Tal Liani
BofA Securities, Research Division
Pleased to welcome. It’s a stock I recently upgraded. So I’m always happy. Well, let’s say the other way, it’s awkward when I just downgraded and host companies. It’s better to upgrade and then host companies. So I’m very happy to host Tomer and Sonalee to speak about SentinelOne.
And I want to start before we do, like I do in any other session, I want to start with 30 seconds of our views. The space is great. When you think about cybersecurity and you think about endpoint as a domain, not as a solution, as a domain and where you can grow from an endpoint there are really only 2 companies at the high end of technology, and it’s CrowdStrike and SentinelOne. And the difference is scale. But at the end of the day, what you’re seeing today, what we’ve seen last quarter and that’s the reason why we upgraded is because you see the signs of growth. You see that the company is translating all these efforts to go into new areas, into numbers. It’s tangible now and margins are going to grow also.
So this is why we thought the timing is right. And I took advantage of the fact that stock went down, and I said today is a great entry point because in my view, I hate to say I’m sure because I’m never sure. But in my view, as we progress through the year, you will see more growth and more margins. And at the end of the day, the space is good. If
