Sanmeet Deo

speaker

295 appearances 5 recordings 1 series first heard Oct 2025 last heard 12 Apr

Sanmeet Deo’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 5 in all, peaking in Apr 2026 with 1.

Appearances

newest first · ▶ plays the moment

Motley Fool Hidden Gems Investing · It's the Big Tech Earnings Game! AAPL, META, MSFT · 26 Jan 2026 podcast

I think they could be a beat, but no raise.

That CapEx spending is just going to continue to tamp down on that.

Motley Fool Hidden Gems Investing · Profitability Predictions and Paramount Punches Back · 8 Dec 2025 podcast

sounds like a very strong quarter in terms of, you know, their current revenue growth and their business fundamentals, you know, cybersecurity, you know, there's a few major players that I think, you know, are, are, are really ramping up and, and it's a very important industry that's very much needed.

And I don't think it's going to ever be a winner takes all kind of areas.

So, so would like to, would like to see, I can't anticipate them,

Generating profits soon because it's just an area where they have to invest in their business and continue to grow, continue to scale, continue to provide value to their customers.

So profits may come much later down the road.

Yeah, this is a classic case of fantastic business, tough stock.

Because the business fundamentals just continue to improve quarter after quarter.

They're continuing to announce strategic partnerships.

Their pipeline is growing with RPO.

It's surged 37%.

So, their business fundamentally... And they also signed a deal with Anthropic to create a software layer to their data, warehousing, storage, all that.

So fundamentally, this business just continues to perform and execute.

But it's a very high-valuation stock.

Because it's a very high-valuation stock, they recently in the quarter reported some slowing guidance for revenue for the next quarter.

That doesn't look so favorably when you have such a high-value stock that isn't executing to perfection.

Not too concerned, because as a business, this company is performing phenomenally.

I'm going to agree with Rick.

I think Sentinel-1 will get there faster.

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