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Oct 31, 2023

SentinelOne Q3 2024 Earnings Report

SentinelOne's Q3 2024 performance exceeded expectations, delivering industry-leading growth and margin improvement.

Key Takeaways

SentinelOne's Q3 2024 saw a 42% increase in total revenue year-over-year, reaching $164.2 million. ARR also increased by 43% to $663.9 million. The company raised its top and bottom line expectations for fiscal year 2024.

Total revenue increased 42% year-over-year to $164.2 million.

Annualized recurring revenue (ARR) increased 43% year-over-year to $663.9 million.

GAAP gross margin was 73%, compared to 64% in the same quarter last year.

Total customer count grew to over 11,500, with customers having ARR of $100,000 or more growing by 33% to 1,060.

Total Revenue
$164M
Previous year: $115M
+42.4%
EPS
-$0.03
Previous year: -$0.16
-81.3%
Annualized Recurring Revenue
$664M
Previous year: $487M
+36.2%
Customers Over $100K ARR
1.06K
Previous year: 827
+28.2%
Gross Profit
$120M
Previous year: $74.3M
+62.0%
Cash and Equivalents
$127M
Previous year: $210M
-39.5%
Free Cash Flow
-$26.4M
Previous year: -$60.5M
-56.4%
Total Assets
$2.2B
Previous year: $2.21B
-0.8%

SentinelOne

SentinelOne

Forward Guidance

The company is providing revenue guidance of $169 million for the fourth quarter of fiscal year 2024 and $616 million for the full fiscal year 2024. Non-GAAP gross margin is expected to be 77.5% for Q4 and 77% for the full year. Non-GAAP operating margin is forecasted at (14)% for Q4 and (20)% for the full year.