earnings
confidence high
sentiment positive
materiality 0.80
SentinelOne Q4 FY2023 rev $126.1M (+92% YoY), ARR $548.7M (+88%), guides FY24 $631-640M
SentinelOne, Inc.
2023-FY EPS reported
-$1.36
revenue$422,179,000
- Q4 revenue $126.1M (+92% YoY); ARR $548.7M (+88%); net revenue retention >130%.
- GAAP gross margin 68% (up 5pp YoY); non-GAAP gross margin 75% (record); GAAP op margin (79)%, non-GAAP (35)%.
- Cash and investments $1.2B; total customers >10,000; >$100k ARR customers up 74% to 905.
- Q1 FY24 guidance: revenue $137M, non-GAAP op margin (41)%. FY24 guidance: rev $631-640M, non-GAAP op margin (29)-(25)%.
- Cloud security solution doubled QoQ, ~15% of ACV; exclusive partnership with Wiz for CSPM expansion.