SentinelOne recently released its latest 10-Q report. The company describes itself as a cybersecurity provider that sells the Singularity Platform, which uses artificial intelligence to help customers prevent, detect, and respond to threats across endpoints, cloud workloads, and identity credentials. Its product set also includes Purple AI, security information and event management, endpoint security, cloud security, identity security, exposure and vulnerability management, and threat services; it also noted an AWS collaboration for unified AI governance on Amazon Bedrock.
In Item 2, management said the company’s revenue rose 21% year over year in both the quarter and the first half of fiscal 2027. Revenue reached $292.0 million for the three months ended July 31, 2026, up from $242.2 million a year earlier, and $568.6 million for the six months ended July 31, 2026, compared with $471.2 million in the prior-year period. Net loss widened to $93.4 million in the quarter from $72.0 million a year earlier, while the six-month net loss narrowed to $169.6 million from $280.2 million.
SentinelOne’s annualized recurring revenue climbed 22% to $1.218 billion as of July 31, 2026, from $1.001 billion a year earlier. The company ended the period with 1,715 customers generating at least $100,000 of ARR, up 13% from 1,513. Management said the increase was driven by new customer additions and existing customers buying more of the platform.
On a non-GAAP basis, operating income improved to $30.5 million in the quarter from $5.4 million a year earlier, and to $41.1 million for the first six months from $1.4 million. That improvement came even as GAAP operating loss remained deep at $90.8 million for the quarter and $170.5 million for the six-month period. The reconciliation showed stock-based compensation of $92.1 million in the quarter and $167.0 million in the first half, along with restructuring charges of $13.6 million and $13.6 million, respectively.
Outside the U.S., SentinelOne generated 39% of revenue in both the quarter and first half of fiscal 2027, compared with 38% in the prior-year periods. Management said no single end customer accounted for more than 9% of ARR as of July 31, 2026. The company also said most revenue comes from subscriptions to the Singularity Platform, with contracts typically running one to three years and revenue recognized ratably over the contract term. As a result of these announcements, the company's shares have moved -6.3% on the market, and are now trading at a price of $21.28. For more information, read the company's full 10-Q submission here.
