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SentinelOne
22 atoms · 跨 2 天 · 首见 2026-05-28 · 最近 2026-05-29
三色: 🟦 fact 20 · 🟥 take 2 · stance ▲2/▼8/◆5
来源: X 22
时态: fresh:21 · expired:1
标签: 好数字:19 · 好信源:5 · 好观点:2
叙事 (narrative) (1)
- 2026-05-29 · growth deceleration problem
S has a growth deceleration problem
tags: 好观点 · → daily
value: direction=deceleration
预测 (forecast) (3)
- 2026-05-29 · FY营收指引低于预期
forecasted FY revenue guidance below estimates
tags: 好数字·好信源 · → daily
value: date=FY 2026
- 2026-05-29 · minority investment in Anthropic
minority investment in Anthropic that should significantly mark higher
tags: 好观点 · → daily
value: direction=mark higher
展开 1 条老旧 / 已过期
- 2026-05-29
[已过期] · Q2营收指引低于预期
forecasted Q2 revenue guidance below estimates
tags: 好数字·好信源 · → daily
value: date=Q2 2026
事实 (fact) (18)
- 2026-05-29 · 宣布裁员比例
SentinelOne announced plans to lay off 8% of its workforce
tags: 好数字·好信源 · → daily
value: qty=8% · date=2026-05-29
- 2026-05-29 · 股价当日跌幅
SentinelOne's stock closes down 8%
tags: 好数字·好信源 · → daily
value: qty=8% · date=2026-05-29
- 2026-05-28 · Q1-2027 EPS
Q1实际EPS: 0.04美元 (超预期100.00%)
tags: 好数字 · → daily
value: qty=$0.04 · date=Q1-2027
- 2026-05-28 · Q1-2027 revenue
Q1实际营收: 277.00M美元 (低于预期0.15%)
tags: 好数字 · → daily
value: qty=$277.00M · date=Q1-2027
- 2026-05-28 · Q2-2027 revenue guidance
Q2营收指引: 289M - 291M美元
tags: 好数字 · → daily
value: qty=$289M - $291M · date=Q2-2027
- 2026-05-28 · FY2027 revenue guidance
2027财年营收指引: 1.195B - 1.205B美元
tags: 好数字 · → daily
value: qty=$1.195B - $1.205B · date=FY2027
- 2026-05-28 · FY2027 EPS guidance
2027财年EPS指引: 0.32 - 0.38美元
tags: 好数字 · → daily
value: qty=$0.32 - $0.38 · date=FY2027
- 2026-05-28 · CEO 陈述
SentinelOne CEO: "We had a solid start to the year, highlighted by record net new ARR growth and a landmark milestone as our emerging solutions reached half of our total company ARR"
tags: 好信源 · → daily
- 2026-05-29 · FY27 growth guidance maintained
FY27 growth guidance was maintained
tags: 好数字 · → daily
value: direction=maintained · date=FY27
- 2026-05-29 · revenue below midpoint of guidance
revenue below the midpoint of guidance
tags: 好数字 · → daily
value: direction=below · date=F1Q27
- 2026-05-29 · EBIT beat by 2x guidance
tags: 好数字 · → daily
value: qty=2x · date=F1Q27
- 2026-05-29 · contribution margin
contribution margin was a healthy 30%
tags: 好数字 · → daily
value: qty=30% · date=F1Q27
- 2026-05-29 · 合约收入增速加快
合約收入增速還在加快
tags: 好数字 · → daily
- 2026-05-29 · 下季指引偏弱
tags: 好数字 · → daily
- 2026-05-29 · 全年指引没上修
全年指引沒上修
tags: 好数字 · → daily
- 2026-05-29 · 近期股价上涨50%
最近一個月已經漲了 50%
tags: 好数字 · → daily
- 2026-05-29 · 裁員8%
公司同時宣布裁員 8%
tags: 好数字 · → daily
- 2026-05-29 · 管理層指引收入認列偏慢
有些大型客戶需要時間逐步部署，認列收入的速度會比較慢
tags: 好数字 · → daily
时间轴 (近 20)
- 2026-05-29 ·
fact · FY27 growth guidance maintained · → daily
- 2026-05-29 ·
fact · revenue below midpoint of guidance · → daily
- 2026-05-29 ·
fact · EBIT beat by 2x guidance · → daily
- 2026-05-29 ·
fact · contribution margin · → daily
- 2026-05-29 ·
narrative · growth deceleration problem · → daily
- 2026-05-29 ·
forecast · minority investment in Anthropic · → daily
- 2026-05-29 ·
fact · 合约收入增速加快 · → daily
- 2026-05-29 ·
fact · 下季指引偏弱 · → daily
- 2026-05-29 ·
fact · 全年指引没上修 · → daily
- 2026-05-29 ·
fact · 近期股价上涨50% · → daily
- 2026-05-29 ·
fact · 裁員8% · → daily
- 2026-05-29 ·
fact · 管理層指引收入認列偏慢 · → daily
- 2026-05-29 ·
fact · 宣布裁员比例 · → daily
- 2026-05-29 ·
forecast · Q2营收指引低于预期 · → daily
- 2026-05-29 ·
forecast · FY营收指引低于预期 · → daily
- 2026-05-29 ·
fact · 股价当日跌幅 · → daily
- 2026-05-28 ·
fact · Q1-2027 EPS · → daily
- 2026-05-28 ·
fact · Q1-2027 revenue · → daily
- 2026-05-28 ·
fact · Q2-2027 revenue guidance · → daily
- 2026-05-28 ·
fact · FY2027 revenue guidance · → daily
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