Inferra AI / Company / S

Sentinelone, Inc.

S · Information Technology

Last earnings Aug 27, 2026

Key results

Revenuefull-year

22%

htm EX-99.1 Document Exhibit 99.1 SentinelOne Announces Second Quarter Fiscal Year 2026 Financial Results Revenue increased 22% year-over-year ARR up 24% year-over-year MOUNTAIN VIEW, Calif.

SEC original ↗Sentinelone, Inc. — Earnings release (8-K exhibit)EX-99Aug 28, 2025

Revenuequarter

24%

htm EX-99.1 Document Exhibit 99.1 SentinelOne Announces Second Quarter Fiscal Year 2026 Financial Results Revenue increased 22% year-over-year ARR up 24% year-over-year MOUNTAIN VIEW, Calif.

SEC original ↗Sentinelone, Inc. — Earnings release (8-K exhibit)EX-99Aug 28, 2025

Total revenuefull-year

22%

Second Quarter Fiscal Year 2026 Highlights (All metrics are compared to the second quarter of fiscal year 2025 unless otherwise noted) Total revenue increased 22% to $242.2 million, compared to $198.9 million.

SEC original ↗Sentinelone, Inc. — Earnings release (8-K exhibit)EX-99Aug 28, 2025

Total revenuequarter

$242.2 million

Second Quarter Fiscal Year 2026 Highlights (All metrics are compared to the second quarter of fiscal year 2025 unless otherwise noted) Total revenue increased 22% to $242.2 million, compared to $198.9 million.

SEC original ↗Sentinelone, Inc. — Earnings release (8-K exhibit)EX-99Aug 28, 2025

Annualized recurring revenue (ARR) increased 24% to $1.0 billion as of July 31, 2025.

SEC original ↗Sentinelone, Inc. — Earnings release (8-K exhibit)EX-99Aug 28, 2025

GAAP gross marginfull-year

75%

Gross margin GAAP gross margin was 75%, compared to 75%.

SEC original ↗Sentinelone, Inc. — Earnings release (8-K exhibit)EX-99Aug 28, 2025

Non-GAAP gross marginfull-year

79%

Non-GAAP gross margin was 79%, compared to 80%.

SEC original ↗Sentinelone, Inc. — Earnings release (8-K exhibit)EX-99Aug 28, 2025

Non-GAAP operating marginfull-year

2%

Non-GAAP operating margin was 2%, compared to (3)%.

SEC original ↗Sentinelone, Inc. — Earnings release (8-K exhibit)EX-99Aug 28, 2025

Non-GAAP net incomefull-year

5%

Non-GAAP net income margin was 5%, compared to 2%.

SEC original ↗Sentinelone, Inc. — Earnings release (8-K exhibit)EX-99Aug 28, 2025

Free cash flowfull-year

2%

Trailing-twelve month free cash flow margin was 2%, compared to (1)%.

SEC original ↗Sentinelone, Inc. — Earnings release (8-K exhibit)EX-99Aug 28, 2025

AI analysis

Q2 FY2026 · reported Aug 28, 2025

Based on: Earnings release + Q2 FY2026 deck + parent 8-K + 10-Q — transcript not held

Total revenue · Q2 FY2026
$242.2M
EX-99 · Aug 28, 2025
GAAP gross margin · Q2 FY2026
75%
EX-99 · Aug 28, 2025

Headline figures

MetricQ2 FY2026Prior qtrYear ago
Revenue24%——
Total revenue$242.2 million——

EX-99 · Aug 28, 2025

Guidance · company-stated

Direction: Raised

Revenue — Raised

“Based on our second-quarter outperformance and business momentum, we re raising our full-year revenue outlook and reaffirming our commitment to full-year operating profitability and free cash flow.”

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

Margin

GAAP gross marginfull year75%
Non-GAAP gross marginfull year79%
Non-GAAP operating marginfull year2%

Cash flow & capex

Free cash flowfull year2%

Capital allocation

Share Repurchase Program In May 2025, our board of directors authorized the 2025 Share Repurchase Program, under which $ 200.0 million was authorized.

The repurchase authorization was fully utilized as of January 31, 2026, and accordingly, no shares were repurchased during the six months ended July 31, 2026.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

SentinelOne Announces Second Quarter Fiscal Year 2026 Financial Results Revenue increased 22% year-over-year ARR up 24% year-over-year MOUNTAIN

Based on: Earnings release + Q2 FY2026 deck + parent 8-K + 10-Q — transcript not held

Guidance & outlook

Direction: Raised

Revenue — Raised (“raising”)
“Based on our second-quarter outperformance and business momentum, we re raising our full-year revenue outlook and reaffirming our commitment to full-year operating profitability and free cash flow.”

Classified from the release's primary full-year outlook statement.

Capital allocation

Share Repurchase Program In May 2025, our board of directors authorized the 2025 Share Repurchase Program, under which $ 200.0 million was authorized.

SEC original ↗Sentinelone, Inc. — 10-Q Quarterly report10-QAug 28, 2026

The repurchase authorization was fully utilized as of January 31, 2026, and accordingly, no shares were repurchased during the six months ended July 31, 2026.

SEC original ↗Sentinelone, Inc. — 10-Q Quarterly report10-QAug 28, 2026

The rights, including the liquidation and dividend rights, of the holders of Class A and Class B common stock are identical, except with respect to voting, conversion, and transfer rights.

SEC original ↗Sentinelone, Inc. — 10-Q Quarterly report10-QAug 28, 2026

As the liquidation and dividend rights are identical, the undistributed earnings are allocated on a proportionate basis to each class of common stock and the 22 Table of Contents SENTINELONE, INC.

SEC original ↗Sentinelone, Inc. — 10-Q Quarterly report10-QAug 28, 2026

Strategy & priorities

With relentless focus on innovations unifying AI, data, and security, SentinelOne is at the forefront of AI-powered cybersecurity delivering high growth, driving operating leverage, and expanding our leadership in the industry.

SEC original ↗Sentinelone, Inc. — Earnings release (8-K exhibit)EX-99Aug 28, 2025

We continued to deliver top-tier growth and margin expansion, underscoring the scalability of our model and operating leverage, said Barbara Larson, CFO of SentinelOne.

SEC original ↗Sentinelone, Inc. — Earnings release (8-K exhibit)EX-99Aug 28, 2025

Our strategic investments and focus on operational excellence position us well to deliver durable growth and sustained profitability.

SEC original ↗Sentinelone, Inc. — Earnings release (8-K exhibit)EX-99Aug 28, 2025

Guidance for non-GAAP financial measures excludes stock-based compensation expense, employer payroll tax on employee stock transactions, amortization of acquired intangible assets, acquisition-related compensation costs, restructuring charges, gains and losses on strategic investments, and income tax provision.

SEC original ↗Sentinelone, Inc. — Earnings release (8-K exhibit)EX-99Aug 28, 2025

There are a significant number of factors that could cause our actual results to differ materially from statements made in this press release, including but not limited to our limited operating history our history of losses intense competition in the market we compete in fluctuations in our operating results actual or perceived network or security incidents against us actual or perceived defects, errors or vulnerabilities in our platform our ability to successfully integrate any acquisitions and strategic investments risks associated with managing our rapid growth general global, political, economic, and macroeconomic climate, including but not limited to, the changes in U.

SEC original ↗Sentinelone, Inc. — Earnings release (8-K exhibit)EX-99Aug 28, 2025

Risks & headwinds

Additional risks and uncertainties that could affect our financial results are included under the captions Risk Factors and Management s Discussion and Analysis of Financial Condition and Results of Operations set forth in our filings and reports with the Securities and Exchange Commission (SEC), including our most recently filed Annual Report on Form 10-K, dated March 26, 2025, subsequent Quarterly Reports on Form 10-Q and other filings and reports that we may file from time to time with the SEC, copies of which are available on our website at investors.

SEC original ↗Sentinelone, Inc. — Earnings release (8-K exhibit)EX-99Aug 28, 2025

You should not rely on these forward-looking statements, as actual outcomes and results may differ materially from those contemplated by these forward-looking statements as a result of such risks and uncertainties.

SEC original ↗Sentinelone, Inc. — Earnings release (8-K exhibit)EX-99Aug 28, 2025

By their nature, these statements are subject to numerous risks and uncertainties, including factors beyond our control, that could cause actual results, performance or achievement to differ materially and adversely from those anticipated or implied in the statements.

SEC original ↗Sentinelone, Inc. — Presentation / slide deck (8-K exhibit)EX-99Aug 28, 2025

Such risks and uncertainties are described in the Risk Factors of our most recent Form 10-K, most recent Form 10-Q, and subsequent filings with the Securities and Exchange Commission.

SEC original ↗Sentinelone, Inc. — Presentation / slide deck (8-K exhibit)EX-99Aug 28, 2025

29 Guidance Revenue: Full Year FY26 outlook includes the ~1% impact attributable to the end of sale of Hologram (deception) solution Operating Margin: Full Year FY26 outlook includes ~100 bps anticipated FX headwind from a weaker U.

SEC original ↗Sentinelone, Inc. — Presentation / slide deck (8-K exhibit)EX-99Aug 28, 2025

Legal Proceedings 40 Item 1A.

SEC original ↗Sentinelone, Inc. — 10-Q Quarterly report10-QAug 28, 2026

Documents

Earnings deck slides

0 decks with slide view

Sentinelone, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Sentinelone, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Sentinelone, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Sentinelone, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Sentinelone, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Sentinelone, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Sentinelone, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Filings

30 documents

Earnings releases

13 documents

Presentations

7 documents

Transcripts

0 documents

No transcripts for Sentinelone, Inc. are held in this edition of the library.

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