SentinelOne Updates: SentinelOne 1Q24 Execution Issues & Fundamentals Review Summary * S posted an unexpected poor 1Q24 result, with growth decelerated further
OKTA Okta Deep Dive Refresh (Pt.3) & 1Q24 Update Click the link to access the Google sheet supporting this report'
open-source Themes: Open-Core And Long-Term Alpha (Pt.1) Summary * In this first part of the report, we'll explore
CRWD Part 3: CRWD Update - Revisiting The Strategy And Competition With MSFT & S Summary * In Part 1 we discussed XDR. In Part 2 we discussed