u4fa1\u683c\u6027\u80fd\u306e\u5927\u5e45\u306a\u5f15\u304d\u4e0a\u3052\u306b\u3064\u3044\u3066\u3001\u307e\u305f\u3001\u53ce\u76ca\u306e\u4f4e\u4e0b\u3068\u540c\u6642\u306b\u3001\u3088\u308a\u591a\u304f\u306e\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u3092\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3078\u6295\u5165\u3059\u308b\u52d5\u6a5f\u4ed8\u3051\u3068\u3044\u3046\u70b9\u3067\u3001\u610f\u56f3\u3057\u305f\u7d50\u679c\u306b\u3064\u3044\u3066\u591a\u304f\u3092\u304a\u8a71\u3057\u307e\u3057\u305f\u3002<\/p>\n<p>\u305d\u3053\u30671\u3064\u76ee\u306e\u8cea\u554f\u3067\u3059\u304c\u3001\u3053\u306e\u53d6\u308a\u7d44\u307f\u306f\u4eca\u306e\u3068\u3053\u308d\u610f\u56f3\u3057\u305f\u3068\u304a\u308a\u306e\u7d50\u679c\u3092\u3082\u305f\u3089\u3057\u3066\u3044\u307e\u3059\u304b\uff1f\u4f8b\u3048\u3070\u3001\u3053\u306e\u53d6\u308a\u7d44\u307f\u304b\u3089\u671f\u5f85\u3055\u308c\u308b\u3088\u3046\u306a\u884c\u52d5\u304c\u898b\u3089\u308c\u305f\u304b\uff1f\u305d\u308c\u304b\u30892\u3064\u76ee\u306f\u3001Karl\u306e\u8cea\u554f\u306b\u4fbf\u4e57\u3059\u308b\u5f62\u3067\u3002\u6d88\u8cbb\u91cf\u304c\u8a08\u753b\u3092\u4e0b\u56de\u3063\u3066\u3044\u308b\u5834\u5408\u3001\u305d\u306e\u539f\u56e0\u306f\u65e2\u5b58\u306e\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u3092\u524a\u6e1b\u3057\u305f\u308a\u3001\u3053\u308c\u307e\u3067\u884c\u3063\u3066\u3044\u305f\u3053\u3068\u3092\u6e1b\u3089\u3057\u305f\u308a\u3059\u308b\u3053\u3068\u306b\u3042\u308b\u306e\u3067\u3057\u3087\u3046\u304b\u3002\u305d\u308c\u3068\u3082\u3001\u65b0\u3057\u3044\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u3092\u30c7\u30d7\u30ed\u30a4\u3059\u308b\u30da\u30fc\u30b9\u304c\u843d\u3061\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\u3002\u6d88\u8cbb\u30d1\u30bf\u30fc\u30f3\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u308b\u8981\u56e0\u306b\u3064\u3044\u3066\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>\u30de\u30a4\u30af\u30fb\u30b9\u30ab\u30fc\u30da\u30ea &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u6700\u521d\u306e\u8cea\u554f\u3067\u3059\u304c\u3001\u524d\u56db\u534a\u671f\u306b\u3082\u7533\u3057\u4e0a\u3052\u305f\u3088\u3046\u306b\u3001Snowflake\u3067\u65b0\u3057\u3044\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u306b\u3088\u308b\u53ce\u76ca\u306e\u5897\u52a0\u304c\u78ba\u8a8d\u3055\u308c\u308b\u307e\u3067\u306b\u306f\u3001\u901a\u5e38\u3001\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u5411\u4e0a\u306e\u305f\u3081\u306e\u30ed\u30fc\u30eb\u30a2\u30a6\u30c8\u306b\u30bf\u30a4\u30e0\u30e9\u30b0\u304c\u3042\u308a\u307e\u3059\u3002\u3057\u304b\u3057\u3001Graviton2\u306e\u30ed\u30fc\u30eb\u30a2\u30a6\u30c8\u306b\u95a2\u3057\u3066\u306f\u3001\u3059\u3079\u3066\u8a08\u753b\u901a\u308a\u306b\u9032\u3093\u3067\u3044\u307e\u3059\u3002\u7279\u306b\u3001Graviton2\u306e\u3054\u8cea\u554f\u3067\u3059\u304c\u3001\u30a6\u30a7\u30a2\u30cf\u30a6\u30b9\u30b9\u30b1\u30b8\u30e5\u30fc\u30ea\u30f3\u30b0\u306f\u3059\u3067\u306b\u524d\u56db\u534a\u671f\u306b\u30ea\u30ea\u30fc\u30b9\u3057\u3066\u304a\u308a\u3001\u304a\u5ba2\u69d8\u304b\u3089\u305d\u306e\u52b9\u679c\u3092\u5b9f\u611f\u3057\u3066\u3044\u305f\u3060\u3044\u3066\u3044\u307e\u3059\u3057\u3001\u304a\u5ba2\u69d8\u304b\u3089\u306e\u30d5\u30a3\u30fc\u30c9\u30d0\u30c3\u30af\u3082\u975e\u5e38\u306b\u5f37\u3044\u3082\u306e\u304c\u3042\u308a\u307e\u3059\u3002\u3082\u3046\u4e00\u3064\u306e\u8cea\u554f\u306b\u3064\u3044\u3066\u306f\u3001\u30af\u30ea\u30b9\u30c1\u30e3\u30f3\u306b\u7b54\u3048\u3066\u3082\u3089\u3044\u307e\u3057\u3087\u3046\u3002<\/p>\n<p>Christian Kleinerman &#8212; \u88fd\u54c1\u62c5\u5f53\u4e0a\u7d1a\u526f\u793e\u9577<\/p>\n<p>\u6d88\u8cbb\u91cf\u306e\u6e1b\u5c11\u306b\u306f\u30012\u3064\u306e\u8981\u56e0\u304c\u3042\u308a\u307e\u3059\u30021\u3064\u306f\u3001\u4f01\u696d\u306b\u3088\u308b\u30c7\u30fc\u30bf\u3084\u6d3b\u52d5\u3068\u306e\u81ea\u7136\u306a\u76f8\u95a2\u95a2\u4fc2\u3067\u3059\u3002\u3064\u307e\u308a\u3001\u3042\u308b\u4f01\u696d\u306e\u6d3b\u52d5\u304c\u6e1b\u901f\u3059\u308b\u3068\u4e88\u60f3\u3055\u308c\u308b\u5834\u5408\u3001\u305d\u306e\u5206\u30c7\u30fc\u30bf\u304c\u6e1b\u5c11\u3057\u3001\u305d\u308c\u304c\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u3084\u30a2\u30b0\u30ea\u30b2\u30fc\u30b7\u30e7\u30f3\u91cf\u306b\u53cd\u6620\u3055\u308c\u307e\u3059\u3002\u3082\u3046\u3072\u3068\u3064\u306f\u3001Snowflake\u306e\u4f7f\u3044\u65b9\u3092\u6700\u9069\u5316\u3059\u308b\u3053\u3068\u306b\u5c11\u3057\u30d5\u30a9\u30fc\u30ab\u30b9\u3057\u3066\u3044\u308b\u70b9\u3067\u3059\u3002<\/p>\n<p>\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u306e\u524a\u9664\u3068\u3044\u3046\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u305f\u3060\u3001\u3084\u3063\u3066\u3044\u308b\u3053\u3068\u3092\u6700\u9069\u5316\u3057\u3001\u30ea\u30bd\u30fc\u30b9\u306b\u3082\u3046\u5c11\u3057\u6ce8\u610f\u3092\u6255\u3046\u3088\u3046\u306b\u306a\u3063\u305f\u3060\u3051\u3067\u3059\u3002<\/p>\n<p>Mike Scarpelli &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u305d\u3046\u3067\u3059\u306d\u3002\u305d\u3057\u3066\u3001\u79c1\u304c\u8a00\u3044\u305f\u3044\u306e\u306f\u3001\u4e88\u60f3\u3092\u4e0b\u65b9\u4fee\u6b63\u3057\u305f\u304a\u5ba2\u69d8\u306e\u591a\u304f\u306f\u3001\u30d3\u30b8\u30cd\u30b9\u304c\u6025\u6210\u9577\u3057\u3066\u3044\u308b\u304a\u5ba2\u69d8\u3060\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002\u30d3\u30b8\u30cd\u30b9\u304c\u6025\u6210\u9577\u3057\u3066\u3044\u308b\u3068\u304d\u306f\u3001\u5fc5\u305a\u3057\u3082\u30b3\u30b9\u30c8\u306b\u6ce8\u610f\u3092\u6255\u3046\u5fc5\u8981\u306f\u306a\u3044\u306e\u3067\u3059\u3002\u3053\u306e\u3088\u3046\u306a\u304a\u5ba2\u69d8\u306e\u591a\u304f\u306f\u3001\u516c\u306e\u5834\u306b\u51fa\u3066\u304d\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>CNBC\u3067\u30b3\u30b9\u30c8\u524a\u6e1b\u306b\u3064\u3044\u3066\u8a71\u3057\u3066\u3044\u308b\u306e\u3092\u805e\u3044\u305f\u3053\u3068\u304c\u3042\u308b\u3067\u3057\u3087\u3046\u3002\u305d\u306e\u3088\u3046\u306a\u304a\u5ba2\u3055\u307e\u306f\u3001\u614e\u91cd\u306a\u614b\u5ea6\u3067\u3001\u5f53\u793e\u306e\u4e88\u60f3\u6d88\u8cbb\u91cf\u3092\u3042\u308b\u7a0b\u5ea6\u5f15\u304d\u4e0b\u3052\u3066\u3044\u307e\u3059\u3002\u3061\u306a\u307f\u306b\u3001\u79c1\u305f\u3061\u306f\u305d\u306e\u3088\u3046\u306a\u304a\u5ba2\u69d8\u306b\u5bfe\u3057\u3066\u3082\u3001\u6700\u9069\u5316\u306e\u305f\u3081\u306e\u652f\u63f4\u3092\u884c\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>Alex Zukin &#8212; Wolfe Research &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u4e86\u89e3\u3067\u3059\u3002\u3068\u3066\u3082\u52a9\u304b\u308a\u307e\u3059\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n<p>\u904b\u55b6\u8005<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u8cea\u554f\u306f\u3001JPMorgan\u306e\u30de\u30fc\u30af\u30fb\u30de\u30fc\u30d5\u30a3\u30fc\u304b\u3089\u3067\u3059\u3002\u7d9a\u3051\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>\u30de\u30fc\u30af\u30fb\u30de\u30fc\u30d5\u30a3\u30fc &#8212; JP\u30e2\u30eb\u30ac\u30f3\u30fb\u30c1\u30a7\u30fc\u30b9\u30fb\u30a2\u30f3\u30c9\u30fb\u30ab\u30f3\u30d1\u30cb\u30fc &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u306f\u3044\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u5148\u307b\u3069\u3001\u30b3\u30f3\u30b7\u30e5\u30fc\u30de\u30fc\u5411\u3051\u30af\u30e9\u30a6\u30c9\u306e\u5229\u7528\u304c\u4f38\u3073\u60a9\u3093\u3067\u3044\u308b\u3068\u304a\u3063\u3057\u3083\u3063\u3066\u3044\u307e\u3057\u305f\u3002\u305d\u306e\u305f\u3081\u3001Facebook\u3001Netflix\u3001Peloton\u3001Snap \u306a\u3069\u306e\u4e0a\u5834\u4f01\u696d\u304c\u5931\u6557\u3057\u305f\u3068\u8003\u3048\u3066\u3044\u308b\u3088\u3046\u3067\u3059\u3002<\/p>\n<p>\u4f01\u696d\u5411\u3051\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u4f01\u696d\u3001\u3064\u307e\u308a\u30ad\u30e3\u30c3\u30b7\u30e5\u30d0\u30fc\u30cb\u30f3\u30b0\u3084\u30d9\u30f3\u30c1\u30e3\u30fc\u4f01\u696d\u3082\u6295\u8cc7\u3092\u6e1b\u901f\u3057\u3001\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u306e\u30d6\u30ec\u30fc\u30af\u30a4\u30fc\u30d6\u30f3\u3092\u9054\u6210\u3057\u3088\u3046\u3068\u3057\u3066\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u304c\u3001\u3053\u3046\u3057\u305f\u4f01\u696d\u3082\u8edf\u8abf\u306b\u306a\u308b\u3068\u8003\u3048\u3066\u3088\u3044\u306e\u3067\u3057\u3087\u3046\u304b? \u5c0f\u58f2\u4f01\u696d\u306b\u3064\u3044\u3066\u3082\u540c\u3058\u3088\u3046\u306a\u7591\u554f\u304c\u3042\u308a\u307e\u3059\u3002Amazon\u3001Walmart\u3001Target\u306b\u7d9a\u3044\u3066\u30013\u5927\u5c0f\u58f2\u696d\u304c\u81ea\u793e\u306e\u6570\u5b57\u3092\u9054\u6210\u3067\u304d\u307e\u305b\u3093\u3067\u3057\u305f\u3002\u305d\u3053\u3067\u3001\u4f55\u304b\u518d\u8abf\u6574\u304c\u5fc5\u8981\u306a\u306e\u3067\u306f\u306a\u3044\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n<p>\u30de\u30a4\u30af\u30fb\u30b9\u30ab\u30eb\u30da\u30ea &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u304a\u5ba2\u69d8\u306e\u540d\u524d\u306f\u7533\u3057\u4e0a\u3052\u3089\u308c\u307e\u305b\u3093\u304c\u3001\u3044\u305a\u308c\u3082\u3054\u6307\u6458\u306e\u3088\u3046\u306a\u304a\u5ba2\u69d8\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3067\u3057\u305f\u3002\u591a\u304f\u306eCFO\u304c\u3001\u3069\u3053\u3067\u30b3\u30b9\u30c8\u3092\u524a\u6e1b\u3067\u304d\u308b\u304b\u3092\u6700\u512a\u5148\u306b\u8003\u3048\u3066\u3044\u308b\u306e\u306f\u9593\u9055\u3044\u3042\u308a\u307e\u305b\u3093\u3002\u305d\u3057\u3066\u3001\u6d88\u8cbb\u578b\u30e2\u30c7\u30eb\u306e\u512a\u308c\u305f\u70b9\u306f\u3001\u4f7f\u3063\u305f\u5206\u3060\u3051\u7d4c\u8cbb\u306b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u70b9\u3067\u3001\u3053\u308c\u306f\u5f53\u793e\u306e\u304a\u5ba2\u69d8\u3082\u540c\u3058\u3067\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u30de\u30af\u30ed\u74b0\u5883\u3092\u8003\u616e\u3057\u305f\u4e0a\u3067\u3001\u6587\u5b57\u901a\u308a\u304a\u5ba2\u69d8\u304cSnowflake\u3092\u4f7f\u3044\u7d9a\u3051\u308b\u3053\u3068\u3092\u8003\u3048\u308b\u3068\u3001\u4eca\u51fa\u3057\u305f\u4e88\u60f3\u306b\u306f\u6e80\u8db3\u3057\u3066\u3044\u307e\u3059\u3057\u3001\u5168\u4f53\u3068\u3057\u3066\u3053\u308c\u304c\u5909\u308f\u308b\u3068\u306f\u601d\u3048\u307e\u305b\u3093\u3002<\/p>\n<p>\u78ba\u304b\u306b\u3001\u696d\u7e3e\u304c\u60aa\u5316\u3059\u308b\u304a\u5ba2\u69d8\u3082\u3044\u3089\u3063\u3057\u3083\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u540c\u69d8\u306b\u3001\u30aa\u30fc\u30d0\u30fc\u30d1\u30d5\u30a9\u30fc\u30e0\u3059\u308b\u304a\u5ba2\u69d8\u3082\u305f\u304f\u3055\u3093\u3044\u3089\u3063\u3057\u3083\u308b\u3067\u3057\u3087\u3046\u3002\u307e\u305f\u3001\u9577\u671f\u7684\u306b\u306f\u3001\u3069\u306e\u304a\u5ba2\u69d8\u3082Snowflake\u304b\u3089\u79fb\u884c\u3059\u308b\u3053\u3068\u306f\u306a\u304f\u3001\u307b\u3068\u3093\u3069\u306e\u304a\u5ba2\u69d8\u304cSnowflake\u3092\u3055\u3089\u306b\u6d3b\u7528\u3059\u308b\u8a08\u753b\u3092\u6301\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u30de\u30fc\u30af\u30fb\u30de\u30fc\u30d5\u30a3\u30fc &#8212; JP\u30e2\u30eb\u30ac\u30f3\u30fb\u30c1\u30a7\u30fc\u30b9\u30fb\u30a2\u30f3\u30c9\u30fb\u30ab\u30f3\u30d1\u30cb\u30fc &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u6b21\u306e\u8cea\u554f\u306f\u3001\u307f\u305a\u307b\u306e\u30b0\u30ec\u30c3\u30b0\u30fb\u30e2\u30b9\u30b3\u30a6\u30a3\u30c3\u30c4\u304b\u3089\u3067\u3059\u3002\u7d9a\u3051\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>Gregg Moskowitz &#8212; \u307f\u305a\u307b\u8a3c\u5238 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u308f\u304b\u308a\u307e\u3057\u305f\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059 \u3053\u3093\u306b\u3061\u306f\u3002\u7d14\u65b0\u898f\u9867\u5ba2\u6570\u306f\u3084\u3084\u6e1b\u901f\u3057\u3066\u3044\u308b\u3088\u3046\u3067\u3059\u3002<\/p>\n<p>\u524d\u5e74\u540c\u671f\u6bd4\u3067\u306f\u6e1b\u5c11\u3057\u3066\u3044\u307e\u3059\u3002\u91cf\u3088\u308a\u8cea\u306a\u3093\u3067\u3057\u3087\u3046\u3051\u3069\u3002\u30de\u30a4\u30af\u30017\u6841\u306e\u65b0\u898f\u9867\u5ba2\u304c11\u4eba\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u304c\u3001\u3082\u3046\u5c11\u3057\u8a73\u3057\u304f\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002\u307e\u305f\u3001\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\u306e\u7d14\u5897\u6570\u306b\u3064\u3044\u3066\u3001\u3082\u3046\u5c11\u3057\u8a73\u3057\u304f\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>Mike Scarpelli &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u65b0\u898f\u53c2\u5165\u306e\u76ee\u6a19\u5024\u306b\u3064\u3044\u3066\u306f\u958b\u793a\u3057\u3066\u3044\u307e\u305b\u3093\u3002\u3057\u304b\u3057\u3001\u304a\u3063\u3057\u3083\u308b\u3068\u304a\u308a\u3001\u79c1\u305f\u3061\u306f&#8230;&#8230;\u79c1\u306e\u30b3\u30e1\u30f3\u30c8\u306b\u3082\u66f8\u304d\u307e\u3057\u305f\u304c\u3001\u4e16\u754c\u306e\u5927\u4f01\u696d\u306b\u7126\u70b9\u3092\u5408\u308f\u305b\u3066\u3044\u307e\u3059\u3002\u3059\u3079\u3066\u306e\u304a\u5ba2\u3055\u307e\u304c\u540c\u3058\u3068\u3044\u3046\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002100\u4e07\u30c9\u30eb\u4ee5\u4e0a\u306e\u304a\u5ba2\u3055\u307e\u3092\u7372\u5f97\u3057\u305f\u3044\u306e\u3067\u3059\u3002<\/p>\n<p>\u3067\u3059\u304b\u3089\u3001100\u4e07\u30c9\u30eb\u4ee5\u4e0a\u306e\u304a\u5ba2\u3055\u307e\u3092\u7372\u5f97\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u306a\u306e\u3067\u3059\u3002\u79c1\u305f\u3061\u304c\u91cd\u8996\u3057\u3066\u3044\u308b\u306e\u306f\u3001\u500b\u3005\u306e\u304a\u5ba2\u3055\u307e\u306e\u8cea\u306a\u306e\u3067\u3059\u3002<\/p>\n<p>Gregg Moskowitz &#8212; \u307f\u305a\u307b\u8a3c\u5238 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u308f\u304b\u308a\u307e\u3057\u305f\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u8cea\u554f\u306f\u3001\u30b4\u30fc\u30eb\u30c9\u30de\u30f3\u30fb\u30b5\u30c3\u30af\u30b9\u306e\u30ab\u30b7\u30e5\u30fb\u30e9\u30f3\u30ac\u30f3\u3055\u3093\u304b\u3089\u3067\u3059\u3002\u7d9a\u3051\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>Kash Rangan &#8212; Goldman Sachs &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3069\u3046\u3082\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u30d5\u30e9\u30f3\u30af\u3068\u30de\u30a4\u30af\u3001\u3069\u3046\u3082\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u30a6\u30a7\u30a2\u30cf\u30a6\u30b9\u30fb\u30aa\u30d7\u30c6\u30a3\u30de\u30a4\u30b6\u30fc\u30fb\u30af\u30ec\u30b8\u30c3\u30c8\u3068AMB\u30a2\u30c3\u30d7\u30d5\u30ed\u30f3\u30c8\u30b7\u30d5\u30c8\u306e\u52b9\u679c\u306f\u3001\u3053\u306e\u56db\u534a\u671f\u306b\u30d5\u30eb\u306b\u767a\u63ee\u3055\u308c\u305f\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u305d\u308c\u3068\u3082\u307e\u3060\u6b8b\u3063\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1fOK\u3001OK\u3002\u4e86\u89e3\u3057\u307e\u3057\u305f\u3002<\/p>\n<p>Mike Scarpelli &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u3044\u3044\u3048\u3001Graviton2\u306f\u4e00\u5b9a\u671f\u9593\u306b\u308f\u305f\u3063\u3066\u30ed\u30fc\u30eb\u30a2\u30a6\u30c8\u3055\u308c\u307e\u3057\u305f\u3002\u5009\u5eab\u306e\u30b9\u30b1\u30b8\u30e5\u30fc\u30ea\u30f3\u30b0\u30b5\u30fc\u30d3\u30b9\u306f\u3059\u3067\u306b\u884c\u308f\u308c\u3066\u304a\u308a\u3001\u305d\u306e\u5f71\u97ff\u3092\u5341\u5206\u306b\u53d7\u3051\u3066\u3044\u308b\u3053\u3068\u3067\u3059\u3002<\/p>\n<p>Kash Rangan &#8212; Goldman Sachs &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u4e86\u89e3\u3057\u307e\u3057\u305f\u3002\u3067\u306f\u3001\u3069\u306e\u56db\u534a\u671f\u306b\u6700\u5927\u306e\u9006\u98a8\u304c\u5439\u304f\u3068\u4e88\u60f3\u3057\u3001\u305d\u306e\u9006\u98a8\u3092\u3069\u306e\u7a0b\u5ea6\u52a0\u5473\u3059\u308c\u3070\u3088\u3044\u306e\u3067\u3057\u3087\u3046\u304b\u3002<\/p>\n<p>\u30de\u30a4\u30af\u30fb\u30b9\u30ab\u30eb\u30da\u30ea &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u5e74\u672b\u307e\u3067\u3067\u3059\u3002<\/p>\n<p>Kash Rangan &#8212; \u30b4\u30fc\u30eb\u30c9\u30de\u30f3\u30fb\u30b5\u30c3\u30af\u30b9 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u308f\u304b\u308a\u307e\u3057\u305f\u3002\u4e86\u89e3\u3057\u307e\u3057\u305f\u3002\u307e\u305f\u30015\u6708\u306e\u6700\u521d\u306e2\u30013\u9031\u9593\u3067\u6d3b\u52d5\u304c\u518d\u958b\u3055\u308c\u305f\u3068\u304a\u3063\u3057\u3083\u3044\u307e\u3057\u305f\u304c\u3001\u305d\u308c\u306f\u30015\u6708\u4e2d\u306b\u6d3b\u52d5\u3092\u518d\u958b\u3057\u305f\u9867\u5ba2\u5c64\u3068\u540c\u3058\u3067\u3059\u304b\uff1f\u305d\u308c\u3068\u3082\u3001\u3082\u3063\u3068\u5168\u4f53\u7684\u306a\u5f71\u97ff\u306a\u306e\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n<p>Mike Scarpelli &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\uff08CFO<\/p>\n<p>\u3069\u3061\u3089\u304b\u3068\u3044\u3046\u3068\u3001\u5168\u4f53\u7684\u306a\u5f71\u97ff\u3067\u3059\u3002<\/p>\n<p>Kash Rangan &#8212; Goldman Sachs &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u4e86\u89e3\u3057\u307e\u3057\u305f\u3002\u6700\u5f8c\u306b\u3001\u30de\u30af\u30ed\u7d4c\u6e08\u74b0\u5883\u3092\u8e0f\u307e\u3048\u3066\u3001\u3088\u308a\u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u3084\u4e88\u6e2c\u53ef\u80fd\u306a\u8981\u7d20\u304c\u3042\u308b\u3088\u3046\u306b\u3001\u5951\u7d04\u306e\u69cb\u6210\u65b9\u6cd5\u3092\u898b\u76f4\u3057\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n<p>Mike Scarpelli &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u3044\u3044\u3048\u3002<\/p>\n<p>Kash Rangan &#8212; Goldman Sachs &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u306a\u305c\u305d\u3046\u3057\u306a\u3044\u306e\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n<p>Mike Scarpelli &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\uff08CFO<\/p>\n<p>\u554f\u984c\u306f\u3001\u6d88\u8cbb\u578b\u30e2\u30c7\u30eb\u306e\u5834\u5408\u3001\u4f7f\u3048\u3070\u4f7f\u3046\u307b\u3069\u30b3\u30b9\u30c8\u304c\u304b\u304b\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002\u30b3\u30b9\u30c8\u3092\u30ab\u30d0\u30fc\u3059\u308b\u4fa1\u5024\u3092\u5f15\u304d\u51fa\u3059\u306b\u306f\u3001\u6d88\u8cbb\u30e2\u30c7\u30eb\u3092\u884c\u3046\u3057\u304b\u306a\u3044\u306e\u3067\u3059\u3002<\/p>\n<p>\u30d5\u30e9\u30f3\u30af\u30fb\u30b9\u30eb\u30fc\u30c8\u30de\u30f3 &#8212; \u4f1a\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\uff08CEO<\/p>\n<p>\u4eba\u306b\u306f\u5951\u7d04\u304c\u3042\u308b<\/p>\n<p>\u30de\u30a4\u30af\u30fb\u30b9\u30ab\u30eb\u30da\u30ea &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u305d\u3057\u3066\u3001\u305d\u308c\u306f\u307e\u305f\u3001\u306f\u308b\u304b\u306b\u9867\u5ba2\u30d5\u30ec\u30f3\u30c9\u30ea\u30fc\u3067\u3059\u3002<\/p>\n<p>Kash Rangan &#8212; \u30b4\u30fc\u30eb\u30c9\u30de\u30f3\u30fb\u30b5\u30c3\u30af\u30b9 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u4e86\u89e3\u3057\u307e\u3057\u305f\u3002\u4e86\u89e3\u3067\u3059\u3002\u672c\u5f53\u306b\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u6b21\u306e\u8cea\u554f\u306f\u3001Evercore\u306eKirk Materne\u304b\u3089\u3067\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p>\u30ab\u30fc\u30af\u30fb\u30de\u30c6\u30eb\u30cd &#8212; \u30a8\u30d0\u30fc\u30b3\u30a2ISI &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3069\u3046\u3082\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30d5\u30e9\u30f3\u30af\u3001\u304a\u4e8c\u4eba\u306f\u660e\u3089\u304b\u306b\u3001\u4ee5\u524d\u306b\u3044\u304f\u3064\u304b\u306e\u7d4c\u6e08\u30b5\u30a4\u30af\u30eb\u3092\u7d4c\u9a13\u3055\u308c\u3066\u3044\u307e\u3059\u306d\u3002\u3053\u306e\u3088\u3046\u306a\u666f\u6c17\u5faa\u74b0\u306e\u4e2d\u3067\u3001Snowflake\u3068\u30c7\u30fc\u30bf\u306e\u91cd\u8981\u6027\u306b\u3064\u3044\u3066\u3001\u307e\u305f\u3001Snowflake\u306e\u88c1\u91cf\u6027\u3001\u3042\u308b\u3044\u306f\u88c1\u91cf\u6027\u306e\u6b20\u5982\u306b\u3064\u3044\u3066\u3001\u5c11\u3057\u304a\u8a71\u3044\u305f\u3060\u3051\u308c\u3070\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n<p>\u30b3\u30f3\u30b7\u30e5\u30fc\u30de\u30fc\u30e2\u30c7\u30eb\u3068\u3044\u3046\u3053\u3068\u306f\u3001\u88c1\u91cf\u304c\u3042\u308b\u3068\u3044\u3046\u3053\u3068\u3060\u3068\u601d\u308f\u308c\u3066\u3044\u308b\u306e\u3067\u306f\u306a\u3044\u3067\u3057\u3087\u3046\u304b\u3002\u305d\u3057\u3066\u3001\u304a\u5ba2\u69d8\u304c\u3069\u306e\u3088\u3046\u306b\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3092\u4f7f\u3063\u3066\u3044\u308b\u304b\u3068\u3044\u3046\u70b9\u3067\u3001\u3042\u306a\u305f\u306f\u975e\u5e38\u306b\u7570\u306a\u308b\u8003\u3048\u3092\u6301\u3063\u3066\u3044\u308b\u3068\u60f3\u50cf\u3057\u307e\u3059\u3002\u305d\u3053\u3067\u3001\u5fa1\u793e\u304c\u9867\u5ba2\u306b\u5bfe\u3057\u3066\u884c\u3063\u3066\u3044\u308b\u3053\u3068\u306e\u9577\u671f\u7684\u306a\u91cd\u8981\u6027\u3068\u3001\u305d\u308c\u304c2029\u5e74\u5ea6\u306e\u6307\u91dd\u306b\u81ea\u4fe1\u3092\u6301\u305f\u305b\u308b\u7406\u7531\u306b\u3064\u3044\u3066\u306e\u898b\u89e3\u3092\u304a\u805e\u304b\u305b\u3044\u305f\u3060\u3051\u306a\u3044\u3067\u3057\u3087\u3046\u304b\uff1f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n<p>\u30d5\u30e9\u30f3\u30af\u30fb\u30b9\u30eb\u30fc\u30c8\u30de\u30f3 &#8212; 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Materne &#8212; Evercore ISI &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u8cea\u554f\u306f\u30d0\u30fc\u30af\u30ec\u30a4\u30ba\u306e\u30e9\u30a4\u30e2\u30fb\u30ec\u30f3\u30b7\u30e7\u30fc\u304b\u3089\u3067\u3059\u3002\u3069\u3046\u305e\u304a\u9032\u307f\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>\u30e9\u30a4\u30e2\u30fb\u30ec\u30f3\u30b7\u30e7\u30fc &#8212; \u30d0\u30fc\u30af\u30ec\u30a4\u30ba &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u305d\u308c\u3068\u7c21\u5358\u306a\u8cea\u554f\u3067\u3059\u3002\u30de\u30a4\u30af\u3084\u30d5\u30e9\u30f3\u30af\u304c\u901a\u8a71\u3067\u8a00\u3063\u3066\u3044\u305f\u3088\u3046\u306b\u3001\u3042\u306a\u305f\u306f\u4ee5\u524d\u304b\u3089\u3053\u306e\u3088\u3046\u306a\u72b6\u6cc1\u3092\u898b\u3066\u304d\u3066\u3044\u307e\u3059\u306d\u3002\u4f8b\u3048\u3070\u3001\u3088\u308a\u5b89\u5b9a\u3057\u3066\u3044\u308b\u3068\u601d\u308f\u308c\u308b\u4ed6\u306e\u7523\u696d\u3078\u306e\u6295\u8cc7\u3092\u5897\u3084\u3059\u3068\u304b\u3001\u7570\u306a\u308b\u8ca9\u58f2\u30bb\u30b0\u30e1\u30f3\u30c8\u3084\u7570\u306a\u308b\u5782\u76f4\u30bb\u30b0\u30e1\u30f3\u30c8\u3078\u306e\u652f\u51fa\u3092\u512a\u5148\u3055\u305b\u308b\u306a\u3069\u3067\u3059\u3002<\/p>\n<p>\u305d\u306e\u305f\u3081\u306b\u3001\u4f55\u304b\u3067\u304d\u308b\u3053\u3068\u306f\u3042\u308a\u307e\u3059\u304b\uff1f\u307e\u305f\u3001\u3082\u3057\u3042\u306a\u305f\u304c &#8212; \u5206\u6790\u3092\u3055\u308c\u305f\u3068\u3057\u305f\u3089\u3001\u3088\u308a\u6d88\u8cbb\u8005\u5411\u3051\u306e\u4e8b\u696d\u306b\u3069\u308c\u304f\u3089\u3044\u306e\u30a8\u30af\u30b9\u30dd\u30fc\u30b8\u30e3\u30fc\u304c\u3042\u308b\u306e\u304b\u3001\u3068\u3044\u3046\u3088\u3046\u306a\u3053\u3068\u3092\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002\u3042\u308b\u3044\u306fAnalyst Day\u3067\u767a\u8868\u3067\u304d\u308b\u3088\u3046\u306a\u3053\u3068\u306f\u3042\u308a\u307e\u3059\u304b\uff1f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n<p>Mike Scarpelli &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u306f\u3044\u3002\u30e9\u30a4\u30e2\u3001\u3042\u306a\u305f\u306e\u8cea\u554f\u306b\u3064\u3044\u3066\u306f\u3088\u304f\u308f\u304b\u3089\u306a\u3044\u306e\u3067\u3059\u304c\u3001\u79c1\u305f\u3061\u306e\u30d3\u30b8\u30cd\u30b9\u306b\u304a\u3051\u308b\u30b3\u30b9\u30c8\u306b\u95a2\u3057\u3066\u3001\u79c1\u305f\u3061\u306f\u4eca\u3067\u3082\u975e\u5e38\u306b\u9a5a\u304f\u3079\u304d\u898f\u6a21\u306e\u6210\u9577\u3092\u898b\u3066\u3044\u307e\u3059\u3002\u4eca\u5f8c\u3082\u4e8b\u696d\u3078\u306e\u6295\u8cc7\u3092\u7d9a\u3051\u3066\u3044\u304f\u3064\u3082\u308a\u3067\u3059\u3002\u3057\u304b\u3057\u3001\u5148\u307b\u3069\u3082\u7533\u3057\u4e0a\u3052\u305f\u3088\u3046\u306b\u3001\u79c1\u305f\u3061\u306f\u5e38\u306b\u52b9\u7387\u7684\u306a\u6295\u8cc7\u3092\u884c\u3063\u3066\u304d\u307e\u3057\u305f\u3002<\/p>\n<p>Snowflake\u306b\u306f\u7121\u99c4\u304c\u3042\u308a\u307e\u305b\u3093\u3002\u3053\u306e2\u5e74\u534a\u306f\u4e00\u5ea6\u3082\u306a\u304b\u3063\u305f\u3057\u3001\u3053\u308c\u304b\u3089\u3082\u306a\u3044\u3067\u3057\u3087\u3046\u3002\u3067\u3082\u3001\u76ee\u306e\u524d\u306b\u306f\u5927\u304d\u306a\u30c1\u30e3\u30f3\u30b9\u304c\u3042\u308b\u3002\u79c1\u305f\u3061\u306f\u3001\u7814\u7a76\u958b\u767a\u306b\u591a\u5927\u306a\u6295\u8cc7\u3092\u7d9a\u3051\u3066\u3044\u307e\u3059\u3057\u3001\u5e02\u5834\u6295\u5165\u6a5f\u80fd\u306b\u3082\u591a\u5927\u306a\u6295\u8cc7\u3092\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u3057\u304b\u3057\u3001\u305d\u308c\u3092\u52b9\u7387\u7684\u306b\u884c\u3044\u3001\u5f53\u793e\u306e\u30e2\u30c7\u30eb\u3067\u30ec\u30d0\u30ec\u30c3\u30b8\u3092\u767a\u63ee\u3057\u7d9a\u3051\u308b\u3064\u3082\u308a\u3067\u3059\u3002\u305d\u3057\u3066\u3001\u30d5\u30ea\u30fc\u30fb\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u3092\u975e\u5e38\u306b\u91cd\u8996\u3057\u3066\u3044\u307e\u3059\u3002\u306a\u305c\u306a\u3089\u3001\u79c1\u305f\u3061\u306f\u9577\u671f\u7684\u306a\u8996\u70b9\u3067\u4e8b\u696d\u3092\u884c\u3063\u3066\u3044\u308b\u304b\u3089\u3067\u3059\u3002\u4eca\u5f8c2\u56db\u534a\u671f\u30843\u56db\u534a\u671f\u3001\u3042\u308b\u3044\u306f\u3053\u306e\u30de\u30af\u30ed\u7684\u306a\u4e0d\u78ba\u5b9f\u6027\u304c\u3069\u308c\u3060\u3051\u7d9a\u304f\u304b\u3067\u306f\u306a\u304f\u3001\u4eca\u5f8c10\u5e74\u300120\u5e74\u306b\u5411\u3051\u3066\u4e8b\u696d\u3092\u5c55\u958b\u3057\u3066\u3044\u304f\u3064\u3082\u308a\u3067\u3059\u3002<\/p>\n<p>Raimo Lenschow &#8212; \u30d0\u30fc\u30af\u30ec\u30a4\u30ba &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u306f\u3044\u3002\u305f\u3068\u3048\u3070\u3001\u73fe\u5728\u5782\u76f4\u30af\u30e9\u30a6\u30c9\u3092\u69cb\u7bc9\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u8ca1\u52d9\u306b\u3082\u3063\u3068\u529b\u3092\u5165\u308c\u308b\u3053\u3068\u306f\u3067\u304d\u307e\u3059\u304b\u3002<\/p>\n<p>Mike Scarpelli &#8212; 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Lenschow &#8212; \u30d0\u30fc\u30af\u30ec\u30a4\u30ba &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3088\u308d\u3057\u3044\u3002OK\u3067\u3059\u3002\u5b8c\u74a7\u3067\u3059\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u6b21\u306e\u8cea\u554f\u306f\u3001\u30c9\u30a4\u30c4\u9280\u884c\u306e\u30d6\u30e9\u30c3\u30c9\u30fb\u30bc\u30eb\u30cb\u30c3\u30af\u304b\u3089\u3067\u3059\u3002\u7d9a\u3051\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>\u30d6\u30e9\u30c3\u30c9\u30fb\u30bc\u30eb\u30cb\u30c3\u30af &#8212; \u30c9\u30a4\u30c4\u9280\u884c &#8212; 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&#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u79c1\u305f\u3061\u304c\u72d9\u3063\u3066\u3044\u308b\u91cd\u8981\u306a\u9867\u5ba2\u6a5f\u4f1a\u3067\u3001\u4fa1\u683c\u8a2d\u5b9a\u306e\u305f\u3081\u306b\u5931\u3063\u305f\u9867\u5ba2\u306f1\u3064\u3082\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n<p>Christian Kleinerman &#8212; 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\u4f1a\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>\u305d\u3046\u3067\u3059\u306d\u3001\u3044\u308d\u3044\u308d\u306a\u4f8b\u304c\u3042\u308a\u307e\u3059\u3002\u79c1\u305f\u3061\u306f\u591a\u304f\u306e\u88fd\u85ac\u4f1a\u793e\u306e\u9867\u5ba2\u3092\u6301\u3063\u3066\u3044\u307e\u3059\u3002\u5f7c\u3089\u306e\u4eba\u751f\u306e\u30df\u30c3\u30b7\u30e7\u30f3\u306f\u3001\u547d\u3092\u6551\u3046\u533b\u85ac\u54c1\u306e\u5e02\u5834\u6295\u5165\u307e\u3067\u306e\u6642\u9593\u3092\u77ed\u7e2e\u3059\u308b\u3053\u3068\u3067\u3059\u3002<\/p>\n<p>\u305d\u308c\u304c\u5f7c\u3089\u306e\u4f7f\u547d\u3067\u3059\u3002Snowflake\u306f\u305d\u308c\u3092\u652f\u63f4\u3057\u307e\u3059\u3002\u305d\u308c\u304c\u3001\u5f7c\u3089\u306e\u982d\u306e\u4e2d\u306b\u3042\u308b\u3053\u3068\u3067\u3059\u3002\u3069\u3046\u3059\u308c\u3070\u3044\u3044\u306e\u304b\u3001\u305d\u308c\u304c\u5f7c\u3089\u306e\u95a2\u5fc3\u4e8b\u3067\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u3053\u306e\u30b3\u30e2\u30c7\u30a3\u30c6\u30a3\u5316\u3068\u3044\u3046\u306e\u306f\u3001\u3042\u307e\u308a\u3046\u307e\u304f\u72e9\u308a\u304c\u3067\u304d\u306a\u3044\u72ac\u3060\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n<p>Brad Zelnick &#8212; Deutsche Bank &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u672c\u5f53\u306b\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u8cea\u554f\u306fWilliam Blair\u306eKamil Mielczarek\u304b\u3089\u3067\u3059\u3002\u3069\u3046\u305e\u3001\u304a\u9032\u307f\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>Kamil Mielczarek &#8212; William Blair &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3053\u3093\u306b\u3061\u306f\u3001\u79c1\u306e\u8cea\u554f\u3092\u805e\u3044\u3066\u304f\u3060\u3055\u3063\u3066\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u5fa1\u793e\u306e\u55b6\u696d\u30fb\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u90e8\u9580\u306e\u4eba\u54e1\u306f\u524d\u5e74\u6bd455\uff05\u5897\u3068\u3001\u3053\u30532\u5e74\u9593\u3067\u6700\u3082\u901f\u3044\u30da\u30fc\u30b9\u3067\u5897\u52a0\u3057\u3001\u7d14\u5897\u6570\u306f\u307b\u307c\u500d\u5897\u3057\u307e\u3057\u305f\u3002\u4e00\u90e8\u306e\u9867\u5ba2\u304b\u3089\u30de\u30af\u30ed\u95a2\u9023\u306e\u30ce\u30a4\u30ba\u304c\u51fa\u3066\u3044\u308b\u3088\u3046\u3067\u3059\u304c\u3001\u306a\u305c\u4eca\u304c\u305d\u306e\u6210\u9577\u3092\u52a0\u901f\u3059\u308b\u306e\u306b\u9069\u3057\u305f\u6642\u671f\u306a\u306e\u3067\u3057\u3087\u3046\u304b\u3002\u307e\u305f\u3001\u65b0\u898f\u62c5\u5f53\u8005\u306e\u7acb\u3061\u4e0a\u3052\u306b\u5fc5\u8981\u306a\u6642\u9593\u3084\u3001\u65b0\u898f\u9867\u5ba2\u306e\u30c7\u30fc\u30bf\u3092\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u30ed\u30fc\u30c9\u3059\u308b\u306e\u306b\u5fc5\u8981\u306a\u6642\u9593\u3092\u8003\u616e\u3057\u305f\u5834\u5408\u3001\u3053\u306e\u52a0\u901f\u3057\u305f\u4eba\u54e1\u5897\u304c\u8ca1\u52d9\u30e2\u30c7\u30eb\u306b\u73fe\u308c\u308b\u306e\u306f\u3044\u3064\u9803\u306b\u306a\u308b\u3068\u4e88\u60f3\u3055\u308c\u307e\u3059\u304b\uff1f<\/p>\n<p>\u30de\u30a4\u30af\u30fb\u30b9\u30ab\u30eb\u30da\u30ea\uff08Mike Scarpelli\uff09\uff1a\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>2029\u5e74\u5ea6\u307e\u3067\u306b100\u5104\u30c9\u30eb\u3092\u9054\u6210\u3059\u308b\u3068\u3044\u3046\u9577\u671f\u76ee\u6a19\u306b\u53cd\u6620\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u7b2c1\u56db\u534a\u671f\u306f\u3001\u4ee5\u524d\u304b\u3089\u7533\u3057\u4e0a\u3052\u3066\u3044\u308b\u3088\u3046\u306b\u3001\u30bb\u30fc\u30eb\u30b9\u304a\u3088\u3073\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u90e8\u9580\u306b\u304a\u3044\u3066\u5e38\u306b\u6700\u5927\u306e\u96c7\u7528\u3092\u4f34\u3046\u56db\u534a\u671f\u3067\u3059\u3002\u307e\u305f\u3001SDR\u306e\u63a1\u7528\u304c\u975e\u5e38\u306b\u591a\u304f\u3001\u4e00\u5ea6\u306b\u5927\u304d\u306a\u30b0\u30eb\u30fc\u30d7\u3067\u306e\u63a1\u7528\u3092\u8a66\u307f\u308b\u50be\u5411\u304c\u3042\u308a\u307e\u3059\u3002\u62c5\u5f53\u8005\u306e\u6027\u683c\u3001\u30b3\u30fc\u30dd\u30ec\u30fc\u30c8\u30c1\u30fc\u30e0\u304b\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u30c1\u30fc\u30e0\u304b\u30e1\u30b8\u30e3\u30fc\u30c1\u30fc\u30e0\u304b\u306b\u3082\u3088\u308a\u307e\u3059\u304c\u3001\u901a\u5e38\u30016\u30ab\u6708\u304b\u30899\u30ab\u6708\u3001\u3042\u308b\u3044\u306f1\u5e74\u307b\u3069\u306e\u671f\u9593\u3067\u80b2\u6210\u3057\u307e\u3059\u3002<\/p>\n<p>\u73fe\u5728\u63a1\u7528\u3057\u3066\u3044\u308b\u4eba\u6750\u306f\u3001\u6765\u5e74\u306e\u53ce\u76ca\u306b\u5927\u304d\u306a\u5f71\u97ff\u3092\u4e0e\u3048\u3001\u5e74\u672b\u306b\u304b\u3051\u3066\u30d6\u30c3\u30ad\u30f3\u30b0\u306b\u82e5\u5e72\u306e\u5f71\u97ff\u3092\u4e0e\u3048\u307e\u3059\u304c\u3001\u3053\u308c\u306f\u5f53\u521d\u304b\u3089\u8a08\u753b\u3057\u3066\u3044\u305f\u3053\u3068\u3067\u3059\u3002\u307e\u305f\u3001\u5148\u307b\u3069\u3082\u7533\u3057\u4e0a\u3052\u305f\u3088\u3046\u306b\u3001\u76ee\u306e\u524d\u306b\u3042\u308b\u30d3\u30b8\u30cd\u30b9\u30c1\u30e3\u30f3\u30b9\u3092\u751f\u304b\u3059\u305f\u3081\u306b\u3001\u5e02\u5834\u53c2\u5165\u6a5f\u80fd\u3078\u306e\u6295\u8cc7\u3092\u7d9a\u3051\u308b\u3064\u3082\u308a\u3067\u3059\u3002\u305d\u3057\u3066\u3001\u79c1\u305f\u3061\u306f\u305d\u308c\u3092\u52b9\u7387\u7684\u306b\u884c\u3046\u3053\u3068\u304c\u3067\u304d\u308b\u3053\u3068\u3092\u793a\u3057\u3001\u30ec\u30d0\u30ec\u30c3\u30b8\u3092\u767a\u63ee\u3057\u7d9a\u3051\u308b\u306e\u3067\u3059\u3002<\/p>\n<p>Kamil Mielczarek &#8212; William Blair &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u305d\u308c\u306f\u53c2\u8003\u306b\u306a\u308a\u307e\u3059\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u305d\u308c\u304b\u3089\u3001\u3061\u3087\u3063\u3068\u88dc\u8db3\u3055\u305b\u3066\u304f\u3060\u3055\u3044\u3002\u30d5\u30e9\u30f3\u30af\u3001\u3042\u306a\u305f\u306e\u6e96\u5099\u3057\u305f\u767a\u8a00\u3067\u3001\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u958b\u767a\u8005\u3092\u53ef\u80fd\u306b\u3059\u308b\u305f\u3081\u306b\u884c\u3063\u305f\u3059\u3079\u3066\u306e\u7d20\u6674\u3089\u3057\u3044\u9032\u6b69\u306b\u3064\u3044\u3066\u8a00\u53ca\u3057\u307e\u3057\u305f\u3002<\/p>\n<p>Streamlit \u3092\u8cb7\u53ce\u3057\u3001Python \u3092\u8ffd\u52a0\u3002Python\u3092\u8ffd\u52a0\u3057 \u305d\u3057\u3066\u3001Powered by Snowflake \u3092\u7acb\u3061\u4e0a\u3052\u307e\u3057\u305f\u3002\u6700\u8fd1\u306e\u56db\u534a\u671f\u3067\u3001\u30a2\u30d7\u30ea\u958b\u767a\u306e\u30da\u30fc\u30b9\u306b\u5909\u5316\u306f\u3042\u308a\u307e\u3057\u305f\u304b\uff1f\u307e\u305f\u3001\u30a2\u30d7\u30ea\u958b\u767a\u3092Snowflake\u306b\u3068\u3063\u3066\u3088\u308a\u4fe1\u983c\u3067\u304d\u308b\u30d5\u30e9\u30a4\u30db\u30a4\u30fc\u30eb\u3068\u3059\u308b\u305f\u3081\u306b\u3001\u7279\u5b9a\u306e\u6a5f\u80fd\u306e\u5c55\u958b\u3084\u7d71\u5408\u306b\u95a2\u3057\u3066\u6ce8\u610f\u3059\u3079\u304d\u91cd\u8981\u306a\u30de\u30a4\u30eb\u30b9\u30c8\u30fc\u30f3\u304c\u3042\u308a\u307e\u3059\u304b\uff1f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>\u30d5\u30e9\u30f3\u30af\u30fb\u30b9\u30eb\u30fc\u30c8\u30de\u30f3 &#8212; \u4f1a\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\uff08CEO<\/p>\n<p>\u3055\u3066\u3001\u79c1\u306f\u6e96\u5099\u306e\u6328\u62f6\u306e\u4e2d\u3067\u3001\u79c1\u305f\u3061\u304c\u73fe\u5728\u6301\u3063\u3066\u3044\u308bPowered by Snowflake\u306e\u30d1\u30fc\u30c8\u30ca\u30fc\u6570\u306b\u3064\u3044\u3066\u7279\u306b\u89e6\u308c\u307e\u3057\u305f\u304c\u3001\u524d\u56db\u534a\u671f\u6bd448\uff05\u306e\u6210\u9577\u3067\u3057\u305f\u3002\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u30fb\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u958b\u767a\u306e\u5206\u91ce\u3067\u306f\u3001\u975e\u5e38\u306b\u5927\u304d\u306a\u30a8\u30cd\u30eb\u30ae\u30fc\u304c\u3042\u308a\u307e\u3059\u3002\u4eca\u5e74\u306e11\u6708\u306bBuild\u3068\u3044\u3046\u5225\u306e\u30ab\u30f3\u30d5\u30a1\u30ec\u30f3\u30b9\u3092\u958b\u50ac\u3059\u308b\u4e88\u5b9a\u3067\u3059\u3002\u3053\u308c\u306f\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u958b\u767a\u8005\u306e\u305f\u3081\u306e\u30ab\u30f3\u30d5\u30a1\u30ec\u30f3\u30b9\u3067\u3059\u3002<\/p>\n<p>Snowflake\u306e\u6226\u7565\u306f\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u3092\u5b9f\u73fe\u3059\u308b\u3053\u3068\u3067\u3059\u304b\u3089\u3001\u30d7\u30ed\u30b0\u30e9\u30de\u30fc\u304c\u6d3b\u8e8d\u3059\u308b\u3053\u306e\u5206\u91ce\u306b\u306f\u5927\u304d\u306a\u7126\u70b9\u304c\u5f53\u3066\u3089\u308c\u3066\u3044\u307e\u3059\u3002\u304a\u5ba2\u69d8\u304cSnowflake\u4e0a\u3067\u3084\u308a\u305f\u3044\u3053\u3068\u304c\u3067\u304d\u306a\u304f\u306a\u308b\u3068\u3001Snowflake\u304b\u3089\u30c7\u30fc\u30bf\u3092\u30b3\u30d4\u30fc\u3057\u3066\u5225\u306e\u5834\u6240\u3067\u3084\u308b\u3088\u3046\u306b\u306a\u308a\u3001\u30d3\u30b8\u30cd\u30b9\u30e2\u30c7\u30eb\u3068\u306e\u6574\u5408\u6027\u304c\u53d6\u308c\u306a\u304f\u306a\u308a\u3001\u60f3\u5b9a\u901a\u308a\u306b\u52d5\u304b\u306a\u304f\u306a\u308b\u304b\u3089\u3067\u3059\u3002\u305d\u3053\u3067\u3001\u79c1\u305f\u3061\u306f\u3001\u30c7\u30fc\u30bf\u306b\u5bfe\u3057\u3066\u4f5c\u696d\u3092\u3055\u305b\u308b\u3088\u3046\u306b\u3057\u307e\u3059\u3002\u30c7\u30fc\u30bf\u30a8\u30f3\u30b8\u30cb\u30a2\u3067\u3042\u308d\u3046\u3068\u30d7\u30ed\u30b0\u30e9\u30de\u30fc\u3067\u3042\u308d\u3046\u3068\u3001\u79c1\u305f\u3061\u304c\u884c\u3046\u3053\u3068\u306f\u3001\u30e6\u30fc\u30b6\u30d3\u30ea\u30c6\u30a3\u306e\u89b3\u70b9\u3001\u7d4c\u6e08\u6027\u306e\u89b3\u70b9\u3001\u305d\u3057\u3066\u3082\u3061\u308d\u3093\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u306e\u89b3\u70b9\u304b\u3089\u3001\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u304c\u975e\u5e38\u306b\u3046\u307e\u304f\u5b9f\u884c\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u308b\u305f\u3081\u306e\u6700\u5927\u9650\u306e\u6295\u8cc7\u3067\u3042\u308b\u3053\u3068\u304c\u308f\u304b\u308a\u307e\u3059\u3002<\/p>\n<p>\u3053\u306e\u3088\u3046\u306a\u8def\u7dda\u3067\u5e45\u5e83\u304f\u6210\u529f\u3059\u308c\u3070\u3059\u308b\u307b\u3069\u3001Snowflake\u3092\u5229\u7528\u3057\u305f\u30b3\u30a2\u30d3\u30b8\u30cd\u30b9\u30e2\u30c7\u30eb\u3092\u63a8\u9032\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u79c1\u305f\u3061\u304c\u884c\u3063\u3066\u3044\u308b\u3053\u3068\u3001\u767a\u8868\u3057\u3066\u3044\u308b\u3053\u3068\u3001\u7686\u3055\u3093\u304c\u898b\u3066\u304d\u305f\u3053\u3068\u306f\u3059\u3079\u3066\u3001\u3053\u306e\u7126\u70b9\u3068\u6226\u7565\u306b\u5b8c\u5168\u306b\u5408\u81f4\u3057\u3066\u3044\u308b\u306e\u3067\u3059\u3002<\/p>\n<p>Mike Scarpelli &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u306f\u3044\u3002\u305d\u3057\u3066\u3001Streamlit\u306b\u975e\u5e38\u306b\u671f\u5f85\u3057\u3066\u3044\u308b\u3053\u3068\u3082\u4ed8\u3051\u52a0\u3048\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u524d\u56db\u534a\u671f\u306b\u767a\u8868\u3057\u305fStreamlit\u306e\u8cb7\u53ce\u306b\u3088\u308a\u3001Streamlit\u3092\u4f7f\u7528\u3057\u3066\u3044\u308b\u958b\u767a\u8005\u306e\u6570\u304c\u3059\u3067\u306b25%\u5897\u52a0\u3057\u3066\u3044\u308b\u3053\u3068\u306f\u3001\u9a5a\u304f\u3079\u304d\u3053\u3068\u3067\u3059\u3002\u3053\u308c\u304cSnowflake\u306b\u518d\u7d71\u5408\u3055\u308c\u308c\u3070\u3001Snowflake\u3067\u306e\u30a2\u30d7\u30ea\u958b\u767a\u306b\u3068\u3063\u3066\u6709\u610f\u7fa9\u306a\u3082\u306e\u306b\u306a\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>Kamil Mielczarek &#8212; William Blair &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u305d\u308c\u306f\u7d20\u6674\u3089\u3057\u3044\u3053\u3068\u3067\u3059\u3002\u672c\u5f53\u306b\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u8cea\u554f\u306fOppenheimer\u306eIttai Kidron\u304b\u3089\u3067\u3059\u3002\u3069\u3046\u305e\u304a\u9032\u307f\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>Ittai Kidron &#8212; Oppenheimer and Company &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30d5\u30e9\u30f3\u30af\u3001\u3042\u306a\u305f\u306e\u6e96\u5099\u3057\u305f\u767a\u8a00\u306b\u3064\u3044\u3066\u8cea\u554f\u304c\u3042\u308a\u307e\u3059\u3002\u975e\u69cb\u9020\u5316\u30c7\u30fc\u30bf\u306e\u6a5f\u4f1a\u306b\u3064\u3044\u3066\u304a\u8a71\u3055\u308c\u307e\u3057\u305f\u3002\u73fe\u5728\u30d7\u30ec\u30d3\u30e5\u30fc\u4e2d\u3067\u3059\u3002<\/p>\n<p>\u3044\u3064\u9803GA\u306b\u306a\u308b\u306e\u304b\u3001\u3082\u3046\u5c11\u3057\u8a73\u3057\u304f\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002\u307e\u305f\u3001\u3053\u308c\u3092\u8a66\u3057\u3066\u3044\u308b\u304a\u5ba2\u69d8\u306e\u898f\u6a21\u306f\u3069\u306e\u7a0b\u5ea6\u3067\u3057\u3087\u3046\u304b\u3002\u307e\u305f\u3001\u5c0e\u5165\u5f8c\u3059\u3050\u306b\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u306b\u3069\u306e\u3088\u3046\u306a\u5f71\u97ff\u304c\u3042\u308b\u3068\u304a\u8003\u3048\u3067\u3059\u304b\u3002<\/p>\n<p>\u30d5\u30e9\u30f3\u30af\u30fb\u30b9\u30eb\u30fc\u30c8\u30de\u30f3 &#8212; \u4f1a\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\uff08CEO<\/p>\n<p>\u30af\u30ea\u30b9\u30c1\u30e3\u30f3\u306b\u8a71\u3092\u79fb\u3057\u307e\u3059\u304c\u3001\u3088\u308d\u3057\u3044\u3067\u3057\u3087\u3046\u304b\u3002<\/p>\n<p>\u30af\u30ea\u30b9\u30c1\u30e3\u30f3\u30fb\u30af\u30ec\u30a4\u30ca\u30fc\u30de\u30f3 &#8212; \u88fd\u54c1\u62c5\u5f53\u4e0a\u7d1a\u526f\u793e\u9577<\/p>\n<p>\u305d\u3046\u3067\u3059\u306d\u3002\u30b3\u30a2\u3068\u306a\u308b\u6a5f\u80fd\u306f\u4e00\u822c\u7684\u306b\u5229\u7528\u53ef\u80fd\u3067\u3059\u3002\u6570\u9031\u9593\u5f8c\u306b\u958b\u50ac\u3055\u308c\u308b\u30b5\u30df\u30c3\u30c8\u30fb\u30e6\u30fc\u30b6\u30fc\u30fb\u30ab\u30f3\u30d5\u30a1\u30ec\u30f3\u30b9\u3067\u767a\u8868\u3059\u308b\u307b\u304b\u3001\u4eca\u5f8c\u6570\u5e74\u9593\u306b\u308f\u305f\u3063\u3066\u3001\u975e\u69cb\u9020\u5316\u30bf\u30a4\u30d7\u304b\u3089\u3055\u3089\u306a\u308b\u4fa1\u5024\u3092\u5f15\u304d\u51fa\u3059\u65b9\u6cd5\u306b\u95a2\u3059\u308b\u8ffd\u52a0\u6a5f\u80fd\u3092\u767a\u8868\u3057\u3066\u3044\u304f\u4e88\u5b9a\u3067\u3059\u3002\u3057\u304b\u3057\u3001\u30c7\u30fc\u30bf\u30ac\u30d0\u30ca\u30f3\u30b9\u3084\u30ec\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3001\u30c7\u30fc\u30bf\u5171\u6709\u306b\u95a2\u3059\u308bSnowflake\u306e\u30e1\u30ea\u30c3\u30c8\u306f\u3059\u3079\u3066\u5229\u7528\u53ef\u80fd\u3067\u3001\u5b9f\u969b\u306b\u3059\u3067\u306b\u4f7f\u7528\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u904b\u55b6\u62c5\u5f53\u8005<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u8cea\u554f\u306f\u3001Piper Sandler\u306eBrent Bracelin\u304b\u3089\u3067\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p>Brent Bracelin &#8212; Piper Sandler &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30de\u30a4\u30af\u3001\u6d88\u8cbb\u30b5\u30a4\u30c9\u306b\u3064\u3044\u3066\u3067\u3059\u304c\u3001\u79c1\u306f\u30d1\u30f3\u30c7\u30df\u30c3\u30af\u3092\u632f\u308a\u8fd4\u3063\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u304b\u306a\u308a\u5927\u304d\u306a\u6e1b\u901f\u3092\u898b\u305f\u76f4\u8fd1\u306e\u30d3\u30b8\u30cd\u30b9\u30b5\u30a4\u30af\u30eb\u3067\u3057\u305f\u3002\u5fa1\u793e\u306e\u30d3\u30b8\u30cd\u30b9\u306f\u3001\u5b9f\u969b\u306b2\u56db\u534a\u671f\u307b\u3069\u524d\u5012\u3057\u3067\u6e1b\u901f\u3057\u3001\u305d\u306e\u5f8c\u518d\u52a0\u901f\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u904e\u53bb\u306b\u3055\u304b\u306e\u307c\u3063\u3066\u3001\u6700\u3082\u5f71\u97ff\u3092\u53d7\u3051\u305f\u65c5\u884c\u696d\u3084\u63a5\u5ba2\u696d\u306e\u304a\u5ba2\u3055\u307e\u3092\u898b\u3066\u307f\u308b\u3068\u3001\u30d3\u30b8\u30cd\u30b9\u306e\u6e1b\u901f\u3060\u3051\u3067\u306a\u304f\u3001\u65b0\u3057\u3044\u30e6\u30fc\u30b9\u30b1\u30fc\u30b9\u3092\u4f7f\u3044\u59cb\u3081\u3066\u30012\u56db\u534a\u671f\u5f8c\u306b\u56de\u5fa9\u3057\u305f\u306e\u3067\u3057\u3087\u3046\u304b\u3002\u30d1\u30f3\u30c7\u30df\u30c3\u30af\u6642\u306e\u6e1b\u901f\u3068\u305d\u306e\u5f8c\u306e\u518d\u52a0\u901f\u306b\u95a2\u9023\u3057\u3066\u3001\u904e\u53bb\u306b\u3069\u306e\u3088\u3046\u306a\u3053\u3068\u304c\u3042\u3063\u305f\u304b\u601d\u3044\u8fd4\u3057\u3066\u307f\u305f\u3044\u306e\u3067\u3059\u3002\u307e\u305f\u3001\u73fe\u5728\u306e\u72b6\u6cc1\u3068\u306e\u6bd4\u8f03\u306b\u3064\u3044\u3066\u3082\u304a\u805e\u304b\u305b\u304f\u3060\u3055\u3044\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>Mike Scarpelli &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u79c1\u306f\u7279\u5b9a\u306e\u696d\u754c\u306b\u95a2\u3059\u308b\u30c7\u30fc\u30bf\u3092\u6301\u3061\u5408\u308f\u305b\u3066\u3044\u307e\u305b\u3093\u3002\u672c\u5f53\u306b\u306a\u3044\u3093\u3067\u3059\u3002\u305f\u3060\u3001\u7279\u306b4\u6708\u306b\u898b\u3089\u308c\u305f\u306e\u306f\u3001\u5f53\u793e\u306e\u6700\u3082\u9ad8\u3044\u6210\u9577\u3092\u9042\u3052\u3066\u3044\u308b\u9867\u5ba2\u4f01\u696d\u7279\u6709\u306e\u6e1b\u901f\u3067\u3059\u3002\u305d\u306e\u305f\u3081\u3001\u901a\u671f\u306e\u898b\u901a\u3057\u3092\u30ea\u30bb\u30c3\u30c8\u3059\u308b\u3053\u3068\u306b\u306a\u3063\u305f\u306e\u3067\u3059\u304c\u3001\u3053\u308c\u306f1,000\u4e07\u30c9\u30eb\u898f\u6a21\u306e\u5927\u53e3\u9867\u5ba2\u306b\u5bfe\u3059\u308b\u3082\u306e\u3067\u3059\u3002<\/p>\n<p>\u4eca\u65e5\u898b\u305f\u3068\u3053\u308d\u3067\u306f\u3001\u4e0a\u4f4d10\u793e\u306e\u3046\u3061\u4f55\u793e\u304b\u306f\u4e88\u60f3\u3092\u4e0a\u56de\u3063\u3066\u3044\u307e\u3059\u3057\u3001\u4f55\u793e\u304b\u306f\u4e88\u60f3\u3092\u4e0b\u56de\u3063\u3066\u3044\u307e\u3059\u304c\u3001\u3053\u308c\u306f\u901a\u5e38\u3001\u6bce\u56db\u534a\u671f\u898b\u3089\u308c\u308b\u3053\u3068\u3067\u3059\u3002<\/p>\n<p>\u30d5\u30e9\u30f3\u30af\u30fb\u30b9\u30eb\u30fc\u30c8\u30de\u30f3 &#8212; \u4f1a\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\uff08CEO<\/p>\n<p>\u305d\u3046\u3067\u3059\u306d\u3001\u305f\u3060\u3072\u3068\u3064\u4ed8\u3051\u52a0\u3048\u308b\u3068\u3059\u308c\u3070\u3001\u30d5\u30e9\u30f3\u30af\u304b\u3089\u3067\u3059\u3002\u30d1\u30f3\u30c7\u30df\u30c3\u30af\u3067\u306f\u3001\u4eba\u3005\u304c\u9727\u306e\u4e2d\u306b\u3044\u3066\u3001\u9700\u8981\u304c\u3042\u308b\u3068\u3053\u308d\u3068\u306a\u3044\u3068\u3053\u308d\u306e\u533a\u5225\u304c\u3064\u304b\u306a\u304b\u3063\u305f\u305f\u3081\u3001\u591a\u304f\u306e\u65b0\u3057\u3044\u30e6\u30fc\u30b9\u30b1\u30fc\u30b9\u304c\u751f\u307e\u308c\u307e\u3057\u305f\u3002\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306f\u9006\u3055\u307e\u306b\u306a\u3063\u3066\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306f\u9006\u3055\u307e\u3067\u3001\u9593\u9055\u3063\u305f\u5834\u6240\u306b\u88fd\u54c1\u3092\u9001\u308a\u3064\u3051\u3066\u3044\u307e\u3059\u3002\u305d\u3053\u3067\u3001\u4f55\u304c\u8d77\u3053\u3063\u3066\u3044\u308b\u306e\u304b\u3092\u672c\u5f53\u306b\u7406\u89e3\u3057\u3088\u3046\u3068\u3059\u308b\u52d5\u304d\u304c\u518d\u3073\u6d3b\u767a\u5316\u3057\u307e\u3057\u305f\u3002\u305d\u306e\u7d50\u679c\u3001\u9700\u8981\u304c\u52a0\u901f\u3055\u308c\u3001\u65c5\u884c\u696d\u3084\u63a5\u5ba2\u696d\u306a\u3069\u3001\u30bb\u30af\u30bf\u30fc\u3054\u3068\u306e\u5f31\u70b9\u3092\u88dc\u3046\u3053\u3068\u304c\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u3063\u305f\u306e\u3067\u3059\u3002\u3053\u306e\u3088\u3046\u306a\u3053\u3068\u304c\u8d77\u3053\u3063\u305f\u306e\u3067\u3059\u3002\u3053\u306e\u3088\u3046\u306a\u6df7\u4e71\u304c\u8d77\u3053\u308b\u3068\u3001\u4eba\u3005\u306f\u3088\u308a\u5f37\u3044\u5206\u6790\u7684\u306a\u7126\u70b9\u306b\u983c\u308d\u3046\u3068\u3057\u307e\u3059\u304b\u3089\u3002<\/p>\n<p>Brent Bracelin &#8212; Piper Sandler &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u7d20\u6674\u3089\u3057\u3044\u3002\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3001\u3064\u307e\u308a\u65b0\u3057\u3044\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u306e\u9818\u57df\u306b\u3064\u3044\u3066\u3001\u7c21\u5358\u306b\u30d5\u30a9\u30ed\u30fc\u30a2\u30c3\u30d7\u3057\u3066\u304a\u304d\u307e\u3059\u3002\u5148\u9031\u3001\u6d88\u8cbb\u8005\u5c0f\u58f2\u696d\u754c\u306eSnowflake\u306e\u304a\u5ba2\u69d8\u3068\u304a\u8a71\u3057\u305f\u306e\u3067\u3059\u304c\u3001Snowflake\u306e\u4e0a\u306b\u30c7\u30fc\u30bf\u30a2\u30d7\u30ea\u30b9\u30c8\u30a2\u3092\u69cb\u7bc9\u3059\u308b\u3068\u3044\u3046\u8a71\u3067\u3057\u305f\u3002\u660e\u3089\u304b\u306b\u3001\u305d\u308c\u306fStreamlit\u3068\u95a2\u9023\u3057\u3066\u3044\u308b\u3088\u3046\u306b\u805e\u3053\u3048\u307e\u3059\u3002<\/p>\n<p>\u3057\u304b\u3057\u3001Snowflake\u306e\u4e0a\u306b\u30a2\u30d7\u30ea\u30b9\u30c8\u30a2\u3092\u69cb\u7bc9\u3059\u308b\u3068\u3044\u3046\u30a2\u30a4\u30c7\u30a2\u306f\u3001\u30d3\u30b8\u30cd\u30b9\u306b\u304a\u3051\u308b\u65b0\u3057\u3044\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u30fb\u30ec\u30d0\u30fc\u3068\u3057\u3066\u3001\u3069\u306e\u7a0b\u5ea6\u666e\u53ca\u3057\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n<p>Christian Kleinerman\u6c0f &#8212; \u88fd\u54c1\u62c5\u5f53\u4e0a\u7d1a\u526f\u793e\u9577<\/p>\n<p>\u30c7\u30fc\u30bf\u5171\u6709\u3068\u6a5f\u80fd\u5171\u6709\u306b\u95a2\u3059\u308b\u4e00\u822c\u7684\u306a\u6a5f\u80fd\u306f\u3001\u5f53\u793e\u306e\u30de\u30fc\u30b1\u30c3\u30c8\u30d7\u30ec\u30a4\u30b9\u306e\u57fa\u76e4\u3068\u306a\u3063\u3066\u304a\u308a\u3001\u591a\u304f\u306e\u30b5\u30fc\u30c9\u30d1\u30fc\u30c6\u30a3\u306b\u3088\u3063\u3066\u3001\u30c7\u30fc\u30bf\u914d\u5e03\u3068\u30c7\u30fc\u30bf\u5546\u696d\u5316\u306e\u305f\u3081\u306e\u6280\u8853\u3068\u3057\u3066\u6d3b\u7528\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u5177\u4f53\u7684\u306a\u3053\u3068\u306f\u308f\u304b\u308a\u307e\u305b\u3093\u304c\u3001\u3053\u306e\u3088\u3046\u306a\u3053\u3068\u3092\u6307\u3057\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u3002<\/p>\n<p>Brent Bracelin &#8212; Piper Sandler &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u52a9\u304b\u308a\u307e\u3059\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u6b21\u306e\u8cea\u554f\u306f\u30b3\u30fc\u30a6\u30a7\u30f3\u306e\u30c7\u30ea\u30c3\u30af\u30fb\u30a6\u30c3\u30c9\u304b\u3089\u3067\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p>\u30c7\u30ea\u30c3\u30af\u30fb\u30a6\u30c3\u30c9 &#8212; \u30b3\u30fc\u30a6\u30a7\u30f3\u30fb\u30a2\u30f3\u30c9\u30fb\u30ab\u30f3\u30d1\u30cb\u30fc &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3084\u3042\u3001\u307f\u3093\u306a\u3002\u6700\u521d\u306e\u8cea\u554f\u3067\u3059\u3002\u7b2c1\u56db\u534a\u671f\u306b\u3001\u5782\u76f4\u7d71\u5408\u6226\u7565\u306b\u5411\u3051\u3066\u3088\u308a\u9032\u5316\u3059\u308b\u305f\u3081\u306b\u3001\u5e02\u5834\u53c2\u5165\u30c1\u30fc\u30e0\u306b\u5bfe\u3057\u3066\u3044\u304f\u3064\u304b\u306e\u8abf\u6574\u3092\u884c\u3063\u305f\u3068\u601d\u3044\u307e\u3059\u3002\u3069\u306e\u3088\u3046\u306a\u5909\u66f4\u3092\u884c\u3063\u305f\u306e\u304b\u3001\u307e\u305f\u7b2c1\u56db\u534a\u671f\u306e\u751f\u7523\u6027\u306b\u4f55\u3089\u304b\u306e\u5f71\u97ff\u304c\u3042\u3063\u305f\u306e\u304b\u3001\u3042\u308b\u3044\u306f\u7b2c1\u56db\u534a\u671f\u306e\u65b0\u898f\u30d6\u30c3\u30ad\u30f3\u30b0\u306e\u55b6\u696d\u751f\u7523\u6027\u306b\u3064\u3044\u3066\u3069\u3046\u611f\u3058\u3066\u3044\u308b\u306e\u304b\u3001\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>\u30de\u30a4\u30af\u30fb\u30b9\u30ab\u30eb\u30da\u30ea &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u30c7\u30ea\u30c3\u30af\uff1a\u5148\u307b\u3069\u7533\u3057\u4e0a\u3052\u305f\u3088\u3046\u306b\u3001\u7b2c1\u56db\u534a\u671f\u306f\u793e\u5185\u8a08\u753b\u901a\u308a\u306e\u58f2\u4e0a\u9ad8\u3092\u9054\u6210\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3057\u305f\u3002\u751f\u7523\u6027\u306f\u5fc5\u8981\u306a\u6c34\u6e96\u306b\u3042\u308a\u307e\u3059\u3002\u307e\u305f\u3001\u4e3b\u8981\u9867\u5ba2\u306b\u3064\u3044\u3066\u3001\u5730\u57df\u5225\u304b\u3089\u696d\u7a2e\u5225\u306b\u7126\u70b9\u3092\u7d5e\u3063\u305f\u3053\u3068\u3067\u3001\u65b0\u3057\u3044\u55b6\u696d\u30ea\u30fc\u30c0\u30fc\u306e\u3082\u3068\u306b\u79fb\u52d5\u3057\u305f\u9867\u5ba2\u3082\u591a\u304f\u3042\u308a\u307e\u3057\u305f\u3002\u3057\u304b\u3057\u3001\u591a\u304f\u306e\u5834\u5408\u3001\u62c5\u5f53\u8005\u81ea\u4f53\u306f\u5909\u308f\u308a\u307e\u305b\u3093\u3067\u3057\u305f\u3002<\/p>\n<p>\u3053\u308c\u306f\u3001\u307b\u307c1\u5e74\u524d\u304b\u3089\u8a71\u3057\u3066\u3044\u305f\u3053\u3068\u3067\u3059\u3002\u3053\u306e\u30b3\u30df\u30c3\u30b7\u30e7\u30f3\u30d7\u30e9\u30f3\u306e\u5e74\u304b\u3089\u5c55\u958b\u3059\u308b\u4e88\u5b9a\u3067\u3057\u305f\u3002<\/p>\n<p>Derrick Wood &#8212; Cowen and Company &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u7d20\u6674\u3089\u3057\u3044\u3002\u305d\u308c\u304b\u3089\u3001\u30de\u30a4\u30af\u3001\u9577\u671f\u30d5\u30ea\u30fc\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u30de\u30fc\u30b8\u30f3\u306e\u76ee\u6a19\u309215%\u304b\u308925%\u306b\u5f15\u304d\u4e0a\u3052\u307e\u3057\u305f\u306d\u3002\u3053\u308c\u306f\u304b\u306a\u308a\u5927\u304d\u306a\u30b8\u30e3\u30f3\u30d7\u3067\u3059\u3002\u524d\u63d0\u6761\u4ef6\u306e\u5927\u304d\u306a\u5909\u5316\u306b\u3064\u3044\u3066\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>Mike Scarpelli &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u6628\u5e74\u306f\u304a\u305d\u3089\u304f\u904e\u5ea6\u306b\u4fdd\u5b88\u7684\u3060\u3063\u305f\u3068\u601d\u3044\u307e\u3059\u3002\u3053\u306e\u56db\u534a\u671f\u306f43\uff05\u306e\u30d5\u30ea\u30fc\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u3092\u9054\u6210\u3057\u307e\u3057\u305f\u304c\u3001\u3053\u308c\u306f\u504f\u5411\u7684\u306a\u3082\u306e\u3067\u3059\u3002\u5148\u307b\u3069\u7533\u3057\u4e0a\u3052\u305f\u3088\u3046\u306b\u3001\u79c1\u305f\u3061\u306f\u6bce\u5e74\u30ec\u30d0\u30ec\u30c3\u30b8\u3092\u52b9\u304b\u305b\u7d9a\u3051\u308b\u3064\u3082\u308a\u3067\u3059\u3057\u3001\u9867\u5ba2\u304b\u3089\u73fe\u91d1\u3092\u56de\u53ce\u3059\u308b\u3053\u3068\u3082\u554f\u984c\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n<p>\u30c7\u30ea\u30c3\u30af\u30fb\u30a6\u30c3\u30c9 &#8212; \u30b3\u30fc\u30a6\u30a7\u30f3\u30fb\u30a2\u30f3\u30c9\u30fb\u30ab\u30f3\u30d1\u30cb\u30fc &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u4e86\u89e3\u3057\u307e\u3057\u305f\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>\u904b\u55b6\u62c5\u5f53\u8005<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u8cea\u554f\u306f\u30b7\u30c6\u30a3\u306e\u30bf\u30a4\u30e9\u30fc\u30fb\u30e9\u30c9\u30af\u304b\u3089\u3067\u3059\u3002\u3069\u3046\u305e\u3001\u304a\u9032\u307f\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>Tyler Radke &#8212; Citi &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u8cea\u554f\u3092\u304a\u53d7\u3051\u3044\u305f\u3060\u304d\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002EMEA\u3068\u6d77\u5916\u306b\u3064\u3044\u3066\u3001\u3053\u306e\u56db\u534a\u671f\u306b\u30de\u30af\u30ed\u7684\u306a\u30ce\u30a4\u30ba\u3067\u6e1b\u901f\u3057\u305f\u3053\u3068\u304c\u3042\u308c\u3070\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002\u305d\u308c\u304b\u3089\u3001\u898b\u901a\u3057\u3092\u660e\u78ba\u306b\u3057\u305f\u3044\u306e\u3067\u3059\u304c\u3001\u6d88\u8cbb\u7387\u306e\u4f4e\u4e0b\u3068\u3044\u3046\u70b9\u3067\u3001\u3042\u306a\u305f\u304c\u8a00\u53ca\u3057\u305f\u5927\u53e3\u9867\u5ba2\u4ee5\u5916\u306b\u3082\u60f3\u5b9a\u3057\u3066\u3044\u305f\u306e\u3067\u3057\u3087\u3046\u304b\u3001\u305d\u308c\u3068\u3082\u3053\u308c\u3089\u306e\u9867\u5ba2\u306e\u307f\u306b\u9650\u5b9a\u3057\u3066\u3044\u305f\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>\u30de\u30a4\u30af\u30fb\u30b9\u30ab\u30eb\u30da\u30ea &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u3053\u306e2\u9031\u9593\u534a\u3067\u7533\u3057\u4e0a\u3052\u305f\u3088\u3046\u306b\u3001\u65e5\u6b21\u30d9\u30fc\u30b9\u3067\u524d\u9031\u6bd4\u3067\u304b\u306a\u308a\u9ad8\u3044\u53ce\u76ca\u306e\u4f38\u3073\u3092\u8a18\u9332\u3057\u3066\u3044\u307e\u3059\u3002\u3064\u307e\u308a\u3001\u304a\u5ba2\u3055\u307e\u306f\u6d88\u8cbb\u91cf\u3092\u5897\u3084\u3057\u3066\u304a\u308a\u3001\u79c1\u305f\u3061\u306e\u4e88\u60f3\u901a\u308a\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002\u30e8\u30fc\u30ed\u30c3\u30d1\u3067\u306f\u82e5\u5e72\u306e\u5f31\u3055\u304c\u898b\u3089\u308c\u307e\u3059\u304c\u3001\u5fc5\u305a\u3057\u3082\u30de\u30af\u30ed\u306e\u305b\u3044\u306b\u3059\u308b\u3064\u3082\u308a\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u304a\u305d\u3089\u304f\u3001\u79c1\u305f\u3061\u306e\u5074\u3067\u3082\u5b9f\u884c\u3055\u308c\u3066\u3044\u308b\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n<p>\u30d5\u30e9\u30f3\u30af\u306f\u6700\u8fd1\u30e8\u30fc\u30ed\u30c3\u30d1\u3067\u591a\u304f\u306e\u6642\u9593\u3092\u904e\u3054\u3057\u3066\u3044\u307e\u3059\u3057\u3001\u79c1\u305f\u3061\u3082\u30af\u30ea\u30b9\u30fb\u30c7\u30b0\u30ca\u30f3\u3068\u540c\u3058\u3088\u3046\u306b\u30e8\u30fc\u30ed\u30c3\u30d1\u3067\u6d3b\u52d5\u3092\u7d9a\u3051\u3066\u3044\u304d\u307e\u3059\u3002APJ\u306f\u975e\u5e38\u306b\u597d\u8abf\u3067\u3059\u3002APJ\u306f\u975e\u5e38\u306b\u597d\u8abf\u306b\u63a8\u79fb\u3057\u3066\u3044\u307e\u3059\u3002\u305f\u3060\u3057\u3001\u898f\u6a21\u306f\u5c0f\u3055\u3044\u3067\u3059\u3002<\/p>\n<p>\u5317\u7c73\u306e\u4f01\u696d\u5411\u3051\u306f\u524d\u56db\u534a\u671f\u306b\u975e\u5e38\u306b\u597d\u8abf\u3067\u3057\u305f\u3057\u3001\u5317\u7c73\u306e\u30b3\u30de\u30fc\u30b7\u30e3\u30eb\u30d3\u30b8\u30cd\u30b9\u3082\u597d\u8abf\u3067\u3057\u305f\u3002<\/p>\n<p>Tyler Radke &#8212; Citi &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u7d20\u6674\u3089\u3057\u3044\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u8cea\u554f\u306f\u3001Stifel\u306eBrad Reback\u304b\u3089\u3067\u3059\u3002\u3069\u3046\u305e\u3001\u304a\u9032\u307f\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>Brad Reback &#8212; Stifel Financial Corp &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u7d20\u6674\u3089\u3057\u3044\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30de\u30a4\u30af\u3001\u3053\u306e\u96fb\u8a71\u306e\u5192\u982d\u3067\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3078\u306e\u65b0\u898f\u9867\u5ba2\u306e\u5c0e\u5165\u304c\u9806\u8abf\u306b\u9032\u3093\u3067\u3044\u308b\u3068\u3044\u3046\u304a\u8a71\u304c\u3042\u308a\u307e\u3057\u305f\u3002\u65b0\u898f\u9867\u5ba2\u304c\u8ecc\u9053\u306b\u4e57\u308b\u307e\u3067\u306b\u306f\u3001\u901a\u5e381\u5e74\u4ee5\u4e0a\u304b\u304b\u308b\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n<p>\u65b0\u898f\u9867\u5ba2\u306e\u4eca\u5f8c\u306e\u5897\u52a0\u7387\u306b\u3064\u3044\u3066\u3001\u904e\u53bb\u6570\u5e74\u9593\u306e\u63a8\u79fb\u3068\u6bd4\u8f03\u3057\u3066\u3069\u306e\u3088\u3046\u306b\u8003\u3048\u308b\u3079\u304d\u3067\u3057\u3087\u3046\u304b\uff1f\u307e\u305f\u3001\u3069\u306e\u3088\u3046\u306b\u30e2\u30c7\u30eb\u5316\u3055\u308c\u305f\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n<p>\u30de\u30a4\u30af\u30fb\u30b9\u30ab\u30eb\u30da\u30ea &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u6700\u3082\u5927\u304d\u306a\u5f71\u97ff\u3092\u4e0e\u3048\u308b\u306e\u306f\u3001\u5f53\u5e74\u5ea6\u306e\u65e2\u5b58\u9867\u5ba2\u306b\u3088\u308b\u53ce\u76ca\u3067\u3059\u30021\u5e74\u306e\u59cb\u307e\u308a\u306b\u306f\u3001\u53ce\u76ca\u306e\u304a\u3088\u305d94%\u304c\u65e2\u5b58\u306e\u304a\u5ba2\u69d8\u304b\u3089\u3082\u305f\u3089\u3055\u308c\u307e\u3059\u3002\u73fe\u5728\u7372\u5f97\u3057\u3066\u3044\u308b\u9867\u5ba2\u306f\u3001\u4eca\u5f8c\u3055\u3089\u306b\u5927\u304d\u306a\u5f71\u97ff\u3092\u4e0e\u3048\u308b\u3067\u3057\u3087\u3046\u3002\u307e\u305f\u3001\u65b0\u898f\u306e\u304a\u5ba2\u69d8\u3092\u7372\u5f97\u3059\u308b\u969b\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3078\u306e\u79fb\u884c\u306b\u6642\u9593\u304c\u304b\u304b\u308b\u305f\u3081\u3001\u5b9f\u969b\u306b\u7a3c\u50cd\u3059\u308b\u307e\u3067\u306b\u306f6\u30ab\u6708\u304b\u30899\u30ab\u6708\u304b\u304b\u308b\u3053\u3068\u304c\u5206\u304b\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u3064\u307e\u308a\u3001\u7b2c3\u56db\u534a\u671f\u3068\u7b2c4\u56db\u534a\u671f\u306b\u5951\u7d04\u3057\u305f\u9867\u5ba2\u304c\u3001\u7b2c2\u56db\u534a\u671f\u306b\u306f\u7a3c\u52d5\u3057\u59cb\u3081\u305f\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002<\/p>\n<p>Brad Reback &#8212; Stifel Financial Corp &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u7d20\u6674\u3089\u3057\u3044\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u8cea\u554f\u306f\u30af\u30ec\u30c7\u30a3\u30fb\u30b9\u30a4\u30b9\u306e\u30d5\u30a3\u30eb\u30fb\u30a6\u30a3\u30f3\u30b9\u30ed\u30fc\u304b\u3089\u3067\u3059\u3002\u7d9a\u3051\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>\u30d5\u30a3\u30eb\u30fb\u30a6\u30a3\u30f3\u30b9\u30ed\u30fc &#8212; \u30af\u30ec\u30c7\u30a3\u30fb\u30b9\u30a4\u30b9 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u79c1\u306e\u8cea\u554f\u306b\u304a\u7b54\u3048\u3044\u305f\u3060\u304d\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u524d\u56db\u534a\u671f\u306f\u3001Graviton\u30c1\u30c3\u30d7\u306e\u6d88\u8cbb\u3078\u306e\u5f71\u97ff\u306b\u6ce8\u76ee\u304c\u96c6\u307e\u3063\u3066\u3044\u307e\u3057\u305f\u3002\u3057\u304b\u3057\u3001\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u30fb\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u306b\u3064\u3044\u3066\u306f\u3001\u9867\u5ba2\u304c\u6c42\u3081\u3066\u3044\u305f\u5f37\u5316\u306e\u5206\u91ce\u3067\u3042\u308b\u3053\u3068\u3092\u3001\u79c1\u305f\u3061\u306f\u9867\u5ba2\u3068\u8a71\u3057\u5408\u3063\u3066\u304d\u307e\u3057\u305f\u3002<\/p>\n<p>\u4eca\u304a\u8a71\u306b\u51fa\u305f\u3088\u3046\u306a\u30de\u30a4\u30ca\u30b9\u306e\u5f71\u97ff\u306b\u3064\u3044\u3066\u3001\u3069\u306e\u3088\u3046\u306b\u304a\u8003\u3048\u3067\u3059\u304b\uff1f\u671f\u5f85\u3057\u3066\u3044\u308b\u3082\u306e\u3068\u540c\u3058\u3088\u3046\u306a\u3082\u306e\u3067\u3059\u304b\u3001\u305d\u308c\u3068\u3082\u9055\u3046\u3082\u306e\u3067\u3059\u304b\u3002\u307e\u305f\u3001\u305d\u306e\u88cf\u8fd4\u3057\u3068\u3057\u3066\u3001Snowflake\u3067\u3069\u3093\u306a\u7a2e\u985e\u306e\u65b0\u3057\u3044\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u3092\u5c0e\u5165\u3067\u304d\u308b\u306e\u304b\u3001\u304a\u5ba2\u69d8\u306e\u58f0\u306f\u3069\u3046\u3067\u3057\u3087\u3046\u304b\uff1f\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u306e\u30b9\u30b1\u30b8\u30e5\u30fc\u30ea\u30f3\u30b0\u3092\u5f37\u5316\u3057\u306a\u3051\u308c\u3070\u3001\u5fc5\u305a\u3057\u3082Snowflake\u306b\u79fb\u884c\u3059\u308b\u3053\u3068\u306b\u306a\u3089\u306a\u304b\u3063\u305f\u304b\u3082\u3057\u308c\u306a\u3044\u306e\u306b\u3001\u4f55\u304c\u53ef\u80fd\u306b\u306a\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>Mike Scarpelli &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u5009\u5eab\u30b9\u30b1\u30b8\u30e5\u30fc\u30ea\u30f3\u30b0\u30b5\u30fc\u30d3\u30b9\u306e\u5f71\u97ff\u306f\u3001\u79c1\u305f\u3061\u304c\u8a08\u753b\u3057\u305f\u3068\u304a\u308a\u306e\u3082\u306e\u3067\u3057\u305f\u3002\u5148\u307b\u3069\u7533\u3057\u4e0a\u3052\u305f\u3088\u3046\u306b\u30011\u6708\u672b\u306e\u6642\u70b9\u3067\u3059\u3067\u306b\u30ed\u30fc\u30eb\u30a2\u30a6\u30c8\u3057\u3066\u3044\u307e\u3057\u305f\u306e\u3067\u3001\u56db\u534a\u671f\u306b\u5f71\u97ff\u304c\u3042\u308a\u307e\u3057\u305f\u304c\u3001\u305d\u306e\u5f71\u97ff\u306f\u79c1\u305f\u3061\u304c\u4e88\u60f3\u3057\u3066\u3044\u305f\u901a\u308a\u3067\u3057\u305f\u3002\u65b0\u3057\u3044\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u306b\u3064\u3044\u3066\u306f\u3001\u30af\u30ea\u30b9\u30c1\u30e3\u30f3\u306b\u8a71\u3057\u3066\u3082\u3089\u3046\u3053\u3068\u306b\u3057\u307e\u3059\u3002<\/p>\n<p>Christian Kleinerman &#8212; \u88fd\u54c1\u62c5\u5f53\u4e0a\u7d1a\u526f\u793e\u9577<\/p>\n<p>\u306f\u3044\u3002\u591a\u304f\u306e\u304a\u5ba2\u69d8\u304b\u3089\u3001\u540c\u6642\u5b9f\u884c\u6027\u306e\u5411\u4e0a\u3084\u30ec\u30a4\u30c6\u30f3\u30b7\u30fc\u306e\u4f4e\u6e1b\u3092\u5b9f\u611f\u3057\u3066\u3044\u308b\u3068\u304a\u805e\u304d\u3057\u3066\u304a\u308a\u3001\u305d\u306e\u591a\u304f\u304c\u3001Snowflake\u306b\u8ffd\u52a0\u306e\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u3092\u5c0e\u5165\u3059\u308b\u610f\u5411\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u3053\u3046\u3057\u305f\u30d7\u30ed\u30bb\u30b9\u306b\u306f\u6642\u9593\u304c\u304b\u304b\u308a\u307e\u3059\u3002\u305d\u306e\u305f\u3081\u3001\u79fb\u884c\u304c\u5b8c\u4e86\u3057\u305f\u3068\u306f\u8a00\u3048\u307e\u305b\u3093\u304c\u3001\u3053\u308c\u3089\u306e\u65b0\u6a5f\u80fd\u3092\u6d3b\u7528\u3059\u308b\u610f\u5411\u306f\u3088\u304f\u8033\u306b\u3059\u308b\u8a71\u3067\u3059\u3002<\/p>\n<p>\u30de\u30a4\u30af\u30fb\u30b9\u30ab\u30eb\u30da\u30ea\uff08Mike Scarpelli\uff09\uff1a\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u3053\u308c\u3089\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u6539\u5584\u306b\u3064\u3044\u3066\u3001\u304a\u5ba2\u69d8\u304b\u3089\u306f\u597d\u610f\u7684\u306a\u5f71\u97ff\u3070\u304b\u308a\u304c\u5bc4\u305b\u3089\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>Phil Winslow &#8212; Credit Suisse &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u7d20\u6674\u3089\u3057\u3044\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u8cea\u554f\u306fBTIG\u306e\u30b0\u30ec\u30a4\u30fb\u30d1\u30a6\u30a8\u30eb\u304b\u3089\u3067\u3059\u3002\u7d9a\u3051\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>\u30b0\u30ec\u30a4\u30fb\u30d1\u30a6\u30a8\u30eb &#8212; BTIG &#8212; 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&#8212; 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&#8212; 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&#8212; BTIG &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u305d\u308c\u306f\u975e\u5e38\u306b\u7406\u306b\u304b\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u3068\u3066\u3082\u53c2\u8003\u306b\u306a\u308a\u307e\u3057\u305f\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n<p>\u904b\u55b6\u8005<\/p>\n<p>\u6b21\u306e\u8cea\u554f\u306f\u3001Canaccord\u306eDJ Hynes\u304b\u3089\u3067\u3059\u3002\u7d9a\u3051\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>DJ Hynes &#8212; Canaccord Genuity &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3069\u3046\u3082\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30de\u30a4\u30af\u30011\u3064\u3060\u3051\u304a\u9858\u3044\u3057\u307e\u3059\u3002\u3082\u3057\u3001\u6d88\u8cbb\u306e\u30ed\u30fc\u30eb\u30aa\u30fc\u30d0\u30fc\u304c\u5897\u3048\u308b\u3068\u3001\u66f4\u65b0\u6642\u306e\u62e1\u5927\u6a5f\u4f1a\u304c\u6e1b\u5c11\u3059\u308b\u3068\u601d\u3044\u307e\u3059\u304c\u3001\u305d\u306e\u5834\u5408\u3001\u55b6\u696d\u30b9\u30bf\u30c3\u30d5\u306e\u78ba\u4fdd\u306b\u3064\u3044\u3066\u3069\u306e\u3088\u3046\u306b\u304a\u8003\u3048\u3067\u3059\u304b\uff1f\u5831\u916c\u30e2\u30c7\u30eb\u3092\u8003\u3048\u308b\u3068\u3001\u8ca9\u58f2\u54e1\u306e\u5831\u916c\u3092\u5f97\u308b\u305f\u3081\u306b\u306f\u3001\u62e1\u5927\u3092\u63a8\u9032\u3059\u308b\u3053\u3068\u304c\u57fa\u790e\u306b\u306a\u308b\u3068\u601d\u308f\u308c\u307e\u3059\u3002\u305d\u306e\u3088\u3046\u306a\u3053\u3068\u3092\u5fc3\u914d\u3059\u308b\u5fc5\u8981\u306f\u306a\u3044\u306e\u3067\u3057\u3087\u3046\u304b\u3001\u305d\u308c\u3068\u3082\u3069\u306e\u3088\u3046\u306b\u5bfe\u51e6\u3059\u308b\u306e\u3067\u3057\u3087\u3046\u304b\u3002<\/p>\n<p>Mike Scarpelli &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\uff08CFO<\/p>\n<p>\u306f\u3044\u3002\u5ff5\u306e\u305f\u3081\u7533\u3057\u6dfb\u3048\u307e\u3059\u304c\u3001\u5f53\u793e\u306e\u304a\u5ba2\u69d8\u306f\u5951\u7d04\u671f\u9593\u5185\u306b\u5951\u7d04\u984d\u3092\u5341\u5206\u306b\u6d88\u8cbb\u3057\u3066\u3044\u307e\u3059\u3002\u5b9f\u969b\u30013\u5e74\u5951\u7d04\u30671\u5104\u30c9\u30eb\u3068\u3044\u3046\u5927\u53e3\u306e\u304a\u5ba2\u3055\u307e\u306b\u306f\u3001\u307e\u30602\u5e74\u76ee\u306e\u6bb5\u968e\u3067\u3059\u3067\u306b3\u5e74\u76ee\u306e\u8acb\u6c42\u66f8\u3092\u767a\u884c\u3057\u3066\u3044\u307e\u3059\u3002\u3068\u3044\u3046\u306e\u3082\u3001\u307b\u3068\u3093\u3069\u306e\u304a\u5ba2\u3055\u307e\u306f\u3053\u308c\u307e\u3067\u3082\u3001\u305d\u3057\u3066\u4eca\u3082\u305d\u3046\u3067\u3059\u304c\u3001\u5951\u7d04\u671f\u9593\u5185\u306b\u6d88\u8cbb\u3057\u3066\u3057\u307e\u3046\u304b\u3089\u3067\u3059\u3002<\/p>\n<p>\u4eca\u3001\u305d\u308c\u304c\u5909\u308f\u3063\u3066\u3044\u308b\u3068\u306f\u601d\u3048\u307e\u305b\u3093\u3002\u305f\u3060\u3072\u3068\u3064\u3060\u3051\u5909\u308f\u3063\u305f\u3053\u3068\u304c\u3042\u308b\u3068\u3059\u308c\u3070\u3001\u5f7c\u3089\u306f\u307e\u3060\u6210\u9577\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u6b74\u53f2\u7684\u306b\u307f\u3066\u6025\u6210\u9577\u3057\u3066\u304d\u305f\u4f01\u696d\u306e\u6210\u9577\u7387\u306f\u920d\u5316\u3057\u3066\u3044\u307e\u3059\u3002\u305d\u306e\u3088\u3046\u306a\u9867\u5ba2\u3068\u306e\u96fb\u8a71\u4f1a\u8b70\u3067\u540d\u524d\u3092\u51fa\u3059\u3064\u3082\u308a\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n<p>DJ Hynes &#8212; Canaccord Genuity &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u306f\u3044\u3001\u308f\u304b\u308a\u307e\u3057\u305f\u3002\u305d\u3046\u3067\u3059\u306d\u3001\u3053\u308c\u306f\u91cd\u8981\u306a\u8aac\u660e\u3067\u3059\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u6b21\u306e\u8cea\u554f\u306fSMBC\u306eSteve Koenig\u304b\u3089\u3067\u3059\u3002\u7d9a\u3051\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>\u30b9\u30c6\u30a3\u30fc\u30d6\u30fb\u30b1\u30fc\u30cb\u30c3\u30d2 &#8212; SMBC\u65e5\u8208\u8a3c\u5238 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u6642\u9593\u3092\u5272\u3044\u3066\u3044\u305f\u3060\u304d\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30de\u30a4\u30af\u306b1\u3064\u3060\u3051\u8cea\u554f\u3055\u305b\u3066\u304f\u3060\u3055\u3044\u3002\u3068\u3053\u308d\u3067\u3001\u3042\u306a\u305f\u65b9\u3092\u53d6\u6750\u3067\u304d\u308b\u3053\u3068\u3092\u3046\u308c\u3057\u304f\u601d\u3044\u307e\u3059\u30022022\u5e74\u5ea6\u306eNRR\u3068\u9867\u5ba21\u4eba\u5f53\u305f\u308a\u306e\u58f2\u4e0a\u9ad8\u306e\u52a0\u901f\u306f\u3001\u672c\u5f53\u306b\u76ee\u899a\u307e\u3057\u3044\u3082\u306e\u304c\u3042\u308a\u307e\u3057\u305f\u3002<\/p>\n<p>\u3053\u306e\u539f\u52d5\u529b\u3068\u306a\u3063\u305f\u8981\u56e0\u306b\u3064\u3044\u3066\u5c11\u3057\u304a\u805e\u304b\u305b\u304f\u3060\u3055\u3044\u3002\u307e\u305f\u3001\u5b9a\u6027\u7684\u306b\u306f\u3001\u4eca\u5f8c\u3053\u308c\u3089\u306e\u6307\u6a19\u306e\u30c8\u30ec\u30f3\u30c9\u306b\u3064\u3044\u3066\u3001\u77ed\u671f\u7684\u306a\u584a\u308a\u3084\u9577\u671f\u7684\u306a\u3082\u306e\u306a\u3069\u3001\u3069\u306e\u3088\u3046\u306b\u8003\u3048\u308b\u3079\u304d\u3067\u3057\u3087\u3046\u304b\uff1f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>\u30de\u30a4\u30af\u30fb\u30b9\u30ab\u30eb\u30da\u30ea &#8212; \u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>NRR\u306f\u3001\u5927\u53e3\u9867\u5ba2\u304c\u5f15\u304d\u7d9a\u304d\u6025\u6210\u9577\u3057\u3066\u3044\u308b\u3053\u3068\u306b\u52a0\u3048\u3001\u65b0\u898f\u9867\u5ba2\u3082\u5897\u3048\u3066\u304d\u3066\u3044\u308b\u3053\u3068\u304c\u5927\u304d\u306a\u8981\u56e0\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u904e\u53bb2\u5e74\u9593\u306e\u5b63\u7bc0\u7684\u306a\u50be\u5411\u3068\u3057\u3066\u3001\u79c1\u305f\u3061\u304c\u672c\u5f53\u306b\u91cd\u8996\u3057\u3066\u304d\u305f\u3053\u3068\u3067\u3001\u9867\u5ba2\u306e\u6570\u3067\u306f\u306a\u304f\u3001\u8cea\u306e\u9ad8\u3044\u9867\u5ba2\u3067\u3042\u308b\u3053\u3068\u304c\u7406\u7531\u3067\u3059\u3002\u3053\u306e\u3088\u3046\u306b\u3001Snowflake\u306e\u5229\u7528\u3092\u62e1\u5927\u3059\u308b2\u5e74\u9593\u306e\u30b3\u30db\u30fc\u30c8\u306b\u306f\u3001\u591a\u304f\u306e\u5927\u53e3\u9867\u5ba2\u304c\u542b\u307e\u308c\u3066\u3044\u307e\u3059\u3002\u4ee5\u524d\u306b\u3082\u7533\u3057\u4e0a\u3052\u307e\u3057\u305f\u304c\u3001\u7d14\u53ce\u76ca\u7dad\u6301\u7387\u304c\u3053\u306e\u307e\u307e\u975e\u5e38\u306b\u9ad8\u3044\u6c34\u6e96\u3067\u63a8\u79fb\u3059\u308b\u3068\u306f\u601d\u3063\u3066\u3044\u307e\u305b\u3093\u3002<\/p>\n<p>\u6642\u9593\u304c\u7d4c\u3066\u3070\u4e0b\u304c\u308b\u3068\u601d\u3044\u307e\u3059\u3002\u6642\u9593\u304c\u7d4c\u3066\u3070\u5f90\u3005\u306b\u4e0b\u304c\u3063\u3066\u3044\u304f\u3067\u3057\u3087\u3046\u304c\u3001\u5897\u3048\u308b\u3068\u306f\u601d\u3063\u3066\u3044\u307e\u305b\u3093\u3057\u3001\u524d\u56db\u534a\u671f\u306b\u3082\u305d\u306e\u3053\u3068\u3092\u7533\u3057\u4e0a\u3052\u307e\u3057\u305f\u3002\u3057\u304b\u3057\u3001130\uff05\u3092\u306f\u308b\u304b\u306b\u8d85\u3048\u308b\u6c34\u6e96\u3067\u305a\u3063\u3068\u63a8\u79fb\u3059\u308b\u3053\u3068\u306b\u306a\u308b\u3067\u3057\u3087\u3046\u3002<\/p>\n<p>\u30b9\u30c6\u30a3\u30fc\u30d6\u30fb\u30b1\u30fc\u30cb\u30c3\u30d2 &#8212; SMBC\u65e5\u8208\u8a3c\u5238 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u4e86\u89e3\u3057\u307e\u3057\u305f\u3002\u7d20\u6674\u3089\u3057\u3044\u3002\u3067\u306f\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>&nbsp;<\/p>\n<p>\u4ee5\u4e0a\u3067\u3059\u3002\u4ed6\u306e\u7ffb\u8a33\u5e0c\u671b\u304c\u3042\u308c\u3070\u3054\u9023\u7d61\u3044\u305f\u3060\u3051\u308c\u3070\u691c\u8a0e\u3044\u305f\u3057\u307e\u3059\u3002<\/p>\n<p>\uff0a\u8aa4\u8a33\u306a\u3069\u304c\u3042\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3067\u306e\u53c2\u8003\u7a0b\u5ea6\u306b\u3057\u3066\u3044\u305f\u3060\u304d\u6295\u8cc7\u306f\u81ea\u5df1\u5224\u65ad\u3067\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p>\u30d6\u30ed\u30b0\u904b\u55b6\u306e\u52b1\u307f\u306b\u306a\u308a\u307e\u3059\u306e\u3067\u3001\u304a\u624b\u6570\u3067\u3059\u304c\u3001\u5fdc\u63f4\u306e\uff11\u65e5\uff11\u30af\u30ea\u30c3\u30af\u3092\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u81f4\u3057\u307e\u3059\u3002<\/p>\n<p>\u2193\u2193\uff1c\u5fdc\u63f4\u30af\u30ea\u30c3\u30af\u304a\u9858\u3044\u3057\u307e\u3059\uff1e<\/p>\n<p><a href=\"https:\/\/stock.blogmura.com\/ranking\/in?p_cid=11122923\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/b.blogmura.com\/stock\/88_31.gif\" alt=\"\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751 \u682a\u30d6\u30ed\u30b0\u3078\" width=\"88\" height=\"31\" border=\"0\"><\/a><br \/>\n<a href=\"https:\/\/stock.blogmura.com\/ranking\/in?p_cid=11122923\" target=\"_blank\" rel=\"noopener\">\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a><\/p>\n<p><a href=\"https:\/\/stock.blogmura.com\/stockinfo\/ranking\/in?p_cid=11122923\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/b.blogmura.com\/stock\/stockinfo\/88_31.gif\" alt=\"\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751 \u682a\u30d6\u30ed\u30b0 \u682a\u5f0f\u6295\u8cc7\u60c5\u5831\u3078\" width=\"88\" height=\"31\" border=\"0\"><\/a><br \/>\n<a href=\"https:\/\/stock.blogmura.com\/stockinfo\/ranking\/in?p_cid=11122923\" target=\"_blank\" rel=\"noopener\">\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a><\/p>\n<p><a href=\"https:\/\/stock.blogmura.com\/americastock\/ranking\/in?p_cid=11122923\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/b.blogmura.com\/stock\/americastock\/88_31.gif\" alt=\"\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751 \u682a\u30d6\u30ed\u30b0 \u7c73\u56fd\u682a\u3078\" width=\"88\" height=\"31\" border=\"0\"><\/a><br \/>\n<a href=\"https:\/\/stock.blogmura.com\/americastock\/ranking\/in?p_cid=11122923\" target=\"_blank\" rel=\"noopener\">\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a><\/p>\n<p><a href=\"https:\/\/stock.blogmura.com\/tenbagger\/ranking\/in?p_cid=11122923\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/b.blogmura.com\/stock\/tenbagger\/88_31.gif\" alt=\"\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751 \u682a\u30d6\u30ed\u30b0 \u30c6\u30f3\u30d0\u30ac\u30fc\u3078\" width=\"88\" height=\"31\" border=\"0\"><\/a><br \/>\n<a href=\"https:\/\/stock.blogmura.com\/tenbagger\/ranking\/in?p_cid=11122923\" target=\"_blank\" rel=\"noopener\">\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u30b9\u30ce\u30fc\u30d5\u30ec\u30fc\u30af (SNOW)2023\u5e74\u7b2c1\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u306e\u65e5\u672c\u8a9e\u8a33\u3067\u3059\u3002 EPS\u3068\u30ac\u30a4\u30c0\u30f3\u30b9\u3092\u30df\u30b9\u3057\u3066\u30d7\u30ec\u30de\u30fc\u30b1\u30c3\u30c8\u3067\u306f\u3072\u3069\u304f\u58f2\u3089\u308c\u3066\u307e\u3059\u3002\u9ad8\u6210\u9577\u3067\u671f\u5f85\u3055\u308c\u3066\u3044\u305f\u5206\u5916\u3059\u3068\u53b3\u3057\u3044\u3067\u3059\u306d\u3002 \u4eca\u306e\u72b6\u6cc1\u3067EPS\u30df\u30b9\u306f\u8a31\u3055\u308c\u306a\u3044 &#8230; <\/p>\n","protected":false},"author":1,"featured_media":215,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[72],"tags":[],"class_list":{"0":"post-1611","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-72"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>\u3010\u7ffb\u8a33\u3011\u30b9\u30ce\u30fc\u30d5\u30ec\u30fc\u30af (SNOW)2023\u5e74\u7b2c1\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a &#8211; \u682a\u5f0f\u6295\u8cc7\u30921up\u3059\u308b\u30d6\u30ed\u30b0<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/1up-life.blog\/?p=1611\" \/>\n<meta property=\"og:locale\" content=\"ja_JP\" \/>\n<meta property=\"og:type\" content=\"article\" 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