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


๐Ÿ”น EPS: $0.00 (Est. $0.01) ๐Ÿ”ด

๐Ÿ”น Revenue: $210.6M (Est. $209.73M) ๐ŸŸข; UP +28% YoY

๐Ÿ”น ARR: $859.7M; UP +29% YoY


FY25 Guidance:

๐Ÿ”น Revenue: $818M (Est. $815.9M) ๐ŸŸข; UP +32% YoY

๐Ÿ”น Non-GAAP Gross Margin: 79%

๐Ÿ”น Non-GAAP Operating Margin: -4%


Q4 Guidance:

๐Ÿ”น Revenue: $222M

๐Ÿ”น Non-GAAP Gross Margin: 79%

๐Ÿ”น Non-GAAP Operating Margin: -3%


Profitability Metrics:

๐Ÿ”น GAAP Gross Margin: 75% (vs. 73% YoY)

๐Ÿ”น Non-GAAP Gross Margin: 80% (vs. 79% YoY)

๐Ÿ”น GAAP Operating Margin: -42% (Improved from -50% YoY)

๐Ÿ”น Non-GAAP Operating Margin: -5% (Improved from -11% YoY)

๐Ÿ”น Trailing-Twelve-Month Free Cash Flow Margin: 1% (vs. -17% YoY)


Operational Highlights:

๐Ÿ”น Customers with ARR of $100,000 or More: 1,310 (+24% YoY)

๐Ÿ”น Operating Cash Flow Margin: -3% (Improved from -14% YoY)

๐Ÿ”น Free Cash Flow Margin: -6% (Improved from -16% YoY)

๐Ÿ”น Cash and Investments: $1.1B as of October 31, 2024


CEO Commentary:

๐Ÿ”ธ "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." โ€“ Tomer Weingarten, CEO


Strategic Highlights:

๐Ÿ”ธ First-time achievement of positive free cash flow on a trailing-twelve-month basis, signaling progress toward sustained profitability.

๐Ÿ”ธ Strengthened platform adoption through customer growth, particularly among enterprise clients with $100K+ ARR.

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