secwatch.observer — SEC 8-K summary
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Issuer:     SentinelOne, Inc. (S)
CIK:        0001583708
Form:       8-K
Filed at:   2022-12-06T23:59:59+00:00
Accession:  0001583708-22-000071
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

SentinelOne Q3 FY2023 revenue $115.3M (+106% YoY); ARR $487.4M, non-GAAP op margin improves to (43)%
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- Revenue $115.3M, up 106% YoY; ARR $487.4M, also up 106%; customers >9,250, up ~55%.
- Non-GAAP gross margin 71% vs 67% YoY; non-GAAP operating margin (43)% vs (69)% YoY – 26pp improvement.
- Net revenue retention 134%; customers with ARR >$100K grew 99% to 827.
- Q4FY23 revenue guidance $125M; full FY2023 revenue $420-421M, non-GAAP op margin (51)-(50)%.
- CEO cites macro headwinds with longer sales cycles but strong pipeline and market share gains.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1583708/000158370822000071/0001583708-22-000071-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1583708/000158370822000071/s-20221206.htm
  HTML page:      https://secwatch.observer/filing/0001583708-22-000071

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer