SentinelOne Q2 revenue slightly beats estimates, lifts FY27 outlook - S News | RalliesSentinelOne Q2 revenue slightly beats estimates, lifts FY27 outlook
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S• Outlook
- SentinelOne raises full-year 2027 revenue outlook to $1.202-$1.207 bln
- Company sees Q3 revenue of $309-$311 mln
- SentinelOne expects full-year 2027 non-GAAP EPS of $0.30-$0.32
Overview
- Cybersecurity platform's fiscal Q2 revenue rose 21% yr/yr, slightly beating analyst expectations
- Adjusted EPS for fiscal Q2 doubled yr/yr to $0.08
- Company raised full-year revenue and operating income outlook after record profitability
Key Details
| Metric | Beat/Miss | Actual | Consensus Estimate |
|---|
| Q2 Revenue | Slight Beat* | $292 mln | $290.24 mln (33 Analysts) |
| Q2 Gross Margin | | 72% | |
| Q2 Adjusted Gross Margin | | 77% | |
| Q2 Annual Recurring Revenue | | $1.22 bln |
| Q2 Cash & Investments | | $813 mln | |
*Applies to a deviation of less than 1%; not applicable for per-share numbers.
Result Drivers
- PLATFORM ADOPTION - Co said accelerating adoption of its Singularity platform drove Q2 results
- AI CAPABILITIES - Co attributed growth to its AI-native runtime protection and leadership in AI cybersecurity
- OPERATING LEVERAGE - Co said improved profitability was driven by disciplined scaling and substantial operating leverage
