NYSE$S
SentinelOne Inc. · Q2 2022 earnings
Q2 2022 earnings · · Investor relations
Briefing
SentinelOne's Q2 2022 financial results showcased strong revenue growth and ARR increase.
SentinelOne announced strong Q2 2022 financial results, with revenue increasing by 121% year-over-year and ARR growing by 127% year-over-year. The company's total customer count grew by more than 75% year-over-year, and customers with ARR over $100K grew by 140% year-over-year. However, GAAP loss from operations was $67.2 million, compared to $22.6 million for the same period of fiscal year 2021.
- Total revenue was $45.8 million, a 121% increase compared to the same period last year.
- ARR increased 127% year-over-year to $198.0 million.
- Total customer count grew more than 75% year-over-year to over 5,400 customers.
- Customers with ARR over $100K grew 140% year-over-year to over 345.
Headline financials
Revenue & EPS history
SentinelOne · Revenue · Quarterly
$45.8M
Forward guidance
The company provided guidance for Q3 FY22 and full year FY22.
Tailwinds
- Revenue for Q3 FY22 is expected to be $49-50 million.
- Revenue for full year FY22 is expected to be $188-190 million.
- Non-GAAP gross margin for Q3 FY22 is expected to be 58-59%.
- Non-GAAP gross margin for full year FY22 is expected to be 58-60%.
- Non-GAAP operating margin for full year FY22 is expected to be (104)-(99)%.
Headwinds
- Non-GAAP operating margin for Q3 FY22 is expected to be (99)-(96)%.
- These statements are forward-looking and actual results may differ materially as a result of many factors.
- Guidance for non-GAAP financial measures excludes stock-based compensation expense and amortization expense of acquired intangible assets.
- A reconciliation of non-GAAP gross margin and non-GAAP operating margin is not available without unreasonable effort.
- Actual outcomes and results may differ materially from those contemplated by these forward-looking statements as a result of such 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 Q2 2022
-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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