Strictly Business: CrowdStrike, MongoDB, and SentinelOne Pre-Earnings Thoughts
Some things I'll be watching for.
Below are some key metrics and narratives I’ll be watching during CrowdStrike (August 30), MongoDB (August 31), and SentinelOne’s (August 31) upcoming reports. Any revenue or guide estimates are based on historical performance. Narrative updates can include continuation of recent trends or management confirmation a past timeline is still on track. In all cases I want to stay flexible with what management presents while also holding it accountable to past statements. Good luck to all holders.