NYSE$S

SentinelOne Inc. · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

SentinelOne's financial performance in Q1 2024 demonstrated high growth and margin improvement amidst macro challenges.

SentinelOne reported a strong first quarter in fiscal year 2024, with revenue increasing by 70% year-over-year to $133.4 million and ARR growing by 75% to $563.6 million. The company also demonstrated improved operating margins, driven by key strengths across the business and innovation in AI.

  • Total revenue increased by 70% to $133.4 million compared to the previous year.
  • Annualized recurring revenue (ARR) grew by 75% to $563.6 million.
  • Total customer count increased by approximately 43% to over 10,680.
  • GAAP operating margin improved to (86)% compared to (115)%.

Headline financials

Total Revenue

$133M

Previous: $78.3M+70.5%
EPS (adj)

-$0.15

Previous: -$0.21+28.6%
Annualized Recurring Revenue

$564M

Previous: $339M+66.3%
Customers with ARR of $100,000 or more

917

Previous: 591+55.2%
Capital Expenditures

-$462K

Previous: -$2.81M+83.5%
Free Cash Flow

-$107M

Previous: -$92.6M-15.9%
Net Income

-$107M

Previous: -$89.8M-19.0%
Operating Income

-$115M

Previous: -$90.3M-27.8%
Gross Profit

$90.8M

Previous: $51.1M+77.7%
Cash & Equivalents

$150M

Previous: $766M-80.4%
Total Assets

$2.21B

Previous: $1.99B+11.3%
Stock-Based Comp

$55.5M

Previous: $31.6M+75.6%

Revenue & EPS history

SentinelOne · Revenue · Quarterly

$133M

Q1 2024+70.5%vs Q1 2023
Beat estimate in 13 of 16 quarters(81%)
ActualEstimate

Forward guidance

For the second quarter of fiscal year 2024, SentinelOne expects revenue of $141 million, a non-GAAP gross margin of 74.5%, and a non-GAAP operating margin of (36)%. For the full fiscal year 2024, the company anticipates revenue between $590 million and $600 million, a non-GAAP gross margin between 74% and 75%, and a non-GAAP operating margin between (29)% and (25)%.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

-2.7%

Avg return

Earnings day

-1.5%

Avg return

5 days after

-6.5%

Avg return

30 days after

42%

10 / 24 earnings

Positive

+18.6%

Q4 2022

Best reaction

-37.1%

Q1 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2027
Q4 2026+5.5%+4.4%-13.4%
Q3 2026-14.4%-10.2%-13.7%
Q2 2026+7.2%+2.3%+3.1%
Q1 2026-11.5%-7.7%-9.3%
Q4 2025-5.5%+0.4%-8.9%
Q3 2025-9.7%-10.5%-17.2%
Q2 2025-1.8%-5.3%-3.7%
Q1 2025-18.8%-16.9%+1.6%
Q4 2024-16.7%-17.1%-22.3%
Q3 2024+15.2%+18.6%+16.1%
Q2 2024+5.7%+9.9%+3.6%
Q1 2024-37.1%-36.0%-29.4%
Q4 2023+11.3%+8.0%+25.6%
Q3 2023-2.0%+7.9%-6.9%
Q2 2023-7.8%-9.3%-8.3%
Q1 2023+5.8%-3.0%-1.3%
Q1 2022+5.8%-3.0%-1.3%
Q4 2020-4.0%-4.0%-26.3%
Q4 2022+18.6%+37.3%+25.6%
Q3 2021+3.5%-4.4%-8.8%
Q3 2022+8.0%+11.8%-3.7%
Q4 2021-7.6%+2.2%-17.2%
Q2 2021-7.6%+2.2%-17.2%
Q2 2022-7.0%-14.1%-23.0%
Q1 2021
Q3 2019
Q2 2019
Q1 2019
Q4 2018
Q3 2018
Q2 2018
Q1 2018
Q4 2017
Q3 2017
Q2 2017
Q1 2017
Q4 2016
Q3 2016
Q2 2016
Q1 2016
Q4 2015
Q3 2015
Q2 2015
Q1 2015
Q4 2014
Q3 2014

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