Laser Focus World is an industry bedrock—first published in 1965 and still going strong. We publish original articles about cutting-edge advances in lasers, optics, photonics, sensors, and quantum technologies, as well as test and measurement, and the shift currently underway to usher in the photonic integrated circuits, optical interconnects, and copackaged electronics and photonics to deliver the speed and efficiency essential for data centers of the future.

Our 80,000 qualified print subscribers—and 130,000 12-month engaged online audience—trust us to dive in and provide original journalism you won’t find elsewhere covering key emerging areas such as laser-driven inertial confinement fusion, lasers in space, integrated photonics, chipscale lasers, LiDAR, metasurfaces, high-energy laser weaponry, photonic crystals, and quantum computing/sensors/communications. We cover the innovations driving these markets.

Laser Focus World is part of Endeavor Business Media, a division of EndeavorB2B.

Laser Focus World Membership

Never miss any articles, videos, podcasts, or webinars by signing up for membership access to Laser Focus World online. You can manage your preferences all in one place—and provide our editorial team with your valued feedback.

Magazine Subscription

Can you subscribe to receive our print issue for free? Yes, you sure can!

Newsletter Subscription

Laser Focus World newsletter subscription is free to qualified professionals:

The Daily Beam

Showcases the newest content from Laser Focus World, including photonics- and optics-based applications, components, research, and trends. (Daily)

Product Watch

The latest in products within the photonics industry. (9x per year)

Bio & Life Sciences Product Watch

The latest in products within the biophotonics industry. (4x per year)

Laser Processing Product Watch

The latest in products within the laser processing industry. (3x per year)

Get Published!

If you’d like to write an article for us, reach out with a short pitch to Sally Cole Johnson: [email protected]. We love to hear from you.

Photonics Hot List

Laser Focus World produces a video newscast that gives a peek into what’s happening in the world of photonics.

Following the Photons: A Photonics Podcast

Following the Photons: A Photonics Podcast dives deep into the fascinating world of photonics. Our weekly episodes feature interviews and discussions with industry and research experts, providing valuable perspectives on the issues, technologies, and trends shaping the photonics community.

Editorial Advisory Board

  • Professor Andrea M. Armani, University of Southern California
  • Ruti Ben-Shlomi, Ph.D., LightSolver
  • James Butler, Ph.D., Hamamatsu
  • Natalie Fardian-Melamed, Ph.D., Columbia University
  • Justin Sigley, Ph.D., AmeriCOM
  • Professor Birgit Stiller, Max Planck Institute for the Science of Light, and Leibniz University of Hannover
  • Professor Stephen Sweeney, University of Glasgow
  • Mohan Wang, Ph.D., University of Oxford
  • Professor Xuchen Wang, Harbin Engineering University
  • Professor Stefan Witte, Delft University of Technology

5 Revealing Analyst Questions From SentinelOne’s Q2 Earnings Call

S Cover Image

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).

The Best Stocks for High-Quality Investors

Donald Trump’s April 2025 "Liberation Day" tariffs sent markets into a tailspin, but stocks have since rebounded strongly, proving that knee-jerk reactions often create the best buying opportunities.

The smart money is already positioning for the next leg up. Don’t miss out on the recovery - check out our Top 6 Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025).

Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Exlservice (+354% five-year return). Find your next big winner with StockStory today.

StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here.

Stock Quote API & Stock News API supplied by www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the following
Privacy Policy and Terms Of Service.