$S (+0 %) | SentinelOne Q3 Earnings Highlights:

🔹 EPS: $0.00 (Est. $0.01) 🔴

🔹 Revenue: $210.6M (Est. $209.73M) 🟢; UP +28% YoY

🔹 ARR: $859.7M; UP +29% YoY

FY25 Guidance:

🔹 Revenue: $818M (Est. $815.9M) 🟢; UP +32% YoY

🔹 Non-GAAP Gross Margin: 79%

🔹 Non-GAAP Operating Margin: -4%

Q4 Guidance:

🔹 Revenue: $222M

🔹 Non-GAAP Gross Margin: 79%

🔹 Non-GAAP Operating Margin: -3%

Profitability Metrics:

🔹 GAAP Gross Margin: 75% (vs. 73% YoY)

🔹 Non-GAAP Gross Margin: 80% (vs. 79% YoY)

🔹 GAAP Operating Margin: -42% (Improved from -50% YoY)

🔹 Non-GAAP Operating Margin: -5% (Improved from -11% YoY)

🔹 Trailing-Twelve-Month Free Cash Flow Margin: 1% (vs. -17% YoY)

Operational Highlights:

🔹 Customers with ARR of $100,000 or More: 1,310 (+24% YoY)

🔹 Operating Cash Flow Margin: -3% (Improved from -14% YoY)

🔹 Free Cash Flow Margin: -6% (Improved from -16% YoY)

🔹 Cash and Investments: $1.1B as of October 31, 2024

CEO Commentary:

🔸 "Our Q3 results demonstrate strong execution and re-accelerated new business growth. With industry-leading innovations, SentinelOne is setting the standard for the future of AI-powered cybersecurity." – Tomer Weingarten, CEO

Strategic Highlights:

🔸 First-time achievement of positive free cash flow on a trailing-twelve-month basis, signaling progress toward sustained profitability.

🔸 Strengthened platform adoption through customer growth, particularly among enterprise clients with $100K+ ARR.