NYSE$S
SentinelOne Inc. · Q4 2025 earnings
Q4 2025 earnings · · After market close · Investor relations
Briefing
SentinelOne reported 29% year-over-year revenue growth and achieved its first quarter of positive non-GAAP operating margin.
SentinelOne posted Q4 FY25 revenue of $225.5 million, reflecting a 29% year-over-year increase. ARR grew 27% to $920.1 million, while the number of customers with ARR over $100,000 increased by 25% to 1,411. The company reported a GAAP EPS of -$0.22 and a non-GAAP EPS of $0.04. SentinelOne continued to improve its operating margin, with a non-GAAP operating margin reaching 1%.
- Revenue grew 29% year-over-year to $225.5 million.
- ARR reached $920.1 million, a 27% YoY increase.
- Customers with ARR over $100,000 grew 25% to 1,411.
- Achieved first quarter of positive non-GAAP operating margin at 1%.
Headline financials
Revenue & EPS history
SentinelOne · Revenue · Quarterly
$226M
Forward guidance
SentinelOne expects Q1 FY26 revenue of $228 million and a non-GAAP operating margin of -2%, while full-year FY26 revenue is forecasted to exceed $1 billion.
Tailwinds
- Revenue for Q1 FY26 is projected to reach $228 million.
- ARR is expected to continue growing towards the $1 billion milestone.
- Full-year FY26 revenue forecasted between $1.007 billion and $1.012 billion.
- Non-GAAP operating margin is expected to improve to 3-4% for FY26.
- Continued investment in AI-driven cybersecurity solutions to drive future growth.
Headwinds
- Macroeconomic uncertainties may impact customer spending.
- Competitive pressures in the cybersecurity market remain high.
- Potential foreign exchange rate fluctuations could affect financial results.
- Ongoing investments in R&D and market expansion may increase operating expenses.
- Stock-based compensation costs continue to impact profitability.
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 2025
-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
| Quarter | Report date | Reaction (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% | |
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| Q4 2014 | — | — | — | |
| Q3 2014 | — | — | — |
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