EarningsQ2 2027 Earnings Report
MX:S1 Q2 2027 EPS Results
Actual EPS$1.45
Consensus EPS$1.29
Beat/MissBeat by +$0.16
One Year Ago EPS$0.73
MX:S1 Q2 2027 Revenue Results
Actual Revenue$5.31B
Expected Revenue$5.28B
Beat/MissBeat by +$31.59M
YoY Revenue Growth+20.56%
Earnings Announcement Details
QuarterQ2 2027
Date08/27/2026
TimeAfter Close
Conference CallThursday, August 27, 2026
MX:S1 Upcoming Earnings
SentinelOne's next earnings date is estimated for December 8, 2026, based on past reporting schedules.
Q2 2027 Earnings Call Audio
MX:S1 Q2 2027 Earnings Call
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Q2 2027 Earnings Slide Deck
Q2 2027 Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a strongly positive operational and financial story: revenue, ARR, RPO, profitability, cash position, and product momentum (especially AI security) all showed meaningful improvement and management raised full-year revenue and operating income guidance. The company backed progress with specific customer wins, third-party validations, and partner expansions. Principal concerns noted by management and analysts center on the modest YoY percentage gain in net new ARR despite the record dollar amount, a slight deceleration in growth within the $100K+ customer cohort, and acknowledged caution that margin expansion will moderate as the company reinvests and that enterprise modernization is multi-quarter/multi-year. Overall, the positive metrics and raised guidance substantially outweigh these measured cautions.Company Guidance
Revenue Growth Exceeds Guidance
Revenue grew 21% year-over-year to $292 million in Q2, beating the top end of guidance.
ARR Expansion and Record Net New ARR
Total ARR grew 22% year-over-year and the company added a record Q2 net new ARR of $56 million (up 4% YoY), marking the fifth consecutive quarter of positive net new ARR growth.
Raised Full-Year Revenue and Operating Income Guidance
Full-year revenue guidance raised to $1.202B–$1.207B (≈20% YoY growth at midpoint). Operating income outlook raised to $124M–$128M (≈10% operating margin at midpoint). Q3 revenue guidance $309M–$311M (~20% YoY).
Record Operating Margin and Profitability Expansion
Delivered a record 10% non-GAAP operating margin in Q2, an expansion of approximately 820 basis points year-over-year; EPS of $0.08 doubled year-over-year.
Sales & Marketing Efficiency Improvement
Sales and marketing expense improved to 34% of revenue, a greater than 900 basis point year-over-year improvement, reflecting improved go-to-market productivity.
Improving Cash Generation and Balance Sheet Strength
Adjusted free cash flow margin on a TTM basis reached 6% (≈400 basis points improvement YoY). Company ended the quarter with $813 million in cash, cash equivalents and investments and no debt.
RPO Acceleration and Contract Momentum
Remaining performance obligations (RPO) accelerated 45% year-over-year to a record $1.7 billion, driven by larger deals and longer contract durations.
AI Security and New Product Momentum
ARR from AI security offerings (Prompt Security and Purple AI) tripled year-over-year in Q2; Prompt Security identified as the fastest-growing platform solution and expected to become a 9-figure ARR category.
Platform Wins, Large Customer Momentum and International Reach
Strong competitive wins across aerospace & defense, telecom, major retailers, a large American tech customer, Bell Canada, and government agency deployments. International revenue represented 39% of total revenue.
Third-Party Validation and Industry Recognition
Independent validations cited: IDC ROI studies (Purple AI 338% 3-year ROI; AI SIEM 331% 3-year ROI) and Frost & Sullivan named SentinelOne a visionary leader in 2026 Frost Radar for cloud workload protection.
Product & Partner Scale Initiatives
SentinelOne Flex exceeded 10% of total ARR within a year of launch; expanded partnerships with LevelBlue and AWS integrations (Amazon Bedrock AgentCore) to accelerate platform adoption.
MX:S1 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