SentinelOne Inc - Class A
Q3 2025 Earnings
Did S Beat Earnings? Q3 2025 Results
SentinelOne delivered a strong Q3 FY2025, posting revenue of $210.65 million, up 28.3% year-over-year and edging past the $209.72 million consensus estimate, while reporting non-GAAP EPS of $0.00 against a consensus expectation of a $0.20 loss, a 100% beat driven by improving unit economics and platform scale. A key engine behind the quarter was annualized recurring revenue reaching $859.70 million, up 29% year-over-year, with net new ARR growth accelerating 14 percentage points sequentially to 4% growth, signaling improving demand momentum. Non-GAAP gross margin expanded to 80% from 79% a year ago, reflecting data efficiencies and broader adoption of the Singularity Platform, while the company reported a non-GAAP net income of $75,000, compared to a loss of $7.72 million in the prior-year period. Looking ahead, SentinelOne guided Q4 revenue to approximately $222 million and raised its full-year FY2025 revenue outlook to approximately $818 million, representing 32% growth, with management reiterating a long-term target of 20% non-GAAP operating margin.
- 28% year-over-year revenue growth driven by broad-based demand from new and existing customers
- Net new ARR of $54 million grew 4% y/y, a 14 percentage point improvement versus Q2
- Record number of $100K+ ARR customer additions, growing 24% y/y to 1,310
- Non-GAAP gross margin expanded to 80% from 79% driven by scale, data efficiencies, and platform adoption
- Non-GAAP operating margin improved to (5)% from (11)% a year ago
- International revenue represented 37% of total revenue, growing 28% y/y
- Customers with more than $1 million in ARR grew even faster than $100K+ cohort
- Purple AI emerged as fastest-growing solution with attach rate doubling sequentially
“Our Q3 results demonstrate strong execution and business momentum. We exceeded our topline growth expectations and re-accelerated new business growth.”
SentinelOne CEO, on the earnings call
Forward Guidance & Outlook
For Q4 FY2025, SentinelOne expects revenue of approximately $222 million (27% y/y growth), non-GAAP gross margin of 79%, and non-GAAP operating margin of (3)%. For full fiscal year 2025, the company raised revenue guidance to approximately $818 million (32% growth, up from prior expectation of $815 million/31% growth), with non-GAAP gross margin of 79% and non-GAAP operating margin of (4)%. The company expects to achieve positive free cash flow for fiscal year 2025 and remains committed to its long-term target of reaching 20% non-GAAP operating margin over time. Management noted stronger net new ARR growth in the second half of fiscal year compared to the first half, with increasing customer interest in the Singularity Platform.
S YoY Financials
Figures from SEC filings and company reports. Not investment advice.