NYSE$S

SentinelOne Inc. · Q4 2024 earnings

Q4 2024 earnings · · Investor relations

Briefing

Reported a revenue increase of 38% year-over-year and ARR up 39% year-over-year.

SentinelOne announced strong Q4 fiscal year 2024 results, surpassing top and bottom line expectations with a 38% increase in total revenue and a 39% increase in ARR. The company also demonstrated significant operating margin improvement.

  • Total revenue increased 38% to $174.2 million compared to $126.1 million.
  • ARR increased 39% to $724.4 million.
  • Customers with ARR of $100,000 or more grew 30% to 1,133.
  • GAAP operating margin was (47)%, compared to (79)%, and non-GAAP operating margin was (9)%, compared to (35).

Headline financials

Total Revenue

$174M

Previous: $126M+38.1%
EPS (adj)

-$0.02

Previous: -$0.13+84.6%
Annualized Recurring Revenue

$725M

Previous: $549M+32.0%
Customers with ARR of $100,000 or more

1.1K

Previous: 905+24.8%
Capital Expenditures

-$4.53M

Previous: $126K-3691.3%
Net Income

-$72M

Previous: -$93.7M+23.2%
Operating Income

-$81.2M

Previous: -$100M+18.8%
Gross Profit

$126M

Previous: $86.3M+45.9%
R&D Expense

$56.4M

No prior period
Stock-Based Comp

$53.6M

Previous: $46.1M+16.1%

Revenue & EPS history

SentinelOne · Revenue · Quarterly

$174M

Q4 2024+38.1%vs Q4 2023
Beat estimate in 13 of 16 quarters(81%)
ActualEstimate

Forward guidance

The company provided guidance for Q1 2025 with an expected revenue of $181 million, a non-GAAP gross margin of 77.5%, and a non-GAAP operating margin of (14)%. For the full fiscal year 2025, revenue is projected to be between $812 million and $818 million, with a non-GAAP gross margin between 77.5% and 78.5% and a non-GAAP operating margin between (6)% and (2)%.

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 2024

Historical avgQ4 2024

-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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