SECURITY
SECURITY
SECURITY
SentinelOne posts strong revenue growth but shares fall on weak guidance
Shares in SentinelOne Inc. fell more than 12% in late trading today after the cybersecurity company fell short on guidance, despite reporting solid figures in its fiscal 2026 first quarter.
For the quarter ended April 30, SentinelOne reported adjusted earnings per share of two cents, up from a loss of one cent per share in the same quarter of fiscal 2025, on revenue of $229 million, up 23% year-over-year. Earnings per share were in line with analyst expectations, while revenue came in slightly ahead of an expected $228.34 million.
SentinelOne’s revenue was driven by increased business and customers, with the company ending the quarter with annual recurring revenue of $948.1 million, up 24% year-over-year. The number of customers with annual recurring revenue of $100,000 or more rose 22%, to 1,459.
Business highlights in the quarter included SentinelOne’s introduction of the Athena update to its Purple AI platform in April. The update expanded the platform’s autonomous capabilities, enabling deeper security reasoning, automated triage and third-party security information and event management integration.
SentinelOne also achieved FedRAMP-High authorization for three of its core solutions during the quarter — Purple AI, Singularity Cloud Security and Singularity Hyperautomation. The certification will assist the company to expand its reach into the U.S. federal sector, where compliance with rigorous security standards is mandatory.
The quarter ended with SentinelOne showcasing its latest innovations at the RSA Conference 2025, including advancements in hyperautomation and AI-driven security solutions.
“Our top-tier growth and margin improvement reflect continued platform momentum and customer success,” Chief Executive Tomer Weingarten said in the company’s earnings release. “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.”
For its fiscal 2026 second quarter, SentinelOne expects revenue of $242 million and for the full year, $996 million to $1.001 billion. Both outlooks fell short of the $245 million and $1.01 billion expected by analysts. Notably, the full-year outlook was lowered from the previous $1.007 billion to $1.012 billion forecast given by SentinelOne alongside its last earnings report on March 12.
Photo: SentinelOne
A message from John Furrier, co-founder of SiliconANGLE:
Support our mission to keep content open and free by engaging with theCUBE community. Join theCUBE’s Alumni Trust Network, where technology leaders connect, share intelligence and create opportunities.
- 15M+ viewers of theCUBE videos, powering conversations across AI, cloud, cybersecurity and more
- 11.4k+ theCUBE alumni — Connect with more than 11,400 tech and business leaders shaping the future through a unique trusted-based network.
About SiliconANGLE Media
SiliconANGLE Media is a recognized leader in digital media innovation, uniting breakthrough technology, strategic insights and real-time audience engagement. As the parent company of SiliconANGLE, theCUBE Network, theCUBE Research, CUBE365, theCUBE AI and theCUBE SuperStudios — with flagship locations in Silicon Valley and the New York Stock Exchange — SiliconANGLE Media operates at the intersection of media, technology and AI.
Founded by tech visionaries John Furrier and Dave Vellante, SiliconANGLE Media has built a dynamic ecosystem of industry-leading digital media brands that reach 15+ million elite tech professionals. Our new proprietary theCUBE AI Video Cloud is breaking ground in audience interaction, leveraging theCUBEai.com neural network to help technology companies make data-driven decisions and stay at the forefront of industry conversations.
