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Oct 31, 2024
SentinelOne Q3 2025 Earnings Report
Reported strong execution and business momentum, exceeding topline growth expectations and re-accelerating new business growth.
Key Takeaways
SentinelOne announced its Q3 FY2025 financial results, demonstrating strong execution and business momentum. The company exceeded topline growth expectations and re-accelerated new business growth, achieving a 28% increase in total revenue and a 29% increase in ARR. For the first time, they delivered positive free cash flow on a trailing-twelve-month basis.
Total revenue increased 28% year-over-year to $210.6 million.
ARR increased 29% year-over-year to $859.7 million as of October 31, 2024.
Customers with ARR of $100,000 or more grew 24% year-over-year to 1,310 as of October 31, 2024.
GAAP gross margin was 75%, and non-GAAP gross margin was 80%.
Forward Guidance
For Q4 2025, SentinelOne expects revenue of $222 million, a non-GAAP gross margin of 79%, and a non-GAAP operating margin of -3%. For the full fiscal year 2025, they anticipate revenue of $818 million, a non-GAAP gross margin of 79%, and a non-GAAP operating margin of -4%.
Positive Outlook
- Revenue guidance of $222 million for Q4 FY25.
- Full year revenue guidance of $818 million for FY25.
- Non-GAAP gross margin guidance of 79% for Q4 FY25.
- Non-GAAP gross margin guidance of 79% for full year FY25.
- Non-GAAP operating margin guidance of -3% for Q4 FY25.
Challenges Ahead
- Non-GAAP operating margin guidance of -3% for Q4 FY25.
- Non-GAAP operating margin guidance of -4% for full year FY25.
- Forward-looking statements are subject to many factors that could cause actual results to differ materially.
- Guidance excludes stock-based compensation expense and other items.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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