Rick Munarriz
speaker
529 appearances
6 recordings
1 series
first heard Oct 2025
last heard 24 Feb
Rick Munarriz’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 6 in all, peaking in Jan 2026 with 2.
Appearances
And I did cheat, I did look at it up.
Analysts don't see this happening for Sentinel once until 2032.
which is a long time for that to happen.
But I think investors will forgive that because as long as you're making growth and you're generating healthy free cash flow, which they are, I think everything will work out just fine for Sentinel and investors.
I like the growth.
Again, investments in AI have to scare you away about profitability specifically, but these are heavy investments now for payoff long into the future.
But I think it's the right move.
You're seeing that growth is impressive.
The fact that it's so much our business model makes me excited in the fact that I see this company
is, yes, Sandeep mentioned growth may be slowing, and understandably so, but they have the cows in there.
They are a leader in this whole data mining thing.
I do think that this is a company that will continue.
As far as profitability goes, I also cheated.
2031 is when analysts see it turning profitable on a GAAP basis.
Again,
Five, six years from now, it's a very long wait for investors.
But I do think that, especially with Snowflake, which has even stronger free cash flow and a stronger free cash flow margin than SentinelOne, I do think that it's positioned well.
And yeah, again, the company has not been the best of stocks sometimes, but I do think that it's a very important company that's not very well understood and not very even well known.
It's not a household name.
You don't go and see mainstream investors say Snowflake and they just looking out the window saying for Snowfall.
Showing 301–320 of 529 · page 16 of 27
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