-
Fortinet Inc. (FTNT)
-
Palo Alto Networks Inc. (PANW)
-
SentinelOne Inc. Class A (S)
-
CrowdStrike Holdings Inc. (CRWD)
Q: SentinelOne continues to make me regret not putting all of my cybersecurity dollars into CRWD. It lowered guidance slightly last night and looks to be punished on an otherwise UP day to the tune of 12+ %. Can you comment on the quarter, the longer term and potential for a bounce back? Guidance was lowered but is the market overreacting? How does S typically bounce back from an earnings miss and would you expect a penalty box situation here or a fairly quick forgive and forget situation?