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Jul 31, 2022

SentinelOne Q2 2023 Earnings Report

SentinelOne's financial performance demonstrated hyper growth and outperformance across key business aspects.

Key Takeaways

SentinelOne announced strong Q2 fiscal year 2023 results with a 124% increase in total revenue and a 122% increase in ARR year-over-year. The company also raised its full-year growth expectations.

Total revenue increased 124% year-over-year to $102.5 million.

ARR increased 122% year-over-year to $438.6 million.

Total customer count grew about 60% to over 8,600 customers.

Customers with ARR over $100K grew 117% to 755.

Total Revenue
$103M
Previous year: $45.8M
+124.1%
EPS
-$0.2
Previous year: -$0.38
-47.4%
Annualized Recurring Revenue
$439M
Previous year: $198M
+121.5%
Customers Over $100K ARR
755
Previous year: 345
+118.8%
Gross Profit
$66.2M
Previous year: $27M
+145.7%
Cash and Equivalents
$269M
Previous year: $1.68B
-84.0%
Free Cash Flow
-$63.4M
Previous year: -$42.9M
+47.8%
Total Assets
$2.27B
Previous year: $1.98B
+14.6%

SentinelOne

SentinelOne

Forward Guidance

The company provided guidance for the third quarter of fiscal year 2023 and full fiscal year 2023.

Positive Outlook

  • Revenue for Q3 is expected to be $111 million.
  • Non-GAAP gross margin for Q3 is expected to be 71%.
  • Non-GAAP operating margin for Q3 is expected to be (57)%.
  • Revenue for full fiscal year 2023 is expected to be $415-417 million.
  • Non-GAAP gross margin for full fiscal year 2023 is expected to be 70.5-71%.

Challenges Ahead

  • Non-GAAP operating margin for full fiscal year 2023 is expected to be (58)-(55)%.