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SentinelOne Q1 Earnings Highlights

$S (-2.73%)


🔹 Revenue: $229M (Est. $228.34M) 🟢; UP +23% YoY

🔹 Adj EPS: $0.02 (Est. $0.02) 🟡

🔹 ARR: $948.1M; UP +24% YoY

🔹 Customers with ARR ≥ $100K: 1,459; UP +22% YoY


Q2 Guidance:

🔹 Revenue: $242M (Est. $245M) 🔴

🔹 Non-GAAP Gross Margin: ~79%


FY Guidance:

🔹 Revenue: $996M – $1.001B (Est. $1.01B) 🔴

🔹 Non-GAAP Gross Margin: 78.5% – 79.5%

🔹 Non-GAAP Operating Margin: 3% – 4%


Other Key Q1 Metrics:

🔹 Non-GAAP Gross Margin: 79% (Flat YoY)

🔹 Non-GAAP Operating Margin: -2% (vs. -6% YoY)

🔹 Operating Cash Flow Margin: 23% (Flat YoY)

🔹 Free Cash Flow Margin: 20% (vs. 18% YoY); +200 bps YoY

🔹 TTM Operating Cash Flow Margin: 5% (vs. 0% YoY)

🔹 TTM Free Cash Flow Margin: 2% (vs. -3% YoY)

🔹 Cash & Equivalents: $1.2B


Strategic Updates:

🔸 CEO Tomer Weingarten:

"Our innovation engine—spanning AI, Data, Cloud, and Endpoint—is fueling platform momentum. Singularity is leading the shift toward AI-powered security."


🔸 CFO Barbara Larson:

"We achieved record free cash flow margin and continue to scale efficiently. Our first-ever $200M share repurchase authorization demonstrates confidence in our long-term growth."


🔸 $200M Share Repurchase Program authorized by the Board.

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