Sentinelone, Inc. · NYSE:S
Sentinelone — Q3 FY2026 Earnings Presentation
42 slides from Sentinelone's earnings presentation, Dec 4, 2025
Slide 1: Q3 FY2026 Earnings Presentation
Q3 FY2026 Earnings Presentation December 4, 2025
Slide 2: Safe Harbor
Safe Harbor This presentation includes express and implied “forward-looking statements”, including with the Securities and Exchange Commission. Although our management believes that the forward-looking statements within the meaning of the Private Securities Litigation Reform Act expectations reflect
Slide 3: Financial Information
Financial Information Use of Non-GAAP Financial Measures In addition to our results determined in accordance with U.S. generally accepted accounting Investors are encouraged to review the related GAAP financial measures and the principles (“GAAP”), we believe non-GAAP measures used in this presentat
Slide 4: Q3 FY26 Results
Q3 FY26 Results Top-Tier Growth and Margin Improvement 23% 20% ~50% ARR Growth Growth in Customers Emerging Products % Record ARR $1,055M $100K+ ARR of Quarterly Bookings per Customer ~50% of bookings from emerging products, supported by triple-digit growth of Singularity Data 23% 79% 7% Revenue Gro
Slide 5: Q3 FY26 Performance Highlights
Q3 FY26 Performance Highlights Top-Tier Growth and • 23% ARR Growth – positive Net New ARR growth sequentially and year-over-year Margin Improvement • On the path to sustainable profitability both on a quarterly and annual basis • 20% Growth of $100K+ ARR customers reflecting momentum with global en
Slide 6: Observo AI at a Glance
Observo AI at a Glance Strategic Importance Competitive Landscape Grid Challenge: Manage resources and data Synergistic Technology Security data volumes are growing rapidly while With Observo AI, SentinelOne becomes an resources are flat, leading to blind spots, AI-native data platform that fixes th
Slide 7: Observo AI: a category-defining data streaming platform
Observo AI: a category-defining data streaming platform for AI-native telemetry pipeline management Observo.AI 50%+ ~40% ~55% Savings in More efficient Faster to remediate SIEM Costs* investigations security threats* 7 7 *Customer outcomes may vary based customer’s unique environment
Slide 8: Prompt Security at a Glance
Prompt Security at a Glance Strategic Importance Control, Enable, and Secure GenAI Adoption and Usage • Challenge: Secure Adoption of GenAI ‘Adopt GenAI safely’ across LLMs, AI assistants, and agentic tools — aligned with the most urgent needs Employees Developers Homegrown AI Apps Agentic AI Secure
Slide 9: Singularity Platform & Market Opportunity
Singularity Platform & Market Opportunity
Slide 10: Autonomous Security for the Future
Autonomous Security for the Future Tech Assisting People People Driving Tech Old / Legacy AI on Device + Cloud Unified data platform Signatures Cloud Based Monitoring Technology that scales people People powered People powered; technology assisted Machine-built context + response Lacks scale and cov
Slide 11: AI-Powered Cybersecurity
AI-Powered Cybersecurity 2010—2020 2020—2025 2025+ First to AI/ML Behavioral AI Industry Leader Purple AI Autonomous Security Reinvented legacy AI-powered detections, 24-patents in AI The first security Unified Defense, Outpace antivirus (AV) and investigations, and security. Forbes 50 company to la
Slide 12: Powered by AI & Human Intelligence
Powered by AI & Human Intelligence Complete Attack Surface Protection Data, AI, and Automation Human Expertise 12
Slide 13: Singularity
Singularity | yPERAUTOMATION | MANAGED SERVICES SECURITY OPERATIONS Singularity Al SIEM Gartner Singularity Endpoint G IN ENDPOINT Singularity Identity cainen DATA INGEST THIRD-PARTY ENDPOINT THIRD-PARTY CLOUD SECURITY ENTITY , am | hus STRUCTURED THIRD PARTY DATA INTEGRATIONS FOR UNIFIED DETECTION
Slide 14: Singularity Platform Solution Categories
Singularity Platform Solution Categories AI & Endpoint Cloud Data Identity Exposure Threat Automation Management Services • NEW: Gen-AI Security • EPP, EDR, XDR • CWP • NEW: Data Pipeline • Identity Threat Detection & • Extended Security Posture • NEW: Wayfinder (AI + and Compliance (via • Remote Op
Slide 15: Vast, Growing, and Diverse Total Addressable Market
Vast, Growing, and Diverse Total Addressable Market At the Intersection of Data, Security and AI $100B+ Total Addressable Market 2025 Market Forecasts* $50B+ Generative AI Security • Identity Security $3B • Exposure Management Cloud Security Managed Detection $12B • and Response Data Analytics • Dat
Slide 16: Winning Together
Partner Ecosystem Scales Market Presence FedRAMP High Authorized Expanding for Endpoint, AI-SIEM, VARs, Partnerships Purple AI, CNAPP, Federal Distributors and Hyperautomation Partnering with a majority Incident Winning MSSPs, Leader in MSSP of Incident Response providers Response Together MSPs Ecos
Slide 17: Recognized Technology Leadership
Recognized Technology Leadership Industry Accolades & Recognitions
Slide 18: Trusted and Industry Proven
Trusted and Industry Proven A Leader in the 2025 Enterprise 95%+ Would Gartner® Magic Quadrant Evaluation Recommend for Endpoint Protection 100% Protection & Detection, SentinelOne Platforms for 5th and Zero Delays or Gartner® Peer Insights Voice of the Customer Customer’s Choice consecutive year Co
Slide 19: The Business Value of Purple AI
The Business KEY RESULTS Value of Purple AI IDC’s study demonstrates how SentinelOne’s Purple AI enables organizations to enhance their security operations by providing natural 60% 55% 338% language processing capabilities, automated summarization for event Reduced likelihood Faster to remediate Thr
Slide 20: 2024 MITRE ATT&CK Evaluations
2024 MITRE ATT&CK Evaluations ® Signal to Noise Ratio 100% Detection Accuracy 16 steps + 16 substeps detected Alerts SentinelOne 71 100% Technique Palo Alto 319 Highest detection fidelity possible, delivered across macOS, Linux, and Windows Microsoft 577 Sophos 15,705 100% Real-Time Trend Micro 64,8
Slide 21: 2025 Gartner Magic Quadrant for Endpoint Protection Platforms
® 2025 Gartner Magic Quadrant for Endpoint Protection Platforms A Leader for the 5th Consecutive Year Gartner, Magic Quadrant for Endpoint Protection Platforms, Evgeny Mirolyubov, Franz Hinner, Deepak Mishra, 14, July 2025 This graphic was published by Gartner, Inc. as part of a larger research docu
Slide 22: Frost Radar: Endpoint Security
Frost Radar : Endpoint Security The Growth and Innovation Leader in the 2025 Frost & Sullivan Radar for Endpoint Recognized as the Best Performing Vendor Frost & Sullivan, the Growth Partnership Company, enables clients to accelerate growth and achieve best in class positions in growth, innovation a
Slide 23: 2024 Gartner Customers' Choice for CNAPP
® 2024 Gartner Customers’ Choice for Cloud-Native Application Protection Platforms (CNAPP) Received 98% “Willingness to Recommend” Rating from User Reviews Gartner, Voice of the Customer for Cloud-Native Application Protection Platforms, By Peer Contributors, 27 December 2024 GARTNER is a registered
Slide 24: Best Endpoint Security and Cloud Security at 2025 SC Awards
Best Endpoint Security and Cloud Security at 2025 SC Awards Source: SentinelOne, SC Media 24
Slide 25: Best-in-class Portfolio Across Security, AI and Data
Best-in-class Portfolio Across Security, AI and Data Alumni Acquired by Cisco Acquired by Rubrik Acquired by Rapid7 Acquired by Kela 25
Slide 26: A Culture Built on Trust
A Culture Built on Trust Our Values Trust | Accountability | Ingenuity | OneSentinel | Relentlessness | Community 26
Slide 27: Q3 FY2026 Financial Overview
Q3 FY2026 Financial Overview
Slide 28: Q3 FY26 ARR & Revenue Growth
Q3 FY26 ARR & Revenue Growth Top-Tier Growth Profile, Outperformed Expectations Annualized Recurring Revenue (ARR) Revenue (in millions) (in millions) 23% (y/y) Growth in Q3 FY26 23% (y/y) Growth in Q3 FY26 $30 0 $1,10 $1,055 $1,001 $259 $1,00 $948 $242 $920 $229 $25 0 $226 $90 0 $860 $211 $20 0 $80
Slide 29: Customer Growth & Platform Momentum
Customer Growth & Platform Momentum Customers with ARR of $100K or More Enterprise Platform Adoption for Year Ending FY2025 20% (y/y) Growth in Q3 FY26 Enterprise Customers ~40% 1,572 16 00 1,513 1,411 1,459 Have Adopted 3+ Solution Categories 14 00 1,310 Customer Growth 12 00 10 00 3X in the prior
Slide 30: Q3 FY26 Margin Expansion
Q3 FY26 Margin Expansion Gross Margin Operating Margin Net Income Margin Free Cash Flow Margin 12 .0 % % (non-GAAP) % (non-GAAP) % (non-GAAP) % (Trailing-Twelve Months, TTM) 90 % 8.0% 10 .0 % 9.6% 5.0% 4.7% 80% 6.8% 80 % 79% 4.5% 6.0% 8.0% 4.0% 70 % 4.0% 3.5% 60 % 6.0% 3.0% 2.0% 50 % 2.5% 40 % 0.0%
Slide 31: Guidance
Guidance Q4 FY26 Full Year FY26 Revenue $271 Million $1,001 Million 20% Growth (y/y) 22% Growth (y/y) Gross Margin 77.5% 78.5% (Non-GAAP) Operating Margin 5% 3% (Non-GAAP) Guidance Assumptions: Revenue: FY26 full-year outlook reflects an approximate 1% impact from the end-of-sale of the Hologram (de
Slide 32: Appendix
Appendix
Slide 33: Appendix: Key Business Metrics
Appendix Key Business Metrics We monitor the following key metrics to help us evaluate our business, identify trends affecting our business, formulate business plans and make strategic decisions. Annualized Recurring Revenue (ARR) We believe that ARR is a key operating metric to measure our business
Slide 34: Appendix (Cont'd)
Appendix (Cont’d) Non-GAAP Gross Margin We define non-GAAP gross margin as GAAP gross margin, excluding stock-based compensation (SBC) expense, employer payroll tax on employee stock transactions, amortization of acquired intangible assets and acquisition-related compensation costs. Non-GAAP Operati
Slide 35: Appendix (Cont'd): TAM Sources
Appendix (Cont’d) Reports used for data shown in the chart titled ‘Vast, Growing, and Diverse Total Addressable Market’: CY25 TAM: • IDC Worldwide Corporate Endpoint Security Forecast Update, 2023–2027: Endpoint Security Platformization Propels Robust Growth (January 2024) • IDC Worldwide Threat Int
Slide 36: GAAP to Non-GAAP Reconciliation
GAAP to Non-GAAP Reconciliation Three Months Ended October 31, Nine Months Ended October 31, 2025 2024 2025 2024 Cost of revenue reconciliation: GAAP cost of revenue $ 67,851 $ 53,260 $ 184,857 $ 154,096 Stock-based compensation expense (5,644) (5,810) (15,708) (16,243) Employer payroll tax on emplo
Slide 37: GAAP to Non-GAAP Reconciliation
GAAP to Non-GAAP Reconciliation Three Months Ended October 31, Nine Months Ended October 31, 2025 2024 2025 2024 Research and development expense reconciliation: GAAP research and development expense $ 83,146 $ 70,453 $ 234,490 $ 192,376 Stock-based compensation expense (24,952) (22,816) (70,182) (6
Slide 38: GAAP to Non-GAAP Reconciliation
GAAP to Non-GAAP Reconciliation Three Months Ended October 31, Nine Months Ended October 31, 2025 2024 2025 2024 Restructuring expense reconciliation: GAAP restructuring expense $ 3,171 $ — $ 12,221 $ — Stock-based compensation 547 — 583 — Restructuring charges (3,718) — (12,804) — Non-GAAP restruct
Slide 39: GAAP to Non-GAAP Reconciliation
GAAP to Non-GAAP Reconciliation Three Months Ended October 31, Nine Months Ended October 31, 2025 2024 2025 2024 Net income (loss) reconciliation: GAAP net loss $ (60,291) $ (78,364) $ (340,503) $ (217,653) Stock-based compensation expense 75,341 70,188 217,880 193,418 Employer payroll tax on employ
Slide 40: GAAP to Non-GAAP Reconciliation
GAAP to Non-GAAP Reconciliation Three Months Ended October 31, Nine Months Ended October 31, 2025 2024 2025 2024 GAAP basic and diluted shares 332,732,831 316,987,303 328,516,203 312,583,956 Dilutive shares under the treasury stock method 8,113,721 18,066,319 9,512,966 19,385,520 Non-GAAP diluted sh
Slide 41: Selected Cash Flow Information
Selected Cash Flow Information Three Months Ended October 31, Nine Months Ended October 31, 2025 2024 2025 2024 Reconciliation of cash provided by (used in) operating activities to free cash flow: GAAP net cash provided by (used in) operating activities $ 21,014 $ (7,174) $ 72,245 $ 37,129 Less: Pur
Slide 42: SentinelOne
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