High-Conviction Beats from SNOW, IQ, and INTU | Now Live on SS&C Eze

Hi everyone,

This week’s edition comes with two important updates.

First, we’re thrilled to announce a major platform integration that significantly expands access to our predictive insights. Second, we take a closer look at how our EPS model evolves over time using Snowflake (SNOW) as a case study ahead of its earnings release. Finally, as always, we bring you a breakdown of our top EPS beat and miss probabilities for the week, based on daily-updated predictions across 4,000+ public companies.

Let’s dive in.

Platform Announcement: Now Live on SS&C Eze

We’re excited to share that Cmind’s predictive analytics are now available directly within the SS&C Eze OMS/EMS platform, serving over 1,900 buy-side asset managers globally.

Users can now access our proprietary, daily-updated EPS predictions natively within the SS&C ecosystem. The platform’s open interop framework means users can seamlessly combine Cmind with other third-party apps on the platform—offering a more holistic view of portfolio performance and predictive edge.

🔗 Read more about the announcement

Inside the Model: A Closer Look at Snowflake (SNOW)

Our EPS prediction model continuously evolves—integrating new data points daily from earnings call transcripts, 10-Q filings, market signals, and macroeconomic trends. Snowflake Inc. (NASDAQ: SNOW) offers a compelling example of this adaptive approach.

Snowflake is set to report earnings on May 21, 2025, with consensus expectations pegged at $0.21 EPS. Our model currently assigns a 61% probability of a beat, based on recent updates from the company’s financial disclosures and market positioning.

Why it matters: Analysts are split. Some cite strong product expansion and international demand, while others flag increasing competition and tighter cloud infrastructure budgets. Our system weighs those qualitative signals alongside quantitative trends, and will continue updating through the earnings date.

Weekly Earnings Prediction Breakdown

This is a lighter earnings week, with just 59 companies scheduled to report. While overall volume is down compared to peak earnings weeks, we continue to see a wide distribution across sectors and market caps—offering selective opportunities for signal-driven positioning.

Small caps dominate the list again, accounting for over 60% of the total reports, including the majority of both likely beats and likely misses. Mid caps follow with a meaningful presence, while large caps, though fewer in number, anchor some of the higher-confidence signals—especially in Information Technology.

Prediction Quality and Confidence