SentinelOne Revenue Rises 21% as Cybersecurity Platform Adds AI Tools

SentinelOne’s fiscal second-quarter revenue rose 21% year over year to $292 million as the cybersecurity company expanded its platform into identity, cloud and artificial-intelligence security.

The quarter ended July 31, 2026, compared with $242 million a year earlier. Annualized recurring revenue increased 22% to $1.218 billion, while the number of customers generating at least $100,000 in annualized recurring revenue rose 13% to 1,715.

SentinelOne sells subscriptions to its Singularity Platform, generally priced according to protected agents such as endpoints, servers, virtual machines and containers. The company is extending the platform beyond endpoint protection into identity, cloud and AI security, although it has not separately quantified revenue or customer adoption from its AI offerings.

On Sept. 3, SentinelOne expanded its Wayfinder Frontier AI Services with capabilities using OpenAI’s GPT-5.6-Cyber. The tools support code-risk analysis, compromise assessment and malware analysis and were in private preview, with broader availability planned.

The company also expanded Wayfinder Threat Hunting on Sept. 24 to Amazon Web Services, Microsoft Azure and Google Cloud. Its coverage includes activity in cloud control planes, privilege escalation involving identities, improper access and the removal of data. It was generally available to existing Wayfinder Threat Hunting customers at launch.

“AI is transforming the way software is built, businesses are operated, and cybersecurity is delivered,” SentinelOne CEO Tomer Weingarten said.

SentinelOne’s non-GAAP operating margin improved to 10% from 2% a year earlier. Non-GAAP diluted earnings per share rose to $0.08 from $0.04, while non-GAAP gross margin declined to 77% from 79%.

GAAP diluted loss per share was $0.27, compared with a $0.22 loss a year earlier. Net loss totaled $93.4 million.

SentinelOne raised its fiscal 2027 revenue guidance to $1.202 billion-$1.207 billion and lifted its non-GAAP operating-income guidance to $124 million-$128 million.

Revenue from outside the United States accounted for 39% of the quarterly total. SentinelOne’s fiscal year ends Jan. 31.