earnings
confidence high
sentiment positive
materiality 0.80
SentinelOne Q3 revenue $56M (128% YoY); ARR $237M (131% YoY); lock-up expires Dec 9
SentinelOne, Inc.
2022-Q3 EPS reported
-$1.39
revenue$139,163,000
- Revenue $56.0M (+128% YoY); ARR $237M (+131% YoY); net revenue retention record 130%.
- Customer count >6,000 (+75% YoY); customers with ARR >$100K: 416 (+140% YoY).
- GAAP gross margin 64% (up 6pp YoY); non-GAAP gross margin 67% (up 9pp); GAAP op. loss $67.4M.
- Guidance Q4 FY22 revenue $60-61M; full year $199-200M; non-GAAP op. margin (83)-(80)% for Q4.
- Lock-up restrictions expire Dec 9, 2021, allowing sales of IPO shares by insiders.