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.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 10 in all, peaking in Nov 2025 with 3.

newest first · ▶ plays the moment

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.

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

And the results were pretty good.

Product revenue growth, 29%.

Comes in at $1.16 billion.

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

That's big.

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