SentinelOne, Inc. (S) Earnings Call Transcripts
SentinelOne, Inc.'s Latest Earnings Call - Q1 FY2027
In Q1 FY 2027, SentinelOne reported strong financial performance with revenue of $277 million, representing a 21% year-over-year growth, and a record net new ARR growth of $44 million, up 55% year-over-year. The company also improved its operating margin to 4%, exceeding expectations. Management raised guidance for operating income for the full fiscal year to between $115 million and $125 million, indicating a commitment to both growth and profitability as they navigate a rapidly evolving cybersecurity landscape driven by AI advancements.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $277 million (beat) |
| Net New ARR | $44 million (beat) |
| Operating Margin | 4% (beat) |
| Earnings Per Share (EPS) | $0.04 (beat) |
| Total ARR Growth | 23% (positive) |
| International Revenue Growth | 25% (positive) |
Guidance from management
For Q2 FY 2027, management expects revenue between $289 million and $291 million, representing 20% year-over-year growth. For the full fiscal year, they maintain revenue guidance of $1.195 billion to $1.205 billion, also reflecting 20% growth at the midpoint.
What analysts pressed on
Analysts expressed concerns about potential sales disruption due to the recent workforce reduction and how it might impact sales productivity. There were also questions regarding the timing of larger deals and the overall macroeconomic environment affecting sales cycles.
Main topics on the call
- Record Net New ARR Growth — SentinelOne achieved a record net new ARR of $44 million in Q1, a 55% increase year-over-year, showcasing strong customer acquisition and expansion. Management noted, "This marks our fourth consecutive quarter of positiv...
- Operating Margin Improvement — The company reported an operating margin of 4%, an improvement of approximately 550 basis points year-over-year. This exceeded management's expectations, indicating effective cost management and operational efficiency.
- Guidance Increase — Management raised the operating income outlook for FY 2027 to between $115 million and $125 million, reflecting confidence in continued growth. They expect Q2 revenue between $289 million and $291 million, maintaining a ...
- AI Security Market Position — Management highlighted that AI security is a major growth driver, with AI security ARR nearly doubling in Q1. They stated, "AI represents a massive market opportunity for us and a durable tailwind for our business."
Read the full SentinelOne, Inc. transcript (Q1 FY2027) → Summary generated from the call transcript; every figure above is stated by management on the record.
About SentinelOne, Inc.
SentinelOne, Inc. (S) is a publicly listed company in the Software industry, within the Information Technology sector. It trades on NYSE and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 63 calls on record spanning February 26, 2020 to July 8, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 63 SentinelOne, Inc. earnings call transcripts on record, spanning February 26, 2020 to July 8, 2026. Based on this history, SentinelOne, Inc. reports quarterly. The most recent call on file is dated July 8, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- S
- Exchange
- NYSE
- Country
- US
- Sector
- Information Technology
- Industry
- Software
- Calls on record
- 63
- First call
- February 26, 2020
- Most recent
- July 8, 2026
- Reporting cadence
- quarterly