SentinelOne, Inc. (NYSE: S) Q1 2026 Earnings Call | 5/29/2025

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SentinelOne, Inc. (NYSE: S) reported robust Q1 2026 results on May 29, 2025, with revenue rising 23% year-over-year to $229 million—beating analyst expectations. Annualized recurring revenue (ARR) climbed 24% to $948.1 million, reflecting strong customer retention and expansion. The company delivered an adjusted EPS of $0.02, in line with consensus, and achieved a record free cash flow margin of 20%, highlighting improved operational efficiency and scale. Gross margin held steady at an industry-leading 79%, while GAAP operating margin improved to -38% and non-GAAP operating margin to -2%, both showing significant year-over-year gains. SentinelOne’s Singularity platform continued to gain traction, with AI-powered solutions like Purple AI achieving triple-digit growth in bookings and a 25%+ attach rate across new subscriptions. The company also launched a unified cloud security suite, integrating AI-driven protection for endpoints, cloud workloads, data, and identities. Despite a net loss of $208.2 million ($0.63 per share), SentinelOne’s balance sheet remains strong, with $1.2 billion in cash and investments. The board authorized a $200 million share repurchase program, underscoring confidence in long-term growth. Looking ahead, SentinelOne guided Q2 revenue to $242 million and full-year revenue to $996 million–$1 billion, slightly below consensus due to macro uncertainty, but reaffirmed its commitment to margin improvement and innovation. About Inside Ticker: For more expert analysis and real-time updates on SentinelOne, Inc. (NYSE: S) and other market movers, follow Inside Ticker and visit InsideTicker.com for in-depth reports, financial insights, and the latest news on leading companies. #SentinelOne #S #EarningsCall #Q12026 #Cybersecurity #AI #CloudSecurity #StockMarket #Investing #InsideTicker