In this episode of Motley Fool Money, Tim Beyers, Rick Munarriz, and Sanmeet Deo analyze the fiscal Q3 2026 earnings of SentinelOne (S) and Snowflake (SNOW), debating which company will achieve GAAP profitability first, with analysts predicting 2032 for SentinelOne and 2031 for Snowflake, though the panel leans towards SentinelOne reaching profitability sooner. They then shift to a "Critics' Choice" segment, discussing Netflix's proposed acquisition of Warner Bros. Discovery (WBD) for $72 billion in cash and stock, including taking on $10 billion in debt, weighing the strategic benefits against the financial burden, and react to Paramount/Skydance's hostile bid for Warner Bros Discovery. The episode concludes with a preview of the next show, which will further explore the Netflix strategy and provide insights on evaluating mega-mergers.
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