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SentinelOne jumps 13% on Q3 beat & raised guidance

Published 2023-12-05, 05:16 p/m
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SentinelOne (NYSE:S) shares surged more than 13% after-hours today following the company’s reported Q3 results, with EPS of ($0.03) coming in better than the consensus estimate of ($0.08).

Revenue grew 42% year-over-year to $164.2 million, beating the consensus estimate of $156.09M. Annualized recurring revenue (ARR) grew 43% year-over-year to $663.9M. Meanwhile, customers with an ARR of $100,000 or more grew 33% to 1,060.

“We delivered strong top-line growth and substantial margin expansion, showcasing the scale and breadth of our Singularity platform. Our gross margin reached a new record, and we achieved our ninth consecutive quarter of over 25 percentage points of year-over-year operating margin improvement,” said CFO Dave Bernhardt.

For Q4/24, the company expects revenue of $169M, above the consensus estimate of $166.5M. For the full year, revenue is seen at $616M, beating the consensus estimate of $605.66M.

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