Motley Fool Money Profitability Predictions and Paramount Punches Back
11 snips
Dec 8, 2025 
Joining the discussion are Rick Munarriz, a seasoned analyst known for his insights on tech and media stocks, and Sanmeet Deo, a portfolio strategist with a keen eye for market trends. They dive into the competitive race between SentinelOne and Snowflake, debating which company will hit GAAP profitability first. The duo also critiques the recent Netflix-Warner Bros deal and Paramount's aggressive counteroffer, analyzing potential impacts on the media landscape. Expect intriguing predictions and insightful analyses from these expert guests.
AI Snips
Chapters
Transcript
Episode notes
SentinelOne Growth With Big GAAP Losses
- SentinelOne showed strong ARR growth and improving non-GAAP margins while still reporting large GAAP losses.
- The company balances heavy stock-based comp with improving cash flow, making GAAP profitability years away.
Snowflake's Strong Growth And AI Push
- Snowflake reported 29% product revenue growth and growing remaining performance obligations.
- Their investments in AI and large backlog support long-term strength despite high valuation risk.
Predict Which Reaches Profitability First
- Expect both SentinelOne and Snowflake to eventually reach GAAP profitability but with long timelines.
- Favor SentinelOne to reach GAAP profitability sooner due to faster margin improvements and cybersecurity demand.