On the Move up #builthwells #highstreet
#Filmmaker
#Documentary
#hildstill2023
#Carnival

8/ Moat & Competition

➡️Exhibits leading product efficacy but lacks commercial presence
➡️Highly scalable SaaS architecture
➡️3 largest legacy vendors (Symantec, McAfee, Trend Micro) have given up 8-9% of market in 3 yrs
➡️Management seeing 'high win rates with stable pricing'

The Fund was boosted by continued Rand weakness in May, as escalating power cuts heading into winter, deteriorating relations with the US over Russia & poor macroeconomic data coming out of China put pressure on the currency. The Fund returned 7.74%: ow.ly/YatU50OLVlY

Happy Juneteenth!  “You can’t separate peace from freedom because no one can be at peace unless he has freedom” – Malcolm X #Juneteenth2022 #ExpertiseBuiltIn #HighstreetIT

Very much enjoyed a #highstreet out & about trip to Leamington Spa with The Vacant Shops Academy and a catch up with Royal Leamington Spa BID friends. Much - apart from attractive views, calm green spaces & historic buildings - to capture #placemaking attention…! Well worth a visit #LoveLeam

Prescot Town
#picturingprescot #prescot #knowsley #theatretown #streetphotography #architecture #paving #bricks #highstreet
PINION Prescot IMAGINARIUM Theatre ScouseScene Beautiful Liverpool City Region Love Prescot Prescot Town Centre Historic England SaveTheHighStreet.org

#family #fathersday
ahteestore.com/products/ett15…

They are sooo cute... 🤩

مستثمر العملة الرقمية بيتكوين #highstreet شكلك اتخليت عن

ATINYs which one will you choose? All 8 versions are now available in-store
#ATEEZ
#ATEEZ _OUTLAW
#ATINY
#KPOP
#NewMusic Friday
#NewMusic
#HighStreet

Taking a long here on $HIGH / USDT. Also showing the high timeframe (1D) so you can see we are sitting right on this trendline (green).

#CryptoTrading #Futures #ByBit #Perpetual #HIGH #Highstreet #ETH #Ethereum #DayTrading

Pʜɪʟ Pɪɴᴅᴇʀ Richard Shorney Completely Retail Graham Soult FIPM 💯 agree - and a major reason why with The Vacant Shops Academy we’re trying to encourage #highstreet places - whether that be council(s) or BID where there is one - to take that role alongside agents and landlords. Graham Soult FIPM is demonstrating how much difference it can make…! #indiehour

1/ Here is our recap of the #SentinelOne 2023 Q1 earnings call, highlighting the most important takeaways.

Let’s dive in!👇

3/ The Key Figures

Missed expectations on growth but beat on profitability. Stock down 35% after management changed methodology for calculating ARR (discussed later).

➡️Rev: $133m (+70% y/y) miss
➡️ARR: $564m (+75% y/y) miss
➡️adj. EPS: $0.15 beat
➡️Gross margin: 68% beat

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4/ ARR Change

➡️ARR took a 5% ($27m) hit after management excluded usage-based consumption from ARR calculations
➡️ARR was previously boosted when companies were spending
➡️However, companies are now sticking to data usage limits
➡️ARR should now be better-aligned with revenue

7/ Outlook

2023 Q2:
➡️Revenue: $141m (38% growth)
➡️Non-GAAP gross margin: 74.5%
➡️Non-GAAP operating margin: -36%

FY 2023:
➡️Revenue: $490m-$600m (41% growth)
➡️Non-GAAP gross margin: 74-75%
➡️Non-GAAP operating margin: -36% to -25%

🇺🇸 Happy Flag Day! Today, we honor the symbol of our nation and all it represents. Let's celebrate the freedom, unity, and strength that make our country great. Wishing you a day filled with pride and patriotism! 🎉 #FlagDay #ProudToBeAnAmerican #UnitedWeStand

View… #HighStreet #Glasgow

5/ Profitability

Continues to make improvements due to scale, data efficiencies and customer adoption.

Positives:
➡️GAAP gross profit margin increased from 65% to 68%
➡️Operating expenses increased at a slower rate than revenue
Negatives:
➡️SBC still very high (41% of revenue)

👨‍👧‍👦 Happy Father's Day to all the amazing dads out there! Your guidance, love, and laughter fill our lives with endless joy. Today, we celebrate the superheroes who make us smile. Enjoy your special day, dads! 🎉 #FathersDay #DadLove #SuperDad #FamilyTime #DadOfTheYear

6/ Customers

Continue to add customers at an impressive rate, with strong momentum across mid-market enterprises.

➡️Total customers grew 43% to 10,680
➡️Customers with >$100k ARR grew 61%
➡️Added a new Fortune 10 client (now have 5/10)
➡️NRR remains 125%+