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SentinelOne

Updates - SentinelOne 3Q23

Summary * Even amid deteriorating macro conditions, S’ business is proving highly scalable from a front-end deployment perspective and a back-end data processing perspective. * This enables S to rapidly amass customers and also enables enterprise customers to quickly ramp up their usage of SentinelOne. * Management have factored in cautiousness to their guidance but the outlook is still largely positive. * Margins continue to improve and management have offered provisional guidance for FCF
17 min read 20 Dec 2022
PANW
14 min read 24 Nov 2022

Updates - Palo Alto Networks 1Q23

Summary * Despite marginal signs of macro headwinds, PANW remains resilient, delivering a great balance of growth and cash flow. * Management have acknowledged toughening conditions but have increased their guidance – signaling they feel confident competing in a deteriorating economic climate. * We do a usual strategy recap – breaking down the business and

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