Sentinel One Inc.

SentinelOne, Inc. is a cybersecurity company that operates both in the United States and internationally. Its Singularity Platform offers AI-powered autonomous threat prevention, detection, and response across an organization’s endpoints, cloud workloads, and identity credentials. This platform provides seamless, automated protection against a wide range of cyber threats.

CEO Statement- We delivered strong revenue growth and achieved a record free cash flow margin, underscoring the scalability of our business model and the effectiveness of our ongoing operational discipline,” said Barbara Larson, Chief Financial Officer of SentinelOne. “These results reflect our commitment to driving efficient growth while strategically investing in innovation to enhance our competitive position and long-term value creation.”

“As we continue to scale, our focus remains on balancing disciplined execution with forward-looking investments that fuel innovation and customer success. This approach positions us well to achieve sustainable and profitable growth over the long term. In light of our strong financial position and confidence in our future, we are pleased to announce our first-ever share repurchase authorization—demonstrating our commitment to delivering shareholder value while maintaining a strong balance sheet.

Total Revenue
SentinelOne reported total revenue of $229.0 million for the period, representing a 23% increase compared to $186.4 million in the same period last year. This growth reflects continued strong demand for the company’s AI-driven cybersecurity solutions.

Annualized Recurring Revenue (ARR)
As of April 30, 2025, SentinelOne's ARR reached $948.1 million, marking a 24% year-over-year increase. This milestone underscores the company’s solid momentum in expanding its subscription-based business and deepening customer relationships.

Large Customer Growth
The number of customers generating ARR of $100,000 or more grew by 22% year-over-year, totaling 1,459 as of April 30, 2025. This growth indicates increased adoption of the platform among larger enterprises and reflects SentinelOne’s success in moving upmarket.

Gross Margin
GAAP gross margin improved to 75%, up from 73% in the prior year, demonstrating enhanced operational efficiency and scale. On a non-GAAP basis, gross margin remained steady at 79%, reflecting consistent cost management and strong product economics.

Operating Margin
GAAP operating margin improved to (38)%, compared to (43)% in the previous year, indicating progress in narrowing operating losses. Non-GAAP operating margin was (2)%, compared to 6% in the same period last year, reflecting ongoing investments in growth initiatives while maintaining near break-even operational efficiency.

Acrobull Recommendation Based on Evaluation