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Jul 31, 2024
SentinelOne Q2 2025 Earnings Report
SentinelOne achieved industry-leading growth and reported its first quarter of positive net income and earnings per share.
Key Takeaways
SentinelOne's Q2 2025 financial results showed strong year-over-year revenue growth, increased ARR, and positive GAAP net income and EPS for the first time.
Total revenue increased by 33% year-over-year to $198.9 million.
Annualized recurring revenue (ARR) grew by 32% year-over-year to $806.0 million.
Customers with ARR of $100,000 or more increased by 24% to 1,233.
GAAP operating margin improved to (40)%, compared to (67)% in the prior year.
Forward Guidance
The company provided revenue guidance for Q3 2025 of $209.5 million and full year 2025 revenue guidance of $815 million. Non-GAAP gross margin is expected to be 79% for Q3 2025 and full year 2025. Non-GAAP operating margin is expected to be (3)% for Q3 2025 and between (5)% and (3)% for full year 2025.
Positive Outlook
- Revenue guidance for Q3 2025 is $209.5 million.
- Full year 2025 revenue guidance is $815 million.
- Non-GAAP gross margin is expected to be 79% for Q3 2025.
- Non-GAAP gross margin is expected to be 79% for full year 2025.
- Non-GAAP operating margin is expected to be (3)% for Q3 2025.
Challenges Ahead
- Non-GAAP operating margin is expected to be between (5)% and (3)% for full year 2025.
- Forward-looking statements may differ materially due to various factors.
- Guidance excludes certain items like stock-based compensation and amortization expense.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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