NYSE$S
SentinelOne Inc. · Q1 2025 earnings
Q1 2025 earnings · · Investor relations
Briefing
Reported revenue growth of 40% and ARR growth of 35%, marking its first quarter of positive free cash flow.
SentinelOne announced strong financial results for the first quarter of fiscal year 2025, with revenue increasing by 40% year-over-year and ARR growing by 35%. The company also achieved its first quarter of positive free cash flow, demonstrating significant progress in its growth journey.
- Total revenue increased 40% to $186.4 million.
- ARR increased 35% to $762 million.
- Customers with ARR of $100,000 or more grew 30% to 1,193.
- Free cash flow margin was 18%, a 42 percentage point increase compared to the previous year.
Headline financials
Revenue & EPS history
SentinelOne · Revenue · Quarterly
$186M
Forward guidance
The company provided revenue guidance for the second quarter of fiscal year 2025 of $197 million and full fiscal year 2025 revenue guidance of $808 - 815 million. Non-GAAP gross margin is expected to be 79% for Q2FY25 and 78-79% for full FY2025. Non-GAAP operating margin is expected to be (6)% for Q2FY25 and between (6)% and (2)% for full FY2025.
Tailwinds
- Revenue guidance for Q2FY25 is $197 million.
- Full FY2025 revenue guidance is $808 - 815 million.
- Non-GAAP gross margin guidance for Q2FY25 is 79%.
- Non-GAAP gross margin guidance for full FY2025 is 78 - 79%.
- Non-GAAP operating margin guidance for Q2FY25 is (6)%.
Headwinds
- Non-GAAP operating margin guidance for full FY2025 is (6)-(2)%.
- Actual results may differ materially due to various factors.
- Guidance excludes certain items like stock-based compensation expense.
- Comparable GAAP measures are not provided due to unpredictability of certain items.
- Forward-looking statements are subject to risks and uncertainties.
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 2025
-2.9%
Avg return
Earnings day
-1.9%
Avg return
5 days after
-6.5%
Avg return
30 days after
40%
10 / 25 earnings
Positive
+18.6%
Q4 2022
Best reaction
-37.1%
Q1 2024
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2027 | -8.3% | -9.7% | — | |
| 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% | |
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| Q4 2014 | — | — | — | |
| Q3 2014 | — | — | — |
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