S

SentinelOne Inc
NYSE:S

Watchlist Manager
SentinelOne Inc
NYSE:S
Watchlist
Price: 14.95 USD -1.9%
Market Cap: 5B USD

SentinelOne Inc
Investor Relations

SentinelOne Inc., born out of the relentless drive for innovation in cybersecurity, has carved a niche by transforming how enterprises protect their digital assets. Founded in 2013, the company was established with the mission to revolutionize endpoint security through automation and machine learning. At its core, SentinelOne’s technology harnesses artificial intelligence to identify and neutralize threats in real-time, offering a proactive approach to endpoint protection. Unlike traditional antivirus software that relied on signature-based detection, SentinelOne’s platform intelligently predicts and prevents cyber threats by analyzing vast amounts of data across networks, making it a preferred choice for organizations aiming for comprehensive security.

The company's business model is largely subscription-based, with revenue generated from licensing its software-as-a-service (SaaS) platform. SentinelOne offers a tiered pricing structure, providing clients with the flexibility to choose packages tailored to their specific needs, whether it be advanced threat protection, endpoint detection and response, or extended detection and response capabilities. The growth of SentinelOne is bolstered by the increasing demand for robust cybersecurity solutions in a digitally transforming world, driving enterprises towards cloud-based defenses. Through continuous innovation and strategic acquisitions, the company strategically expands its capabilities, providing clients with a more comprehensive security ecosystem while securing a robust revenue stream from its esteemed clientele.

Show more
Loading
No Stocks Selected

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

Select Stock to Compare
Last Earnings Call
Fiscal Period
Q3 2026
Call Date
Dec 4, 2025
AI Summary
Q3 2026

Revenue Beat: SentinelOne exceeded both top and bottom line expectations for Q3, with revenue growing 23% year-over-year to $259 million, beating guidance.

ARR Growth: Annual recurring revenue (ARR) grew 23% year-over-year with $54 million in net new ARR, setting a new record for ARR per customer.

Profitability Milestone: Company achieved a quarterly operating profit margin of 7% and a net income margin of 10%, both record highs, and is on track for its first full year of operating profit.

Strong Free Cash Flow: Free cash flow margin reached 6% in Q3, and full-year positive free cash flow is expected.

Emerging Products Momentum: Non-endpoint solutions made up about half of Q3 bookings, with strong growth in data, AI (Purple AI), and cloud security.

Raised Full-Year Guidance: FY '26 revenue guidance increased to $1.001 billion (22% YoY growth), and operating margin guidance improved to slightly over 3%.

M&A Activity: Acquisitions of Observo AI and Prompt Security completed; Observo provides end-to-end data pipeline capabilities, though financial contribution for FY '26 will be minimal.

CFO Transition: CFO Barbara Larson will step down in mid-January; Chief Growth Officer Barry Padgett named interim CFO. Leadership stressed that growth strategy and profitability focus remain unchanged.

Key Financials
Revenue
$259 million
ARR (Annual Recurring Revenue)
Not specified
Net New ARR
$54 million
ARR per Customer
Record high (exact value not specified)
Customers with ARR of $100,000+
1,572
Gross Margin
79% (Q3)
Operating Margin
7% (Q3)
Net Income Margin
10% (Q3)
Free Cash Flow Margin
6% (Q3)
Remaining Performance Obligations (RPO)
$1.3 billion
Other Earnings Calls

Management

Mr. Richard Smith Jr.
Chief Product & Technology Officer
No Bio Available
Mr. Keenan M. Conder J.D.
Chief Legal Officer & Corporate Secretary
No Bio Available
Mr. David Bernhardt
Advisor
No Bio Available
Mr. Narayanan Srivatsan
Chief Business Officer
No Bio Available
Ms. Barbara A. Larson
CFO & Principal Financial Officer
No Bio Available
Ms. Robin Tomasello CPA
Chief Accounting Officer
No Bio Available
Mr. Douglas G. Clark C.F.A.
Head of Investor Relations
No Bio Available
Mr. Mark Parrinello
Chief Sales Officer
No Bio Available
Mr. Robert Salvagno
Senior Vice President of Corporate Development
No Bio Available
Ms. Divyasmita Ghatak
Chief People Officer
No Bio Available

Contacts

Address
CALIFORNIA
Mountain View
444 Castro Street, Suite 400
Contacts
+18558683733.0
www.sentinelone.com