secwatch.observer — SEC 8-K summary
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Issuer:     SentinelOne, Inc. (S)
CIK:        0001583708
Form:       8-K
Filed at:   2023-03-14T23:59:59+00:00
Accession:  0001583708-23-000007
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

SentinelOne Q4 FY2023 rev $126.1M (+92% YoY), ARR $548.7M (+88%), guides FY24 $631-640M
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1583708/000158370823000007/0001583708-23-000007-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1583708/000158370823000007/s-20230314.htm
  HTML page:      https://secwatch.observer/filing/0001583708-23-000007

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