SentinelOne, Inc. (S) Bundle
When you look at a cybersecurity powerhouse like SentinelOne, Inc., you're not just analyzing a stock ticker (S) that reported a full-year fiscal 2025 revenue of $821.5 million, up 32% year-over-year; you're looking at the fundamental beliefs driving that growth. Their mission-To defeat every attack, every second, of every day-is what allowed them to hit $920.1 million in Annualized Recurring Revenue (ARR) by the end of FY2025, a massive 27% jump, and achieve their first-ever quarter of positive non-GAAP operating margin at 1%. Do you defintely know what core values like Relentlessness and OneSentinel mean for your investment's long-term viability, especially as they pivot toward their vision of ONE autonomous platform?
SentinelOne, Inc. (S) Overview
You need a clear picture of SentinelOne, Inc. (S) before diving into the financials, and the core takeaway is simple: this company is an AI-native cybersecurity platform that has quickly scaled its recurring revenue past the billion-dollar mark. Founded in 2013 in Mountain View, California, SentinelOne was built on the premise that traditional antivirus software couldn't keep pace with modern, machine-speed threats.
The company's flagship product is the Singularity™ Platform, which uses artificial intelligence (AI) and automation to provide Extended Detection and Response (XDR) across your entire enterprise. This isn't just endpoint protection anymore; it covers cloud workloads, containers, identities, and mobile devices, all from a single, autonomous agent. For the full fiscal year 2025, which ended January 31, 2025, SentinelOne reported total revenue of $821.5 million, demonstrating its significant traction in the crowded cybersecurity market.
- Founded in 2013, focusing on AI-powered security.
- Core product: Singularity™ Platform for XDR.
- FY2025 total revenue reached $821.5 million.
That's a lot of revenue for a platform that's only been around for a decade. The growth is defintely a signal that their autonomous approach is resonating with large enterprises.
Latest Financial Performance: Q2 Fiscal Year 2026 Highlights
Looking at the most recent report, the numbers confirm a powerful growth trajectory, but also show the cost of that aggressive expansion. For the second quarter of fiscal year 2026 (Q2 FY2026), which ended July 31, 2025, SentinelOne reported total revenue of $242.2 million, marking a 22% increase year-over-year. This growth is largely driven by strong demand for their main platform components, especially as organizations look to consolidate security tools.
The most critical metric for a subscription business, Annualized Recurring Revenue (ARR), officially surpassed a major milestone, reaching $1.0 billion as of July 31, 2025, a 24% increase from the prior year. Here's the quick math: reaching $1 billion in ARR is a key signal of scale and durable growth in the Software-as-a-Service (SaaS) world. Plus, the number of customers contributing an ARR of $100,000 or more grew by 23%, reaching 1,513 customers, showing they are successfully landing larger enterprise deals.
What this estimate hides, to be fair, is that the company is still heavily investing in growth. While the gross margin is strong at 75% (GAAP) for Q2 FY2026, the company recorded a GAAP net loss margin of (30)% for the quarter, though the non-GAAP net income margin was positive at 5%. For the full fiscal year 2026, management raised the revenue outlook to a range of $998 million to $1.002 billion, which suggests they expect the momentum to continue.
SentinelOne's Position as an Industry Leader
SentinelOne is not just a fast-growing company; it is consistently recognized as a top-tier cybersecurity provider, which gives you confidence in their long-term viability. The company was named a Leader in the 2025 Gartner Magic Quadrant for Endpoint Protection Platforms (EPP) for the fifth consecutive year. This is a strong, sustained endorsement of their core technology and execution.
Also, SentinelOne was recognized as a Leader in the 2025 IDC MarketScape for Worldwide Extended Detection and Response (XDR) Software. Their platform's unified architecture-spanning endpoint, identity, cloud, and Security Information and Event Management (SIEM) capabilities-is what sets them apart. The recent addition of Purple AI acts as an 'agentic SOC analyst,' using natural language to accelerate threat hunting and triage. This focus on AI-powered automation is why they are seen as a leader in the next generation of security. To better understand the financial muscle behind this industry leadership, you should check out Breaking Down SentinelOne, Inc. (S) Financial Health: Key Insights for Investors.
SentinelOne, Inc. (S) Mission Statement
SentinelOne's mission statement is concise and powerful: To defeat every attack, every second, of every day. This isn't just a marketing slogan; it's the strategic blueprint that guides their substantial investment in artificial intelligence (AI) and their platform development. For you, as an investor or a strategist, this mission is the lens through which you must view their financial performance and market strategy.
The mission dictates a relentless focus on pre-emption and speed, which is exactly why the company achieved a full fiscal year 2025 revenue of $821.5 million, a 32% year-over-year increase. That kind of growth doesn't happen without a mission that maps directly to solving a critical, high-stakes customer problem.
Here's the quick math: cybercrime losses are projected to keep surging, so a mission focused on defeating every attack is defintely a high-growth proposition. SentinelOne is positioning itself as the indispensable shield in this environment. You can see how this strategy plays out in their investor profile: Exploring SentinelOne, Inc. (S) Investor Profile: Who's Buying and Why?
Core Component 1: Autonomous AI-Powered Defense
The first core component is the commitment to Autonomous Security, which means minimizing the need for human intervention. The company pioneered the world's first purpose-built AI-powered Extended Detection and Response (XDR) platform, the Singularity Platform. This is machine fighting machine.
This focus on AI is a huge competitive advantage, allowing the platform to detect, shut down, and even clean up sophisticated threats right on the spot, even if the device is offline. This hands-off automation is what crushes 'dwell time'-the terrifying window an attacker is on your network before detection-taking it from days or hours down to seconds.
The financial results show this technological edge translating into better margins. The company achieved a full-year non-GAAP gross margin of 79% in fiscal year 2025, which is a testament to the efficiency and scalability of their AI-driven software model. A high gross margin like that gives them more capital to plow back into R&D for the next generation of AI defense.
Core Component 2: Comprehensive and Unified Protection
The second component is delivering Comprehensive Endpoint Protection, which SentinelOne has expanded to mean a unified security ecosystem. The goal is to provide robust defense across all endpoints, which now includes blending endpoint security, identity security, and cloud defense into one AI-driven package. This is a huge simplification for customers.
Instead of juggling multiple security tools, the Singularity Platform provides a single dashboard for everything from laptops to cloud servers. This unified approach means real-time data integration, where security events feed into a central system, letting security teams connect trends instantly.
The market is validating this unified strategy. SentinelOne was one of only two companies recognized as a Customers' Choice in the 2025 Gartner Peer Insights for XDR. Furthermore, user satisfaction is exceptionally high, with 97% of users recommending the Singularity Platform. This high-quality product is driving customer growth, with the number of customers generating $100,000 or more in Annual Recurring Revenue (ARR) increasing by 25% to 1,411 as of January 31, 2025.
Core Component 3: Relentless, Real-Time Action
The final component, embedded in the phrase 'every second, of every day,' is Relentlessness. This value is about unwavering purpose and determination, recognizing that hackers are relentless, so the defenders must be even more so.
This translates into a product that is constantly on, with a focus on speed and accuracy. In the highly respected 2024 MITRE ATT&CK Evaluations, the platform achieved 100% in the Detection category, which is a concrete measure of its ability to spot threats without fail. This is the kind of precision that builds trust in the enterprise market.
The operational efficiency gained from this relentless focus is also improving the bottom line. For the fourth quarter of fiscal year 2025, SentinelOne achieved its first-ever quarter of positive non-GAAP operating margin at 1%. This shift toward profitability, even with a GAAP net loss of $288.4 million for the full year, shows the model is maturing and the relentless pursuit of efficiency is paying off. The company's Annualized Recurring Revenue (ARR) is already at $920.1 million, showing strong momentum toward the billion-dollar milestone.
SentinelOne, Inc. (S) Vision Statement
You need to know how SentinelOne, Inc.'s internal compass-its mission and vision-translates into real-world performance and investment potential. The core takeaway is simple: the company is executing on a vision of fully autonomous security, a strategy that drove significant financial milestones in fiscal year 2025, including hitting nearly a billion dollars in recurring revenue.
The company's vision is a clear, actionable mandate: ONE autonomous platform to prevent, detect, respond, and hunt. Do more, save time, secure your enterprise. This isn't just marketing; it's the product roadmap. It's about consolidating disparate security tools into a single, AI-driven platform (Singularity) that drastically reduces the need for human intervention. Less swivel-chair management means lower operating costs for customers, and a stickier product for SentinelOne.
Here's the quick math on that stickiness: SentinelOne's Annualized Recurring Revenue (ARR) reached $920.1 million as of January 31, 2025, a solid 27% year-over-year increase. That's a strong signal the platform consolidation strategy is resonating with customers who want to simplify their security stack. You can dig deeper into the buyer profile here: Exploring SentinelOne, Inc. (S) Investor Profile: Who's Buying and Why?
Mission: Defeating Every Attack, Every SecondSentinelOne's mission is an uncompromising commitment: To defeat every attack, every second, of every day. This aggressive stance is what differentiates them in the crowded cybersecurity market. They are not aiming for 'better' detection; they are aiming for 'autonomous defeat,' which is a higher bar entirely.
This mission directly informs their investment in artificial intelligence (AI) and machine learning. The goal is to move beyond Endpoint Detection and Response (EDR) to true Extended Detection and Response (XDR), where the platform automatically correlates and stops threats across the entire enterprise-endpoint, cloud, and identity. Total revenue for fiscal year 2025 was $821.5 million, up 32% from the prior year. This growth rate shows enterprises are voting with their budgets for this autonomous, all-in-one approach.
What this financial performance hides is the cost of that relentless innovation. Still, the company is making progress on efficiency. They achieved a non-GAAP gross margin of 79% for the full fiscal year 2025, which is a high-water mark for a company still in hypergrowth, and a sign of the platform's scalability. They defintely need to keep improving that operating margin, which was (3)% non-GAAP for the full year.
Vision: ONE Autonomous Platform Driving Enterprise AdoptionThe 'ONE autonomous platform' vision is what gets you into the largest enterprises. It's not just about a better product; it's about a better operational model for the customer. The platform, Singularity, unifies prevention, detection, response, and forensics, which is a massive time-saver for a Security Operations Center (SOC) team.
The focus on large accounts is paying off. Customers with an ARR of $100,000 or more grew to 1,411 by the end of FY2025, a 25% increase. This is the core engine for future growth and profitability. When a large enterprise adopts the platform, the cost to serve them decreases over time as they expand their use of the autonomous capabilities, improving SentinelOne's operating leverage.
The platform's core benefits for these large customers include:
- Centralized management of all security vectors.
- Real-time data integration for instant threat correlation.
- Autonomous threat blocking and recovery.
Culture isn't a soft topic; it's a framework for execution, especially in a high-stakes industry like cybersecurity. SentinelOne's core values are the behavioral guardrails that support their aggressive mission and vision. They are the reason they can execute at the speed required to defeat modern threats.
The values are simple but powerful directives:
- Trust: Be dependable, conduct yourself with the highest integrity.
- Accountability: Be reliable, put customers first, be the owner.
- OneSentinel: Drive team success and collaboration.
- Relentlessness: Act with unwavering purpose and determination.
- Ingenuity: Encourage innovative approaches to problem-solving.
- Community: Be kind to one another.
The value of 'Relentlessness' is what keeps the platform ahead of the threat landscape, which is constantly evolving. 'Accountability' is why they are focused on achieving non-GAAP operating profitability, a milestone they hit in the final quarter of FY2025. It shows they are taking ownership of the financial model, not just the technology. That's what you want to see from a leadership team.
Next Step: Finance: Model the impact of a 5% increase in large-customer (>$100k ARR) retention on the FY2026 ARR forecast by the end of next week.
SentinelOne, Inc. (S) Core Values
You need to understand the bedrock principles driving SentinelOne, Inc.'s rapid growth, especially with the huge push into AI security this year. The company's values aren't just posters on a wall; they are the engine behind the $821.5 million in total revenue for fiscal year 2025 (FY2025), up 32% year-over-year. These core tenets map directly to their product strategy, which is all about autonomous defense.
SentinelOne's inferred mission is to autonomously secure the world's data, which is a big job. Their values explain how they execute on that goal, and honestly, they are why the Annualized Recurring Revenue (ARR) hit $920.1 million as of January 31, 2025. If you're looking at the long-term value, you defintely need to see how these values translate into real-world action and financial performance.
For a deeper dive into the investor profile, you can check out Exploring SentinelOne, Inc. (S) Investor Profile: Who's Buying and Why?
Innovation and Autonomy
This value is about pushing the boundaries of cybersecurity, not just reacting to threats. SentinelOne is dedicated to autonomous security (security that minimizes the need for human intervention), which is a key differentiator in a market where complexity is the enemy. It's simple: the machine needs to think for itself to beat the attacker's machine.
The commitment to this value is clear in the product roadmap for 2025. At OneCon 2025 in November, the company unveiled a new security suite focused on securing the AI-powered world. This initiative directly addresses the new attack surface created by generative AI (GenAI) and includes:
- Prompt Security for Employees: Gives real-time control over GenAI usage.
- Prompt Security for AI Code Assistants: Instantly redacts sensitive data from code.
- Expansion of Purple AI: The agentic AI security analyst now has new capabilities for automated triaging and investigations.
Here's the quick math: the platform autonomously mitigated over 90% of detected threats in FY2024, demonstrating how this value reduces manual workload and improves response times. Plus, the September 2025 acquisition of Observo AI to revolutionize SIEM (Security Information and Event Management) shows they are putting capital behind this value to build a fully autonomous platform.
Trust and Integrity
Trust is the foundation of any security relationship-you are literally trusting a company with your most sensitive data. For SentinelOne, this value means conducting business with the highest integrity and being dependable for peers, customers, and the entire cybersecurity industry.
Their product design reflects this deep-seated value. The Singularity Platform is built on a unified Data Lake, which provides complete, transparent visibility for customers, helping them stay ahead of complexity and risk. Trust is also evident in their customer base: the number of customers with an ARR of $100,000 or more grew by 25% in FY2025, reaching 1,411 customers. This growth in high-value, long-term relationships is a direct indicator of customer trust in the platform's reliability and the company's integrity.
The company's focus on securing the future of AI through partnerships, like the one with Amazon Web Services (AWS), also reinforces trust. They are extending their AI-native protection across every layer of the AWS environment, making their solution a trusted, integrated part of the cloud infrastructure. You can't be a leader in AI-native cybersecurity without being absolutely trustworthy.
Accountability and Ownership
Accountability means being reliable in all actions and words, and taking ownership of the customer's security outcome. The culture encourages every Sentinel to be the owner of their tasks and to strive for excellence. This is a crucial value for a company in hypergrowth, because without ownership, things fall through the cracks.
The financial results for FY2025 show a strong accountability to shareholders, with the company achieving its first quarter of positive non-GAAP operating margin in Q4. This shift demonstrates a clear commitment to operational discipline and fiscal accountability. The full-year non-GAAP operating margin was a much-improved (3)%, compared to (19)% in the prior fiscal year.
On the customer side, accountability is delivered through the Singularity Hyperautomation platform. This platform integrates with tools like AWS Security Incident Response to offer no-code automated workflows. This means SentinelOne is accountable for providing the tools that let security teams quickly orchestrate and automate incident response, reducing the Mean Time to Remediate (MTTR) and minimizing human error. They own the automation, so you can own the response.

SentinelOne, Inc. (S) DCF Excel Template
5-Year Financial Model
40+ Charts & Metrics
DCF & Multiple Valuation
Free Email Support
Disclaimer
All information, articles, and product details provided on this website are for general informational and educational purposes only. We do not claim any ownership over, nor do we intend to infringe upon, any trademarks, copyrights, logos, brand names, or other intellectual property mentioned or depicted on this site. Such intellectual property remains the property of its respective owners, and any references here are made solely for identification or informational purposes, without implying any affiliation, endorsement, or partnership.
We make no representations or warranties, express or implied, regarding the accuracy, completeness, or suitability of any content or products presented. Nothing on this website should be construed as legal, tax, investment, financial, medical, or other professional advice. In addition, no part of this site—including articles or product references—constitutes a solicitation, recommendation, endorsement, advertisement, or offer to buy or sell any securities, franchises, or other financial instruments, particularly in jurisdictions where such activity would be unlawful.
All content is of a general nature and may not address the specific circumstances of any individual or entity. It is not a substitute for professional advice or services. Any actions you take based on the information provided here are strictly at your own risk. You accept full responsibility for any decisions or outcomes arising from your use of this website and agree to release us from any liability in connection with your use of, or reliance upon, the content or products found herein.