NYSE$S
SentinelOne Inc. · Q3 2025 earnings
Q3 2025 earnings · · Investor relations
Briefing
Reported strong execution and business momentum, exceeding topline growth expectations and re-accelerating new business growth.
SentinelOne announced its Q3 FY2025 financial results, demonstrating strong execution and business momentum. The company exceeded topline growth expectations and re-accelerated new business growth, achieving a 28% increase in total revenue and a 29% increase in ARR. For the first time, they delivered positive free cash flow on a trailing-twelve-month basis.
- Total revenue increased 28% year-over-year to $210.6 million.
- ARR increased 29% year-over-year to $859.7 million as of October 31, 2024.
- Customers with ARR of $100,000 or more grew 24% year-over-year to 1,310 as of October 31, 2024.
- GAAP gross margin was 75%, and non-GAAP gross margin was 80%.
Headline financials
Revenue & EPS history
SentinelOne · Revenue · Quarterly
$211M
Forward guidance
For Q4 2025, SentinelOne expects revenue of $222 million, a non-GAAP gross margin of 79%, and a non-GAAP operating margin of -3%. For the full fiscal year 2025, they anticipate revenue of $818 million, a non-GAAP gross margin of 79%, and a non-GAAP operating margin of -4%.
Tailwinds
- Revenue guidance of $222 million for Q4 FY25.
- Full year revenue guidance of $818 million for FY25.
- Non-GAAP gross margin guidance of 79% for Q4 FY25.
- Non-GAAP gross margin guidance of 79% for full year FY25.
- Non-GAAP operating margin guidance of -3% for Q4 FY25.
Headwinds
- Non-GAAP operating margin guidance of -3% for Q4 FY25.
- Non-GAAP operating margin guidance of -4% for full year FY25.
- Forward-looking statements are subject to many factors that could cause actual results to differ materially.
- Guidance excludes stock-based compensation expense and other items.
- A reconciliation of non-GAAP gross margin and non-GAAP operating margin is not available without unreasonable effort.
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 Q3 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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