Can SentinelOne challenge CrowdStrike?
really interesting, I am not really looking at US stocks but this one is good. We have a bit of the same thing, OVH.
Excellent write up as usual, Sentinel One is a super interesting business
Thanks, :) People dismiss it because it plays "second fiddle" to CrowdStrike. But that view is too simplistic.
I tend to agree Ray
Great write-up, thanks. What do you think is the reason Crowdstrike is able to maintain similar or even higher growth rates than SentinelOne despite being much larger?
First mover advantage is powerful, look at AWS. Their offering is just more comprehensive, as they have had more time to develop it.
really interesting, I am not really looking at US stocks but this one is good. We have a bit of the same thing, OVH.
Excellent write up as usual, Sentinel One is a super interesting business
Thanks, :) People dismiss it because it plays "second fiddle" to CrowdStrike. But that view is too simplistic.
I tend to agree Ray
Great write-up, thanks. What do you think is the reason Crowdstrike is able to maintain similar or even higher growth rates than SentinelOne despite being much larger?
First mover advantage is powerful, look at AWS. Their offering is just more comprehensive, as they have had more time to develop it.