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.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 6 in all, peaking in Jan 2026 with 2.

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This is a very legit company and doing a lot of things right.

The funny thing about analysts, even sometimes near-term expectations are out of whack.

The further you go, it's more like trying to land a parachute into a tin cup down to ground level.

I take no faith in the numbers.

The companies will change a lot.

I think cybersecurity is going to continue to be a very important field.

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.

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