SentinelOne (S) Q2 2027 Earnings
GAAP results include $92.1 million in stock-based compensation expense, $24.4 million in restructuring charges ($13.6 million other restructuring charges plus $10.8 million restructuring SBC), $10.8 million in amortization of acquired intangible assets, and $3.3 million in acquisition-related compensation costs
How Did S Stock React to Q2 2027 Earnings?
S&P 500 over the same 30 days: −0.87%.
Did S Beat Earnings? Q2 2027 Results
Yes. SentinelOne reported Q2 2027 earnings of $0.08 a share on Aug 27, 2026, beating the $-0.23 consensus estimate by 134.5%. Revenue was $292.0M against a $290.3M estimate.
SentinelOne delivered a convincing second-quarter beat for fiscal 2027, extending its streak of consecutive EPS beats to nine quarters as the cybersecurity platform reported adjusted EPS of $0.08 against a consensus estimate of negative $0.23, a 134.53% positive surprise, while revenue of $291.98 million edged past the $290.28 million consensus and grew 20.6% year-over-year. The clearest engine behind the results was accelerating platform adoption beyond endpoint security, with non-endpoint solutions spanning data, AI, and cloud now accounting for more than half of total ARR, which reached $1.22 billion, up 22% year-over-year. Non-GAAP operating margin expanded roughly 820 basis points to 10%, even as a $92.11 million stock-based compensation charge and $24.43 million in restructuring costs pushed the GAAP net loss to $93.40 million. Looking ahead, management raised its full-year FY2027 revenue outlook to $1.20 billion to $1.21 billion and guided Q3 revenue of $309 million to $311 million, with non-GAAP EPS of $0.08 to $0.09.
- 21% year-over-year revenue growth to $292 million, exceeding guidance
- Record Q2 net new ARR of $56 million, up 4% year-over-year
- Non-GAAP operating margin expanded approximately 820 basis points year-over-year to 10%
- 50%+ of total ARR from non-endpoint solutions (Data, AI, Cloud, and others)
- Customers with ARR of $100K+ grew 13% to 1,715
- NRR for $100K+ ARR customers improved sequentially and year-over-year
- Enterprise customers with 5 or more solutions grew 150%+ year-over-year
“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.”
SentinelOne CEO, on the earnings call
What Is SentinelOne's Outlook?
For Q3 FY2027, SentinelOne guides revenue of $309–$311 million, non-GAAP operating income of $38–$40 million, and non-GAAP diluted EPS of $0.08–$0.09 on approximately 370 million diluted shares. For full fiscal year 2027 (ending January 31, 2027), the company raised its outlook to revenue of $1.202–$1.207 billion, non-GAAP operating income of $124–$128 million, and non-GAAP diluted EPS of $0.30–$0.32 on approximately 361 million diluted shares. Both periods assume a 17% non-GAAP tax rate.
S YoY Financials
| Metric | Q2 2027 | Q2 2026 | Year over year |
|---|---|---|---|
| Revenue | $292.0M | $242.2M | +20.6% |
| Gross Profit | $210.4M | $181.7M | +15.8% |
| Operating Income | −$90.8M | −$103.8M | −12.6% |
| Net Income | −$93.4M | −$132.8M | −29.7% |
When Does SentinelOne Report Next?
Figures from SEC filings and company reports. Not investment advice.