SentinelOne: Scale Is Needed To Avoid Irrelevance
SSentinelOne(S) Seeking Alpha·2024-06-30 22:56

da-kuk After a fairly disastrous late 2022 and early 2022, where growth fell off a cliff, SentinelOne's (NYSE:S) business has demonstrated some resilience in recent quarters. SentinelOne's losses remain fairly large though, and a surge in hiring will likely dampen future margin improvements. More importantly, competition in cybersecurity is heating up, as larger players try and drive consolidation to support growth in a soft demand environment. SentinelOne's lack of scale could make achieving decent margins ...