Companies /Technology
SentinelOne Inc - Class A
NYSE: S Software - Infrastructure
$25.40
▲ $0.09 (+0.36%) today
Markets closed · 12:36am ET

SentinelOne (S) Q1 2026 Earnings

Reported May 28, 2025, 4:09pm ET · SEC source
$0.02
Beat +108.46%
EPS · est. $-0.24
$229.0M
Beat +0.28%
Revenue · est. $228.4M
−0.1%
Trailing market
S vs S&P since report
10 quarters
Consecutive EPS beats

How Did S Stock React to Q1 2026 Earnings?

% change · around the report
0+6%+12%May 28May 29report 4:09pm ETearnings+0.0%−0.1%
0+6%+12%May 28May 29earnings+0.0%−0.1%
S −0.1%S&P 500 +0.0%
0+6%+12%May 28May 29report 4:09pm ETearnings−0.3%−0.1%
0+6%+12%May 28May 29earnings−0.3%−0.1%
S −0.1%NASDAQ −0.3%
0+6%+12%May 27Jun 5report 4:09pm ETearnings+0.2%+3.3%
0+6%+12%May 27Jun 5earnings+0.2%+3.3%
S +3.3%S&P 500 +0.2%
0+6%+12%May 27Jun 5report 4:09pm ETearnings−0.1%+3.3%
0+6%+12%May 27Jun 5earnings−0.1%+3.3%
S +3.3%NASDAQ −0.1%
−11.59%
Day of report
+1.27%
Next session
+4.20%
One week
+4.54%
30 days

S&P 500 over the same 30 days: +4.68%.

Did S Beat Earnings? Q1 2026 Results

Yes. SentinelOne reported Q1 2026 earnings of $0.02 a share on May 28, 2025, beating the $-0.24 consensus estimate by 108.5%. Revenue was $229.0M against a $228.4M estimate.

SentinelOne posted a strong first fiscal quarter of 2026, beating analyst expectations on both the top and bottom lines as improving unit economics drove a notable profitability swing. Revenue rose 22.9% year-over-year to $229.03 million, edging past the $228.40 million consensus, while the company delivered non-GAAP earnings of $0.02 per diluted share, well ahead of the $-0.24 consensus estimate by 108.46%, reflecting a shift from near-breakeven non-GAAP results a year ago. Annual recurring revenue climbed 24% to $948.10 million, underpinned by triple-digit bookings growth for its Purple AI platform and data solutions crossing $100 million in ARR, illustrating broad platform adoption across an expanding enterprise customer base. A $136 million tax charge tied to ongoing Israel Tax Authority settlement negotiations widened the GAAP net loss to $208.19 million, though management characterized the charge as process-related rather than a final resolution. Looking ahead, SentinelOne guided Q2 revenue of $242 million and full-year revenue of $996 million to $1 billion, targeting non-GAAP operating margin of 3% to 4% for the full year.

Key Takeaways
  • Purple AI triple-digit quarterly bookings growth year-over-year with record attach rate
  • Data solutions surpassed $100 million ARR
  • 22% growth in $100K+ ARR customers to 1,459
  • Record ARR per customer driven by increasing platform adoption
  • Multiple Fortune 500 customer wins
  • Enterprise customers adopting 3+ and 4+ solution categories showing strong platform expansion

“Our top-tier growth and margin improvement reflect continued platform momentum and customer success. Our innovation engine is fueling adoption across AI, Data, Cloud, and Endpoint. With Singularity, we're leading a transformational shift toward AI-powered security for the future.”

SentinelOne CEO, on the earnings call

What Was SentinelOne's Outlook in Q1 2026?

For Q2 FY2026, the company guides revenue of $242 million (22% year-over-year growth), non-GAAP gross margin of 79%, and non-GAAP operating margin of approximately 0% (breakeven). For full-year FY2026, revenue guidance is $996–$1,001 million (22% year-over-year growth), non-GAAP gross margin of 78.5%–79.5%, and non-GAAP operating margin of 3%–4%. The full-year revenue outlook incorporates the impact of the end-of-sale of the Hologram (deception) solution. Management expects to deliver top-tier growth and full-year profitability.

S YoY Financials

Q1 2026 vs Q1 2025 · SEC filings Q1 2025 Q1 2026
$-100,000,000$0$100.0M$200.0M$186.4M$229.0MRevenue$136.2M$172.5MGross Profit$-95,651,651$-87,483,000Operating Income
$-100,000,000$0$100.0M$200.0MRevenueGross ProfitOperating Income
S income statement, Q1 2026 versus Q1 2025
Metric Q1 2026 Q1 2025 Year over year
Revenue $229.0M $186.4M +22.9%
Gross Profit $172.5M $136.2M +26.6%
Operating Income −$87.5M −$95.7M −8.5%

Figures from SEC filings and company reports. Not investment advice.