The earnings call reflected a strong performance in Q2 with significant ARR growth, record net new ARR, and operating profitability. There is optimism with the introduction of SentinelOne Flex and the acquisition of Prompt Security, despite some caution due to macroeconomic conditions and limited immediate financial impact from the acquisition.

Company Guidance

During the SentinelOne Q2 FY 2026 earnings call, the company provided guidance for the fiscal third quarter and full fiscal year 2026, emphasizing continued strong growth and market momentum. The company reported a 24% year-over-year growth in total annual recurring revenue (ARR), surpassing $1 billion, and a 22% year-over-year increase in revenue to $242 million for Q2. For Q3, SentinelOne expects revenue of approximately $256 million, reflecting another 22% year-over-year growth. The company raised its full-year revenue outlook, anticipating revenue between $998 million and $1.02 billion, representing 22% growth. Operating margin for Q3 is projected at about 4%, with a full-year operating margin expected to be around 3%, an improvement from the prior fiscal year. SentinelOne also highlighted its continued focus on AI-powered innovations and platform expansion, including the recent acquisition of Prompt Security, expected to have an 80 basis point impact on full-year operating margin.

Significant ARR Growth

Total ARR grew 24% and crossed $1 billion, marking a significant milestone in SentinelOne's growth journey.

Record Net New ARR

Achieved a record second quarter net new ARR, reflecting positive year-over-year growth of over 20% and a strong uptick in new business generation.

Strong Revenue Growth

Revenue grew 22% year-over-year to $242 million, with international markets growing 27%.

Operating Profitability Achieved

Achieved operating profitability with a 2% operating margin and improved more than 500 basis points year-over-year.

Introduction of SentinelOne Flex

Launched a new flexible licensing model, which has already delivered an 8-figure total deal value and received outstanding reception.

Acquisition of Prompt Security

Announced the acquisition of Prompt Security for $180 million to enhance capabilities in securing generative AI.

SentinelOne (S) Earnings, Revenues Date & History

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S Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Dec 09, 2025	2026 (Q3)	0.05 / -	0	―	―	―
Aug 28, 2025	2026 (Q2)	0.03 / 0.04	0.01	300.00% (+0.03)
May 29, 2025	2026 (Q1)	0.02 / 0.02	-0.01	300.00% (+0.03)
Mar 12, 2025	2025 (Q4)	0.01 / 0.04	-0.02	300.00% (+0.06)
Dec 04, 2024	2025 (Q3)	0.01 / 0.00	-0.03	―	―
Aug 27, 2024	2025 (Q2)	>-0.01 / 0.01	-0.08	112.50% (+0.09)	―
May 30, 2024	2025 (Q1)	-0.05 / -0.01	-0.15	93.33% (+0.14)	―
Mar 13, 2024	2024 (Q4)	-0.04 / -0.02	-0.13	84.62% (+0.11)	―
Dec 05, 2023	2024 (Q3)	-0.08 / -0.03	-0.16	81.25% (+0.13)	―
Aug 31, 2023	2024 (Q2)	-0.14 / -0.08	-0.2	60.00% (+0.12)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

S Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 28, 2025	$17.61	―	―
May 29, 2025	$17.39	$17.61	+1.27%
Mar 12, 2025	$19.30	$18.23	-5.54%
Dec 04, 2024	$28.68	$24.89	-13.21%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.