🔹 Adj. EPS: $(0.22) (Est. $(0.21)) 🔴
🔹 Revenue: $225.5M (Est. $222.33M) 🟢 +29% YoY
🔹 ARR: $920.1M (+27% YoY)
🔹 Customers with ARR >$100K: 1,411 (+25% YoY)
FY26 Guidance
🔹 Revenue: $1.007B - $1.012B (Est. $1.03B) 🔴
🔹 Adj. Gross Margin: 78.5% - 79.5%
🔹 Adj. Operating Margin: 3% - 4%
Q1 FY26 Guidance
🔹 Revenue: $228M (Est. $235.47M) 🔴
🔹 Adj. Gross Margin: 79%
🔹 Adj. Operating Margin: (2)%
Margins & Profitability
🔹 Non-GAAP Gross Margin: 79% (Prev. 78%)
🔹 Non-GAAP Operating Margin: 1% (Prev. (9)%) 🟢 (First positive operating margin in Q4)
🔹 Non-GAAP Net Income Margin: 5% (Prev. (4)%)
Key Takeaways & Commentary
🔹 CEO: "We’re on track to surpass $1B in ARR and revenue this year—a key milestone in our growth journey."
🔹 CFO: "Our first positive non-GAAP operating margin in Q4 marks a shift towards sustainable growth."
🔹 AI-Driven Security: SentinelOne is focusing on "fully autonomous, agentic AI workflows" to lead in cybersecurity.