Here are the quick & dirty highlights from the earnings release.

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​Hopefully CrowdStrike's numbers, as SentinelOne's direct competitor in XDR, provide some additional context. CrowdStrike's market cap is $26.58B compared to SentinelOne at $4.03B.

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Now, back to $S. Here's what they had to say about the weakening SMB environment and how their MSSP GTM is softening the blow:

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And here's some color about the flywheel consisting of MSSPs and Incident Response Providers:

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And finally, below is the guidance for FY23 Q4 and full-year FY23, which were both in-line with analyst expectations:

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From a 10,000 ft view this was a solid quarter from SentinelOne. Beat on revenue and EPS, guided in-line, and had positive commentary on the SMB and MSSP side, which I was looking for specifically.

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After I review the earnings call I plan to do a more in-depth dive into a comparison between SentinelOne and Crowdstrike - specifically how SentinelOne's growth compares to CrowdStrike's when they were the same size.