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Apr 30, 2023

SentinelOne Q1 2024 Earnings Report

SentinelOne's financial performance in Q1 2024 demonstrated high growth and margin improvement amidst macro challenges.

Key Takeaways

SentinelOne reported a strong first quarter in fiscal year 2024, with revenue increasing by 70% year-over-year to $133.4 million and ARR growing by 75% to $563.6 million. The company also demonstrated improved operating margins, driven by key strengths across the business and innovation in AI.

Total revenue increased by 70% to $133.4 million compared to the previous year.

Annualized recurring revenue (ARR) grew by 75% to $563.6 million.

Total customer count increased by approximately 43% to over 10,680.

GAAP operating margin improved to (86)% compared to (115)%.

Total Revenue
$133M
Previous year: $78.3M
+70.5%
EPS
-$0.15
Previous year: -$0.21
-28.6%
Annualized Recurring Revenue
$564M
Previous year: $339M
+66.3%
Customers Over $100K ARR
917
Previous year: 591
+55.2%
Gross Profit
$90.8M
Previous year: $51.1M
+77.7%
Cash and Equivalents
$150M
Previous year: $766M
-80.4%
Free Cash Flow
-$28.5M
Previous year: -$52.2M
-45.3%
Total Assets
$2.21B
Previous year: $1.99B
+11.3%

SentinelOne

SentinelOne

Forward Guidance

For the second quarter of fiscal year 2024, SentinelOne expects revenue of $141 million, a non-GAAP gross margin of 74.5%, and a non-GAAP operating margin of (36)%. For the full fiscal year 2024, the company anticipates revenue between $590 million and $600 million, a non-GAAP gross margin between 74% and 75%, and a non-GAAP operating margin between (29)% and (25)%.