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Industry Focus

Tech: Cybersecurity + AI = SentinelOne

Industry Focus

The Motley Fool

Interview, Money, Consumergoods, Business, Businessnews, Ceo, Technology, Investing, Stocks, Energy, Fool, Financial, Economy, Healthcare, News, Banking, Motley, Tech, Business News, Investments

4.6854 Ratings

🗓️ 11 June 2021

⏱️ 32 minutes

🧾️ Download transcript

Summary

We break down the prospectus from soon-to-be-public cybersecurity company SentinelOne. The company uses AI for endpoint security, aiming to protect enterprise clients and prevent massive breaches.In the show, we explain what they do, where they stand in the industry, and how they stack up to competitor Crowdstrike.

Stocks: S, CRWD

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Transcript

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0:00.0

Welcome to Industry Focus. The Podcast that dives into a different sector of the stock market each day.

0:11.0

I'm your host Emily Flippin. I'm Jason Moser. I'm Nick Seyple. I'm Dylan Lewis. And today

0:16.0

we're talking financials. Today we're talking consumer goods. Wild Card Wednesday.

0:20.4

And we're talking energy. And today we're talking tech. Let's dive in.

0:25.0

It's Friday June 11th and we're talking about Sentinel 1.

0:30.0

I'm your host, Dylan Lewis and I'm joined by Fool dot com's super sloppy

0:33.9

soldier of scouring surprisingly succinct S1's Brian Paroldi. Brian how you doing

0:39.2

Dylan happy Friday to you how are you feeling today I'm'm feeling great and I got to say it's nice to be doing the show with you again. You know like

0:46.6

listeners may have noticed there was there was a little gap there where you know I did some shows with Anand then it was really fun to bring his framework and his criteria in, but I always love talking about companies with you.

0:55.0

But for folks, I might say, you know, oh, Brian and Dylan haven't talked a little while.

0:59.0

Not true. We briefly got to see each other in person which was absolutely delightful and I will

1:03.8

make that trade any day. Yeah last week I got to do a fun little tour of the

1:08.2

East Coast that I usually do every year haven't been able to do that for two years for obvious reasons but yes as

1:15.3

part of that I did get to go out to lunch with you as part of that so yeah awesome as

1:19.4

you in person. Super fun and you know it was it was the first time I think I've seen a fool in person in like a year and a half and so to be able to sit outside and grab lunch with you was just such a treat after doing all this stuff over Zoom back on Zoom today, but you know what?

1:34.1

It's okay.

1:34.8

We're gonna have fun.

1:35.5

We're gonna talk about another S1.

1:38.0

They just keep rolling in Brian,

1:39.6

and this one is gonna sound a little familiar to Fools that follow the cybersecurity and

1:46.3

Cloud Space.

1:47.8

The company name is Sentinel One, and it looks an awful lot like a company that we have talked about and appears in some full services,

...

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