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Apr 30, 2024
SentinelOne Q1 2025 Earnings Report
Reported revenue growth of 40% and ARR growth of 35%, marking its first quarter of positive free cash flow.
Key Takeaways
SentinelOne announced strong financial results for the first quarter of fiscal year 2025, with revenue increasing by 40% year-over-year and ARR growing by 35%. The company also achieved its first quarter of positive free cash flow, demonstrating significant progress in its growth journey.
Total revenue increased 40% to $186.4 million.
ARR increased 35% to $762 million.
Customers with ARR of $100,000 or more grew 30% to 1,193.
Free cash flow margin was 18%, a 42 percentage point increase compared to the previous year.
Forward Guidance
The company provided revenue guidance for the second quarter of fiscal year 2025 of $197 million and full fiscal year 2025 revenue guidance of $808 - 815 million. Non-GAAP gross margin is expected to be 79% for Q2FY25 and 78-79% for full FY2025. Non-GAAP operating margin is expected to be (6)% for Q2FY25 and between (6)% and (2)% for full FY2025.
Positive Outlook
- Revenue guidance for Q2FY25 is $197 million.
- Full FY2025 revenue guidance is $808 - 815 million.
- Non-GAAP gross margin guidance for Q2FY25 is 79%.
- Non-GAAP gross margin guidance for full FY2025 is 78 - 79%.
- Non-GAAP operating margin guidance for Q2FY25 is (6)%.
Challenges Ahead
- Non-GAAP operating margin guidance for full FY2025 is (6)-(2)%.
- Actual results may differ materially due to various factors.
- Guidance excludes certain items like stock-based compensation expense.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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