Tim Beyers

Really appreciate having you on the show today.

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Thank you for tuning in to Motley Fool Money.

Our engineer, as always, is the incomparable Dan Boyd.

Our producer is Anand Chakrabarty.

For Jason Hall, Travis Hoyum, I am your host, Tim Byers.

Thank you again for tuning in to Motley Fool Money.

See you again tomorrow, Fools.

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.