Growth And Profitability ChallengesHighlight the difficulties of striking the right balance between growth and profitability and believe it may take SentinelOne more than two years to achieve scale in the model based on current reinvestment levels in the business.
Revenue Growth DecelerationWhile management’s narrative centers around revenue growth reacceleration, the guidance calls for continued deceleration, from 40% in 1Q, followed by 33%, 28% and 26% in 2Q, 3Q and 4Q, respectively.
Sales Leadership And Win RatesChecks and reseller survey results through end of June were incrementally negative, largely driven by disruptions from changes in the sales leadership and declining win rates.