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

-2.9%

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

Earnings price reactions
QuarterReport dateReaction (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———

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