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Q: Hi 5i, and would welcome your review of the recent Quarterly results from SentinelOne, and whether you would consider it as a buy/ hold/ or sell. Do you see any red flags or concerns with the future business prospects or in achieving their march to eventual profitability, and the merits as a long-term hold and any competitive advantage that they may hold in the cybersecurity space. Thanks kindly.
Read Answer Asked by Michael on December 07, 2023
Q: Hi 5i, and would welcome your review of the recent Quarterly results from SentinelOne, and whether you would consider it as a buy/ hold/ or sell. Do you see any red flags or concerns with the future business prospects or in achieving their march to eventual profitability, and the merits as a long-term hold and any competitive advantage that they may hold in the cybersecurity space. Thanks kindly.
Read Answer Asked by Michael on September 08, 2023
Q: I am missing something from your recent commentary on SentinelOne earnings. My take from the summary of their published earnings and prospects for '24 is that they took a huge hit in non GAAP operating earnings margins, which are expected to decline further though more modestly in '24, as well as a major reduction in growth rates in comparison to their growth rate for '23. Is this correct? The price hit for their equity is substantial.
Read Answer Asked by Mike on June 09, 2023
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