SentinelOne, Inc. is a global cybersecurity firm offering its services across the United States and internationally. The company's flagship product, the Singularity ...
SentinelOne, Inc. is a leading cybersecurity firm headquartered in Mountain View, California. Founded in 2013 by Tomer Weingarten, Almog Cohen, and Ehud Shamir, the company has grown to over 2,900 employees worldwide with offices in multiple countries. Its flagship product, the Singularity XDR Platform, leverages artificial intelligence to autonomously detect, ...SentinelOne, Inc. is a leading cybersecurity firm headquartered in Mountain View, California. Founded in 2013 by Tomer Weingarten, Almog Cohen, and Ehud Shamir, the company has grown to over 2,900 employees worldwide with offices in multiple countries. Its flagship product, the Singularity XDR Platform, leverages artificial intelligence to autonomously detect, prevent, and remediate cyber threats across endpoints, cloud workloads, and IoT devices. The platform integrates endpoint protection, endpoint detection and response (EDR), cloud workload protection, and identity security into a single cohesive system.
SentinelOne went public in June 2021 on the New York Stock Exchange under the ticker symbol S. Financially, the company has shown strong revenue growth, with a gross profit margin of 74% and revenue per share of $3.11. However, it is still investing heavily in R&D (33% of revenue) and sales & marketing (69% of revenue), resulting in a net loss. The company's market cap is around $7.2 billion, and it has a debt-free balance sheet, with a current ratio of 1.44, indicating good liquidity.
The leadership team, led by CEO Tomer Weingarten, focuses on innovation and expansion. The company aims to reshape the cybersecurity landscape by providing autonomous, AI-driven solutions that reduce the burden on security teams. With a focus on continuous product development and strategic acquisitions, SentinelOne is positioned for future growth despite current profitability challenges. Its commitment to data-driven security and a unified platform makes it a key player in the industry.
YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength.
QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes.
RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three).
$1.0B
+21.9%
+5.5%
Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day.
$-450.7M
-56.3%
-22.6%
Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials.
+73.2%
-1.5%
+0.3%
Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on).
-30.9%
+23.0%
+20.2%
Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales.
-45.0%
-28.2%
-16.2%
Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock.
$75.9M
+1051.4%
-117.4%
FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine.
+7.6%
+844.7%
-116.5%
Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe.
1.0%
-8.6%
—
Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking.
1.39x
-20.3%
+0.9%
Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground.
Operator: Hello, and welcome to the SentinelOne Q2 FY 2027 Earnings Conference Call. [Operator Instructions] Also, as a reminder, this conference is being recorded today. If you have any objections, please disconnect your call. I will now turn the call over to Saad Nazir, Vice President of Investor Relations.
Saad Nazir: Good afternoon, everyone, and welcome to SentinelOne's Earnings Call for the Second Quarter of Fiscal Year 2027, which ended July 31, 2026. With us today are Tomer Weingarten, CEO; and Sonalee Parekh, CFO. Our press release and earnings presentation were issued earlier today and are posted on the Investor Relations section of our website. This call and accompanying slides are being broadcast live via webcast, and a replay will be available on our website after the call. Before we begin, I would like to remind you that during today's call, we will be making forward-looking statements about financial performance and future events, including our guidance for fiscal third quarter and full fiscal year 2027, as well as long-term financial targets. We caution you that such statements reflect our best judgment based on factors currently known to us and that our actual results or events could differ materially. Please refer to the documents we file from time to time with the SEC, in particular, our quarterly reports on Form 10-Q and Annual Report on Form 10-K. These documents contain and identify important risk factors and other information that may cause our actual results to differ materially from those contained in our forward-looking statements. Any forward-looking statements made during this call are being made as of today. If this call is replayed or reviewed after today, the information presented during the call may not contain current or accurate information. Except as required by law, we assume no obligation to update these forward-looking statements publicly or to update the reasons why actual results may differ materially from those anticipated even if new information becomes available in the future. During this call, we will discuss non-GAAP financial measures, and all comparisons made are year-over-year unless otherwise noted. Those non-GAAP financial measures are not prepared in accordance with generally accepted accounting principles. A reconciliation of GAAP and non-GAAP results other than with respect to our non-GAAP financial outlook is provided in today's press release and in our earnings presentation. These non-GAAP measures are not intended to be a substitute for our GAAP results. Our financial outlook excludes stock-based compensation expense, employer payroll tax on employee stock transactions, amortization expense of acquired intangible assets, acquisition-related compensation costs, restructuring charges, gains on strategic investments, and income tax provision, which cannot be determined at this time and are, therefore, not reconciled in today's press release. And with that, let me turn the call over to Tomer …
