Tal Liani
BofA Securities, Analysis Division
Happy to welcome. It is a inventory I not too long ago upgraded. So I am at all times completely happy. Properly, for example the opposite manner, it is awkward once I simply downgraded and host firms. It is higher to improve after which host firms. So I am very completely happy to host Tomer and Sonalee to talk about SentinelOne.
And I need to begin earlier than we do, like I do in another session, I need to begin with 30 seconds of our views. The house is nice. When you concentrate on cybersecurity and you concentrate on endpoint as a website, not as an answer, as a website and the place you may develop from an endpoint there are actually solely 2 firms on the excessive finish of know-how, and it is CrowdStrike and SentinelOne. And the distinction is scale. However on the finish of the day, what you are seeing in the present day, what we have seen final quarter and that is the rationale why we upgraded is since you see the indicators of development. You see that the corporate is translating all these efforts to enter new areas, into numbers. It is tangible now and margins are going to develop additionally.
So for this reason we thought the timing is true. And I took benefit of the truth that inventory went down, and I stated in the present day is a superb entry level as a result of for my part, I hate to say I am certain as a result of I am by no means certain. However for my part, as we progress by means of the 12 months, you will note extra development and extra margins. And on the finish of the day, the house is sweet. If
