Tim Beyers
👤 PersonAppearances Over Time
Podcast Appearances
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%.
And the GAAP net loss margin was negative 23%.
So give me your take here.
How do you look at this quarter and Sentinel-1 overall?
Rick, let me get your take here, and I'll give you this.
This is another of those companies that issues a lot of stock-based compensation equivalent to 29% of revenue during the quarter.
That worth it?
Not worth it?
What do you think about this company?
All right, let's pivot to Snowflake here.
So, similar story.
This is an unprofitable company that has absolutely throttled the market year-to-date, Sandmeet.