SentinelOne Inc
S
$14.52 -14.41%
Exchange: NYSE | Sector: Technology | Industry: Software Infrastructure
Q1 2026
Published: May 28, 2025

Earnings Highlights

  • Revenue of $229.03M up 22.9% year-over-year
  • EPS of $-0.63 decreased by 173.9% from previous year
  • Gross margin of 75.3%
  • Net income of -208.19M
  • "“Our Q1 performance exceeded our revenue growth expectations, and we continue to deliver strong year-over-year margin improvement and cash generation.”" - Tomer Weingarten
S
Company S

Executive Summary

SentinelOne delivered a solid QQ1 2026 performance with 23% year-over-year revenue growth to $229 million and ARR reaching $948 million, marking continued platform-driven expansion across endpoint, cloud, and data. The company posted a gross margin of 79% and achieved a fourth consecutive quarter of positive net income, complemented by a record 20% free cash flow margin. Management highlighted a strategic shift from product-centric to platform-based GTM, the acceleration of AI-enabled offerings (Purple AI and AI SIEM), and stronger enterprise adoption, including FedRAMP High authorizations for Purple, CNAP, and hyperautomation. Despite a softer Q1 net new ARR due to macro volatility and elongated sales cycles, guidance for Q2 and full-year 2026 remains constructive: revenue of ~$242M in Q2 (22% growth) and $996M–$1.0B for the full year (22% growth), with gross margins around 79% and operating margins expanding to 3–4%. SentinelOne also announced a $200M open-ended share repurchase authorization, underscoring confidence in the long-term trajectory and balance-sheet strength. The narrative is one of AI-powered security platform leadership, healthy ARR expansion, improving profitability trajectory, and disciplined investments to sustain velocity in a large, resilient market.

Key Performance Indicators

Revenue
Increasing
229.03M
QoQ: 1.56% | YoY: 22.90%
Gross Profit
Increasing
172.50M
75.32% margin
QoQ: 2.37% | YoY: 26.63%
Operating Income
Decreasing
-87.48M
QoQ: -9.00% | YoY: -8.54%
Net Income
Decreasing
-208.19M
QoQ: -194.11% | YoY: -196.97%
EPS
Decreasing
-0.63
QoQ: -186.36% | YoY: -173.91%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q2 2026 242.18 -0.22 +21.7% View
Q1 2026 229.03 -0.63 +22.9% View
Q4 2025 225.52 -0.22 +29.5% View
Q3 2025 210.65 -0.25 +28.3% View
Q2 2025 198.94 -0.22 +33.1% View