SentinelOne, Inc. (NYSE: S) is a cybersecurity company specializing in AI-powered security solutions. The firm focuses on technologies that protect organizations from cyber threats, leveraging machine learning and automation to secure endpoints and cloud environments. The company reported its first-quarter earnings for fiscal year 2026 on May 28, 2025.

For Q1 FY 2026, SentinelOne generated total revenue of $229 million, marking a 23% increase year-over-year from $186.4 million. Annualized recurring revenue (ARR) also rose, growing 24% to reach $948 million. The number of customers contributing $100,000 or more in ARR increased 22% to 1,459.

In terms of profitability, SentinelOne’s gross margin remained robust at 79%, unchanged from the previous year. The non-GAAP operating margin showed improvement, reaching negative 2%, up from negative 6% year-over-year. The company achieved a net income margin of 3%, compared to 0% in the same period last year. The free cash flow margin for Q1 was reported at 20%, an increase from 18% year-over-year.

Looking ahead, SentinelOne’s guidance for Q2 FY 2026 estimates revenue to be approximately $242 million, representing a projected growth rate of 22%. For the full fiscal year 2026, the revenue outlook has been set between $996 million and $1.1 billion, maintaining the growth rate expectation of 22%.

The company indicated that contract durations for both new and existing customers expanded year-over-year in the first quarter, reflecting increased customer trust. Remaining performance obligations grew 33% to $1.2 billion, indicating strong future revenue visibility. The overall financial metrics reflect a stabilized growth trajectory, although management acknowledged macroeconomic uncertainties may impact near-term performance.

As of April 30, 2025, SentinelOne’s cash, cash equivalents, and investments totaled $1.2 billion. To enhance shareholder value, the company’s board also authorized a $200 million share repurchase program.

SentinelOne closed the quarter showcasing a continued expansion of market share and solidified its position in the rapidly evolving cybersecurity landscape, aided by its innovative product offerings in AI, cloud, data, and endpoint security.