异动解读 | SentinelOne盘前大涨9.14%,Q2业绩超预期且上调全年指引

异动解读
Aug 29

网络安全公司SentinelOne(股票代码:S)今日盘前股价大涨9.14%,引发市场广泛关注。这一显著涨幅主要源于公司发布的第二季度财报超出分析师预期,并上调了全年营收指引。

根据SentinelOne公布的财报,公司第二季度营收达2.42亿美元,同比增长22%,略高于分析师预测的2.42亿美元。调整后每股收益为0.04美元,超过了普遍预期的0.03美元。值得注意的是,SentinelOne实现了一个重要的里程碑,其年度经常性收入(ARR)首次超过10亿美元,同比增长24%。

展望未来,SentinelOne上调了2026财年的收入预期至9.98亿至10.02亿美元,中位数略高于市场普遍预期。公司首席执行官Tomer Weingarten表示:"我们的ARR超过了10亿美元,并实现了创纪录的净新ARR,继续在人工智能、数据、云和终端领域实现强劲增长和平台采用。"首席财务官Barbara Larson强调了公司在实现顶级增长和利润率提升方面的持续进展,凸显了其业务模式的可扩展性和运营杠杆。这些积极信号无疑增强了投资者对SentinelOne未来发展前景的信心,推动了股价的显著上涨。

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