SentinelOne (S) Q4 2025 Earnings
How Did S Stock React to Q4 2025 Earnings?
S&P 500 over the same 30 days: −2.23%.
Did S Beat Earnings? Q4 2025 Results
Yes. SentinelOne reported Q4 2025 earnings of $0.04 a share on Mar 12, 2025, beating the $-0.21 consensus estimate by 119.1%. Revenue was $225.5M against a $222.3M estimate.
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.
- 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
What Was SentinelOne's Outlook in Q4 2025?
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
| Metric | Q4 2025 | Q4 2024 | Year over year |
|---|---|---|---|
| Revenue | $225.5M | $174.2M | +29.5% |
| Gross Profit | $168.5M | $125.9M | +33.8% |
| Operating Income | −$80.3M | −$79.3M | +1.2% |
| Net Income | −$70.8M | −$69.6M | +1.7% |
Figures from SEC filings and company reports. Not investment advice.