Jul 2026 (Q2 FY27) — Aug 27, 2026
SentinelOne Q2 FY27 — Record Net New ARR and Operating Margin
Read the full callSentinelOne (S) earnings
- Jul 2026
- Jul 2026 (Q2 FY27)
- Jan 2026
SentinelOne earnings: last reported Thu, 27 Aug 2026, for the quarter ended Jul 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 292 | +20.6% YoY | Quarterly, as filed | Quarter to Jul 2026 | Revenue from operations as filed. |
| Operating margin | -31.1 | +2.2 pts YoY | Operating profit / revenue | Quarter to Jul 2026 | For the quarter; a change is in percentage points. |
| Net profit | -93.4 | Quarterly, as filed | Quarter to Jul 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Guidance
What management said, and what became of it
16 of 17 judged targets kept · 23 open · verdicts reflect calls analysed to Apr 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Annualized cost savings from workforce optimization | approximately $45 million in annualized cost savings | Apr 2026 | Once fully implemented, we expect this action to result in approximately $45 million in annualized cost savings. | New |
1 of SentinelOne, Inc.'s 40 targets was missed. See which ones, and which are quietly gone. The 1 above are the free sample; 39 more targets are in the full ledger.
Claimed
- Exceeded top and bottom line guidance, delivered record Q2 net new ARR and record operating margin.
- Revenue grew 21% year-over-year to $292 million, exceeding the top end of guidance.
- Total ARR grew 22%, with record Q2 net new ARR of $56 million, growing 4% year-over-year.
- Operating margin reached a record 10%, representing 820 basis points of expansion year-over-year.
- Prompt Security ARR tripled year-over-year in Q2, leading AI security offerings.
Qualified
Price
$21.71 +0.60% · +$0.13
Performance +30.2% 1Y
1Y: $16.68 on 17 Oct 2025 → $21.71. High $26.27 (9 Oct 2026), low $11.94 (10 Apr 2026).
- Previous close
- $21.58
- 52-week range
- $11.94 – $26.27
- One year
- +26.66%
Overview
- Symbol
- S
- Sector
- Information Technology
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
16 of 17 judged targets kept · 23 open · verdicts reflect calls analysed to Apr 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Annualized cost savings from workforce optimization | approximately $45 million in annualized cost savings | Apr 2026 | Once fully implemented, we expect this action to result in approximately $45 million in annualized cost savings. | New |
Claimed
- Exceeded top and bottom line guidance, delivered record Q2 net new ARR and record operating margin.
- Revenue grew 21% year-over-year to $292 million, exceeding the top end of guidance.
- Total ARR grew 22%, with record Q2 net new ARR of $56 million, growing 4% year-over-year.
- Operating margin reached a record 10%, representing 820 basis points of expansion year-over-year.
- Prompt Security ARR tripled year-over-year in Q2, leading AI security offerings.
Qualified
The full ledger
Open SentinelOne, Inc.’s full ledger
A free account opens 5 company ledgers a month. All 40 tracked commitments, with each call’s wording and source.
Call summaries
Apr 2026 (Q1 FY27) — May 28, 2026
SentinelOne Q1 FY27 — Record Net New ARR and Strong Operating Margin Expansion
Read the full callEvery analysed call
SentinelOne earnings calls (S)
Financials
What the filings say
Net profit, year on year: −30% (quarter to jul 2026 against jul 2025).
| Line item | Oct 2024 | Jan 2025 | Apr 2025 | Jul 2025 | Oct 2025 | Jan 2026 | Apr 2026 | Jul 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 211 | 226 | 229 | 242 | 259 | 271 | 277 | 292 |
| Operating profit | -89 | -80 | -87 | -81 | -73 | -80 | -80 | -91 |
| Operating margin | −42.3% | −35.6% | −38.2% | −33.3% | −28.3% | −29.5% | −28.8% | −31.1% |
| Interest | 0 | 0 | — | — | — | — | — | — |
| Profit before tax | -77 | -69 | -75 | -69 | -63 | -73 | -70 | -87 |
| Tax rate | −2.0% | −2.3% | −178.7% | −4.8% | 5.0% | −51.4% | −8.2% | −7.3% |
| Net profit | -78 | -71 | -208 | -72 | -60 | -110 | -76 | -93 |
| EPS ($ per share) | -0.25 | — | -0.63 | -0.22 | -0.18 | — | -0.23 | -0.27 |
| Line item | Jan 2020 | Jan 2021 | Jan 2022 | Jan 2023 | Jan 2024 | Jan 2025 | Jan 2026 |
|---|---|---|---|---|---|---|---|
| Reserves | — | -351 | -622 | -1,000 | -1,339 | -1,627 | -2,078 |
| Total liabilities | — | 220 | 391 | 602 | 727 | 737 | 1,001 |
| Fixed assets | — | 13 | 25 | 39 | 49 | 72 | 84 |
| Investments | — | 0 | 0 | 486 | 669 | 535 | 459 |
| Total assets | — | 521 | 2,042 | 2,259 | 2,321 | 2,407 | 2,438 |
| Line item | Jan 2020 | Jan 2021 | Jan 2022 | Jan 2023 | Jan 2024 | Jan 2025 | Jan 2026 |
|---|---|---|---|---|---|---|---|
| Cash from operations | -44 | -67 | -96 | -193 | -68 | 34 | 77 |
| Cash from investing | -3 | -6 | -20 | -1,313 | 141 | -218 | 87 |
| Cash from financing | 53 | 424 | 1,387 | 36 | 47 | 56 | -161 |
| Net cash flow | 5 | 351 | 1,273 | -1,470 | 120 | -129 | 3 |
| Capital expenditure | -1 | -3 | -4 | -5 | -1 | -2 | -1 |
| Free cash flow | -45 | -70 | -99 | -198 | -70 | 32 | 76 |
S operating KPIs by quarter
| KPI | Apr 2026 Q1 FY27 | Jul 2026 Q2 FY27 | Change vs prior quarter |
|---|---|---|---|
| Remaining performance obligation (RPO) | $1.5BOur total RPO reached a record $1.5 billion in Q1, a clear validation of the trust we've established with our customers and our commitment to innovation.Source: earnings call transcript | $1.7BOur total RPO reached a record $1.7 billion in Q2, a direct reflection of the mission-critical trust customers place in the Singularity platform.Source: earnings call transcript | +13.3% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Insider filings
100 filings between Nov 6, 2025 and Oct 7, 2026.
Open market
decisions to buy or sellPurchases
$595.6K
1 purchase by 1 insider
Sales
$40.61M
59 sales by 7 insiders
32% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 27
- Award — granted as compensation
Also filed: 12 conversions, 1 gift.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Weingarten Tomer | — | $31.60M | Oct 5, 2026 |
| Parekh Sonalee Elizabeth | — | $2.99M | Oct 7, 2026 |
| Pinczuk Ana G. | — | $1.64M | Oct 6, 2026 |
| PADGETT BARRY L. | — | $1.50M | Oct 6, 2026 |
| TOMASELLO ROBIN | — | $1.40M | Sep 10, 2026 |
| Conder Keenan Michael | — | $1.32M | Sep 8, 2026 |
| PEEK MARK S | $595.6K | — | Dec 16, 2025 |
| Larson Barbara A | — | $165.6K | Jan 6, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 7, 2026 | Parekh Sonalee Elizabeth Chief Financial Officer | Sale 10b5-1 plan | 16,304 | $413.3K |
| Oct 6, 2026 | Pinczuk Ana G. President Product & Technology | Sale | 16,042 | $406.3K |
| Oct 6, 2026 | Parekh Sonalee Elizabeth Chief Financial Officer | Sale | 51,703 | $1.31M |
| Oct 6, 2026 | PADGETT BARRY L. President and COO | Sale | 15,460 | $391.6K |
| Oct 5, 2026 | Weingarten Tomer President, CEO | Conversion 10b5-1 plan | 500,000 | $4.87M |
| Oct 5, 2026 | Weingarten Tomer President, CEO | Sale 10b5-1 plan | 527,368 | $13.32M |
| Sep 11, 2026 | Weingarten Tomer President, CEO | Conversion 10b5-1 plan | 57,941 | $0 |
| Sep 11, 2026 | Weingarten Tomer President, CEO | Sale 10b5-1 plan | 114,890 | $2.29M |
| Sep 10, 2026 | TOMASELLO ROBIN Chief Accounting Officer | Sale 10b5-1 plan | 13,311 | $265.5K |
| Sep 8, 2026 | TOMASELLO ROBIN Chief Accounting Officer | Sale 10b5-1 plan | 14,205 | $281.1K |
| Sep 8, 2026 | TOMASELLO ROBIN Chief Accounting Officer | Sale 10b5-1 plan | 7,235 | $140.6K |
| Sep 8, 2026 | Weingarten Tomer President, CEO | Sale | 38,759 | $767.0K |
| Sep 8, 2026 | Conder Keenan Michael Chief Legal Officer & Sec'y | Sale | 8,312 | $164.5K |
| Sep 8, 2026 | Parekh Sonalee Elizabeth Chief Financial Officer | Sale 10b5-1 plan | 21,664 | $421.2K |
| Aug 6, 2026 | PADGETT BARRY L. President and COO | Sale | 9,778 | $196.5K |
| Aug 6, 2026 | Conder Keenan Michael Chief Legal Officer & Sec'y | Sale | 26,374 | $529.6K |
| Aug 6, 2026 | Weingarten Tomer President, CEO | Sale | 53,811 | $1.08M |
| Aug 6, 2026 | Pinczuk Ana G. President Product & Technology | Sale | 6,230 | $125.1K |
| Aug 6, 2026 | TOMASELLO ROBIN Chief Accounting Officer | Sale | 5,467 | $109.8K |
| Jul 31, 2026 | Weingarten Tomer President, CEO | Conversion 10b5-1 plan | 57,941 | $0 |
| Jul 31, 2026 | Weingarten Tomer President, CEO | Sale 10b5-1 plan | 57,941 | $1.09M |
| Jul 27, 2026 | Parekh Sonalee Elizabeth Chief Financial Officer | Sale | 12,987 | $237.1K |
| Jul 6, 2026 | PADGETT BARRY L. President and COO | Sale | 15,460 | $276.6K |
| Jul 6, 2026 | Parekh Sonalee Elizabeth Chief Financial Officer | Sale | 33,823 | $605.1K |
| Jul 6, 2026 | Pinczuk Ana G. President Product & Technology | Sale | 16,042 | $287.0K |
| Jul 1, 2026 | Weingarten Tomer President, CEO | Sale 10b5-1 plan | 57,941 | $1.03M |
| Jul 1, 2026 | Weingarten Tomer President, CEO | Conversion 10b5-1 plan | 57,941 | $0 |
| Jun 25, 2026 | Hughes Aaron Director | Award | 14,238 | $0 |
| Jun 25, 2026 | Hughes Aaron Director | Award | 4,176 | $0 |
| Jun 25, 2026 | PEEK MARK S Director | Award | 4,746 | $0 |
| Jun 25, 2026 | Scheinman Daniel Director | Award | 14,238 | $0 |
| Jun 25, 2026 | Wardi Teddie Benjamin Director | Award | 14,238 | $0 |
| Jun 25, 2026 | Wardi Teddie Benjamin Director | Award | 3,638 | $0 |
| Jun 25, 2026 | Barrenechea Mark J Director | Award | 14,238 | $0 |
| Jun 25, 2026 | Barrenechea Mark J Director | Award | 3,543 | $0 |
| Jun 25, 2026 | BEGLEY CHARLENE T Director | Award | 14,238 | $0 |
| Jun 25, 2026 | PEEK MARK S Director | Award | 14,238 | $0 |
| Jun 25, 2026 | BEGLEY CHARLENE T Director | Award | 4,429 | $0 |
| Jun 15, 2026 | Weingarten Tomer President, CEO | Conversion 10b5-1 plan | 57,941 | $0 |
| Jun 15, 2026 | Weingarten Tomer President, CEO | Sale 10b5-1 plan | 57,941 | $881.3K |
| Jun 11, 2026 | Weingarten Tomer President, CEO | Sale 10b5-1 plan | 57,296 | $836.3K |
| Jun 8, 2026 | Weingarten Tomer President, CEO | Sale | 39,118 | $615.2K |
| Jun 8, 2026 | TOMASELLO ROBIN Chief Accounting Officer | Sale | 11,905 | $186.9K |
| Jun 8, 2026 | Conder Keenan Michael Chief Legal Officer & Sec'y | Sale | 8,401 | $131.9K |
| May 6, 2026 | Conder Keenan Michael Chief Legal Officer & Sec'y | Sale | 4,550 | $71.2K |
| May 6, 2026 | TOMASELLO ROBIN Chief Accounting Officer | Sale | 2,459 | $38.5K |
| May 6, 2026 | Weingarten Tomer President, CEO | Sale | 21,960 | $343.6K |
| May 4, 2026 | Weingarten Tomer President, CEO | Sale 10b5-1 plan | 231,664 | $3.55M |
| May 4, 2026 | Weingarten Tomer President, CEO | Conversion 10b5-1 plan | 231,664 | $0 |
| May 1, 2026 | Weingarten Tomer President, CEO | Conversion 10b5-1 plan | 100 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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