earnings
confidence high
sentiment positive
materiality 0.85
SentinelOne Q3 revenue $210.6M (+28% YoY), ARR $859.7M (+29%), raises FY guidance to $818M
SentinelOne, Inc.
2025-Q3 EPS reported
-$0.70
revenue$595,940,000
- Revenue $210.6M (+28% YoY), ARR $859.7M (+29% YoY); net new ARR $54M re-accelerated.
- Non-GAAP operating margin improved to (5)% from (11)% YoY; first positive trailing 12-month FCF.
- Raised FY2025 revenue guidance to $818M (32% growth); Q4 guidance $222M.
- Purple AI attach rate doubled QoQ; new partnerships with Lenovo, FedRAMP High, AWS Bedrock.
- GAAP gross margin 75% vs 73% YoY; cash & investments $1.1B.