SentinelOne, Inc. reported a revenue of $276.7 million for the three months ended April 30, 2026, marking a 21% increase from $229.0 million in the same period last year. The company's gross profit also rose to $198.7 million, although the gross margin decreased to 72% from 75% due to higher costs associated with scaling operations. The net loss for the quarter was $76.2 million, a significant improvement compared to a net loss of $208.2 million in the prior year, resulting in a net loss per share of $0.23, down from $0.63.
The increase in revenue was attributed to both new customer acquisitions and expanded sales to existing customers, with the number of customers generating annual recurring revenue (ARR) of $100,000 or more growing to 1,702, up from 1,459 a year earlier. The company's ARR reached $1.16 billion, reflecting a 23% year-over-year increase. International revenue accounted for 39% of total revenue, slightly up from 38% in the previous year, indicating continued geographic expansion.
Operationally, SentinelOne has made strategic investments, including a $100 million investment in Knight JV, LLC, and completed acquisitions of Observo, Inc. and Prompt Security, Inc. in 2025, aimed at enhancing its AI capabilities and expanding its product offerings. The company also reported a restructuring plan initiated in May 2026, which includes an 8% reduction in workforce to streamline operations and focus on high-growth areas such as AI and cloud services.
Despite the positive revenue growth, SentinelOne's operating expenses increased to $278.4 million from $260.0 million year-over-year, driven primarily by higher research and development costs due to increased headcount and stock-based compensation. The company continues to invest heavily in its platform and customer support, which it expects will drive future growth. Looking ahead, SentinelOne anticipates ongoing investments in its business, with a focus on maintaining operational efficiency and profitability as it navigates a competitive cybersecurity landscape.
About SentinelOne, Inc.
SentinelOne is a cybersecurity company offering AI-powered autonomous threat prevention, detection, and response solutions across endpoints, cloud workloads, and identities. Its Singularity Platform leverages advanced AI, data analytics, and automation to protect organizations from sophisticated cyber threats in multi-cloud, hybrid, and diverse operating environments. Serving global enterprises, SMBs, and government agencies, it emphasizes innovation, scalability, and seamless integration to enhance security and operational efficiency.
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