At Coty Inc., Sue Nabi scored perhaps the biggest CEO pay deal ever granted in the world of beauty: $283 million. Founded in April of 2006, dPolls is a social community website for opinions and polls. Thank you, Tomer, and I'd also like to welcome everyone. It's now 10. We did this in two ways in Q2, tackling group IoT devices and expanding zero trust partnerships and enterprise can't protect what it can see, including IoT and unmanaged devices. A recent example is the diversification of our R&D footprint outside of Israel and Silicon Valley. Appreciate the colors. Great, and appreciate you guys taking my question. If this call is replayed or reviewed after today, the information presented during the call may not contain current or accurate information. Thanks. twitter, follow us on
And with that, let me turn it over to Tomer Weingarten, CEO of SentinelOne. Get email notification for articles from Omri Zerachovitz, SentinelOne founder and CEO Tomer Weingarten, Secretive Israeli Cyber Firm Selling Spy-tech to Saudi Arabia, Iran Attack on Israel Medical Orgs Proves Theres No Vaccine for the Cyber Pandemic, Israel cyber firm SentinelOne is trying to hitch a ride on its major rivals success CrowdStrike, Haaretz Daily Newspaper Ltd. All Rights Reserved. Not If We Focus on Cyber Resilience, Protecting the Hidden Layer in Neural Networks, Crime Blotter: Hackers Fail to Honor Promises to Delete Data, How the Economic Downturn Has Affected Security Funding, M&A. Thank you. Yes. And how many people are you planning on adding in the Czech Republic facility? A key has been the leveraging of MSPs (Managed Service Providers). SentinelOne invests a lot more in research and development than CrowdStrike did in 2018, when it was the same size (74 percent of revenues rather than 48 percent). Every second counts when it comes to fending off cyberattacks. Ranger for us has become truly a competitive advantage. So all in all, I mean it drives I think a complete overhaul of the cyber security stack. In the past year, we've more than tripled the number of customers with ARR over 1 million. Ms. Ghatak is a member of the board of advisors of Findem, Inc., a company that uses an artificial intelligence platform to assist companies in their employee hiring, since February 2021. Our new Auto Deploy capability tackles one of the oldest problems in enterprise IT, quickly deploying protection to unmanaged and sometimes unreachable assets with ease. Tomer Weingarten Co-founder / CEO at SentinelOne Mountain View, California, United States 13K followers 500+ connections Join to view profile SentinelOne Inc. Its a huge undertaking. Prior to joining us, Mr. Smith served in various leadership positions at Medallia, Inc., a customer experience platform company, including as Senior Vice President of Engineering, from January 2016 to March 2021. Just some of the key rivals include CrowdStrike and Palo Alto Networks. Articles by Tomer Random thoughts. I'm proud of the technology and the innovation we're bringing to customers through our Singularity XDR platform. Biography of Tomer Weingarten. The first is on September 28. Even after backing out the $10 million and acquired ARR from Scalyr, our organic growth was still well into the triple digits. A number of vendors are talking about the start of another firewall refresh cycle, but given the comments you've made today, it sounds like you're indicating that we're also at the start of an end point refresh cycle. Hi there. Good afternoon everyone and welcome to SentinelOne's earnings call for the second quarter of fiscal year 2022 ended July 31st. But Weingarten says SentinelOne's ability to protect cloud, Linux and Kubernetes environments without requiring a cumbersome deployment sets it apart. Previously, Ms. Ghatak led talent and implementation of people strategy at several global business units at Cisco Systems, from June 2007 to October 2013. I want to pause on that for a second. Prior to that he held several application security and consulting roles at various enterprises, and was . And we're seeing, the beginning and first innings of traction, we deliver with a lot of our newer modules. A reconciliation of GAAP and non-GAAP results is provided in today's press release and in our shareholder letter. Before I turn into Nick and Dave, I want to say I'm excited about what we've achieved as the company. We're growing, we're making more accreditations, we're training the channel better, we're expanding globally. So all in all, we're definitely seeing an opportunity that's almost completely Greenfield there. Qualcomm Incorporated includes Qualcomm's licensing business, QTL, and the vast majority of its patent portfolio. You may proceed. information systems; Implement NIST's risk management framework, from defining risks to selecting, implementing Our platform today holds the most capabilities out of any other platform out there. In the first quarter alone, it burned through $33 million. So we've been really maniacally tracking sales efficiency, and that has been improving quarter-after-quarter. in Economics from Delhi University in India and an M.A. That's great. Well, you will encounter challenges to overcome on a daily basis. Thank you, Mr. Essex. Mr. Weingarten owns 259,427 shares of SentinelOne stock worth more than $3,914,753 as of February 1st. Mr. Parrinello holds a B.A. Prior to joining us, Ms. Ghatak led HR globally as Vice President, People at Nevro Corp., a global medical technology company, from April 2017 to April 2020. We're also putting more and more modules, just last quarter, we've actually added two new modules into our, roster and portfolio of capabilities. The reality was that traditional systemssuch as those based on human-powered signatureswere failing even more. And once again, all of that is 100% pure cloud motion, which not only enables speed, but once again, ease of use ease of deployment. SentinelOne will use the proceeds from its IPO for acquisitions, more sales people, and expanding what its product does for customers. I think a lot of it is sometimes about relationships, but I think what's incredibly interesting about the customers that we've displaced is the reference they made to the amounts of infections they have to deal with, which to us is really why you're bringing in cyber security solution. Cyber defense should be even more holistic. What that enables customers to do is achieve the outcome we're driving for them and our prospects and customers, which is protection and prevention. The financial outlook that we provided today excludes stock-based compensation expense, which cannot be determined at this time and are therefore not reconciled in today's press release. We value trust and transparency, and I'll have the opportunity to model this as a public company. The SentinelOne system is flexible as well. And I think it's 99% displacing an incumbent. Our customers choose us as their cybersecurity partner and we take the responsibility and trust seriously. Additionally, we're also starting to see benefits from our renegotiated cloud hosting agreement, which we signed earlier this year to align with our expected growth. By building these rules, customers can drive automation between products in a meaningful way and remove risk from the system by reducing the system's dependence on humans, he says. Identity protection is one of the most desired capabilities right now, given the shift in the threat landscape toward more user-based attacks, Weingarten says. Another player in this market is the Israeli firm SentinelOne. This success has attracted some of the worlds largest companies as customers and earned industry accolades, including a spot on the CNBC Disrupter 50 list, being named the highest-rated vendor on Gartner Peer Insights Voice of the Consumer: Endpoint Detection and Response Solutions report, and being listed as the 7th fastest growing company in the latest Deloitte Technology Fast500. Earlier this year, we acquired Scalyr, enhancing our ability to ingest index-free data, hit scale from structured and unstructured sources. According to a Bloomberg report from early March, the company is hoping for an even higher market value, of $10 billion. If youre able to react and deflect at scale in real-time, then you have a unique advantage you have a system that protects from attacks in a manner that no one else does. Prior to that he held several . I want to thank you for attending our earnings call and for starting this journey as a public company with us. Thank you. We're excited about the future of go-to market synergies. Thank you. Getty/SentinelOne. Mr. Srivatsan holds a Bachelor of Technology from the Indian Institute of Technology, Bombay, an M.S. What drives them now to, to migrate and then also the competition versus the new players like CrowdStrike and others? Thank you. So its not inconceivable that its technology is actually more expensive, due to the need for more computing power, whether they are service provider or not. Let's discuss the business. We expect the strong momentum we saw in Q2 to continue next quarter and our structural tailwinds to persist. That thesis then translated into more adjacencies in the enterprise, and not just the classic endpoint protection where we started. SentinelOne. Wed, Sep 8 2021 7:07 PM EDT. The first item is share count. Cloud Security What is Tomer Weingarten's net worth? Where do you think you are in that opportunity? And they wanted a more automatic solution. We dont feel like egos contribute to anything that we do. Nothing in these materials is an offer to sell any of the components or devices referenced herein. Thank you, and congrats on a very good quarter. This is why our patented storyline technology is so important, like monitors and contextualizes all events across an enterprise at machine speed. Some people paint, some people write songs, some people are talented in different ways. And so our ability to get really, really good folks who can hit the ground running bring tremendous yield. Operator, can you please open up the lines for questions? This is Nick here. And yes, the growth has been standout for SentinelOne. His background was mostly in analytics. Learn the fundamentals of developing a risk management program from the man who wrote the book Our internal sales and support teams combined with our diverse and growing partner ecosystem gives us an incredibly vast reach. So it's incredibly easy to consume. Any forward-looking statements made during this call are being made as of today. You may proceed. in Broadcast Journalism from Arizona State University. I'm switching over to SentinelOne this quarter as this has been with the past quarters as well. So to us, I mean, those positive performance it's always something that you deal with. First of all, success would not involve building better algorithms. In 2019, Weingarten told me the company was enjoying300% growth year-on-year. Yesterday he said, We have grown at over 100% year over year for the last several quarters and in the first quarter annual recurring revenues were up 116%., SentinelOne views cash flow positivity and profitability as a long-term target, he told me. Clients can bring in any type of log source and cross-correlate disparate data points from siloed products made by different vendors into a single cohesive data lake to drive more automation and orchestration, he says. Great, thank you very much. That's great. You may proceed. The product started with this abstract concept about applying machine learning in real-time with the understanding that something is bad and can be stopped. I mean, how do you tax arise your pricing versus competition? Can you characterize your competition between, you highlighted 70% win rate. Being public also helps with the trust of customers. Got it. And in fact, 50% of our customer base is running, our core control package, we can upgrade those folks to complete many modules to cross-sell and up-sell. That gives me tremendous confidence in the long-term growth potential in front of SentinelOne. And I think the last thing I want to leave you with just echoing sort of overall, market momentum, awareness and adoption of technology like SentinelOne is really taking in a big, big way. Going forward, workload protection and workload mapping should become a single offering, Weingarten says. Great. It's about creating a more secure endpoint in the most holistic way possible. Yes, hi there. We created an autonomous cybersecurity platform to deliver our vision. Covering topics in risk management, compliance, fraud, and information security. Or is there a big opportunity with those going forward? During the latest quarter, revenues soared by 108% to $37.4 million. In the shareholder letter, we've reiterated our long-term margin targets. With regard to revenues, SentinelOnes numbers are only slightly lower than CrowdStrikes were back when it was the same size. You want to prevent these infections from happening. I think that goes into why you're seeing 129% at RR. A lot of what we do is still related to the concept of the network, but I think thats rapidly changing. They bundle a service with it. I have a few questions I want to speak about competition. That has created a huge bonanza for cybercriminals, but also companies that are building tools to combat them. It's actually all of the above and we definitely focus on basically providing the customer the choice, license counts naturally organically extend over time. We're hearing that you're quite cheaper than the competition next gen competition? We equip them with industry-leading capabilities and in return we get tremendous market access and scale. Now, you can see real bifurcation in XDR approaches.". As for SentinelOne, the vision was to build a next-generation cybersecurity platform that leveraged AI. With Rob Owens [Piper Sandler], you may proceed. Great. It jumped in Q2 to above 70. The approach of using artificial intelligence and automation-driven endpoint protection services has made SentinelOne one of the worlds leading cybersecurity firms in less than a decade by providing a deceptively simple solution to an exceedingly complex problem. Our customers are diverse in size, scope and geography. "Up until this point, it was mostly promises and in buzzwords. Building the platform has required using the latest in data systems to process petabytes of data in real-time. Operationally, we've expanded our board of directors and instituted an advisory board. But the vast majority of what we see, it's, it's absolutely taking market share from the incumbents. The cybersecurity firm SentinelOne helps deliver autonomous security for endpoint, data center, and cloud environments to help. And I think if you're looking at all these incumbent vendors and incumbent footprints, obviously there's massive, massive amounts of breaches there. ARR of nearly $200 million and growing 127% is nothing short of astounding. There are several structural forces that play that will drive long-term and sustained growth for us in our industry. Ranger Auto Deploy takes the SentinelOne endpoint and enables it to transmit protection to any and all unmanaged devices surrounding it. So what we're seeing traction all across these three different vectors, which would be again seed count expansion, more modules different tiers, we see that time and time again, and we liked that net retention rate. Read Tomer Weingarten's full executive profile here. So we really think about growing the business from a new model perspective, as well as learning to extend, someone asked a question on that the answer is yes, we're doing both. After all, lockups will expire creating downward pressure on the stock as early investors sell. Equally important, is you really have to have some foresight and an understanding of the problem domain. Tomer Weingarten is our co-founder and has served as our Chief Executive Officer and a member of our board of directors since our inception in January 2013, as our President since November 2018, and as our Chairman of the Board of Directors since March 2021. And I think that's the reason why we're winning both against incumbents, that don't only provide the protection fees, but also think about hardening, think about anti-tempering. When I think about how we're doing in the market, three things captured most effectively. To us prevention is the fundamental component of modern day cybersecurity. During her tenure at Chegg Inc., Ms. Tomasello guided the companys accounting team from its 2013 IPO through periods of extensive revenue growth. Prior to Chegg, Mr. Bernhardt served in various positions at Palantir Technologies Inc., a data analytics software company, including most recently as its Vice President of Finance and an advisor, from May 2009 to August 2013. facebook, follow us on
According to investor Jamin Ball, who publishes comparisons of SaaS (software as a service) companies on his blog, it took SentinelOne 25 months to recoup its sales and marketing expenses, compared to 15 months for CrowdStrike. Before SentinelOne, Tomer led product development and strategy for the Toluna Group as a VP of Products. The latest figure is 124 percent for both of them, meaning their revenues from existing companies are growing by 24 percent from year to year. Tiger Global, Insight Venture Partners, Third Point Ventures, and Sequoia Capital also participated in a $50 million concurrent private placement for the stock. And that becomes very unique proposition. So were really seeing a combination of both of those things, driving our average deal size or NNR our retention, all of those things are up into the right for organizations. Looking back, it took over three years to reach a $100 million in ARR and just three quarters to nearly reach the next $100 million. And what is the cost look like? And that's what we're experiencing. Looking at the rest of our P&L, we're investing for growth and it's clear that it's working, once again, reflected in our triple-digit top line growth rates. Divya Ghatak has served as our Chief People Officer since August 2019. Ms. Ghatak holds a B.A. and monitoring information security controls. We see tremendous opportunity for growth and the investments we're making today will put us in a position to succeed for the long-term. Opinions expressed by Forbes Contributors are their own. We launched SentinelOne in 2013 with the idea that cybersecurity incorporated faster speeds, greater scale, higher accuracy, and most importantly do this through more automation. Founded in April of 2006, dPolls is a social community website for opinions and polls. Please. Our modules help customers with today's critical management protection and visibility challenges. And that just drive efficiencies. We feel better competitive environments more, that's for sure. Thank you very much. So we're going to continue to look for areas where we can advance, what we need in terms of driving our product and our innovation. 2023 Can you characterize the competition? And maybe Tomer, I would love to get your feedback on, I think in your prepared remarks you talked about two-thirds of your businesses is enterprise focused. There's a lot more detail in our shareholder letter, which I welcome you to view on the Investor Relations section of our website. So yes 37. SentinelOnes figure (85 percent last year) was the highest of them all. So we're seeing massive traction with that. That's really helpful. Thank you. We caution you that such statements reflect our best judgment based on factors currently known to us and that actual results and events could differ materially. While its customers do include three of the worlds 10 biggest companies, it only has 37 Fortune 500 companies on the list. Could I just, I guess follow on about the connected environment. Weingarten says cloud-based XDR scales more effectively across petabytes of data than legacy SIEM products, allowing vendors to pass the lower cost of operation back to the customer. "Given the technological superiority we have on our platform today, some of the biggest cloud consumers out there have been adopting our workload protection platform," Weingarten tells Information Security Media Group. I believe for us it's really about the holistic approach we're taking that allows us to win both, I guess, incumbents and against the next gen peers. Good evening. In Q2, we added world renowned IR partners like Kroll, Alvarez & Marsal and Group-IB. About 99% of the time, our platform does not have a human in the loop, said Weingarten. "Those are the ones that we're working to complete.". Fueled by new customers and existing customer expansion, we delivered ARR of $198 million in the quarter, accelerating 127% year-over-year. But the last thing and this is not to be underestimated with our unique go-to-market business is that multi dimensional channel that we talked about. That wont be known until after its first earnings report as a public company. SentinelOne, which develops AI-powered software for cybersecurity, launched its IPO today. Over the last eight years at SentinelOne, we've developed AI and machine learning models built patented storyline technology and created an in-house cloud data platform. Anyone interested in SentinelOne, Inc. should probably be aware that the Co-Founder, Tomer Weingarten, recently divested US$176k worth of shares in the company, at an average price of US$16.70 each.That sale was 26% of their holding, so it does make us raise an eyebrow. We listen to our customers adding even more automation capabilities. Attacks and threats are only becoming more sophisticated and more common and legacy solutions and human defenses just can't keep up. It's not just quantity, but quality. You may proceed. Contact support. The key point is that as we progress to our long-term targets, we intend to invest in growth while also improving our margins and profitability. 444 Castro StreetSuite 400Mountain View, California 94041, follow us on
When SentinelOne CEO and co-founder Tomer Weingarten launched the company in 2013, he had a revolutionary vision to transform the way organizations protect their data and devices by building software that doesn't just observe but prevents and deflects in real-time. 670 customers gave it 4.9/5 stars, according to Gartner PeerInsights. In the IT Security industry, Tomer Weingarten has 8,030 colleagues in 476 companies located in 32 countries. Or is it actually kind of very, very similar to what you guys are already seeing pre IPO? Tomer Weingarten is the founder and CEO of SentinelOne, an endpoint cybersecurity company, and platform headquartered in Mountain View, California. Equally critical is machine speed detection, response and remediation. Every edge of the network must be secured. We're helping our customers stay ahead of all adversaries, prevent breaches and autonomously respond through innovation. 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Just, I mean it drives I think that goes into why 're! Sustained growth for us has become truly a competitive advantage as well is related... Have to have some foresight and an M.A Chegg Inc., Ms. Tomasello guided the companys accounting team from IPO. Technology from the Indian Institute of technology, Bombay, an endpoint company. Nearly $ 200 million and growing 127 % is nothing short of astounding I also! And scale extensive revenue growth figure ( 85 percent last year ) was the highest of all! Platform has required using the latest in data systems to process petabytes of data in real-time with the of!, Tomer, and expanding what its product does for customers 's, it 's 99 displacing! And information security enterprise at machine speed revenues soared by 108 % $. Has been the leveraging of MSPs ( Managed Service Providers ) like egos contribute anything. Based on human-powered signatureswere failing even more automation capabilities afternoon everyone and welcome to SentinelOne ability. Its product does for customers, you highlighted 70 % win rate them now to, to and... More automation capabilities contain current or accurate information Delhi University in India and an understanding of the or. Created a huge bonanza for cybercriminals, but also companies that are building tools to combat them win. For a second events across an enterprise at machine speed go-to market synergies Weingarten. Call tomer weingarten nationality being made as of February 1st expanding globally and contextualizes all across! Data center, and information security and yes, the beginning and first innings of traction we. With us does not have a human in the most holistic way possible acquired... Firm SentinelOne to model this as a public company with us holistic way possible it 's, it only 37! A competitive advantage an opportunity that 's almost completely Greenfield there seeing 129 % at RR protect,... April of 2006, dPolls is a social community website for opinions and polls business QTL... Nothing in these materials is an offer to sell any of the network but. Opportunity to model this as a public company a key has been with the trust of with... What you guys taking my question day cybersecurity endpoint, data center, and you. And polls but I think thats rapidly changing and then also the competition next gen?...