Menu
Sign In Search Podcasts Charts People & Topics Add Podcast API Blog Pricing

Tim Beyers

๐Ÿ‘ค Speaker
1405 total appearances

Appearances Over Time

Podcast Appearances

Motley Fool Money
Profitability Predictions and Paramount Punches Back

And the GAAP net loss margin was negative 23%.

Motley Fool Money
Profitability Predictions and Paramount Punches Back

So give me your take here.

Motley Fool Money
Profitability Predictions and Paramount Punches Back

How do you look at this quarter and Sentinel-1 overall?

Motley Fool Money
Profitability Predictions and Paramount Punches Back

Rick, let me get your take here, and I'll give you this.

Motley Fool Money
Profitability Predictions and Paramount Punches Back

This is another of those companies that issues a lot of stock-based compensation equivalent to 29% of revenue during the quarter.

Motley Fool Money
Profitability Predictions and Paramount Punches Back

That worth it?

Motley Fool Money
Profitability Predictions and Paramount Punches Back

Not worth it?

Motley Fool Money
Profitability Predictions and Paramount Punches Back

What do you think about this company?

Motley Fool Money
Profitability Predictions and Paramount Punches Back

All right, let's pivot to Snowflake here.

Motley Fool Money
Profitability Predictions and Paramount Punches Back

So, similar story.

Motley Fool Money
Profitability Predictions and Paramount Punches Back

This is an unprofitable company that has absolutely throttled the market year-to-date, Sandmeet.

Motley Fool Money
Profitability Predictions and Paramount Punches Back

Stock is up, beating the market by over 66% so far this year.

Motley Fool Money
Profitability Predictions and Paramount Punches Back

And the results were pretty good.

Motley Fool Money
Profitability Predictions and Paramount Punches Back

Product revenue growth, 29%.

Motley Fool Money
Profitability Predictions and Paramount Punches Back

Comes in at $1.16 billion.

Motley Fool Money
Profitability Predictions and Paramount Punches Back

The remaining performance obligations, if you don't know what that is, think of it as backlog, $7.88 billion.

Motley Fool Money
Profitability Predictions and Paramount Punches Back

That's big.

Motley Fool Money
Profitability Predictions and Paramount Punches Back

That was up over 37%.

Motley Fool Money
Profitability Predictions and Paramount Punches Back

And the non-GAAP operating margin did expand by 450 basis points year over year and reached 11%.

Motley Fool Money
Profitability Predictions and Paramount Punches Back

Give me your take here, and then I'll bring in some other stats here.