SentinelOne, Inc. (S): History, Ownership, Mission, How It Works & Makes Money

As a seasoned investor, you have to ask: in a world where cyber threats evolve daily, is SentinelOne, Inc. (S) truly the AI-native security leader it claims to be, or just another endpoint protection vendor? The numbers suggest a compelling story, with the company's Annualized Recurring Revenue (ARR) recently surpassing the pivotal $1.0 billion mark, building on a strong fiscal year 2025 revenue of $821.5 million. This growth, driven by its Singularity Platform and a mission to defintely defeat every attack, every second, of every day, positions SentinelOne as a critical player in the extended detection and response (XDR) market. Stick with me as we unpack the history, ownership, and the mechanics behind how this $5.17 billion market capitalization company actually makes its money.

SentinelOne, Inc. (S) History

You're looking for the foundational story of SentinelOne, Inc., and the key decisions that propelled it from a Tel Aviv startup to a global, publicly traded AI security leader. The direct takeaway is this: SentinelOne's trajectory is defined by its unwavering, early bet on autonomous, behavioral AI over traditional signature-based security, culminating in a massive IPO and strategic acquisitions that expanded its platform far beyond the endpoint.

Honestly, understanding this history is crucial because it shows why their platform, Singularity, is built the way it is-to be a comprehensive, cloud-native defense system, not just an antivirus replacement. This is a company that went from seed funding to nearly a billion in Annualized Recurring Revenue (ARR) in just over a decade.

Given Company's Founding Timeline

Year established

SentinelOne was established in 2013.

Original location

The company was originally founded in Tel Aviv, Israel, before establishing its U.S. headquarters in Mountain View, California.

Founding team members

The company was co-founded by an elite team of cybersecurity and defense experts: Tomer Weingarten, Almog Cohen, and Ehud Shamir. Tomer Weingarten has served as the Chief Executive Officer since the beginning.

Initial capital/funding

Initial funding was a seed round of $2.5 million secured in 2013 from Data Collective. This was quickly followed by a $10 million Series A round led by Tiger Global in 2014, providing the early capital needed to develop their core autonomous endpoint technology.

Given Company's Evolution Milestones

Given Company's Transformative Moments

The company didn't just grow; it transformed through a few critical, high-stakes decisions that reshaped its market position. These moves are why SentinelOne is now a platform player, not just an endpoint vendor.

• The Autonomous AI Bet: From day one, the company committed to a behavioral AI engine instead of relying on signatures. This allowed for autonomous detection and response (EDR), dramatically reducing the need for human intervention. This single choice defined their product differentiation.
• Platform Expansion via Acquisitions: The strategic decision to acquire companies like Attivo Networks and, more recently, Prompt Security and Observo AI, was transformative. It expanded the Singularity Platform from endpoint security into Identity, Cloud, and AI Security, turning a point solution into a comprehensive Extended Detection and Response (XDR) solution.
• Achieving Non-GAAP Operating Profitability: While the full fiscal year 2025 non-GAAP operating margin was (3)%, achieving a positive non-GAAP operating margin of 1% in the fourth quarter of FY2025 was a major psychological and financial inflection point. It proved the model could scale efficiently and drive margin expansion.

What this estimate hides is the continued, aggressive investment in R&D to stay ahead in the AI race, which is defintely a high-cost endeavor. To be fair, that investment is what fuels the innovation. If you want to dive deeper into the financial mechanics of this growth, you should read Breaking Down SentinelOne, Inc. (S) Financial Health: Key Insights for Investors.

So, the clear next step for you is to map the impact of the recent Prompt Security acquisition-a 2025 event-to their Q3/Q4 FY2026 guidance, as securing Generative AI is the next big revenue opportunity.

SentinelOne, Inc. (S) Ownership Structure

SentinelOne, Inc.'s governance is a story of institutional conviction, where major financial firms hold the lion's share, leaving a smaller but still significant portion for the public to trade. This structure means the company's strategic direction is heavily influenced by the world's largest asset managers, which is defintely a factor to watch.

Given Company's Current Status

SentinelOne, Inc. is a publicly traded company, listed on the New York Stock Exchange (NYSE) under the ticker symbol S. Its public status, secured through an Initial Public Offering (IPO), subjects it to rigorous reporting requirements by the Securities and Exchange Commission (SEC), ensuring a degree of transparency for investors. You can track the company's financial health, including its Mission Statement, Vision, & Core Values of SentinelOne, Inc. (S), through its quarterly and annual filings.

Given Company's Ownership Breakdown

As of November 2025, the company's ownership is overwhelmingly concentrated in the hands of institutional investors, a common trait for high-growth technology stocks. This concentration means you're investing alongside giants like BlackRock, Inc., who hold a substantial stake, giving them considerable voting power. Here's the quick math on who controls the float:

What this estimate hides is the power of the top holders; for instance, BlackRock, Inc. alone held approximately 6.22% of the company's shares as of September 2025, which gives them a serious say in shareholder votes.

Given Company's Leadership

The company is steered by a seasoned executive team, many of whom have deep roots in the cybersecurity and enterprise software-as-a-service (SaaS) space. Their collective experience, averaging over four years of tenure at SentinelOne, is a stabilizing force in a volatile market.

• Tomer Weingarten: Co-Founder, Chief Executive Officer (CEO), President, and Chairman of the Board. He has led the company since its inception in 2013.
• Barbara Larson: Chief Financial Officer (CFO). She manages the financial strategy and reporting, a critical role given the company's high-growth, high-spend profile.
• Ana Pinczuk: President of Product & Technology. Appointed in September 2025, she is a key hire, bringing nearly 30 years of experience from companies like HPE and Symantec to drive the AI and platform engineering roadmap.
• Michael Cremen: President, Chief Revenue Officer (CRO). He is responsible for the global sales engine and revenue growth.
• Keenan Conder: Chief Legal Officer & Corporate Secretary. He handles legal, compliance, and corporate governance matters.

The recent appointment of Ana Pinczuk to a top product role shows a clear, near-term focus on accelerating the AI-native platform's innovation engine. You can expect the leadership to double down on product development to maintain their competitive edge in the cybersecurity space.

SentinelOne, Inc. (S) Mission and Values

SentinelOne's mission and core values cut straight to the heart of the cybersecurity battle: they are built on a philosophy of autonomous defense and relentless innovation, aiming to defeat every threat at machine speed. This cultural DNA, backed by a projected 31% revenue growth for fiscal year 2025, shows a company that is defintely putting its values into action.

You're looking for a company that stands for more than just a quarterly earnings beat, and SentinelOne's purpose is a clear reflection of the high-stakes industry it operates in. To be fair, when cybercrime losses are projected to surge to $10.5 trillion by 2025, a strong mission is a non-negotiable part of the business model.

SentinelOne's Core Purpose

The company's core purpose is to move beyond simple defense and deliver a unified, AI-powered platform that acts independently, freeing up human analysts. This focus on autonomous security is what drives their substantial investment in research and development, which hit $415.1 million in fiscal year 2024.

Official mission statement

The mission is a one-liner that captures the urgency of the threat landscape. It's a commitment to continuous, proactive defense, which is why their platform autonomously mitigated over 90% of detected threats in fiscal year 2024.

• To defeat every attack, every second, of every day.

This mission is fundamentally about defending customers, enterprises, and governments by leveraging the most advanced Artificial Intelligence (AI). You can see how this commitment translates into financial health by reading Breaking Down SentinelOne, Inc. (S) Financial Health: Key Insights for Investors.

Vision statement

SentinelOne's vision is to become the security platform of choice by leading the charge in securing the AI-powered world. Their goal is to empower organizations to master two disciplines at once: Security for AI and AI for Security.

• Become the security platform of choice for the AI-powered world.
• Empower the world to run securely through intelligent, data-driven systems.
• Unify prevention, detection, and response across all digital environments.

Here's the quick math: with Annualized Recurring Revenue (ARR) at $724.4 million in fiscal year 2024, up 39% year-over-year, that vision is clearly resonating with customers who want a single, unified solution.

SentinelOne slogan/tagline

The company's primary tagline is simple, powerful, and future-focused, reflecting its commitment to proactive defense. It's a promise to the Global 2000 companies and governments that trust the platform.

• Secure Tomorrow™.

The cultural values that underpin this slogan are Relentlessness-acting with unwavering purpose-and Ingenuity-encouraging innovative approaches to problem-solving. Also, a strong gross profit margin of 69% in fiscal year 2024 gives them the capital to keep fueling that ingenuity.

SentinelOne, Inc. (S) How It Works

SentinelOne operates an AI-native cybersecurity platform, called Singularity, that autonomously prevents, detects, and responds to cyber threats across an organization's entire digital estate-endpoints, cloud workloads, and identity credentials. This unified, data-driven system eliminates the need for manual security operations center (SOC) intervention in most cases, delivering security that thinks and acts on its own.

SentinelOne's Product/Service Portfolio

SentinelOne's Operational Framework

The company creates value by consolidating disparate security tools into its single, unified Singularity Platform, driving down complexity and operational costs for customers. This approach is built on two core principles: a unified data lake and AI-powered automation.

• Unified Data Lake: All security data-from endpoints, cloud, and identity-is ingested into a single, high-speed data lake, which is crucial for cross-domain threat correlation.
• Autonomous Response: The platform's AI models act independently on threats, moving beyond simple alerts to automatically contain, remediate, and even roll back malicious changes without human intervention.
• Strategic Acquisitions: Recent moves, like the acquisitions of Prompt Security and Observo AI, directly integrate new, high-growth capabilities. The Observo AI integration, for instance, provides a new AI-native data pipeline to optimize data routing for the Singularity AI SIEM (Security Information and Event Management) offering.
• Financial Scale: SentinelOne reported total revenue of $821.46 million for the full fiscal year 2025, up 32.25% year-over-year, demonstrating strong market adoption of this platform strategy.

Here's the quick math: with Annualized Recurring Revenue (ARR) hitting $920.1 million as of January 31, 2025, and a non-GAAP gross margin of 79% for FY2025, the model shows both significant scale and improving profitability.

SentinelOne's Strategic Advantages

The core advantage is SentinelOne's AI-native architecture, which is fundamentally different from legacy, human-in-the-loop security models. This is defintely the trend for the future.

• Agentic AI Leadership: The Purple AI offering acts as an 'agentic' security analyst, meaning it can reason, investigate, and act on its own using the Model Context Protocol (MCP), which is an open-source framework promoting interoperability.
• Single-Agent Architecture: Unlike competitors that require multiple agents for different security functions, SentinelOne uses a single, lightweight agent for endpoint, cloud workload, and identity protection, simplifying deployment and reducing system overhead.
• AI-Driven Product Expansion: The company is strategically positioned to address the new AI attack surface-securing GenAI usage and AI infrastructure-a rapidly growing market need signaled by the November 2025 launch of the Prompt Security portfolio.
• Operational Leverage: The focus on automation and platform consolidation is driving margin expansion. The non-GAAP operating margin improved significantly to (3)% for the full fiscal year 2025, compared to (19)% in the prior year, indicating the model is scaling efficiently.

For a deeper dive into who is betting on this AI-native approach, you should be Exploring SentinelOne, Inc. (S) Investor Profile: Who's Buying and Why? Exploring SentinelOne, Inc. (S) Investor Profile: Who's Buying and Why?

SentinelOne, Inc. (S) How It Makes Money

SentinelOne makes money primarily by selling multi-year subscriptions to its cloud-native security platform, Singularity, which provides autonomous protection across endpoints, cloud workloads, and identity systems. This model generates high-margin, predictable Annual Recurring Revenue (ARR) from enterprises and government clients globally.

SentinelOne's Revenue Breakdown

The company's revenue is overwhelmingly driven by its software-as-a-service (SaaS) subscription model. Here is the approximate breakdown for the fiscal year 2025 (FY2025), reflecting the core business focus on recurring software licensing.

Business Economics

You need to understand that SentinelOne's financial engine is built on two key economic fundamentals: high gross margins and a strong net retention rate, both pointing to a powerful platform. The core of the business is the per-device, per-year subscription pricing model, which is flexible and scales with the customer's size and needs.

The company offers tiered plans-Singularity Core, Control, Complete, Commercial, and Enterprise-with pricing starting around $69 per endpoint per year for the basic Core package, increasing for more advanced features like managed threat hunting and identity protection. This tiered structure encourages customers to expand their spending over time, which is the definition of a healthy SaaS business.

• Value-Based Pricing: SentinelOne maintains its pricing power, reporting a non-GAAP gross margin of 79% for the full fiscal year 2025. Honestly, that's best-in-class for the software industry, showing customers value the autonomous security and cost savings the platform provides over a cheaper, less effective solution.
• Land-and-Expand: The strategy is to 'land' with one product, like Endpoint Detection and Response (EDR), and then 'expand' by cross-selling modules like Purple AI and AI SIEM (Security Information and Event Management). The number of customers with an ARR of $100,000 or more grew by 25% to 1,411 by the end of FY2025, proving this strategy is working.
• Recurring Revenue: Annualized Recurring Revenue (ARR) is the most critical metric here, hitting $920.1 million as of January 31, 2025. This is the forward-looking indicator that matters most.

For a deeper dive into who is betting on this model, you can check out Exploring SentinelOne, Inc. (S) Investor Profile: Who's Buying and Why?

SentinelOne's Financial Performance

Fiscal Year 2025 was a pivotal year, marking the company's first full year of positive cash flow, a huge milestone for any high-growth technology company. Here's the quick math on the full-year performance, which ended January 31, 2025.

• Total Revenue: The company reported total revenue of $821.5 million for FY2025, representing a 32% year-over-year increase. Still, growth is slowing from the triple-digit rates of a few years ago, which is normal as the revenue base gets larger.
• Profitability Turnaround: SentinelOne achieved a positive non-GAAP net income margin of 2% for the full fiscal year 2025, a significant shift from the previous year's loss. This shows the operating leverage is kicking in.
• Cash Flow: For the full fiscal year 2025, the company delivered a positive free cash flow (FCF) margin of 1%. This is defintely a key indicator of a sustainable business model, proving the company can fund its operations and growth without needing to raise more capital.
• Operating Efficiency: The non-GAAP operating margin improved dramatically to (3)% for FY2025, compared to (19)% in the prior year. This 16-percentage-point improvement shows management is executing well on cost control and driving efficiency as they scale.

SentinelOne, Inc. (S) Market Position & Future Outlook

SentinelOne, Inc. is staking its future on the shift to autonomous, AI-driven security, aggressively expanding its Singularity Platform beyond its core endpoint protection roots to capture the broader Extended Detection and Response (XDR) market. The company delivered a financially transformative Fiscal Year 2025, with total revenue increasing 32% year-over-year to $821.46 million, marking a clear inflection point toward improved scale and efficiency.

Competitive Landscape

The cybersecurity market is brutal, and SentinelOne is battling established giants and a cloud-native peer for market share, especially in the Endpoint Protection (EPP) space. While the company's autonomous technology is a differentiator, it holds a smaller slice of the EPP pie compared to its main rivals as of 2025. You need to see this as a high-growth, market-share-gaining play, but one facing serious headwinds from deeply entrenched competitors.

Opportunities & Challenges

The company's strategic moves are all about diversifying revenue and leveraging its AI edge, but the path to sustained profitability remains the biggest near-term hurdle. SentinelOne is defintely pushing the right buttons on product, but go-to-market execution is still a focus area. You can see the full financial picture by Exploring SentinelOne, Inc. (S) Investor Profile: Who's Buying and Why?

Industry Position

SentinelOne is positioned as a high-growth disruptor, capitalizing on its reputation for superior autonomous detection and response, which is a significant selling point for security teams. For Fiscal Year 2025, the company's Annualized Recurring Revenue (ARR) grew 27% to $920.1 million as of January 31, 2025, showing strong adoption. This momentum is driven by a push to make its Singularity Platform the central nervous system for security operations (SecOps), consolidating multiple security tools into one. Over 50% of new bookings in FY2025 came from non-endpoint solutions, confirming the platform diversification strategy is working. The focus is now squarely on AI-powered security, with the launch of initiatives like Wayfinder Threat Detection and Response in partnership with Google Cloud, and strengthening its collaboration with Amazon Web Services (AWS). The goal is to surpass $1 billion in ARR and revenue in Fiscal Year 2026.

• Drive platform consolidation by integrating endpoint, cloud, identity, and data security.
• Leverage the $1.1 billion cash, cash equivalents, and investments as of January 31, 2025, for further strategic M&A.
• Prioritize the shift to positive operating and free cash flow to alleviate investor concerns about long-term profitability.