earnings
confidence high
sentiment positive
materiality 0.80
SentinelOne surpasses $1B ARR; Q2 revenue up 22% YoY, raises FY2026 outlook
SentinelOne, Inc.
2026-Q2 EPS reported
-$0.85
revenue$471,212,000
- Revenue $242.2M (+22% YoY); ARR reached $1.0B (+24%), a record net new ARR milestone.
- GAAP operating margin improved to -33% from -40%; non-GAAP operating margin turned positive at +2%.
- Non-GAAP net income margin 5%; cash $1.2B; TTM free cash flow margin positive at 2%.
- Customers with ARR >= $100K grew 23% to 1,513, reflecting enterprise adoption.
- Q3FY26 revenue guided to ~$256M; full-year FY2026 revenue raised to $998-1,002M, non-GAAP op margin ~3%.
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