Tim Beyers
speaker
1,508 appearances
10 recordings
1 series
first heard Oct 2025
last heard 2 Feb
Tim Beyers’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 10 in all, peaking in Nov 2025 with 3.
Appearances
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.
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.
Showing 401–420 of 1,508 · page 21 of 76
← Previous
Next →