Rick Munarriz

And Sentinel-1, they are improving.

This last quarter, notwithstanding, as far as margin front, I do think Sentinel-1 will actually get there faster, sooner than Snowflake.

But I think both companies will get there eventually.

But I don't think investors are going to punish them.

But again, against what I read, I'm going with Sentinel-1.

All right, Samir?

Yeah.

So, a very interesting development on that front.

But as far as Netflix, I think I'm going to give it, can I give it two thumbs up?

I forget if two thumbs up was what Cisco and Ebert both had there.

I have two hands.

I can give it two thumbs up.

To me, it's a smart deal.

They have the largest installed base of premium subscribers, $302 million at the start of this year.

Netflix no longer reports their subscribers, but revenue is still growing, so you know the business is still growing.

Warner Brothers Discovery was about a third of that.

So, I do think that this is a business that

Netflix will be able to take these properties, the properties they keep, and make them stronger and find new outlets for them.

I don't think they're going to get rid of the HBO, HBO Max.

They'll just never name it terribly like HBO Max did with the Max name.