earnings
confidence high
sentiment positive
materiality 0.75
SentinelOne Q2 revenue $45.8M (+121% YoY); ARR $198M (+127%), guides Q3 rev $49-50M
SentinelOne, Inc.
2022-Q2 EPS reported
-$1.59
revenue$83,145,000
- Revenue $45.8M (+121% YoY); ARR $198M (+127% YoY); net new ARR $37M incl. ~$10M from Scalyr.
- GAAP loss from ops $67.2M; non-GAAP loss $45.0M; GAAP gross margin 59% (up 8pp QoQ).
- Customers >5,400 (+75% YoY); customers with ARR >$100K up 140% to 345; net revenue retention record 129%.
- Cash and short-term investments $1.7B after IPO (net proceeds $1.4B).
- Q3 guidance: revenue $49-50M, non-GAAP gross margin 58-59%, non-GAAP op margin (99)-(96)%.