Companies /Technology

SentinelOne Inc - Class A

NYSE: S Software - Infrastructure
$21.08
▼ $1.63 (−7.18%) today
Markets open · 2:26pm ET

Q4 2025 Earnings

Reported Mar 12, 2025, 4:06pm ET · SEC source
$0.04
Beat +119.14%
EPS · est. $-0.21
$225.5M
Beat +1.43%
Revenue · est. $222.3M
−3.0%
Trailing market
S vs S&P since report
10 quarters
Consecutive EPS beats

Market Reaction

% change · around the report
0+6%+12%+18%Mar 12Mar 13report 4:06pm ETearnings−0.7%+8.6%
0+6%+12%+18%Mar 12Mar 13earnings−0.7%+8.6%
S +8.6%S&P 500 −0.7%
0+7%+14%Mar 12Mar 13report 4:06pm ETearnings−1.0%+8.6%
0+7%+14%Mar 12Mar 13earnings−1.0%+8.6%
S +8.6%NASDAQ −1.0%
0+7%+14%+21%Mar 11Mar 20report 4:06pm ETearnings+1.3%+19.6%
0+7%+14%+21%Mar 11Mar 20earnings+1.3%+19.6%
S +19.6%S&P 500 +1.3%
0+8%+16%+24%Mar 11Mar 20report 4:06pm ETearnings+0.7%+19.6%
0+8%+16%+24%Mar 11Mar 20earnings+0.7%+19.6%
S +19.6%NASDAQ +0.7%
−5.54%
Day of report
+1.54%
Next session
+6.25%
One week
−5.21%
30 days

S&P 500 over the same 30 days: −2.23%.

Did S Beat Earnings? Q4 2025 Results

SentinelOne closed its fiscal fourth quarter with a decisive beat on both top and bottom lines, reporting earnings per share of $0.04 against a consensus estimate of negative $0.21, a 119.14% positive surprise, while revenue of $225.52 million edged past the $222.33 million estimate and grew 29.5% year over year. The headline profit figure reflected a genuine operational shift, as the company posted its first quarter of positive non-GAAP operating margin at 1%, swinging non-GAAP net income to $12.17 million from a prior-year loss of $6.62 million, driven by GAAP gross margin expanding to 75% from 72% and meaningful operating expense leverage. Annualized recurring revenue reached $920.10 million, up 27%, with the $100K-plus customer cohort growing 25% to 1,411. Despite the strong results, shares fell sharply in aftermarket trading, underscoring investor sensitivity to the pace of margin recovery. Looking ahead, SentinelOne guided full fiscal year 2026 revenue to $1.01 to $1.01 billion, with non-GAAP operating margin of 3% to 4%, projecting continued expansion as the company crosses the billion-dollar revenue threshold.

Key Takeaways
  • Accelerating adoption of platform solutions
  • 29% year-over-year revenue growth in Q4
  • ARR grew 27% year-over-year to $920.1 million
  • GAAP gross margin expanded to 75% from 72% year-over-year
  • Non-GAAP operating margin turned positive at 1% in Q4
  • Customers with ARR of $100,000 or more grew 25% to 1,411

“Our strong finish to the fiscal year reflects solid execution and the accelerating adoption of our platform solutions. We're on track to surpass $1 billion in ARR and revenue this year, a key milestone in our growth journey. For more than a decade, we've patented leading machine learning security models — now, we're pioneering fully autonomous, agentic AI workflows. We're solidifying Singularity as the preeminent AI security platform of the future.”

SentinelOne CEO, on the earnings call

Forward Guidance & Outlook

For Q1 FY2026 (ending April 30, 2025): Revenue of $228 million, non-GAAP gross margin of 79%, and non-GAAP operating margin of (2)%. For full fiscal year 2026 (ending January 31, 2026): Revenue of $1,007–$1,012 million, non-GAAP gross margin of 78.5–79.5%, and non-GAAP operating margin of 3–4%. The company expects to surpass $1 billion in both ARR and revenue in fiscal year 2026.

S YoY Financials

Q4 2025 vs Q4 2024 · SEC filings Q4 2024 Q4 2025
$-90,000,000$0$90.0M$180.0M$174.2M$225.5MRevenue$125.9M$168.5MGross Profit$-79,322,000$-80,258,000Operating Income$-69,632,107$-70,788,000Net Income
$-90,000,000$0$90.0M$180.0MRevenueGross ProfitOperating IncomeNet Income

Figures from SEC filings and company reports. Not investment advice.