earnings
confidence high
sentiment positive
materiality 0.85
SentinelOne Q4 revenue up 29% to $225.5M; first positive non-GAAP operating margin
SentinelOne, Inc.
2025-FY EPS
reported -$0.92
vs consensus $0.05
▼ miss
(-1800.6%)
- Q4 FY2025 revenue $225.5M (+29% YoY); full-year revenue $821.5M (+32% YoY).
- ARR reached $920.1M (+27% YoY); customers with >$100K ARR grew 25% to 1,411.
- GAAP operating margin improved to (36)%; non-GAAP operating margin turned positive at 1%.
- FY2026 revenue guidance: Q1 $228M, full year $1,007-1,012M; non-GAAP op margin 3-4%.
- Cash, equivalents and investments $1.1B; free cash flow margin 1% for full year.