Tim Beyers

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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.

Non-gap operating margins were decent, 7%.

It was a 1200 basis point improvement.

The non-GAAP net income margin was 10%.

So that was up 1,000 basis points.

So some good stuff here.

Revenue up 23% to $258.9 million.

And emerging products, mostly AI products, now account for 50% of quarterly bookings.

But the GAAP losses are big, Sandmeat.

GAAP operating margin for the quarter was negative 28%.