What we think about SentinelOne (S)
Sentinel sells AI-structured XDR services to enterprises.
If these words are foreign to you, let’s translate some of the jargon.
It used to be that protecting your digital gadgets was the name of the game, called “endpoint security”. But with the remote-work environment and the comings and goings of connected gadgets into a company from the outside, and from the inside to the outside, it’s not enough anymore to merely protect the gadget itself. The context in which the gadget lives—its environment—can offer the cyber-detective much-needed clues about any potential lurking malfeasance. This evolution from endpoint to extended endpoint is known as XDR.
But securing the gadget itself is not enough, because the cloud environment—whether it’s AWS, Google Cloud, or Azure— has vulnerabilities that need to be secured:
“Cloud services offer organizations scalability that isn’t possible with on-premise infrastructure as well as a boost to efficiency; however, the shift also comes with unique considerations when it comes to security. Outside the scope of your typical cybersecurity practices, cloud computing requires organizations to secure containers, virtual machines, serverless workloads and Kubernetes whether the cloud is public, private, or a hybrid of both.”
Sentinel has emphasized that it sees protecting cloud surfaces as 4x-10x the market size of just the endpoint (gadgets) themselves.
SentinelOne also works to protect vulnerabilities having to do with identity (IDR), making sure the proper people are given the proper access in the proper contexts.
Together, these three security offerings are packaged into its product Singularity XDR, which is visible to Sentinel clients as one fully integrated data analytics engine. Investors in Datadog (Nasdaq: DDOG) might be familiar with the advantage of having a single pane of glass—one main terminal to monitor, rather than hundreds scattered all over the place.