SentinelOne, Inc. (S) Q1 2025 Earnings Call Transcript
SentinelOne, Inc. (NYSE:S ) Q1 2025 Earnings Call Transcript May 30, 2024 5:00 PM ET Company Participants Doug Clark - VP of IR Tomer Weingarten - CEO Dave Bernhardt - CFO Conference Call Participants Brian Essex - JPMorgan Adam Tindle - Raymond James Hamza Fodderwala - Morgan Stanley Shaul Eyal - TD Cowen Trevor Walsh - Citizens JMP Peter Weed - Bernstein Tal Liani - Bank of America Eric Heath - KeyBanc Capital Markets Joshua Tilton - Wolfe Research Rudy Kessinger - D.A. Davidson Fatima Boolani - Citi John DiFucci - Guggenheim Operator Good afternoon.
SentinelOne (S) Reports Break-Even Earnings for Q1
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.
SentinelOne Earnings Beat Views, But Full-Year Revenue Outlook Lowered
SentinelOne reported a smaller-than-expected Q1 loss while annual recurring revenue missed. The cybersecurity stock fell.
SentinelOne (S) Stock Dips While Market Gains: Key Facts
SentinelOne (S) concluded the recent trading session at $22.55, signifying a -0.53% move from its prior day's close.
SentinelOne: An Undervalued Gem In A Booming Industry
The cybersecurity industry is forecasted to reach $273.5 billion in 2028 driven by the growing threat of cyber attacks due to the rise of generative AI tools. I expect SentinelOne to gain market share in the coming years due to the expected improvements in its platform after integrating PingSafe and Stride Security into it. SentinelOne is trading at a discount compared to its peers despite witnessing higher growth rates than its competitors.
SentinelOne: Market Pessimism Won't Last Forever
SentinelOne stock plunged into a bear market, down over 35% through its recent lows. However, S stock's selling fervor has dissipated, presenting a buying opportunity as the market anticipates a recovery. Concerns over SentinelOne's unprofitability and more intense competition could affect S's buying sentiments.
