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SentinelOne (S)
NYSE:S
Earnings Data
Report Date
Jun 03, 2026After Close (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
0.02Last Year’s EPS
0.02Same Quarter Last Year
Moderate Buy
Based on 27 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlights substantial execution progress: reaching $1B revenue, durable ARR growth (22% YoY), record $64M net new ARR in Q4, expanding product-led adoption across AI, Data, Cloud, Purple and Wayfinder, improving profitability and positive free cash flow, and a healthy balance sheet with buybacks. Near-term concerns are limited and operational: lumpiness in collections and seasonality, modest Q1 margins, a small gross margin tick, and a $40M tax payment affecting FY2027 free cash flow. Overall, the positives—strong growth, product momentum, profitable scaling, and strategic customer and partner wins—materially outweigh the operational and timing headwinds.Company Guidance
Reached $1 Billion Revenue Scale with Strong YoY Growth
Fiscal 2026 revenue surpassed $1.0 billion, growing 22% year over year, marking a major scale milestone and full-year operating profitability.
Q4 Revenue and ARR Momentum
Q4 revenue was $271 million, up 20% year over year. Total ARR grew 22% year over year, and the company added a record $64 million in net new ARR in Q4.
Improving Profitability and Cash Generation
Full-year operating margin improved by 600+ basis points year over year to ~3.5% (company-reported FY improvement). Q4 operating margin was 6% (up 450 bps YoY) and Q4 net income margin was 9%. Trailing 12-month free cash flow margin was 5%, and this was the second consecutive year of positive free cash flow.
Strong Balance Sheet and Capital Return
Ended FY2026 with $770 million in cash, cash equivalents and investments, no debt, and repurchased 6.5 million shares in Q4 (12.2 million shares repurchased in FY2026 total).
International and Upmarket Traction
International revenue grew 30% in Q4 and comprised 40% of total revenue. Customers with ARR ≥$1M increased 20% YoY to 153, and those with ARR ≥$100k increased 18% YoY to 1,667.
High Retention Among Larger Customers
For customers with $100k+ ARR, gross retention was 96% in Q4 and dollar-based net retention was 109%, indicating strong expansion within larger accounts.
Product Momentum — AI, Data, Cloud, Wayfinder, Purple
AI/security products accelerated: Prompt Security ARR more than doubled sequentially; Purple attach rate exceeded 50% on licenses sold in Q4 (IDC: Purple users saw 55% faster remediation, 60% lower major incidents, 338% ROI over 3 years). Data ARR surpassed $130 million, Cloud security ARR exceeded $160 million, and Wayfinder crossed $100 million in ARR. Endpoint delivered double-digit ARR growth.
Strategic Wins and Partnerships
Notable customer wins included a seven-figure deal with Cloudflare and an eight-figure TCV with a global logistics company; a Fortune 100 financial services customer deployed nearly 100,000 AI security licenses. Announced a multi-year infrastructure partnership with a global hyperscaler and achieved FedRAMP High authorization.
FY2027 Guidance Indicates Continued Growth and Profitability
FY2027 revenue guidance of $1.195–1.205 billion (≈20% YoY at midpoint). FY2027 operating income guided to $110–120 million (~10% operating margin at midpoint). Q1 FY2027 revenue guided to $276–278 million (~21% YoY at midpoint). FY2027 EPS guidance $0.32–0.38 (midpoint $0.35).
S Earnings History
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 |
|---|---|---|---|
Mar 12, 2026 | $13.78 | $14.52 | +5.37% |
Dec 04, 2025 | $16.97 | $14.52 | -14.44% |
Aug 28, 2025 | $17.61 | $18.86 | +7.10% |
May 29, 2025 | $17.39 | $17.61 | +1.27% |
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.
FAQ
When does SentinelOne (S) report earnings?
SentinelOne (S) is schdueled to report earning on Jun 03, 2026, After Close (Confirmed).
What is SentinelOne (S) earnings time?
SentinelOne (S) earnings time is at Jun 03, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is S EPS forecast?
S EPS forecast for the fiscal quarter 2027 (Q1) is 0.02.
