SentinelOne, Inc. (S) Form 8-K — Aug 27, 2026
SentinelOne reported Q2 fiscal 2027 revenue of $292 million, up 21% year-over-year and above guidance, with annualized recurring revenue growing 22% to $1.218 billion as of July 31, 2026. The company delivered record non-GAAP profitability: operating margin reached 10% versus 2% a year ago and non-GAAP diluted EPS doubled to $0.08. On a GAAP basis, the net loss widened to $93.4 million from $72.0 million, including $24.4 million of restructuring charges. Management raised its fiscal 2027 outlook, guiding revenue to $1.202-1.207 billion and non-GAAP operating income to $124-128 million ($0.30-0.32 non-GAAP EPS).
Key figures
- Revenue
- 292000000
- Guidance
- Q3 FY27: revenue $309-311M, non-GAAP operating income $38-40M, non-GAAP diluted EPS $0.08-0.09. FY27: revenue $1.202-1.207B, non-GAAP operating income $124-128M, non-GAAP diluted EPS $0.30-0.32, 17% non-GAAP tax rate
- Revenue Yoy
- 21%
- Total Assets
- 2381461000
- Cash Position
- 813000000
- Arr
- $1.218 billion
- Q2 Net New Arr
- $56 million (record Q2)
- Arr Growth Yoy
- 22%
- Q2 Free Cash Flow
- $(13.2) million
- Gaap Gross Margin
- 72% (vs 75% prior year)
- Non Gaap Net Income
- $28.5 million
- Non Gaap Diluted Eps
- $0.08 (vs $0.04 prior year)
- Non Gaap Gross Margin
- 77% (vs 79% prior year)
- Gaap Operating Margin
- (31)% (vs (33)% prior year)
- Non Gaap Operating Margin
- 10% (vs 2% prior year)
- Q2 Restructuring Charges
- $24.4 million
- Customers With Arr100k Plus
- 1715
- Q2 Stock Based Compensation
- $92.1 million
- Weighted Avg Shares Q2 Basic And Diluted
- 341527623
Price after filing
Close on the filing date to close N calendar days later (from $20.51). Historical, not a forecast.
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