NYSE$S
SentinelOne Inc. · Q2 2025 earnings
Q2 2025 earnings · · Investor relations
Briefing
SentinelOne achieved industry-leading growth and reported its first quarter of positive net income and earnings per share.
SentinelOne's Q2 2025 financial results showed strong year-over-year revenue growth, increased ARR, and positive GAAP net income and EPS for the first time.
- Total revenue increased by 33% year-over-year to $198.9 million.
- Annualized recurring revenue (ARR) grew by 32% year-over-year to $806.0 million.
- Customers with ARR of $100,000 or more increased by 24% to 1,233.
- GAAP operating margin improved to (40)%, compared to (67)% in the prior year.
Headline financials
Revenue & EPS history
SentinelOne · Revenue · Quarterly
$199M
Forward guidance
The company provided revenue guidance for Q3 2025 of $209.5 million and full year 2025 revenue guidance of $815 million. Non-GAAP gross margin is expected to be 79% for Q3 2025 and full year 2025. Non-GAAP operating margin is expected to be (3)% for Q3 2025 and between (5)% and (3)% for full year 2025.
Tailwinds
- Revenue guidance for Q3 2025 is $209.5 million.
- Full year 2025 revenue guidance is $815 million.
- Non-GAAP gross margin is expected to be 79% for Q3 2025.
- Non-GAAP gross margin is expected to be 79% for full year 2025.
- Non-GAAP operating margin is expected to be (3)% for Q3 2025.
Headwinds
- Non-GAAP operating margin is expected to be between (5)% and (3)% for full year 2025.
- Forward-looking statements may differ materially due to various factors.
- Guidance excludes certain items like stock-based compensation and amortization expense.
- Reconciliation of non-GAAP measures is not available without unreasonable effort.
- Actual results may differ from these forward-looking statements.
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 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% | |
| 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 | — | — | — |
Discussion
Share your read of this quarter. Sign-in carries your eToro identity.
Join the conversation
Sign in with eToro to post your read of this quarter and vote on others'.
Sign in with eToro