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Q4 2025 SentinelOne Inc Earnings Call

In This Article:

Participants

Doug Clark; Vice President, Investor Relations; SentinelOne Inc

Tomer Weingarten; Chairman of the Board, President, Chief Executive Officer, Co-Founder; SentinelOne Inc

Barbara Larson; Chief Financial Officer and Principal Financial Officer; SentinelOne Inc

Adam Tindle; Analyst; Raymond James & Associates, Inc.

Brian Essex; Analyst; J.P. Morgan Securities LLC

Gray Powell; Analyst; BTIG, LLC

John DiFucci; Analyst; Guggenheim Securities, LLC

Jonathan Ho; Analyst; William Blair & Company, L.L.C.

Shaul Eyal; Analyst; TD Cowen

Zach Schneider; Analyst; Robert W. Baird & Co. Inc.

Rudy Kessinger; Analyst; D.A. Davidson & Co.

Tal Liani; Analyst; BofA Global Research

Eric Heath; Analyst; KeyBanc Capital Markets

Trevor Walsh; Analyst; Citizens JMP Securities, LLC

Andrew Nowinski; Analyst; Wells Fargo Securities, LLC

Presentation

Operator

Good afternoon. Thank you for attending today's SentinelOne Q4 fiscal-year 2025 earnings conference call. My name is Jaylen. I'll be a moderator for today. (Operator Instructions)
I'd now like to turn the conference over to our host, Doug Clark, the Vice President of Investor Relations. Doug, you may proceed.

Doug Clark

Good afternoon, everyone, and welcome to SentinelOne's earnings call for the fourth quarter of fiscal year 2025, which ended January 31, 2025. With us today are Tomer Weingarten, CEO; and Barbara Larson, CFO. Our press release and an earnings presentation were issued earlier today and are being posted on the Investor Relations section of our website. This call and accompanying slides are being broadcast live via webcast, and a replay will be available on our website after the call concludes.
Before we begin, I would like to remind you that during today's call, we will be making forward-looking statements about future events and financial performance, including our guidance for the first fiscal quarter and full fiscal year 2026, as well as long-term financial targets. We caution you that such statements reflect our best judgment based on factors currently known to us, and that our actual events or results could differ materially.
Please refer to the documents we file from time to time with the SEC, in particular, our annual report on Form 10-K and our quarterly reports on Form 10-Q. These documents contain and identify important risk factors and other information that may cause our actual results to differ materially from those contained in our forward-looking statements.
Any forward-looking statements made during this call are being made as of today. If this call is replayed or reviewed after today, the information presented during the call may not contain current or accurate information. Except as required by law, we assume no obligation to update these forward-looking statements publicly or to update the reasons actual results could differ materially from those anticipated in the forward-looking statements, even if new information becomes available in the future.
During this call, we will discuss non-GAAP financial measures unless otherwise stated. These non-GAAP financial measures are not prepared in accordance with generally accepted accounting principles. A reconciliation of the GAAP and non-GAAP results, other than with respect to our non-GAAP financial outlook, is provided in today's press release and in our earnings presentation. These non-GAAP measures are not intended to be a substitute for our GAAP results. Our financial outlook excludes stock-based compensation expense, employer payroll tax on employee stock transactions, amortization expense of acquired intangible assets, acquisition-related compensation costs, restructuring charges, and gains on strategic investments, which cannot be determined at this time and are therefore not reconciled in today's press release.
And with that, let me turn the call over to Tomer Weingarten, CEO of SentinelOne.