earnings
confidence high
sentiment positive
materiality 0.75
SentinelOne Q4 revenue $174M (+38% YoY); ARR $724M (+39%); guides FY25 revenue $812-818M
SentinelOne, Inc.
2024-FY EPS reported
-$1.15
revenue$621,154,000
- Q4 GAAP revenue $174.2M, up 38% YoY; ARR $724.4M, up 39%; net dollar retention ~115%.
- GAAP operating margin improved to (47)% from (79)%; non-GAAP operating margin (9)% from (35)%.
- Full FY2024 revenue $621.2M, up 47%; free cash flow margin (6)%, up 14pp YoY.
- Q1FY25 revenue guidance $181M; FY2025 revenue $812-818M with non-GAAP op margin (6)-(2)%.
- Customers with ARR >$100k rose 30% to 1,133; record number of $1M+ ARR customers added.