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Wall St Engine
@wallstengine
Fast, accurate, consistent stock market news, earnings highlights & more. By Brillinsight. Not financial advice.
Joined March 2022
936 Following    187.7K Followers
SENTINELONE $S Q2’27 EARNINGS HIGHLIGHTS 🔹 Revenue: $292M (Est. $290M) 🟢; +21% YoY 🔹 Adj. EPS: $0.08 (Est. $0.07) 🟢; +100% YoY 🔹 ARR: $1.22B; +22% YoY 🔹 Non-GAAP Operating Margin: 10%; +800 bps YoY FY27 Guide: 🔹 Adj. EPS: $0.30-$0.32 (Est. $0.35) 🔴 🔹 Revenue: $1.20B-$1.21B (Est. $1.2B) 🟡 🔹 Non-GAAP Oper Income: $124M-$128M (Est. $120M) 🟢 Q3 Guide: 🔹 Revenue: $309M-$311M (Est. $309M) 🟡 🔹 Non-GAAP Oper Income: $38M-$40M (Est. $38.5M) 🟡 🔹 Adj. EPS: $0.08-$0.09 (Est. $0.11) 🔴 Other Q2 Metrics: 🔹 Customers with ARR of $100,000 or More: 1,715; +13% YoY 🔹 Non-GAAP Gross Margin: 77%; -200 bps YoY 🔹 Non-GAAP Net Income Margin: 10%; +500 bps YoY 🔹 Cash, Cash Equivalents, and Investments: $813M Comments: 🔸 “We exceeded all top and bottom-line guided metrics, achieved record profitability and are raising our revenue and operating income outlook for fiscal year 2027,” 🔸 “We are scaling the business with discipline, investing in key AI growth opportunities while driving substantial operating leverage.”
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