NAND Insider Newsletter: March 10, 2025

Newsletter

Every week NAND Research puts out a newsletter for our industry customers taking a look at what’s driving the week, and what happened last week that caught our attention. Below is a excerpt from this week’s, March 10, 2025.

Research Note: CyberArk/SentinelOne Partnership

Deal

CyberArk and SentinelOne have formed a strategic partnership to integrate CyberArk’s Endpoint Privilege Manager (EPM) with SentinelOne’s Singularity XDR platform.
The collaboration enhances endpoint security by combining privilege management with advanced threat detection and response capabilities.

Research Note: Lenovo & SentinelOne Collaborate on Endpoint Security

Abstract image representing cybersecurity

Lenovo and SentinelOne announced a multi-year collaboration to integrate AI-powered endpoint security into millions of Lenovo devices. The partnership will embed SentinelOne’s Singularity Platform and Purple AI into Lenovo’s new PC shipments, offering advanced autonomous protection against evolving cyber threats.

Research Note: SentinelOne Purple AI Updates

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At the 2024 RSA Conference, SentinelOne announced a significant leap in this ongoing battle with recent enhancements to its Singularity platform, specifically through the capabilities of Purple AI—advancements that see artificial intelligence play a more proactive and autonomous role in protecting digital assets.

Quick Take: SentinelOne Acquires PingSafe, Expands Unified Security Offerings

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SentinelOne, a leader in AI-driven security, announced its pending acquisition of PingSafe, an emergent player in the Cloud Native Application Protection Platform (CNAPP) space, for an undisclosed amount.

The acquisition will allow SentinelOne to extend its cloud workload and data security offerings with PingSafe’s CNAPP technology to offer an integrated platform for comprehensive coverage and automation across cloud environments.

SentinelOne Earnings Validates Strategy

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SentinelOne released earnings for its most recent quarter that beat consensus estimates for the top and bottom line for the third consecutive quarter, showing a dramatic year-over-year increase in revenue, annual recurring revenue (ARR), and growth in gross margin.