Our anchors begin today’s show with Wolfe Research Director Gal Munda offering his outlook for the software sector, and SentinelOne Co-Founder and CEO Tomer Weingarten weighs in on the cybersecurity firm’s Q2 beat and guidance for the year ahead. Next, PagerDuty CEO Jennifer Tejada breaks down the cloud computing company’s latest results, and our Julia Boorstin reports on Qualcomm’s new partnership to develop custom chipsets for Meta’s virtual reality products. Then, Smartsheet CEO Mark Mader joins as shares surge after posting a quarterly beat on the top and bottom lines. Later, we share highlights from the latest episode of our Carl Quintanilla’s “Binge” digital series with “Dopesick” creator Danny Strong, and CNBC’s Yasmin Khorram covers San Francisco’s struggle to bring workers back into offices.
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