NYSE$S

SentinelOne Inc. · Q4 2022 earnings

Q4 2022 earnings · · Investor relations

Briefing

Achieved significant growth in revenue and ARR, driven by the strength of the XDR platform and strategic execution.

SentinelOne's Q4 2022 earnings report shows strong growth with a 120% increase in revenue and a 123% increase in ARR. The company is focused on innovation and expanding its Zero Trust capabilities through the acquisition of Attivo Networks.

  • Total revenue was $65.6 million, a 120% increase compared to the same period last year.
  • ARR increased 123% year-over-year to $292.3 million.
  • Total customer count grew more than 70% year-over-year to over 6,700 customers.
  • GAAP gross margin was 63%, compared to 54% for the same period of fiscal year 2021.

Headline financials

Total Revenue

$65.6M

Previous: $29.9M+119.8%
EPS (adj)

-$0.17

Previous: -$7.63+97.8%
Annualized Recurring Revenue

$292M

Previous: $131M+123.1%
Customers with ARR of $100,000 or more

520

Previous: 220+136.4%
Capital Expenditures

$385K

Previous: $1.65M-76.7%
Free Cash Flow

-$5.97M

Previous: -$24.9M+76.1%
Net Income

-$71.7M

Previous: -$37.8M-89.5%
Operating Income

-$71.1M

Previous: -$37M-91.9%
Gross Profit

$41.4M

Previous: $16M+158.1%
Cash & Equivalents

$1.67B

Previous: $395M+322.1%
Total Assets

$2.04B

Previous: $521M+292.3%
Stock-Based Comp

$25.7M

Previous: $6.08M+322.8%

Revenue & EPS history

SentinelOne · Revenue · Quarterly

$65.6M

Q4 2022+119.8%vs Q4 2021
Beat estimate in 7 of 10 quarters(70%)
ActualEstimate

Forward guidance

The company provided guidance for the first quarter of fiscal year 2023 and the full fiscal year 2023. The guidance does not include the planned acquisition of Attivo Networks.

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 Q4 2022

Historical avgQ4 2022

-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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