SentinelOne Company Profile (2026): AI-Powered Cybersecurity Leader
Company Profile | Cybersecurity | Updated August 2026
SentinelOne: The AI-Powered Cybersecurity Platform for the Autonomous Era
SentinelOne (NYSE: S) is the AI-powered cybersecurity leader, with FY2026 revenue of $1 billion (22% YoY growth) and ARR of $1.163 billion. With 78% gross margins, 1,702 enterprise customers with >$100K ARR, and a $100 billion total addressable market, SentinelOne is redefining endpoint and workload security with AI-driven autonomous protection.
Executive Summary
SentinelOne is the AI-powered cybersecurity company, providing autonomous endpoint, cloud, and workload protection to enterprises worldwide. In fiscal year 2026, SentinelOne reported revenue of $1.0 billion, up 22% year-over-year. Annualized recurring revenue (ARR) reached $1.163 billion, up 23% year-over-year. Customers with ARR above $100,000 increased 17% to 1,702. The company achieved strong gross margins of 78%, with profitability improving and guidance calling for 20% revenue growth in fiscal 2027, driven by AI, data, and cloud solutions. SentinelOne targets a $100 billion total addressable market across endpoint, cloud, and workload security.
Company Overview
SentinelOne, Inc. is a cybersecurity company headquartered in Mountain View, California. The company specializes in endpoint security, cloud workload protection, and AI-powered threat detection and response. SentinelOne's Singularity Platform provides autonomous protection across endpoints, clouds, and workloads, powered by AI and machine learning.
SentinelOne went public on the New York Stock Exchange in 2021 under the symbol S. The company has been named a Leader in the Gartner Magic Quadrant for Endpoint Protection Platforms for six consecutive years.
Company History
SentinelOne was founded in 2013 by Tomer Weingarten and Ehud Shamir, who recognized that traditional antivirus solutions were inadequate for modern threats. The company pioneered the use of AI and machine learning for autonomous threat detection and response, building a platform that could protect endpoints without human intervention.
Under CEO Tomer Weingarten, SentinelOne has expanded from endpoint security into cloud workload protection, data security, and AI-powered security operations. The company has made strategic acquisitions including Attivo Networks (2022) and Prompt Security (2025) to enhance its AI and data platform.
Leadership
- Tomer Weingarten – CEO & Co-Founder – AI security visionary
- Ehud Shamir – Co-Founder – Technology strategy
- Dave Bernhardt – CFO – Financial operations
Products & Services
Singularity Platform
SentinelOne's unified AI-powered security platform covering endpoint, cloud, and workload protection.
Endpoint Security
Autonomous endpoint protection with AI-powered threat detection, prevention, and response.
Cloud Workload Protection (CWP)
Security for cloud workloads across AWS, Azure, and Google Cloud, with agentless and agent-based options.
AI Security
AI-powered threat detection and response with the Flex licensing model for flexible deployment.
Data Protection
Data security and protection across endpoints and cloud workloads.
AI Strategy
SentinelOne's AI strategy is centered on autonomous AI-powered security. AI-driven demand is fueling strong growth in endpoint and workload security, with a platform approach targeting a $100 billion market. The company is focusing on ARR diversification, especially in AI security, to drive financial performance. SentinelOne has acquired Prompt Security to enhance GenAI protection, and non-endpoint solutions now account for half of bookings.
Financial Performance
| Metric | Figure |
|---|---|
| FY2026 Revenue | $1.00 billion (+22% YoY) |
| FY2026 ARR | $1.163 billion (+23% YoY) |
| FY2026 Gross Margin | 78% |
| FY2026 Net Loss | -$450.74 million |
| Q4 FY2026 Revenue | $271.2 million (+20% YoY) |
| Q1 CY2026 Revenue | $276.7 million (20.8% YoY growth) |
| Q1 CY2026 Adjusted EPS | $0.04 ($0.02 beat) |
| Customers >$100K ARR | 1,702 (+17% YoY) |
| FY2027 Revenue Growth Guidance | 20% |
Competitive Landscape
SentinelOne competes with CrowdStrike, Microsoft, and Palo Alto Networks in the endpoint and cloud security markets. SentinelOne's competitive advantages include its AI-first approach, autonomous protection capabilities, and platform integration across endpoints and clouds. The company's 78% gross margins and 1,702 enterprise customers demonstrate strong operational performance.
Key Takeaways
- FY2026 revenue of $1.0B, up 22% YoY; ARR of $1.163B.
- 78% gross margins with improving profitability.
- 1,702 enterprise customers with >$100K ARR.
- Non-endpoint solutions now half of bookings.
- Targeting $100B TAM across endpoint, cloud, and workload security.
- Acquired Prompt Security to enhance GenAI protection.
- FY2027 guidance calls for 20% revenue growth.
- SentinelOne Investor Relations – investors.sentinelone.com
- SentinelOne FY2026 Earnings – Nasdaq
- StockAnalysis – SentinelOne Financials
- Wedbush – SentinelOne Q1 Analysis
Profile compiled August 2026. Information is current as of the date of compilation.