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SentinelOne specializes in cybersecurity software powered by artificial intelligence (AI), and the company just achieved an important profitability milestone.When it comes to corporate computer security, 93% of security operations centers within companies still rely on manual, human-led processes, according to Palo Alto Networks (PANW -1.49%). Unfortunately, humans aren't equipped to deal with the high volume of cyberthreats faced by modern organizations, which means 23% of security alerts are left uninvest ...

SentinelOne (S) has been on a downward spiral lately with significant selling pressure. After declining 20.6% over the past four weeks, the stock looks well positioned for a trend reversal as it is now in oversold territory and there is strong agreement among Wall Street analysts that the company will report better earnings than they predicted earlier.Here is How to Spot Oversold StocksWe use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is o ...

Shares of cybersecurity firm SentinelOne Inc (NYSE:S) are brushing off a bull note from Canaccord Genuity, last seen down 0.1% at $17.20. The analyst upgraded S to "buy" from "hold," saying the stock's recent sell-off was "overdone" and marking it as a long-term winner. Canaccord Genuity did, however, cut its price target on the stock to $23 from $28. What's more, Needham and Wedbush yesterday slashed their price objectives to $25 and $20, respectively. More price-target cuts could be on the way too, consid ...

财务数据和关键指标变化 - 收入同比增长40%,达到1.86亿美元,体现了公司作为行业领导者的地位 [9][36] - 总ARR同比增长35%,达到7.62亿美元,反映了新老客户的良好增长态势 [37][38] - 毛利率提升至79%,创下新高,体现了公司的规模效应和优秀的定价能力 [39][40] - 连续11个季度实现超过25个百分点的经营利润率同比改善,显示了公司的杠杆效应 [40] - 首次实现正自由现金流,自由现金流率达18%,创下Rule of 58的里程碑 [10][41] - 首次实现每股收支平衡,显示了公司的盈利能力 [36] 各条业务线数据和关键指标变化 - 终端安全业务保持强劲增长,大客户(ARR超10万美元)同比增长30% [13] - 云安全和数据分析等新兴业务增长更快,占总订单的40%创新高 [13][27] - 云安全业务获得了客户的高度认可,在G2评测中获得4.9分的最高客户评分 [24] 各个市场数据和关键指标变化 - 国际市场收入同比增长44%,占总收入的37% [37] - 公司在中小企业和大型企业市场均保持了良好的增长态势,未出现明显分化 [94][95] 公司战略和发展方向及行业竞争 - 公司持续加大在AI、数据和云安全等领域的投资,以巩固技术领先优势 [31][32] - 公司正在优化销售团队和流程,提升执行力,应对宏观环境的挑战 [28][29][30] - 公司认为行业内的传统解决方案已经失去效力,客户需要更简单、自动化和安全的平台 [14][15][16] 管理层对经营环境和未来前景的评论 - 宏观经济不确定性和财务条件收紧持续影响客户的支出,公司正在采取措施应对 [38][42] - 公司有信心在下半年实现更好的新增ARR增长,受益于强劲的销售渠道和新产品 [42][43] - 公司将继续保持行业领先的增长和利润改善,并朝着实现全年盈利的目标努力 [43][44] 其他重要信息 - 公司成立了AI安全创新中心,以确保在AI安全领域保持技术领先地位 [31] - 公司的现金储备超过11亿美元,为未来发展提供了充足的资金支持 [45] 问答环节重要的提问和回答 问题1 **分析师提问** 为什么公司的增长速度不及行业领导者,是产品组合还是销售执行的问题? [75] **Tomer Weingarten回答** 公司的增长策略是平衡投资和盈利,而非单纯追求最快增长。公司专注于提供最佳的技术和客户体验,而非过度营销。公司每年都能保持行业领先的增长和利润改善,这是公司的核心目标 [75][76] 问题2 **分析师提问** 公司对下半年的信心来源于哪里,因为之前的指引在90天内就发生了变化? [83] **Tomer Weingarten和Dave Bernhardt回答** 公司对下半年的信心来自于强劲的销售渠道、新产品的贡献以及持续的执行改善。公司将以实现Rule of 40为目标,在保持高增长的同时追求盈利能力的提升 [83][84][85] 问题3 **分析师提问** 公司在销售团队方面是否存在生产率和流失的问题? [90] **Tomer Weingarten回答** 公司一直在优化销售团队,包括引进新的领导力、调整激励机制等。一定程度的人员流失是正常的,公司会根据业务需求进行相应的调整,整体来看这些变化都是积极的 [91][92]

SentinelOne (S) reported break-even quarterly earnings per share versus the Zacks Consensus Estimate of a loss of $0.05. This compares to loss of $0.15 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 100%. A quarter ago, it was expected that this cybersecurity provider would post a loss of $0.04 per share when it actually produced a loss of $0.02, delivering a surprise of 50%.Over the last four quarters, the company has surpas ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended April 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-40531 SENTINELONE, INC. (Exact name of registrant as specified in its charter) Delaware 99-0385461 (State or other jurisdiction ...

Exhibit 99.1 SentinelOne Announces first Quarter Fiscal Year 2025 Financial Results Revenue increased 40% year-over-year ARR up 35% year-over-year MOUNTAIN VIEW, Calif. May 30, 2024 SentinelOne, Inc. (NYSE: S) today announced financial results for the first quarter of fiscal year 2025 ended April 30, 2024. “We delivered an extraordinary 40% revenue growth and our first ever quarter of positive free cash flow, a significant milestone in our growth journey,” said Tomer Weingarten, CEO of SentinelOne. “Our adv ...

SentinelOne (S) ended the recent trading session at $22.55, demonstrating a -0.53% swing from the preceding day's closing price. This change lagged the S&P 500's daily gain of 0.25%. Meanwhile, the Dow experienced a rise of 0.17%, and the technology-dominated Nasdaq saw an increase of 0.23%.The cybersecurity provider's stock has climbed by 10.75% in the past month, falling short of the Computer and Technology sector's gain of 11.73% and outpacing the S&P 500's gain of 7.08%.The investment community will be ...

Just_Super SentinelOne, Inc. (NYSE:S) is one of the fastest growing cybersecurity companies in the market at the moment. The company’s topline grew by 47% in FY 2024 and expects 31% revenue growth in FY 2025 at the midpoint of its guidance, much higher than other cybersecurity companies such as CrowdStrike (CRWD), Palo Alto Networks (PANW), Fortinet (FTNT), Datadog (DDOG), and Zscaler (ZS). Despite that, SentinelOne has the lowest valuation metrics compared to its peers. Given the expected growth in the ...