Sentinelone, Inc. (S)
NYSE:S
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Earnings Data
Report Date
Aug 27, 2026After Close (Confirmed)
Period Ending
2027 (Q2)Consensus EPS Forecast
0.07Last Year’s EPS
0.04Same Quarter Last Year
Moderate Buy
Based on 28 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized broad commercial momentum—accelerating ARR, record net new ARR, strong AI security adoption, expanding international mix, improved profitability and cash generation, and product/partner momentum. The negatives were largely operational/timing (8% workforce reduction, one‑time restructuring charge, some billing seasonality) and external macro uncertainties. Overall performance metrics and guidance upgrades on profitability indicate management confidence in balancing growth and margin expansion.Company Guidance
Revenue Growth
Revenue grew 21% year over year to $277.0M in Q1 FY27, with management calling Q1 a solid start to the year and reiterating full‑year revenue guidance of $1.195–$1.205B (~20% YoY at the midpoint).
ARR Acceleration and Record Net New ARR
Total ARR growth accelerated to 23% year over year. SentinelOne added $44M in net new ARR in Q1, a company record and a 55% increase YoY, marking the fourth consecutive quarter of positive net new ARR growth.
AI Security Traction
AI security ARR nearly doubled again in Q1 (management phrase), with Prompt Security highlighted as a differentiator and a source of standalone wins and competitive displacements.
Platform Mix & Cross‑Sell Momentum
For the first time, non‑endpoint solutions approached ~50% of total ARR. ARR per customer hit a new company record, and the $100k+ ARR cohort grew 17% YoY, indicating strong upmarket and multi‑product adoption.
International Expansion
International revenue grew 25% YoY and represented 39% of total revenue, demonstrating expanding global demand.
Profitability Improvement
Operating margin improved to 4% in Q1, roughly a 550 basis point improvement YoY. Management raised FY27 operating income guidance to $115–$125M (~10% operating margin at midpoint, ~650 bps YoY improvement).
Earnings and Cash Profile
Non‑GAAP EPS improved ~83% YoY to $0.40 in Q1. Trailing‑12‑month adjusted free cash flow margin was 6.5%, up ~44 basis points YoY. Balance sheet: $812M cash, cash equivalents and investments, and no debt.
Contract Visibility and Bookings Signals
Remaining performance obligations (RPO) grew ~30% YoY to a record $1.5B. SentinelOne Flex (FLIX) crossed $200M in TCV within three quarters, and management cited multiple large 7‑ and 8‑figure deals and multi‑year commitments.
Product & Partner Momentum
Key product milestones and launches: Singularity AI red teaming, Purple AI auto investigations (general availability), Wayfinder Frontier AI services, and expanded integrations/partnerships (LevelBlue MSSP expansion, Google Cloud Partner of the Year, AWS Security Hub integration). Several named customer wins included a U.S. state government AI security deal, a luxury brand replacing Splunk, and a large private company expanding cloud runtime security.
S Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
S Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 28, 2026 | $18.02 | $16.55 | -8.16% |
Mar 12, 2026 | $13.78 | $14.52 | +5.37% |
Dec 04, 2025 | $16.97 | $14.52 | -14.44% |
Aug 28, 2025 | $17.61 | $18.86 | +7.10% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Sentinelone, Inc. (S) report earnings?
Sentinelone, Inc. (S) is schdueled to report earning on Aug 27, 2026, After Close (Confirmed).
What is Sentinelone, Inc. (S) earnings time?
Sentinelone, Inc. (S) earnings time is at Aug 27, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is S EPS forecast?
S EPS forecast for the fiscal quarter 2027 (Q2) is 0.07.
