𝐒𝐞𝐧𝐭𝐢𝐧𝐞𝐥𝐎𝐧𝐞 𝐀𝐑𝐑 𝐆𝐫𝐨𝐰𝐭𝐡 𝐀𝐜𝐜𝐞𝐥𝐞𝐫𝐚𝐭𝐞𝐬 𝐑𝐚𝐢𝐬𝐞𝐬 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐧𝐠 𝐈𝐧𝐜𝐨𝐦𝐞 𝐎𝐮𝐭𝐥𝐨𝐨𝐤

📊 𝐑𝐞𝐬𝐮𝐥𝐭𝐬

• Revenue: $277M (Est. $272.4M) ✅

• Adj. EPS: $0.04 (Est. $0.03) ✅

• ARR: $1.163B (+23% YoY)

• Customers with ARR >$100K: 1,702 (+17% YoY)

• Adj. operating margin: 4%

• Adj. free cash flow margin: 22%

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🎯 𝐆𝐮𝐢𝐝𝐚𝐧𝐜𝐞

• Q2 Revenue: $289M–$291M (Est. $287.9M) ✅

• Q2 Adj. EPS: $0.06–$0.08 (Est. $0.06) 🟰

• FY27 Revenue: $1.195B–$1.205B (Est. $1.19B) 🟰

• FY27 Adj. EPS: $0.32–$0.38 (Est. $0.31) ✅

• FY27 Adj. operating income: $115M–$125M

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📌 𝐊𝐞𝐲 𝐓𝐚𝐤𝐞𝐚𝐰𝐚𝐲𝐬

• Revenue and ARR growth both accelerated sequentially

• Emerging solutions now account for half of total company ARR

• Record net new ARR growth highlighted strong enterprise demand

• Management continues positioning SentinelOne around autonomous AI-driven cybersecurity

• Operating leverage improved with positive non-GAAP operating margin

⠀

💬 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐂𝐨𝐦𝐦𝐞𝐧𝐭𝐚𝐫𝐲

“Securing the AI era requires machine speed defense which only truly modern infrastructure can deliver.”

— Tomer Weingarten, CEO

𝐒𝐞𝐧𝐭𝐢𝐧𝐞𝐥𝐎𝐧𝐞: 𝐀𝐑𝐑 𝐆𝐫𝐨𝐰𝐭𝐡 𝐀𝐜𝐜𝐞𝐥𝐞𝐫𝐚𝐭𝐞𝐬, 𝐑𝐚𝐢𝐬𝐞𝐬 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐧𝐠 𝐈𝐧𝐜𝐨𝐦𝐞 𝐎𝐮𝐭𝐥𝐨𝐨𝐤