Companies · S
SentinelOne
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Latest analysis
Updated Aug 28, 2026
SentinelOne posts 21% revenue growth and record non-GAAP operating income in Q2 FY2027, but gross margin compression and a new restructuring charge signal an organization in active reconfiguration.
SentinelOne delivered $292.0 million in revenue for Q2 FY2027, up 21% year-over-year, with ARR crossing $1.22 billion at 22% growth. Non-GAAP operating income reached $30.5 million, a fivefold improvement from the prior-year quarter, demonstrating meaningful operating leverage even as GAAP gross margin compressed 300 basis points to 72% due to cloud hosting and intangible amortization costs from fiscal 2026 acquisitions. The May 2026 restructuring plan — a $24.4 million charge covering severance and equity acceleration — signals management is reconfiguring cost structure and organizational priorities toward profitable growth, while a $100 million strategic investment in Knight JV, LLC marks SentinelOne's most significant disclosed ecosystem bet to date.
Tone: mixedRevenue
$1B
S 10-K · FY 2026
Employees
2,900
Revenue growth YoY
+22%
Founded
2013
Profile
S 10-K Item 1 · Mar 19, 2026SentinelOne is an AI-powered cybersecurity platform company whose Singularity Platform provides autonomous threat prevention, detection, and response across endpoints, cloud workloads, identity credentials, and IoT devices. The company sells primarily through subscriptions priced per agent and operates a land-and-expand model through direct sales and a broad channel partner network. Its proprietary Singularity Data Lake and generative AI assistant Purple AI differentiate the platform across security operations, SIEM, and exposure management use cases.
Read filing description ↓ Collapse description ↑
We envisioned a revolutionary data and AI paradigm where technology alone could autonomously prevent, detect, and respond to cyberattacks. It is time to fight machine with machine. We pioneered the world's first purpose-built AI-powered cybersecurity platform for autonomous defense. Our autonomous cybersecurity solutions are intelligent and data-driven systems that learn and evolve on their own—working to make the world more secure. By leveraging AI and our fully unified security data lake for analytics, our Singularity Platform instantly defends against cyberattacks—performing at a faster speed, greater scale, and higher accuracy than otherwise possible from any single human or even a crowd. Our generative AI technology, Purple AI, unifies the entire platform experience, supercharges the security operations, and delivers improved efficiency with threat-hunting capabilities across multiple attack vectors. Our Singularity Platform ingests, correlates, and queries petabytes of structured and unstructured data from a myriad of ever-expanding disparate external and internal sources in real-time. We aim to build rich context and deliver greater visibility by constructing a dynamic representation of data across an organization. As a result, our AI models are able to be highly accurate, actionable, and autonomous. Our distributed AI models run both locally on every endpoint and every cloud workload, as well as on our cloud platform. Singularity is used globally by organizations of all sizes across a broad range of industries. Our AI and automation driven approach to cybersecurity has been adopted by some of the world's largest organizations. We generate most of our revenue by selling subscriptions to our Singularity Platform. We generally price our subscriptions and modules on a per agent basis, and each agent generally corresponds with an endpoint, server, virtual machine, or container.
Primary products
- Singularity Platform
- Singularity Core
- Singularity Control
- Singularity Complete
- Singularity Commercial
- Singularity Enterprise
End markets
Geographies
Named competitors
“Although some of our competitors enjoy greater brand awareness and recognition, deep customer relationships, and larger existing customer bases, we believe that we compete favorably with respect to our autonomous and AI-powered threat prevention, detection, response, and hunting capabilities.” Competitive position, as stated in the filing
Revenue commentary · FY 2026
Revenue grew 22% year-over-year in fiscal 2026, following 32% growth in fiscal 2025, reflecting continued rapid expansion as the company scales.
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Analysis, signals, diligence answers, M&A activity and every quote, each citing the filing it came from.