DailyIQ
|
SSentinelOne, Inc.

Earnings Release

SentinelOne, Inc.'s latest earnings press release, filed Aug 27, 2026, scored line by line for tone, guidance and what changed since the prior release.

Guidance raised39 lines scoredFiled Aug 27, 2026SEC 8-K · Exhibit 99
Release Tone
58
BALANCED
GuidanceGuidance raisedWhat this release does to the company's outlook
Tone change▲ 5.7pointsvs the prior release (May 28, 2026)
Hedging language0.00per 100 words▼ 0.00 vs prior
New this quarter15of 39 linesWording that was not in the prior release

The lines that matter most

Ranked by how material, how strongly worded and how new each sentence is.

  1. 1

    We exceeded all top and bottom line guided metrics, achieved record profitability and are raising our revenue and operating income outlook for fiscal year 2027,” said Sonalee Parekh, CFO of SentinelOne.

    Guidance raisedNew this quarter
  2. 2

    Revenue grew 21% year-over-year to $292 million, exceeding guidance

    New this quarter
  3. 3

    ARR grew 22% year-over-year to $1.218 billion

    New this quarter
  4. 4

    Earnings per share: GAAP diluted earnings per share was $(0.27), compared to $(0.22).

    New this quarterNegative tone
  5. 5

    Non-GAAP diluted earnings per share was $0.08, compared to $0.04.

  6. 6

    Annualized recurring revenue (ARR) grew 22% to $1,218 million as of July 31, 2026.

  7. 7

    Total revenue grew 21% to $292 million, compared to $242 million.

  8. 8

    Customers with ARR of $100,000 or more grew 13% to 1,715 as of July 31, 2026.

Release by release

Tone and guidance for the last 2 earnings releases.

  1. Aug 27, 2026Guidance raised57.7+5.7
  2. May 28, 2026Guidance raised52.0

Bar length: tone on a 46–66 scale.

The release, annotated

1Highlight rankPositive toneNeutralNegative toneDimmed text: low materiality
Results
2Revenue grew 21% year-over-year to $292 million, exceeding guidance
3ARR grew 22% year-over-year to $1.218 billion
Outlook
Raising Revenue and Operating Income Outlook for Fiscal Year 2027Guidance raised
Management commentary
“Our Q2 performance demonstrates strong progress across every dimension of our business – a top-tier growth profile, accelerating platform adoption, and undisputed technology leadership for both AI for Security and Security for AI,” said Tomer Weingarten, CEO of SentinelOne.
“AI is transforming the way software is built, businesses are operated, and cybersecurity is delivered.
With AI-native runtime protection fundamental to the Singularity platform’s architecture, SentinelOne is uniquely positioned to lead the future of AI cybersecurity.”
“Q2 was an exceptional quarter of execution and demonstrated the power of our platform model.
1We exceeded all top and bottom line guided metrics, achieved record profitability and are raising our revenue and operating income outlook for fiscal year 2027,” said Sonalee Parekh, CFO of SentinelOne.Guidance raised
“We are scaling the business with discipline, investing in key AI growth opportunities while driving substantial operating leverage.”
Results
Second Quarter Fiscal Year 2027 Highlights
7Total revenue grew 21% to $292 million, compared to $242 million.
6Annualized recurring revenue (ARR) grew 22% to $1,218 million as of July 31, 2026.
8Customers with ARR of $100,000 or more grew 13% to 1,715 as of July 31, 2026.
Gross margin: GAAP gross margin was 72%, compared to 75%.
Non-GAAP gross margin was 77%, compared to 79%.
Operating margin: GAAP operating margin was (31)%, compared to (33)%.
Non-GAAP operating margin was 10%, compared to 2%.
Net income (loss) margin: GAAP net loss margin was (32)%, compared to (30)%.
Non-GAAP net income margin was 10%, compared to 5%.
4Earnings per share: GAAP diluted earnings per share was $(0.27), compared to $(0.22).
5Non-GAAP diluted earnings per share was $0.08, compared to $0.04.
Cash, cash equivalents, and investments were $813 million as of July 31, 2026.
Outlook
Financial Outlook
We are providing the following guidance for the third quarter of fiscal year 2027, and for fiscal year 2027 (ending January 31, 2027).
Q3 Fiscal Year 2027 GuidanceFiscal Year 2027 Guidance
Revenue$309 - 311 million$1.202 - 1.207 billion
Non-GAAP operating income$38 - 40 million$124 - 128 million
Non-GAAP diluted earnings per share (EPS)$0.08 - 0.09$0.30 - 0.32
Diluted weighted average shares outstanding370 million361 million
Non-GAAP tax rate17%17%Guidance reaffirmed
Corporate events
Acquisition-related compensation costs
Restructuring charges
Results
Gains and losses on strategic investments
Provision for income taxes
Outlook
Effective in the first quarter of fiscal year 2027, we adopted a 17% non-GAAP tax rate for current and future reporting periods.
This rate is subject to change based on shifts in our geographic earnings mix or changes in applicable tax law.
Results
Key Business Metrics
Annualized Recurring Revenue (ARR)
Customers with ARR of $100,000 or More
90 boilerplate lines (safe-harbor disclaimer, contacts, call details) are set aside.

How this is scored

  • Source: the press release SentinelOne, Inc. filed with the SEC as Exhibit 99 to Form 8-K (Item 2.02). Financial statements and boilerplate are set aside.
  • Tone: a financial sentiment model scores each sentence 0 to 100; the release score weights sentences by how material they are.
  • Materiality and guidance: a classifier judges whether each sentence is specific information, and what the release does to the outlook.
  • New this quarter: wording that does not appear in the prior release.
  • Hedging: uncertainty words (may, could, approximately, headwinds and similar) per 100 words of narrative.

These scores describe the release's language. They are not a forecast or a recommendation. Read the original filing

Back to S overview