SentinelOne, Inc.

S

Current Price: $15.07

IPO: 2021-06-30

SentinelOne, Inc. operates as a cybersecurity provider in the United States and internationally. The company's Extended Detection and Response (XDR) data stack that fuses together the data, access, control, and integration planes of endpoint protection platform, endpoint detection and response, cloud workload protection platform, and IoT security into a centralized platform. Its Singularity XDR Platform delivers an artificial intelligence-powered autonomous threat prevention, detection, and response capabilities across an organization's endpoints; and cloud workloads, which enables seamless and automatic protection against a spectrum of cyber threats. The company was formerly known as Sentinel Labs, Inc. and changed its name to SentinelOne, Inc. in March 2021. SentinelOne, Inc. was incorporated in 2013 and is headquartered in Mountain View, California.

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Latest News

Is SentinelOne Stock a Buy Now?

SentinelOne's Q4 earnings exceeded analysts' expectations. It expects its revenue growth to cool ...

Cybersecurity company SentinelOne beats earnings estimate...

SentinelOne CEO Tomer Weingarten joins CNBC's Frank Holland to discuss the cybersecurity company'...

Why SentinelOne Stock Jumped Today

SentinelOne is winning new customers at an impressive clip. The company's losses are shrinking as...

SentinelOne (S) Q4 Earnings Beat Estimates, Revenues Up Y/Y

SentinelOne's (S) fourth-quarter fiscal 2023 results benefit from an expanding clientele and stro...

SentinelOne: Reversal In-Play For Cybersecurity Stocks

The Q4 results from SentinelOne (NASDAQ: S) echo news from cybersecurity companies from DataDog (...

SentinelOne stock bucks market selloff with big post-earn...

Shares of SentinelOne Inc. S were bucking Wednesday's market weakness and rising nearly 10% in mo...

SentinelOne, Inc. (S) Q4 2023 Earnings Call Transcript

SentinelOne, Inc. (NYSE:S ) Q4 2023 Earnings Conference Call March 14, 2023 5:00 PM ET Company Pa...

SentinelOne (S) Reports Q4 Loss, Tops Revenue Estimates

SentinelOne (S) delivered earnings and revenue surprises of 18.75% and 0.91%, respectively, for t...


Income Statement

Revenue

Year Q1 Q2 Q3 Q4
2021 $17.96m $20.67m $24.56m $29.87m
2022 $37.4m $45.75m $56.02m $65.64m
2023 $78.26m $102.5m $115.3m $126.1m

YoY % Change

Year Q1 Q2 Q3 Q4
2021 - - - -
2022 108.25% 121.29% 128.11% 119.75%
2023 109.27% 124.05% 105.87% 92.11%

YoY Change

Year Q1 Q2 Q3 Q4
2021 - - - -
2022 19.44m 25.08m 31.46m 35.77m
2023 40.86m 56.76m 59.31m 60.46m

QoQ % Change

Year Q1 Q2 Q3 Q4
2021 - 15.13% 18.78% 21.63%
2022 25.2% 22.34% 22.44% 17.17%
2023 19.23% 30.99% 12.5% 9.34%

Cost Of Revenue

Year Q1 Q2 Q3 Q4
2021 $7.613m $7.543m $10.34m $13.84m
2022 $18.28m $18.79m $20.36m $24.25m
2023 $27.14m $36.26m $41.01m $39.77m

YoY % Change

Year Q1 Q2 Q3 Q4
2021 - - - -
2022 140.15% 149.08% 96.86% 75.27%
2023 48.44% 93.0% 101.43% 64.01%

YoY Change

Year Q1 Q2 Q3 Q4
2021 - - - -
2022 10.67m 11.25m 10.02m 10.41m
2023 8.856m 17.47m 20.65m 15.52m

QoQ % Change

Year Q1 Q2 Q3 Q4
2021 - -0.92% 37.09% 33.79%
2022 32.15% 2.76% 8.35% 19.12%
2023 11.92% 33.61% 13.09% -3.01%

Gross Profit

Year Q1 Q2 Q3 Q4
2021 $10.34m $13.13m $14.22m $16.03m
2022 $19.11m $26.96m $35.66m $41.39m
2023 $51.12m $66.24m $74.32m $86.33m

YoY % Change

Year Q1 Q2 Q3 Q4
2021 - - - -
2022 84.76% 105.33% 150.85% 158.14%
2023 167.46% 145.69% 108.4% 108.58%

YoY Change

Year Q1 Q2 Q3 Q4
2021 - - - -
2022 8.768m 13.83m 21.45m 25.35m
2023 32m 39.28m 38.66m 44.94m

QoQ % Change

Year Q1 Q2 Q3 Q4
2021 - 26.94% 8.26% 12.78%
2022 19.2% 41.07% 32.26% 16.06%
2023 23.51% 29.6% 12.19% 16.16%

Gross Profit Ratio

Year Q1 Q2 Q3 Q4
2021 57.60% 63.51% 57.89% 53.68%
2022 51.11% 58.93% 63.66% 63.06%
2023 65.32% 64.63% 64.44% 68.46%

YoY % Change

Year Q1 Q2 Q3 Q4
2021 - - - -
2022 -11.28% -7.21% 9.97% 17.47%
2023 27.81% 9.66% 1.23% 8.57%

Research & Development Expenses

Year Q1 Q2 Q3 Q4
2021 $13.87m $13.48m $14.93m $20.18m
2022 $27.82m $31.04m $34.77m $42.64m
2023 $45.88m $54.99m $52.23m $53.9m

YoY % Change

Year Q1 Q2 Q3 Q4
2021 - - - -
2022 100.65% 130.31% 132.98% 111.34%
2023 64.92% 77.17% 50.21% 26.4%

YoY Change

Year Q1 Q2 Q3 Q4
2021 - - - -
2022 13.96m 17.56m 19.85m 22.47m
2023 18.06m 23.95m 17.46m 11.26m

QoQ % Change

Year Q1 Q2 Q3 Q4
2021 - -2.81% 10.75% 35.2%
2022 37.87% 11.56% 12.04% 22.64%
2023 7.59% 19.85% -5.01% 3.2%

General & Administrative Expenses

Year Q1 Q2 Q3 Q4
2021 $4.957m $5.914m $9.003m $9.185m
2022 $16.72m $22.11m $26.95m $27.72m
2023 $34.89m $40.45m $42.19m $45.2m

YoY % Change

Year Q1 Q2 Q3 Q4
2021 - - - -
2022 237.38% 273.86% 199.36% 201.79%
2023 108.62% 82.94% 56.54% 63.05%

YoY Change

Year Q1 Q2 Q3 Q4
2021 - - - -
2022 11.77m 16.2m 17.95m 18.53m
2023 18.17m 18.34m 15.24m 17.48m

QoQ % Change

Year Q1 Q2 Q3 Q4
2021 - 19.31% 52.23% 2.02%
2022 82.08% 32.21% 21.9% 2.85%
2023 25.87% 15.93% 4.3% 7.13%

Selling & Marketing Expenses

Year Q1 Q2 Q3 Q4
2021 $17.75m $16.3m $19.97m $23.71m
2022 $36.18m $40.97m $41.31m $42.12m
2023 $60.64m $79m $83.95m $87.25m

YoY % Change

Year Q1 Q2 Q3 Q4
2021 - - - -
2022 103.82% 151.32% 106.82% 77.6%
2023 67.61% 92.82% 103.22% 107.18%

YoY Change

Year Q1 Q2 Q3 Q4
2021 - - - -
2022 18.43m 24.67m 21.34m 18.4m
2023 24.46m 38.03m 42.64m 45.14m

QoQ % Change

Year Q1 Q2 Q3 Q4
2021 - -8.16% 22.52% 18.72%
2022 52.57% 13.24% 0.83% 1.95%
2023 43.99% 30.27% 6.27% 3.93%

Selling General & Administrative Expenses

Year Q1 Q2 Q3 Q4
2021 $22.71m $22.22m $28.98m $32.9m
2022 $52.9m $63.08m $68.26m $69.83m
2023 $95.53m $119.4m $126.1m $132.5m

YoY % Change

Year Q1 Q2 Q3 Q4
2021 - - - -
2022 132.98% 183.94% 135.57% 112.27%
2023 80.57% 89.36% 84.79% 89.67%

YoY Change

Year Q1 Q2 Q3 Q4
2021 - - - -
2022 30.2m 40.86m 39.29m 36.94m
2023 42.63m 56.37m 57.88m 62.62m

QoQ % Change

Year Q1 Q2 Q3 Q4
2021 - -2.17% 30.43% 13.53%
2022 60.81% 19.23% 8.21% 2.3%
2023 36.8% 25.03% 5.6% 5.0%

Other Expenses

Year Q1 Q2 Q3 Q4
2021 - - - -
2022 - - - -
2023 - - - -

YoY % Change

Year Q1 Q2 Q3 Q4
2021 - - - -
2022 - - - -
2023 - - - -

YoY Change

Year Q1 Q2 Q3 Q4
2021 - - - -
2022 - - - -
2023 - - - -

QoQ % Change

Year Q1 Q2 Q3 Q4
2021 - - - -
2022 - - - -
2023 - - - -

Operating Expenses

Year Q1 Q2 Q3 Q4
2021 $36.57m $35.69m $43.9m $53.08m
2022 $80.72m $94.12m $103m $112.5m
2023 $141.4m $174.4m $178.4m $186.4m

YoY % Change

Year Q1 Q2 Q3 Q4
2021 - - - -
2022 120.72% 163.69% 134.69% 111.92%
2023 75.18% 85.34% 73.12% 65.68%

YoY Change

Year Q1 Q2 Q3 Q4
2021 - - - -
2022 44.15m 58.43m 59.13m 59.4m
2023 60.69m 80.32m 75.34m 73.88m

QoQ % Change

Year Q1 Q2 Q3 Q4
2021 - -2.41% 23.0% 20.9%
2022 52.09% 16.59% 9.48% 9.16%
2023 25.72% 23.35% 2.26% 4.47%

Cost & Expenses

Year Q1 Q2 Q3 Q4
2021 $44.19m $43.24m $54.24m $66.91m
2022 $99.01m $112.9m $123.4m $136.7m
2023 $168.6m $210.7m $219.4m $226.1m

YoY % Change

Year Q1 Q2 Q3 Q4
2021 - - - -
2022 124.07% 161.14% 127.48% 104.34%
2023 70.24% 86.61% 77.79% 65.39%

YoY Change

Year Q1 Q2 Q3 Q4
2021 - - - -
2022 54.82m 69.67m 69.15m 69.82m
2023 69.54m 97.79m 95.99m 89.4m

QoQ % Change

Year Q1 Q2 Q3 Q4
2021 - -2.15% 25.46% 23.35%
2022 47.97% 14.04% 9.29% 10.81%
2023 23.28% 25.0% 4.12% 3.07%

Interest Expense

Year Q1 Q2 Q3 Q4
2021 $300k $477k $312k $312k
2022 $303k $479k $3k $2k
2023 $5k $607k $613k $605k

YoY % Change

Year Q1 Q2 Q3 Q4
2021 - - - -
2022 1.0% 0.42% -99.04% -99.36%
2023 -98.35% 26.72% 20333.33% 30150.0%

YoY Change

Year Q1 Q2 Q3 Q4
2021 - - - -
2022 3k 2k -309k -310k
2023 -298k 128k 610k 603k

QoQ % Change

Year Q1 Q2 Q3 Q4
2021 - 59.0% -34.59% -
2022 -2.88% 58.09% -99.37% -33.33%
2023 150.0% 12040.0% 0.99% -1.31%

Depreciation & Amortization

Year Q1 Q2 Q3 Q4
2021 $629k $669k $728k $811k
2022 $1.659m $1.978m $2.225m $2.047m
2023 $2.102m $8.692m $9.303m -

YoY % Change

Year Q1 Q2 Q3 Q4
2021 - - - -
2022 163.75% 195.67% 205.63% 152.4%
2023 26.7% 339.43% 318.11% -

YoY Change

Year Q1 Q2 Q3 Q4
2021 - - - -
2022 1.03m 1.309m 1.497m 1.236m
2023 443k 6.714m 7.078m -

QoQ % Change

Year Q1 Q2 Q3 Q4
2021 - 6.36% 8.82% 11.4%
2022 104.56% 19.23% 12.49% -8.0%
2023 2.69% 313.51% 7.03% -

Ebitda

Year Q1 Q2 Q3 Q4
2021 $-25.64m $-21.66m $-29.06m $-36.51m
2022 $-60.52m $-65.53m $-66.11m $-69.24m
2023 $-87.4m $-95.85m $-88.34m $-90.77m

YoY % Change

Year Q1 Q2 Q3 Q4
2021 - - - -
2022 136.02% 202.48% 127.49% 89.66%
2023 44.4% 46.27% 33.64% 31.09%

YoY Change

Year Q1 Q2 Q3 Q4
2021 - - - -
2022 -34.88m -43.87m -37.05m -32.74m
2023 -26.88m -30.32m -22.24m -21.53m

QoQ % Change

Year Q1 Q2 Q3 Q4
2021 - -15.52% 34.13% 25.64%
2022 65.78% 8.27% 0.88% 4.75%
2023 26.22% 9.67% -7.83% 2.75%

Operating Income

Year Q1 Q2 Q3 Q4
2021 $-26.23m $-22.56m $-29.69m $-37.04m
2022 $-61.61m $-67.16m $-67.37m $-71.09m
2023 $-90.3m $-108.2m $-104.1m $-100m

YoY % Change

Year Q1 Q2 Q3 Q4
2021 - - - -
2022 134.9% 197.66% 126.96% 91.91%
2023 46.56% 61.11% 54.45% 40.71%

YoY Change

Year Q1 Q2 Q3 Q4
2021 - - - -
2022 -35.38m -44.59m -37.69m -34.05m
2023 -28.68m -41.04m -36.68m -28.94m

QoQ % Change

Year Q1 Q2 Q3 Q4
2021 - -13.98% 31.58% 24.78%
2022 66.33% 9.0% 0.33% 5.52%
2023 27.01% 19.82% -3.82% -3.87%

Operating Income Ratio

Year Q1 Q2 Q3 Q4
2021 $-1.461 $-1.091 $-1.209 $-1.24
2022 $-1.648 $-1.468 $-1.203 $-1.083
2023 $-1.154 $-1.055 $-0.9023 $-0.7933

YoY % Change

Year Q1 Q2 Q3 Q4
2021 - - - -
2022 12.8% 34.51% -0.51% -12.67%
2023 -29.97% -28.09% -24.98% -26.76%

YoY Change

Year Q1 Q2 Q3 Q4
2021 - - - -
2022 -0.1869 -0.3766 0.00614 0.1571
2023 0.4937 0.4124 0.3004 0.2898

QoQ % Change

Year Q1 Q2 Q3 Q4
2021 - -25.29% 10.78% 2.59%
2022 32.85% -10.91% -18.06% -9.95%
2023 6.53% -8.53% -14.51% -12.08%

Total Other Income Expenses Net

Year Q1 Q2 Q3 Q4
2021 $-343k $-249k $-413k $-589k
2022 $-873k $-831k $-959k $-202k
2023 $791k $3.042m $5.799m $8.653m

YoY % Change

Year Q1 Q2 Q3 Q4
2021 - - - -
2022 154.52% 233.73% 132.2% -65.7%
2023 -190.61% -466.06% -704.69% -4383.66%

YoY Change

Year Q1 Q2 Q3 Q4
2021 - - - -
2022 -530k -582k -546k 387k
2023 1.664m 3.873m 6.758m 8.855m

QoQ % Change

Year Q1 Q2 Q3 Q4
2021 - -27.41% 65.86% 42.62%
2022 48.22% -4.81% 15.4% -78.94%
2023 -491.58% 284.58% 90.63% 49.22%

Income Before Tax

Year Q1 Q2 Q3 Q4
2021 $-26.57m $-22.81m $-30.1m $-37.63m
2022 $-62.49m $-67.99m $-68.33m $-71.29m
2023 $-89.51m $-105.2m $-98.26m $-91.38m

YoY % Change

Year Q1 Q2 Q3 Q4
2021 - - - -
2022 135.15% 198.05% 127.03% 89.45%
2023 43.24% 54.66% 43.79% 28.17%

YoY Change

Year Q1 Q2 Q3 Q4
2021 - - - -
2022 -35.91m -45.18m -38.23m -33.66m
2023 -27.02m -37.16m -29.93m -20.08m

QoQ % Change

Year Q1 Q2 Q3 Q4
2021 - -14.16% 31.96% 25.03%
2022 66.04% 8.8% 0.51% 4.33%
2023 25.55% 17.48% -6.55% -7.0%

Income Tax Expense

Year Q1 Q2 Q3 Q4
2021 $66k $128k $57k $209k
2022 $149k $177k $262k $416k
2023 $329k $-8.844m $599k $2.303m

YoY % Change

Year Q1 Q2 Q3 Q4
2021 - - - -
2022 125.76% 38.28% 359.65% 99.04%
2023 120.81% -5096.61% 128.63% 453.61%

YoY Change

Year Q1 Q2 Q3 Q4
2021 - - - -
2022 83k 49k 205k 207k
2023 180k -9.021m 337k 1.887m

QoQ % Change

Year Q1 Q2 Q3 Q4
2021 - 93.94% -55.47% 266.67%
2022 -28.71% 18.79% 48.02% 58.78%
2023 -20.91% -2788.15% -106.77% 284.47%

Net Income

Year Q1 Q2 Q3 Q4
2021 $-26.64m $-22.94m $-30.16m $-37.84m
2022 $-62.63m $-68.16m $-68.6m $-71.71m
2023 $-89.83m $-96.31m $-98.86m $-93.68m

YoY % Change

Year Q1 Q2 Q3 Q4
2021 - - - -
2022 135.13% 197.16% 127.47% 89.5%
2023 43.43% 41.29% 44.12% 30.64%

YoY Change

Year Q1 Q2 Q3 Q4
2021 - - - -
2022 -36m -45.23m -38.44m -33.87m
2023 -27.2m -28.14m -30.26m -21.97m

QoQ % Change

Year Q1 Q2 Q3 Q4
2021 - -13.89% 31.47% 25.48%
2022 65.52% 8.83% 0.63% 4.54%
2023 25.28% 7.2% 2.65% -5.24%

Balance Sheet

Deferred Revenue

Year Q1 Q2 Q3 Q4
2021 - - - $89.65m
2022 $103.3m $121.9m $139.4m $183m
2023 $196.4m $244.2m $255.5m $303.2m

YoY % Change

Year Q1 Q2 Q3 Q4
2021 - - - -
2022 - - - 104.09%
2023 90.05% 100.36% 83.3% 65.72%

YoY Change

Year Q1 Q2 Q3 Q4
2021 - - - -
2022 103.3m 121.9m 139.4m 93.31m
2023 93.05m 122.3m 116.1m 120.2m

QoQ % Change

Year Q1 Q2 Q3 Q4
2021 - - - -
2022 15.27% 17.95% 14.37% 31.25%
2023 7.34% 24.35% 4.62% 18.67%

Cash Flow

Operating Cash Flow

Year Q1 Q2 Q3 Q4
2021 $-11.8m $-13.71m $-17.77m $-23.29m
2022 $-30.8m $-41.99m $-17.21m $-5.585m
2023 $-49.35m $-62.13m $-59.74m -

YoY % Change

Year Q1 Q2 Q3 Q4
2021 - - - -
2022 161.11% 206.25% -3.13% -76.02%
2023 60.24% 47.94% 247.09% -

YoY Change

Year Q1 Q2 Q3 Q4
2021 - - - -
2022 -19m -28.28m 557k 17.71m
2023 -18.55m -20.13m -42.53m -

QoQ % Change

Year Q1 Q2 Q3 Q4
2021 - 16.25% 29.59% 31.09%
2022 32.21% 36.35% -59.01% -67.55%
2023 783.63% 25.89% -3.84% -

Free Cash Flow

Year Q1 Q2 Q3 Q4
2021 $-12.72m $-14.61m $-19.9m $-25.61m
2022 $-32.59m $-44.74m $-21.2m $-7.358m
2023 $-54.73m $-66.92m $-64.77m -

YoY % Change

Year Q1 Q2 Q3 Q4
2021 - - - -
2022 156.22% 206.29% 6.53% -71.27%
2023 67.94% 49.57% 205.58% -

YoY Change

Year Q1 Q2 Q3 Q4
2021 - - - -
2022 -19.87m -30.13m -1.3m 18.26m
2023 -22.14m -22.18m -43.58m -

QoQ % Change

Year Q1 Q2 Q3 Q4
2021 - 14.83% 36.22% 28.73%
2022 27.24% 37.27% -52.62% -65.29%
2023 643.86% 22.26% -3.2% -