We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
SentinelOne, Inc.
Information Technology · Systems Software
AI-native endpoint pure-play, #2 to $CRWD in modern EDR/XDR. Singularity platform expanded from endpoint into identity (Attivo), cloud workload, and a Snowflake-backed security data lake - repositioning $S as the cheaper consolidation alternative to $CRWD + $PANW.
Purple AI agent is the GenAI tip; valuation reflects sub-$CRWD growth + persistent GAAP losses.
- ~30% NRR cohort + platform attach (identity + cloud + data) lifting ARPU off pure endpoint
- Lenovo OEM bundle distributes agent on shipped PCs - structural seat tailwind
- MSSP channel mix (~30% of ARR) defends mid-market vs $CRWD enterprise focus
- Trades ~5x NTM sales vs $CRWD ~18x - re-rate optionality if FCF inflects
- $CRWD July 2024 outage drove documented displacement wins
- $CRWD lead in Falcon platform + Charlotte AI keeps share gap structural
- Microsoft Defender bundled into E5 compresses net-new SMB/mid-market
- GAAP operating margin still deeply negative; cash burn against $CRWD GAAP-profitable
- Stock-based comp ~40% of revenue dilutes per-share economics
- Identity (Attivo) + data lake bets unproven as revenue legs vs $OKTA, $S1H, $SNOW-native
No key levels recorded for this ticker.