SentinelOne announced its Q4 earnings, highlighting a 38% year-over-year revenue increase to $174M and a 39% growth in Annual Recurring Revenue (ARR) to $724M, with earnings per share at -$0.04. Despite these strong results and a GRI revenue increase of 29%, the company's shares slid after hours due to its revenue outlook for FY2025 being slightly lower than investor expectations. SentinelOne expects Q1 FY25 revenue of $181M and a full FY2025 revenue range of $812M-$818M, compared to estimates of $816M. Competitor CrowdStrike added $876M in ARR in FY24 and is projected to add approximately $1B in FY25. For every $1 of ARR going to these two companies, CrowdStrike is taking $0.82, maintaining a ratio that has been stable since April 2021. SentinelOne's Q4 gross margin stood at 72.23%, and the number of customers with $100K+ ARR grew by 30% year-over-year to 1,133. Shares dipped after hours despite the earnings and revenue beat.