SentinelOne Reports 23% Revenue Growth to $258.9 Million in Q3 Fiscal 2026

SentinelOne, Inc. reported significant financial results for the third quarter of fiscal 2026, with revenues reaching $258.9 million, a 23% increase from $210.6 million in the same period last year. For the nine months ending October 31, 2025, total revenue was $730.1 million, also reflecting a 23% year-over-year growth compared to $595.9 million in the prior year. Despite this revenue growth, the company reported a net loss of $60.3 million for the quarter, an improvement from a net loss of $78.4 million in the same quarter of the previous year. The nine-month net loss increased to $340.5 million from $217.7 million, primarily due to higher operating expenses associated with growth initiatives.

The company’s operating expenses for the third quarter totaled $264.4 million, up from $246.5 million a year earlier. This increase was driven by higher research and development costs, which rose to $83.1 million from $70.5 million, and sales and marketing expenses, which increased slightly to $126.6 million from $123.7 million. Notably, SentinelOne incurred $3.2 million in restructuring charges during the quarter as part of its ongoing efforts to streamline operations and improve profitability.

In terms of customer growth, SentinelOne reported an increase in its annualized recurring revenue (ARR) to $1.1 billion, up 23% year-over-year, with 1,572 customers generating $100,000 or more in ARR, compared to 1,310 in the previous year. The company’s international revenue accounted for 40% of total revenue in the third quarter, up from 37% in the same period last year, indicating successful geographic expansion. The total customer base continues to grow, reflecting strong demand for its AI-powered cybersecurity solutions.

Strategically, SentinelOne completed two significant acquisitions in September 2025, acquiring Prompt Security, Inc. and Observo, Inc. for a combined total of approximately $263.8 million. These acquisitions are expected to enhance SentinelOne's product offerings and expand its capabilities in the AI security space. The company also initiated a share repurchase program in May 2025, authorizing the buyback of up to $200 million in Class A common stock, with $101.9 million spent on repurchases during the nine months ended October 31, 2025.

Looking ahead, SentinelOne remains focused on navigating the challenges posed by global macroeconomic conditions, including inflation and geopolitical tensions, which have affected customer behavior and sales cycles. The company plans to continue investing in its platform and expanding its market presence while managing operational efficiencies to drive future profitability.