5 Revealing Analyst Questions From SentinelOne’s Q2 Earnings Call

September 04, 2025 at 01:31 AM EDT

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SentinelOne’s second quarter was marked by accelerated growth and positive market response, underpinned by broad-based customer adoption and a significant milestone in annual recurring revenue. Management highlighted that both new customer acquisitions and expansion within existing accounts fueled net new annual recurring revenue, aided by robust demand for AI-powered solutions and the new Flex licensing model. CEO Tomer Weingarten noted that “results underscore our stronger competitive position and growing product differentiation,” pointing to rapid adoption of SentinelOne’s AI and data offerings as key contributors. Notably, the company’s performance was evenly split between new logos and expansion, reflecting a balanced growth strategy.

Is now the time to buy S? Find out in our full research report (it’s free).

SentinelOne (S) Q2 CY2025 Highlights:

Revenue: $242.2 million vs analyst estimates of $242.1 million (21.7% year-on-year growth, in line)
Adjusted EPS: $0.04 vs analyst estimates of $0.03 ($0.01 beat)
Adjusted Operating Income: $5.38 million vs analyst estimates of $395,420 (2.2% margin, significant beat)
Revenue Guidance for the full year is $1 billion at the midpoint, roughly in line with what analysts were expecting
Operating Margin: -33.3%, up from -39.9% in the same quarter last year
Customers: 1,513 customers paying more than $100,000 annually
Annual Recurring Revenue: $1.00 billion vs analyst estimates of $985.3 million (24.2% year-on-year growth, 1.6% beat)
Billings: $243.6 million at quarter end, up 16.9% year on year
Market Capitalization: $6.01 billion

While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.

Our Top 5 Analyst Questions From SentinelOne’s Q2 Earnings Call

John Stephen DiFucci (Guggenheim): Asked whether platform adoption is leading to larger deals and deeper engagement with existing customers. CEO Tomer Weingarten explained that expansion and new logos are contributing evenly, with growth driven by both endpoint and emerging AI/data solutions.
Robbie David Owens (Piper Sandler): Inquired about expectations for net new annual recurring revenue in Q3. CFO Barbara Larson responded that while formal ARR guidance is not provided, the updated revenue outlook reflects a more optimistic view for the full year.
Brad Alan Zelnick (Deutsche Bank): Questioned the novelty and impact of the Flex program versus industry peers. Weingarten described Flex as a customer-centric evolution that allows broader product sampling and is designed to increase consumption across the entire platform.
Joseph Anthony Gallo (Jefferies): Sought clarity on Prompt Security’s revenue contribution and adoption timeline. Weingarten stated that while Prompt’s current financial impact is minimal, the acquisition addresses urgent enterprise needs around generative AI security and is expected to become increasingly significant.
Gabriela Borges (Goldman Sachs): Asked why the improved ARR in Q2 did not translate to a larger revenue guidance raise. Larson explained that prudence around deal timing and macro factors led to a measured approach in updating full-year outlook.

Catalysts in Upcoming Quarters

In coming quarters, the StockStory team will monitor (1) adoption rates and upsell success tied to the Flex licensing model, (2) early customer traction and integration milestones for Prompt Security’s AI risk management features, and (3) continued growth in non-endpoint platform bookings versus traditional endpoint products. Execution in international markets and progress on partner-led managed security services will also be important signposts for ongoing platform expansion.

SentinelOne currently trades at $17.97, up from $17.63 just before the earnings. In the wake of this quarter, is it a buy or sell? See for yourself in our full research report (it’s free).

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5 Revealing Analyst Questions From SentinelOne’s Q2 Earnings Call

SentinelOne (S) Q2 CY2025 Highlights:

Our Top 5 Analyst Questions From SentinelOne’s Q2 Earnings Call

Catalysts in Upcoming Quarters

The Best Stocks for High-Quality Investors

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