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Jan 31, 2025
SentinelOne Q4 2025 Earnings Report
SentinelOne reported 29% year-over-year revenue growth and achieved its first quarter of positive non-GAAP operating margin.
Key Takeaways
SentinelOne posted Q4 FY25 revenue of $225.5 million, reflecting a 29% year-over-year increase. ARR grew 27% to $920.1 million, while the number of customers with ARR over $100,000 increased by 25% to 1,411. The company reported a GAAP EPS of -$0.22 and a non-GAAP EPS of $0.04. SentinelOne continued to improve its operating margin, with a non-GAAP operating margin reaching 1%.
Revenue grew 29% year-over-year to $225.5 million.
ARR reached $920.1 million, a 27% YoY increase.
Customers with ARR over $100,000 grew 25% to 1,411.
Achieved first quarter of positive non-GAAP operating margin at 1%.
Forward Guidance
SentinelOne expects Q1 FY26 revenue of $228 million and a non-GAAP operating margin of -2%, while full-year FY26 revenue is forecasted to exceed $1 billion.
Positive Outlook
- Revenue for Q1 FY26 is projected to reach $228 million.
- ARR is expected to continue growing towards the $1 billion milestone.
- Full-year FY26 revenue forecasted between $1.007 billion and $1.012 billion.
- Non-GAAP operating margin is expected to improve to 3-4% for FY26.
- Continued investment in AI-driven cybersecurity solutions to drive future growth.
Challenges Ahead
- Macroeconomic uncertainties may impact customer spending.
- Competitive pressures in the cybersecurity market remain high.
- Potential foreign exchange rate fluctuations could affect financial results.
- Ongoing investments in R&D and market expansion may increase operating expenses.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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