SentinelOne Inc
S
$14.52 -14.41%
Exchange: NYSE | Sector: Technology | Industry: Software Infrastructure
Q4 2025
Published: Mar 26, 2025

Earnings Highlights

  • Revenue of $225.52M up 29.5% year-over-year
  • EPS of $-0.22 increased by 8.3% from previous year
  • Gross margin of 74.7%
  • Net income of -70.79M
  • "Fiscal year '25 was a transformative year for SentinelOne, ending with a strong Q4 that exceeded our expectations across all guided metrics." - Tomer Weingarten
S
Company S

Executive Summary

SentinelOne delivered a strong finish to FY25 with notable top-line momentum and a strategic pivot toward a comprehensive AI-native cybersecurity platform. For the quarter, revenue reached $226 million, up 29% year over year, with full-year revenue of $821 million (+32% YoY). ARR finished the year at $920 million, and net new ARR in Q4 totaled $60 million, lifting ARR growth to 27% for the year. Management emphasized accelerating platform adoption (data, cloud, AI) and expanding non-endpoint bookings, now representing over 50% of FY25 bookings and 40% of enterprise customers using three or more platform solutions. In non-GAAP terms, SentinelOne achieved positive operating income and positive net income margin (2%) and positive free cash flow margin (1%) for the full year, underscoring a material margin expansion driven by scale and disciplined investments. The company projects FY26 revenue of $1.07–$1.12 billion and approximately $200 million in net new ARR (about mid- to high-single-digit growth ex-deception churn). Operating margins are guided to 3–4% with gross margins in the 78.5–79.5% range, and the company aims to generate meaningful free cash flow improvements as it continues to invest in AI-native data and cloud capabilities. The outlook reflects both strong workflow and GTM execution, and risks include macro volatility, the impact of ending older deception offerings, and integration/timing of Lenovo-related contributions. Investment thesis remains favorable for investors who expect accelerating AI-driven platform adoption, meaningful non-endpoint growth, and a path to profitability at scale, supported by a robust balance sheet and a diversified customer base.

Key Performance Indicators

Revenue
Increasing
225.52M
QoQ: 7.06% | YoY: 29.48%
Gross Profit
Increasing
168.51M
74.72% margin
QoQ: 7.07% | YoY: 36.17%
Operating Income
Increasing
-80.26M
QoQ: 9.94% | YoY: 1.18%
Net Income
Increasing
-70.79M
QoQ: 9.67% | YoY: 1.66%
EPS
Increasing
-0.22
QoQ: 12.00% | YoY: 8.33%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q2 2026 242.18 -0.22 +21.7% View
Q1 2026 229.03 -0.63 +22.9% View
Q4 2025 225.52 -0.22 +29.5% View
Q3 2025 210.65 -0.25 +28.3% View
Q2 2025 198.94 -0.22 +33.1% View