SentinelOne Reports Strong Q4 Earnings but Faces Challenges with Soft Guidance

SentinelOne Q4 Earnings: Revenue Beat, EPS Beat, Shares Sink On Soft Guidance - SentinelOne (NYSE:S)

SentinelOne Inc S reported fourth-quarter financial results after the market close on Wednesday. Here's a look at the key details from the quarter. Q4 Earnings: SentinelOne reported fourth-quarter revenue of $225.5 million, beating the consensus estimate of $222.25 million, according to Benzinga Pro. The cybersecurity company reported fourth-quarter adjusted earnings of four cents per share, beating estimates of one cent per share. Total revenue increased 29% year-over-year. Annualized recurring revenue (ARR) increased 27% year-over-year to $920.1 million as of Jan. 31. Customers with ARR of $100,000 or more grew 25% to 1,411 in the quarter. The company ended the period with $1.1 billion in cash, cash equivalents and investments. "Our strong finish to the fiscal year reflects solid execution and the accelerating adoption of our platform solutions," said Tomer Weingarten, CEO of SentinelOne. "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." Outlook: SentinelOne expects first-quarter revenue of approximately $228 million versus estimates of $235.18 million. The company expects full-year 2026 revenue of $1.007 billion versus estimates of $1.012 billion. Management is currently discussing the quarter on a conference call with investors and analysts that kicked off at 4:30 p.m. ET. S Price Action: SentinelOne shares were down 13.32% after-hours, trading at $16.73 at the time of publication Wednesday, according to Benzinga Pro. Read Next: UiPath Shares Plunge After Q4 Revenues Miss, Weak Q1 Guidance Photo: Shutterstock. SSentinelOne Inc$16.75-10.7%Stock Score Locked: Want to See it? Benzinga Rankings give you vital metrics on any stock - anytime. Reveal Full ScoreEdge RankingsMomentum19.85Growth68.86Quality-Value48.35Price TrendShortMediumLongOverviewMarket News and Data brought to you by Benzinga APIs

SentinelOne shares drop after weaker than expected revenue guidance - SiliconANGLE

SentinelOne shares drop after weaker than expected revenue guidance Shares in SentinelOne Inc. were down over 12% in late trading today after the cybersecurity company forecasted first-quarter and full-year revenue below analyst expectations, despite reporting beats on revenue and earnings in its fiscal 2025 fourth quarter. For the quarter that ended on Jan. 31, SentinelOne reported adjusted earning per share of four cents, up from a loss of two cents per share in the same quarter of the previous year, on revenue of $225.5 million, up 29% year-over-year. Both figures came in ahead of the one cent per share and revenue of $222.24 million expected by analysts. As of the end of the quarter, SentinelOne had annualized recurring revenue of $920.1 million, up 27% year-over-year, with customers with annualized recurring revenue of $100,000 or more growing 25% to 1,411. The company also now has over 14,000 direct customers worldwide. Business highlights in the quarter included SentinelOne's continued expansion of its artificial intelligence-driven security capabilities, including the launch of Purple AI, an automation tool that enhances security workflows and broadens its cybersecurity use cases. The company also introduced Singularity Data Lake, a centralized platform for security data analysis and threat hunting, reinforcing its focus on advanced threat detection. SentinelOne strengthened its cloud security offerings with new cloud-native security solutions designed to protect infrastructure and workloads, further diversifying its product portfolio. Additionally, the company announced a strategic partnership with Lenovo Group Ltd., which will deliver up to 30 million endpoints over the coming years and expand its market presence. For the full fiscal year 2025, SentinelOne reported adjusted earnings per share of five cents, up from a loss of 28 cents per share in fiscal year 2024, on revenue of $821.5 million, up 32% year-over-year. "Our strong finish to the fiscal year reflects solid execution and the accelerating adoption of our platform solutions," said Tomer Weingarten, chief executive officer of SentinelOne, in the company's earnings release. "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." For its fiscal 2026 first quarter, SentinelOne said that it expected revenue of $228 and for the full year, revenue of $1.007 billion to $1.012 billion. Both figures fell short of the $235.1 million and $1.03 billion expected by analysts. The shortfall was noted by Reuters to be due to SentinelOne being "hurt by tough competition and softer enterprise spending due to economic uncertainty."