NYSE$S

SentinelOne Inc. · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

SentinelOne reported Q4 fiscal 2025 revenue of $225.5M with a net loss of $70.8M and diluted EPS of $(0.22).

Revenue was $225.5 million for the quarter ended January 31, 2025, up 29% year over year. Net loss was $70.8 million ($(0.22) per share) while annualized recurring revenue grew 27% to $920.1 million.

  • Q4 revenue $225.5M (+29% YoY).
  • ARR $920.1M (+27% YoY).
  • Net loss $(70.8)M; non-GAAP net income margin 5%.
  • FY26 revenue guidance about $1.0B+ ARR trajectory.

Headline financials

Total Revenue

$226M

Previous: $174M+29.5%
EPS (adj)

-$0.22

Previous: -$0.02-1000.0%
Annualized Recurring Revenue

$920M

Previous: $725M+27.0%
Customers with ARR of $100,000 or more

1.4K

Previous: 1.1K+25.0%
Net Income

-$70.8M

Previous: -$72M+1.7%
Operating Income

-$80.3M

Previous: -$81.2M+1.2%
Gross Profit

$169M

Previous: $126M+33.8%

Revenue & EPS history

SentinelOne · Revenue · Quarterly

$226M

Q4 2025+29.5%vs Q4 2024
Beat estimate in 13 of 16 quarters(81%)
ActualEstimate

Forward guidance

Outlook tied to ARR growth, platform adoption, and operating leverage on cloud and security spend.

Tailwinds

  • Subscription growth and enterprise wins support recurring revenue.
  • AI and platform expansion broaden use cases.

Headwinds

  • Competition and elongating sales cycles.
  • Stock-based compensation and investment pace affect GAAP 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

Historical avgQ4 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

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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