Tim Beyers

Profits?

Who needs profits?

You're listening to Motley Fool Money.

Welcome, Fools!

I'm your host, Tim Beyers, and with me are two of my teammates, Rick Munarriz, whom I've served with on Rule Breakers for over 20 years now, and longtime Fool, Sammy Deo, who's with me allocating capital in the Supernova Odyssey portfolio.

That's been fun and frantic.

Hopefully, you're both fully caffeinated because we got some spicy earnings to get to.

Today, we're going to be talking about fiscal Q3 2026 earnings from SentinelOne, ticker S, and from Snowflake, ticker SNOW, and predicting which of these two will reach GAAP profitability first, and ideally, when.

We're going to make some reckless predictions here, and we want your reckless predictions too.

Leave them in the comments below.

We're also going to provide a Critics' Choice view of the Netflix Warner Brothers Discovery deal, which got a little bit spicier this morning as we are recording this.

But let's start with earnings.

So, Rick Sandmeat, I'm going to give you some quick overviews on the Sentinel-1 earnings.

There was some good stuff here.

There was some strong growth.

Annual recurring revenue up 23% year-over-year to $1.05 billion.

This is a company, remember, that competes directly with CrowdStrike.

It is CrowdStrike's most direct competitor.

They make endpoint security, meaning your device, your iPhones, your computers, they protect those things.

And they do it with some AI here.