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Wall St Engine
@wallstengine
Fast, accurate, consistent stock market news, earnings highlights & more. By Brillinsight. Not financial advice.
ๅŠ ๅ…ฅ March 2022
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SENTINELONE $S Q2โ€™27 EARNINGS HIGHLIGHTS ๐Ÿ”น Revenue: $292M (Est. $290M) ๐ŸŸข; +21% YoY ๐Ÿ”น Adj. EPS: $0.08 (Est. $0.07) ๐ŸŸข; +100% YoY ๐Ÿ”น ARR: $1.22B; +22% YoY ๐Ÿ”น Non-GAAP Operating Margin: 10%; +800 bps YoY FY27 Guide: ๐Ÿ”น Adj. EPS: $0.30-$0.32 (Est. $0.35) ๐Ÿ”ด ๐Ÿ”น Revenue: $1.20B-$1.21B (Est. $1.2B) ๐ŸŸก ๐Ÿ”น Non-GAAP Oper Income: $124M-$128M (Est. $120M) ๐ŸŸข Q3 Guide: ๐Ÿ”น Revenue: $309M-$311M (Est. $309M) ๐ŸŸก ๐Ÿ”น Non-GAAP Oper Income: $38M-$40M (Est. $38.5M) ๐ŸŸก ๐Ÿ”น Adj. EPS: $0.08-$0.09 (Est. $0.11) ๐Ÿ”ด Other Q2 Metrics: ๐Ÿ”น Customers with ARR of $100,000 or More: 1,715; +13% YoY ๐Ÿ”น Non-GAAP Gross Margin: 77%; -200 bps YoY ๐Ÿ”น Non-GAAP Net Income Margin: 10%; +500 bps YoY ๐Ÿ”น Cash, Cash Equivalents, and Investments: $813M Comments: ๐Ÿ”ธ โ€œWe exceeded all top and bottom-line guided metrics, achieved record profitability and are raising our revenue and operating income outlook for fiscal year 2027,โ€ ๐Ÿ”ธ โ€œWe are scaling the business with discipline, investing in key AI growth opportunities while driving substantial operating leverage.โ€
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