SentinelOne (S) Company Report

SentinelOne reported strong fiscal third-quarter 2026 results, with revenue reaching $258.9 million (a 23% year-over-year increase) and annual recurring revenue surpassing $1 billion. The company also achieved non-GAAP profitability, including a 10% net income margin and a positive 7% operating margin.
Despite the solid Q3 performance, the company's stock declined by 9% post-earnings due to cautious fourth-quarter guidance and the surprise departure of CFO Barbara Larson.
Substantial insider selling activity, including by key executives like CEO Tomer Weingarten, has been noted, with no recent insider purchases.
SentinelOne maintains a strong liquidity position, ending Q3 2026 with $873.6 million in cash, cash equivalents, and investments, and completed a $225 million acquisition of Observo AI to enhance its AI capabilities.

6 hours ago

Morningstar

SentinelOne Reports Strong Q3 2026 Results, Raises FY 2026 Revenue Guidance, and Announces CFO Transition

Earnings

CFO Change

M&A

SentinelOne reported strong Q3 2026 financial results, with total ARR growing 23% year-over-year and revenue reaching $259 million, also up 23% year-over-year.
The company achieved significant profitability milestones in Q3 2026, including an operating margin of 7%, a net income margin of 10%, and a free cash flow margin of 6%.
SentinelOne raised its fiscal year 2026 revenue guidance to approximately $1 billion and $1 million, representing 22% year-over-year growth, and expects an operating margin slightly exceeding 3%.
Strategic acquisitions of Observo AI (for approximately $225 million) and Prompt Security were finalized in Q3, contributing to emerging products representing approximately half of quarterly bookings.
CFO Barbara Larson will be stepping down in mid-January 2026 to pursue an opportunity outside the cybersecurity industry.

11 hours ago

Transcript

SentinelOne Reports Strong Q3 2026 Results and Updates FY26 Guidance

Earnings

Guidance Update

CFO Change

M&A

SentinelOne reported Q3 2026 revenue of $259 million, a 23% year-over-year increase, with total ARR also growing 23%. The company achieved an operating margin of 7% and a free cash flow margin of 6% for the quarter.
For the full fiscal year 2026, SentinelOne anticipates revenue of approximately $1 billion and $1 million, representing 22% year-over-year growth, and an operating margin slightly exceeding 3%.
Non-endpoint solutions contributed approximately half of quarterly bookings, and the Purple AI attach rate exceeded 40% of licenses sold. The company also completed the acquisition of Observo AI for approximately $225 million to bolster its data solutions.
Barbara Larson will step down as CFO in mid-January 2026, with Chief Growth Officer Barry Paget appointed as interim CFO.

14 hours ago

Transcript

SentinelOne Announces Strong Q3 FY2026 Results and CFO Transition

Earnings

Guidance Update

CFO Change

SentinelOne reported Q3 FY2026 revenue of $258.9 million, a 23% year-over-year increase, with Annualized Recurring Revenue (ARR) also up 23% year-over-year to $1,055.3 million as of October 31, 2025.
The company achieved significant profitability improvements, with non-GAAP operating margin reaching 7% and non-GAAP net income margin at 10% for Q3 FY2026, compared to (5)% and 0% respectively in the prior year.
Operating cash flow margin improved to 8% and free cash flow margin to 6% in Q3 FY2026, up from (3)% and (6)% in Q3 FY2025.
SentinelOne provided Q4 FY2026 guidance projecting revenue of $271 million, non-GAAP gross margin of 77.5%, and non-GAAP operating margin of 5%.
Barbara Larson will transition from her role as Chief Financial Officer by mid-January 2026, with Barry Padgett appointed as interim CFO.

15 hours ago

8-K

SentinelOne and AWS Strengthen AI Security Collaboration

Product Launch

New Projects/Investments

SentinelOne announced a strengthened collaboration with Amazon Web Services (AWS), introducing new designations and integrations to enhance AI security for AWS customers.
Key advancements include Singularity Hyperautomation for AWS Security Incident Response, Purple AI Support for AWS CloudTrail, and Prompt Security tools available on AWS Marketplace.
SentinelOne has achieved the AWS Generative AI Competency, validating its expertise in AI/GenAI security on AWS.
All announced integrations and offerings are immediately available for the SentinelOne Singularity Platform on the AWS Marketplace.

Nov 6, 2025, 2:00 PM

Press Release

SentinelOne Unveils AI Security Vision and New Solutions at OneCon 2025

Product Launch

New Projects/Investments

SentinelOne (NYSE: S) revealed its vision, roadmap, and new portfolio for securing an AI-powered world at OneCon 2025, focusing on empowering enterprises to master both Security for AI and AI for Security.
The company introduced a new security suite for AI, comprising three generally available offerings: Prompt Security for Employees, Prompt Security for AI Code Assistants, and Prompt Security for AI Applications, alongside Prompt Security for Agentic AI (Beta).
SentinelOne announced the integration of Observo AI with Singularity AI SIEM, establishing an AI-native data platform to optimize data pipelines for enhanced threat detection and autonomous response.
Significant new capabilities for Purple AI were showcased, including in-line agentic auto-investigations with dynamic reasoning (Preview) and agentic custom detection rule creation (Preview), designed to reduce detection, investigation, and response times from hours to minutes.

Nov 5, 2025, 2:00 PM

Press Release

SentinelOne CEO discusses AI-driven demand and deal growth

Revenue Acceleration/Inflection

Product Launch

New Projects/Investments

SentinelOne is experiencing increased demand for its security products, driven by the acceleration of cyber threats due to AI and the necessity for secure adoption of generative AI models.
The company's AI offerings are leading to significant growth in large deals, with deals over $100,000 in annualized recurring revenue increasing by 23% to 1,513.
SentinelOne has introduced "Flex," a new contract vehicle that provides customers with complete access to its platform and choice of usage, aiming to increase platform adoption and consumption.

Aug 29, 2025, 10:09 PM

CNBC Television

SentinelOne Reports Strong Q2 2026 Financial Results and Raises Full-Year Revenue Outlook

Earnings

Guidance Update

M&A

SentinelOne's total ARR grew 24% to $1,000,000,000 in Q2 2026, with revenue increasing 22% year-over-year to $242,000,000. The company achieved operating profitability of 2% and a net income margin of 5% in the quarter.
The company announced the acquisition of Prompt Security for approximately $180,000,000, aiming to enhance its AI security platform by securing generative AI at runtime.
SentinelOne launched SentinelOne Flex, a new unified and flexible licensing model that has already secured an 8-figure total deal value, designed to drive broader platform adoption and expand customer footprint.
Following strong Q2 performance, SentinelOne raised its full-year fiscal year 2026 revenue outlook to a range of $998,000,000 to $1,020,000,000, with a midpoint of $1,000,000,000, representing 22% year-over-year growth.

Aug 29, 2025, 6:34 AM

Earnings Transcripts

Quarterly earnings call transcripts for SentinelOne.

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