SentinelOne, Inc. (S): Business Model Canvas

In der hochriskanten Welt der Cybersicherheit erweist sich SentinelOne als revolutionäre Kraft und verändert die Art und Weise, wie Unternehmen sich gegen immer ausgefeiltere digitale Bedrohungen verteidigen. Durch den Einsatz modernster künstlicher Intelligenz und autonomer Reaktionstechnologien definiert dieses innovative Unternehmen die Endpunktsicherheit mit einem umfassenden, proaktiven Ansatz neu, der über traditionelle Verteidigungsstrategien hinausgeht. Durch die Integration fortschrittlicher Algorithmen für maschinelles Lernen mit Echtzeit-Bedrohungserkennung bietet SentinelOne Unternehmen einen leistungsstarken Schutz gegen die sich ständig weiterentwickelnde Landschaft von Cyberrisiken und macht komplexes Sicherheitsmanagement nahtlos und intelligent.

SentinelOne, Inc. (S) – Geschäftsmodell: Wichtige Partnerschaften

Microsoft Azure und Cloud-Dienstanbieter

SentinelOne hat eine strategische Partnerschaft mit Microsoft Azure und nutzt die Cloud-Infrastruktur für skalierbare Cybersicherheitslösungen. Ab dem vierten Quartal 2023 unterstützt die cloudnative Plattform von SentinelOne Microsoft Azure mit direkten Integrationen.

Partner	Einzelheiten zur Partnerschaft	Integrationsebene
Microsoft Azure	Cloud-Infrastruktur	Tiefe technische Integration
Amazon Web Services	Cloud-Sicherheitsdienste	Plattformkompatibilität
Google Cloud-Plattform	Hybride Cloud-Lösungen	Integration auf API-Ebene

Partner für Technologieintegration

SentinelOne arbeitet mit führenden Partnern im Bereich Cybersicherheitstechnologie zusammen, um die Fähigkeiten zur Bedrohungserkennung zu verbessern.

• CrowdStrike: Informationsaustausch über Bedrohungen
• Splunk: Security Information and Event Management (SIEM)-Integration
• Palo Alto Networks: Zusammenarbeit bei erweiterter Erkennung und Reaktion (XDR).

Managed Service Provider und Reseller

SentinelOne hat ein umfassendes Vertriebspartnernetzwerk aufgebaut, um die Marktreichweite zu erweitern.

Partnerkategorie	Anzahl der Partner	Umsatzbeitrag
Managed Service Provider	387	24 % des Gesamtumsatzes
Wiederverkäufer mit Mehrwert	612	18 % des Gesamtumsatzes

Globale Systemintegratoren und Beratungsunternehmen

SentinelOne arbeitet mit großen globalen Systemintegratoren zusammen, um umfassende Cybersicherheitslösungen bereitzustellen.

• Accenture: Transformation der Unternehmenssicherheit
• Deloitte: Cybersicherheitsberatung
• IBM: Integrierte Sicherheitslösungen

Strategische Netzwerke der Cybersecurity Alliance

SentinelOne beteiligt sich an mehreren Cybersicherheits-Allianznetzwerken, um Bedrohungsinformationen und kollaborative Verteidigungsstrategien zu verbessern.

Allianznetzwerk	Fokusbereich	Mitgliedschaftsstatus
MITRE ATT&CK	Bedrohungstaktiken und -techniken	Aktiver Mitwirkender
Cloud-Sicherheitsallianz	Cloud-Sicherheitsstandards	Platin-Mitglied

SentinelOne, Inc. (S) – Geschäftsmodell: Hauptaktivitäten

Endpunktsicherheitsentwicklung mit künstlicher Intelligenz

SentinelOne investierte im Geschäftsjahr 2023 185,7 Millionen US-Dollar in Forschungs- und Entwicklungskosten und konzentrierte sich dabei auf KI-gesteuerte Sicherheitstechnologien.

Investition in KI-Technologie	Betrag
F&E-Ausgaben	185,7 Millionen US-Dollar
KI-Sicherheitspatente	37 aktive Patente

Kontinuierliche Bedrohungserkennung und autonome Reaktion

Die Singularity-Plattform von SentinelOne verarbeitet täglich über 2,5 Billionen Sicherheitsereignisse mit KI-gestützten autonomen Reaktionsfunktionen.

• Abdeckung von Bedrohungen in Echtzeit über mehr als 25 Angriffsvektoren hinweg
• Modelle für maschinelles Lernen, die auf mehr als 15 Petabyte Bedrohungsdaten trainiert wurden
• 99,8 % autonome Bedrohungslösungsrate

Verbesserung des Algorithmus für maschinelles Lernen

Metriken des ML-Algorithmus	Leistung
Genauigkeit der Bedrohungserkennung	95.3%
Falsch-Positiv-Rate	0.7%
Aktualisierungshäufigkeit des ML-Modells	Wöchentlich

Innovation der Cloud-nativen Sicherheitsplattform

SentinelOne unterstützt über 20.000 Unternehmenskunden in Cloud-, Hybrid- und On-Premise-Umgebungen.

• Cloud-Workload-Schutz für AWS, Azure und Google Cloud
• Unterstützung für mehr als 15 Cloud-Infrastrukturplattformen
• Schutzrate vor Zero-Day-Schwachstellen: 99,5 %

Bedrohungsforschung und Schwachstellenanalyse

Kennzahlen zur Bedrohungsforschung	Statistiken
Größe des Threat-Intelligence-Teams	87 Forscher
Jährlich identifizierte Schwachstellen	456 einzigartige Bedrohungen
Globale Bedrohungsüberwachung	Abdeckung rund um die Uhr

SentinelOne, Inc. (S) – Geschäftsmodell: Schlüsselressourcen

Fortschrittliche maschinelles Lernen und KI-Technologien

SentinelOne investierte im Geschäftsjahr 2023 171,8 Millionen US-Dollar in Forschung und Entwicklung. Die KI-gesteuerte Plattform des Unternehmens verarbeitet über 35 Milliarden Ereignisse pro Sekunde mithilfe von Algorithmen für maschinelles Lernen.

Kategorie „Technologie“.	Spezifische Fähigkeiten	Leistungsmetrik
KI-Bedrohungserkennung	Deep-Learning-Modelle	99,2 % autonome Präventionsrate
Verhaltensanalyse	Bedrohungserkennung in Echtzeit	Reaktionszeit unter 20 Millisekunden

Proprietäre Algorithmen zur Erkennung von Cybersicherheitsbedrohungen

SentinelOne verfügt im vierten Quartal 2023 über 147 registrierte Patente, die fortschrittliche Methoden zur Bedrohungserkennung abdecken.

• Patentierte Singularity-Plattform-Architektur
• KI-gestützte Verhaltenserkennungsalgorithmen
• Autonome Techniken zur Bedrohungsbeseitigung

Hochqualifizierte Teams für Cybersicherheitsforschung und -technik

Im Dezember 2023 beschäftigt SentinelOne weltweit 1.342 Forschungs- und Ingenieursfachkräfte.

Teamzusammensetzung	Anzahl der Fachkräfte
KI-Forscher	187
Sicherheitsforscher	246
Software-Ingenieure	909

Umfangreiche Threat Intelligence-Datenbank

Das Threat-Intelligence-Repository von SentinelOne enthält ab 2024 über 2,5 Petabyte anonymisierter Cybersicherheitsdaten.

• Globale Bedrohungsabdeckung: Über 190 Länder
• Bedrohungssignatur-Updates in Echtzeit
• Durch maschinelles Lernen verbesserte Bedrohungskorrelation

Cloud-native Sicherheitsinfrastruktur

SentinelOne betreibt eine globale Cloud-Infrastruktur mit 12 Rechenzentren in Nordamerika, Europa und im asiatisch-pazifischen Raum.

Infrastrukturkomponente	Spezifikation
Gesamtzahl der Rechenzentren	12
Jährliche Investition in die Cloud-Infrastruktur	47,3 Millionen US-Dollar
Durchschnittliche Betriebszeit	99.99%

SentinelOne, Inc. (S) – Geschäftsmodell: Wertversprechen

Autonomer KI-gesteuerter Endpoint Protection

Die Singularity-Plattform von SentinelOne bietet KI-gestützten Endpunktschutz mit den folgenden Schlüsselkennzahlen:

Metrisch	Wert
Genauigkeit der KI-Erkennung	99.2%
Modelle für maschinelles Lernen	Über 3 Millionen trainierte Modelle
Geschwindigkeit der Bedrohungserkennung in Echtzeit	Weniger als 10 Millisekunden

Bedrohungsprävention und -behebung in Echtzeit

SentinelOne bietet umfassende Funktionen für das Bedrohungsmanagement:

• Automatisierte Bedrohungseindämmung innerhalb von 1 Sekunde nach Erkennung
• Ursachenanalyse mit 95 % Genauigkeit
• Vollständige Funktionen zur Endpunktwiederherstellung

Umfassende Sicherheit auf mehreren Plattformen

Plattformabdeckung	Supportstatus
Windows	Volle Unterstützung
macOS	Volle Unterstützung
Linux	Volle Unterstützung
Cloud-Workloads	Volle Unterstützung
Container	Volle Unterstützung

Reduzierte betriebliche Komplexität für das Cybersicherheitsmanagement

Kennzahlen zur betrieblichen Effizienz:

• 90 % Reduzierung der manuellen Untersuchungszeit
• 80 % weniger Alarmmüdigkeit
• Automatisierte Behebung von 75 % der Sicherheitsvorfälle

Proaktive Verteidigung gegen komplexe Cyber-Bedrohungen

Fähigkeit zur Bedrohungsabwehr	Leistungsmetrik
Zero-Day-Bedrohungserkennung	99,7 % Präventionsrate
Ransomware-Schutz	100 % Ransomware-Präventionsgarantie
Verhaltensbasierte KI-Bedrohungsjagd	Vorausschauende Bedrohungserkennung innerhalb von Millisekunden

SentinelOne, Inc. (S) – Geschäftsmodell: Kundenbeziehungen

Self-Service-Online-Plattform

SentinelOne bietet eine umfassende Online-Plattform mit folgenden Funktionen:

Plattformfunktion	Verfügbarkeit
Zugang zum Kundenportal	24/7
Lizenzverwaltung	Echtzeit
Bereitstellungskonfiguration	Automatisiert

Technischer Support und Kundenerfolgsteams

Die Support-Infrastruktur von SentinelOne umfasst:

• Globale Supportzentren, die in mehreren Zeitzonen tätig sind
• Engagierte Kundenerfolgsmanager für Unternehmenskunden
• Multi-Channel-Support einschließlich Telefon, E-Mail und Chat

Regelmäßige Sicherheitsupdates und Austausch von Bedrohungsinformationen

Kennzahlen für Sicherheitsupdates:

Aktualisierungshäufigkeit	Durchschnittliche Reaktionszeit
Bedrohungssignaturen aktualisiert	Alle 5 Minuten
KI-gesteuerte Updates zur Bedrohungserkennung	Kontinuierlich

Personalisierte Onboarding- und Implementierungsdienste

Details zur Implementierungsunterstützung:

• Maßgeschneiderte Bereitstellungsstrategien
• Engagierte Implementierungsspezialisten
• Maßgeschneiderte Trainingsprogramme

Community-gesteuerte Bedrohungsforschungskooperation

Kollaborative Forschungsmetrik	Datenpunkt
Mitwirkende im Bereich Bedrohungsforschung	Über 500 Cybersicherheitsexperten
Jährlich geteilte Bedrohungsinformationen	Über 50.000 einzigartige Bedrohungsindikatoren

SentinelOne, Inc. (S) – Geschäftsmodell: Kanäle

Direktes Enterprise-Vertriebsteam

Das direkte Unternehmensvertriebsteam von SentinelOne besteht im vierten Quartal 2023 aus etwa 500 Vertriebsprofis. Das Team erwirtschaftet durch direkte Vertriebsinteraktionen einen jährlichen wiederkehrenden Umsatz (ARR) in Höhe von 521,7 Millionen US-Dollar.

Vertriebsteam-Metrik	Daten für 2023
Gesamtzahl der Vertriebsmitarbeiter	500
Jährliche Verkaufsabdeckung	521,7 Millionen US-Dollar ARR
Durchschnittliche Dealgröße	$125,000

Online-Plattformen für digitales Marketing

SentinelOne investiert jährlich 42,3 Millionen US-Dollar in digitale Marketingkanäle und richtet sich an Entscheidungsträger im Bereich Cybersicherheit in Unternehmen und mittelständischen Unternehmen.

• Ausgaben für Google Ads: 15,6 Millionen US-Dollar
• LinkedIn-Werbung: 9,2 Millionen US-Dollar
• Programmatische digitale Werbung: 17,5 Millionen US-Dollar

Partnernetzwerk und Reseller-Kanäle

SentinelOne unterhält ein globales Partnernetzwerk von 350 Technologiepartnern und Wiederverkäufern und erwirtschaftet durch Partner einen Umsatz von 187,4 Millionen US-Dollar.

Partnerkanal-Metriken	Statistik 2023
Gesamtpartner	350
Einnahmen aus Partnerquellen	187,4 Millionen US-Dollar
Durchschnittliche Partner-Deal-Größe	$85,000

Technologiekonferenzen und Cybersicherheitsveranstaltungen

SentinelOne nimmt jährlich an 45 großen Cybersicherheitskonferenzen teil und verfügt über ein Veranstaltungsmarketingbudget von 6,8 Millionen US-Dollar.

• Sponsoring der RSA-Konferenz
• Teilnahme von Black Hat USA
• Gartner-Sicherheit & Risikomanagement-Gipfel

Webbasierte Produktdemonstrationen

SentinelOne führt monatlich 2.400 webbasierte Produktdemonstrationen durch und investiert im Jahr 2023 in die digitale Demonstrationsplattform 3,2 Millionen US-Dollar.

Web-Demo-Metriken	Daten für 2023
Monatliche Web-Demonstrationen	2,400
Investition in eine digitale Demoplattform	3,2 Millionen US-Dollar
Durchschnittliche Demo-Conversion-Rate	22%

SentinelOne, Inc. (S) – Geschäftsmodell: Kundensegmente

Organisationen auf Unternehmensebene

SentinelOne richtet sich an große Unternehmen mit einem Jahresumsatz von typischerweise mehr als 500 Millionen US-Dollar. Im vierten Quartal 2023 meldete das Unternehmen 43 % seines Gesamtumsatzes mit Unternehmenskunden.

Merkmale des Kundensegments	Penetrationsrate
Global 2000-Unternehmen	37%
Fortune-500-Organisationen	29%

Mittelständische Unternehmen

SentinelOne konzentriert sich auf mittelständische Unternehmen mit 500–5.000 Mitarbeitern, die im Jahr 2023 35 % ihres Kundenstamms ausmachen.

• Jährlicher Vertragswert: 75.000 bis 250.000 US-Dollar
• Branchen: Technologie, Gesundheitswesen, Fertigung

Regierung und Institutionen des öffentlichen Sektors

SentinelOne sicherte sich im Jahr 2023 staatliche Cybersicherheitsverträge im Wert von 47,3 Millionen US-Dollar.

Regierungssegment	Vertragswert
Bundesbehörden	32,1 Millionen US-Dollar
Staatliche/lokale Regierungen	15,2 Millionen US-Dollar

Managed Service Provider

Das MSP-Segment machte im Jahr 2023 12 % des Umsatzes von SentinelOne aus, mit 672 aktiven MSP-Partnern.

• Durchschnittlicher Partnerumsatz: 180.000 $ jährlich
• Partnerwachstumsrate: 22 % im Jahresvergleich

Technologie- und Finanzdienstleistungsunternehmen

SentinelOne meldete im Jahr 2023 einen Umsatz von 163,4 Millionen US-Dollar im Technologie- und Finanzdienstleistungssektor.

Sektor	Kundenanzahl	Jahresumsatz
Technologieunternehmen	1,247	98,6 Millionen US-Dollar
Finanzdienstleistungen	836	64,8 Millionen US-Dollar

SentinelOne, Inc. (S) – Geschäftsmodell: Kostenstruktur

Forschungs- und Entwicklungsinvestitionen

SentinelOne meldete für das Geschäftsjahr 2023 Forschungs- und Entwicklungskosten in Höhe von 364,5 Millionen US-Dollar, was 54,5 % des Gesamtumsatzes entspricht.

Geschäftsjahr	F&E-Ausgaben	Prozentsatz des Umsatzes
2023	364,5 Millionen US-Dollar	54.5%
2022	326,1 Millionen US-Dollar	58.2%

Vertriebs- und Marketingkosten

Die Vertriebs- und Marketingkosten für SentinelOne beliefen sich im Geschäftsjahr 2023 auf 380,2 Millionen US-Dollar, was 56,9 % des Gesamtumsatzes entspricht.

• Mitarbeiterzahl des Vertriebsteams: Ungefähr 850 Mitarbeiter
• Zuweisung des Marketingbudgets: Fokussiert auf digitale Werbung und Branchenkonferenzen

Wartung der Cloud-Infrastruktur

Die Kosten für die Cloud-Infrastruktur für SentinelOne im Jahr 2023 wurden auf 42,6 Millionen US-Dollar geschätzt, was 6,4 % des Gesamtumsatzes entspricht.

Cloud-Dienstanbieter	Geschätzte jährliche Kosten	Prozentsatz des Infrastrukturbudgets
Amazon Web Services (AWS)	35,1 Millionen US-Dollar	82.4%
Microsoft Azure	7,5 Millionen Dollar	17.6%

Talentakquise und -bindung

Die gesamten Personalkosten für SentinelOne beliefen sich im Jahr 2023 auf 276,8 Millionen US-Dollar, einschließlich Gehältern, Sozialleistungen und Rekrutierungskosten.

• Durchschnittliche Mitarbeitervergütung: 185.000 US-Dollar pro Jahr
• Jährliches Rekrutierungsbudget: 18,5 Millionen US-Dollar
• Mitarbeiterschulung und -entwicklung: 12,3 Millionen US-Dollar

Kontinuierliche technologische Innovation

Die Investitionen in technologische Innovationen beliefen sich im Geschäftsjahr 2023 auf insgesamt 98,7 Millionen US-Dollar und dienten der Entwicklung fortschrittlicher KI- und maschineller Lernfunktionen.

Kategorie „Innovation“.	Investitionsbetrag	Hauptfokus
KI-Forschung	45,2 Millionen US-Dollar	Algorithmen für maschinelles Lernen
Cybersicherheitstechnologie	53,5 Millionen US-Dollar	Bedrohungserkennungssysteme

SentinelOne, Inc. (S) – Geschäftsmodell: Einnahmequellen

Abonnementbasierte Lizenzierung von Sicherheitssoftware

Für das Geschäftsjahr 2024 meldete SentinelOne einen jährlichen wiederkehrenden Umsatz (ARR) von 591,8 Millionen US-Dollar, was einem Wachstum von 33 % gegenüber dem Vorjahr entspricht. Das abonnementbasierte Lizenzmodell des Unternehmens generiert Einnahmen durch gestaffelte Preisstrukturen für seine KI-gestützte Cybersicherheitsplattform.

Abonnementstufe	Durchschnittlicher Jahrespreis	Hauptmerkmale
Singularitätskern	54,99 $ pro Endpunkt/Jahr	Grundlegender KI-Endpunktschutz
Singularität abgeschlossen	89,99 $ pro Endpunkt/Jahr	Erweiterte Erkennung und Reaktion auf Bedrohungen
Singularitätsidentität	129,99 $ pro Endpunkt/Jahr	Umfassender Identitätsschutz

Verträge für Sicherheitsplattformen auf Unternehmensebene

Unternehmensverträge machten im Jahr 2024 65 % des Gesamtumsatzes von SentinelOne aus, mit einem durchschnittlichen Vertragswert von 285.000 US-Dollar für große Unternehmen.

Verwaltete Erkennungs- und Reaktionsdienste

Die MDR-Dienste von SentinelOne generierten im Jahr 2024 einen Umsatz von 127,4 Millionen US-Dollar, was einer Steigerung von 42 % gegenüber dem Vorjahr entspricht.

MDR-Servicelevel	Jährliche Kosten	Abdeckung
Grundlegende MDR	24.000 $/Jahr	Bedrohungsüberwachung rund um die Uhr
Erweiterte MDR	48.000 $/Jahr	Umfassende Bedrohungssuche
Premium-MDR	96.000 $/Jahr	Vollständige Reaktion auf Vorfälle

Professionelle Dienstleistungen und Beratung

Der Umsatz mit professionellen Dienstleistungen erreichte im Jahr 2024 42,6 Millionen US-Dollar und bietet spezialisierte Cybersicherheitsberatung und Implementierungsunterstützung.

• Sicherheitsbewertungsdienste
• Sicherheitsberatung für die Cloud-Migration
• Benutzerdefinierte Bedrohungsinformationen
• Schulung zur Reaktion auf Vorfälle

Zusätzliche Add-ons für Cybersicherheitslösungen

Add-on-Lösungen trugen 37,2 Millionen US-Dollar zum Umsatz von SentinelOne bei, darunter spezielle Sicherheitsmodule und Integrationstools.

Add-on-Lösung	Jahrespreis	Funktionalität
Cloud-Workload-Schutz	15.000 $/Jahr	Container- und Cloud-Sicherheit
Erkennung von Identitätsbedrohungen	12.000 $/Jahr	Active Directory-Schutz
Erweiterte Erkennung und Reaktion	18.000 $/Jahr	Plattformübergreifende Bedrohungskorrelation

SentinelOne, Inc. (S) - Canvas Business Model: Value Propositions

You're looking at the core reasons customers choose SentinelOne over other options in the crowded security space. It boils down to speed, consolidation, and automation that directly impacts the bottom line and the stress level of your security team.

Autonomous security: Real-time threat response without human intervention.

SentinelOne's value proposition here is built on its patented AI models that act instantly. This is critical when you consider the threat landscape; for example, ransomware accounted for 35% of all attacks, an increase of 84% over the previous year in one reported period leading up to 2025. The platform's core design is to fight machine with machine, providing autonomous prevention, detection, and response across endpoints, cloud workloads, and identity systems. The proof of concept for this capability is strong, as SentinelOne achieved a 100% score in the Detection category in the 2024 MITRE ATT&K Evaluations: Enterprise. Furthermore, the AI-powered Purple AI, which acts as an AI security analyst, has been cited as reducing incident response times by up to 60%.

Unified XDR platform: Consolidates endpoint, cloud, and identity security.

The market is moving away from tool sprawl, and SentinelOne's unified architecture is a key selling point. The Singularity platform merges native endpoint, cloud, and identity security, along with SIEM capabilities, all enhanced by AI. This consolidation is translating directly into customer purchasing decisions. Roughly 50 percent of SentinelOne's bookings during its latest reported quarter came from emerging products outside of core endpoint security, showing major adoption of the broader platform. The AI SIEM and data analytics business alone surpassed $100 million in Annualized Recurring Revenue (ARR) in Q1 2025. The platform's XDR capabilities are recognized, as SentinelOne was named a Leader in the 2025 IDC MarketScape for Worldwide Extended Detection and Response (XDR) Software, and a 2025 Customers' Choice in the Gartner Peer Insights 'Voice of the Customer' for XDR report, based on reviews from 144 users.

Here's a quick look at the platform's growing footprint as of late 2025:

Metric	Value (Latest Reported Period)
Annualized Recurring Revenue (ARR)	$1,055.3 million (as of October 2025)
Customers with ARR $\ge$ $100,000	1,572 (as of October 2025)
Purple AI Attach Rate (Q2 FY2026)	30% of all licenses sold
FY2025 GAAP Gross Margin	75%

Operational efficiency: Reduces security operations center (SOC) workload with AI.

The focus here is on making the existing security team more effective, which is vital given the reported cybersecurity skills gap. The AI-driven tools are designed to handle the high volume of alerts. For instance, the Purple AI agentic SOC analyst capability speeds up threat hunting, triage, and reporting. This directly addresses the need for efficiency, as the platform's overall design helps reduce the signal-to-noise ratio in alerts. The company's non-GAAP operating margin improved significantly to 7% in Q3 FY2026, up from negative 5% in the prior year period, suggesting internal operational leverage is being realized alongside customer efficiency gains.

Cost optimization: Observo AI integration helps reduce security data costs.

The financial benefit extends beyond just preventing breaches; it involves managing the massive data volumes inherent in modern security. SentinelOne is positioning its Data Lake and AI SIEM to integrate with third-party data lakes without forcing a full migration, a feature that helped a Fortune 500 retailer replace Splunk, citing cost reduction. While specific cost savings figures tied directly to the Observo AI integration aren't public, the broader impact of AI automation is quantified: organizations extensively using security AI and automation can save an average of $2.22 million on data breach costs. Considering the average cost of a data breach in 2025 was reported at $4.8 million, that potential saving is a concrete value driver. The company's Free Cash Flow turned positive at $15.9 million in Q3 CY2025, showing a tangible shift toward financial discipline.

• Non-GAAP Gross Margin reached 79% in the latest reported quarter.
• Non-GAAP Operating Margin improved to 7% in Q3 FY2026.
• The company reported $1.1 billion in cash, cash equivalents, and investments as of January 31, 2025.

Finance: draft 13-week cash view by Friday.

SentinelOne, Inc. (S) - Canvas Business Model: Customer Relationships

You're looking at how SentinelOne, Inc. keeps its customers engaged and growing their spend, which is key for any subscription business. The relationship strategy blends direct, high-touch engagement for the biggest accounts with a massive partner network for scale and service delivery.

Dedicated enterprise sales teams for high-touch, large-account management.

SentinelOne, Inc. uses direct sales teams to engage directly with enterprise clients, offering customized solutions. This segment is structured to handle complex sales cycles, evidenced by job roles like Enterprise Sales Representative and Director of Sales, which focus on running a sophisticated sales process from prospecting to closure in strategic accounts. This direct approach is designed for rapid prospect engagement and building lasting relationships with large organizations.

• Direct sales efforts are segmented by customer size for efficiency.
• Enterprise Account Executives are tasked with building strategic partnerships with VARs and MSPs to drive pipeline.
• The company is focused on securing an increasing number of businesses of all sizes, including large enterprises and federal agencies.

Partner-led service delivery and support through the PartnerOne ecosystem.

Service delivery is heavily reliant on the PartnerOne ecosystem, which SentinelOne, Inc. launched its Global PartnerOne Program for in April 2025. This ecosystem is built on a partner-first philosophy, recognizing that strong partnerships drive customer value. The program is structured around four specialized tracks to meet partners where they are, ensuring service delivery is consistent and scalable.

The key tracks supporting service delivery include:

• Manage: Designed for MSPs, MSSPs, and MDRs to integrate SentinelOne, Inc.'s technology into their offerings for scaled, automated customer protection.
• Deliver: For system integrators and service providers who offer hands-on security expertise.

Partners are instrumental in delivering the power of SentinelOne, Inc.'s technology to customers globally.

Subscription-based model with high dollar-based net retention (110% in FY2025).

The subscription nature of the business is validated by strong metrics showing existing customers expand their usage. While the goal for fiscal year 2025 was cited as 110%, the latest confirmed real-life figure for Dollar-Based Net Retention Rate (NRR) from the prior fiscal year (FY2024) was approximately 115%. This metric, which measures the percentage change in Annual Recurring Revenue (ARR) from the existing customer base, indicates that customers are not only staying but significantly increasing their spending year-over-year. The growth in high-value customers supports this expansion story.

Here's a look at the growth in the high-value customer segment:

Metric	As of January 31, 2025 (FY2025 End)	As of October 31, 2025 (Q3 FY2026)
Customers with ARR of $100,000 or more	1,411	1,572
Year-over-Year Growth Rate for this Segment	25%	20%

Also, the total Annualized Recurring Revenue (ARR) reached $1,055.3 million as of October 31, 2025, showing continued subscription momentum.

Continuous product innovation influenced by customer feedback.

SentinelOne, Inc. maintains customer relationships by continuously evolving its platform, which is driven by the need to match the advanced threat landscape. The company is pioneering fully autonomous, agentic AI workflows, which is a direct response to the market's need for automated defense. This innovation cycle is supported by the ecosystem, as seen in the launch of the Global PartnerOne Program, which is designed to empower partners to bring new capabilities and services to market faster. The platform's ability to ingest data and leverage patented AI models is central to delivering autonomous protection that customers rely on.

SentinelOne, Inc. (S) - Canvas Business Model: Channels

You're looking at how SentinelOne gets its platform into the hands of customers, which is a mix of deep partner relationships and direct enterprise selling. The strategy is clearly leaning into making partners the primary engine for scale, especially as the platform expands beyond just endpoint detection and response (EDR).

Indirect Sales via a Global Network of Resellers and MSSPs

SentinelOne is heavily focused on expanding its Managed Security Service Provider (MSSP) ecosystem. The company views agentic AI as a massive opportunity for these partners, suggesting that MSSPs can now manage the entire enterprise security stack, not just EDR, representing a potential 10X opportunity for each provider. SentinelOne is actively investing in enablement for its MSSP partners on technologies like CNAP and Purple AI. This channel is critical for reaching the mid-market and SMB segments, while also supporting enterprise penetration.

The commitment to the channel is evident in partner recognition events, such as the 2025 APJ PartnerOne Summit Awards, which honored specific MSSP and IR (Incident Response) partners across various regions. The company is making its partner program, the Flex program, more lucrative for channel partners to encourage selling the full platform, which now boasts about 30 different capabilities.

• Partnerships include major players like Pax8 and ConnectWise for service delivery and procurement.
• The company is pushing partners to sell the full platform solution instead of just the core EDR.
• International revenue represented 38% of total revenue in Q1 Fiscal Year 2026.

Cloud Marketplaces like AWS Marketplace for Simplified Procurement

Leveraging hyperscaler marketplaces simplifies procurement and directly taps into cloud and AI security budgets. SentinelOne has significantly deepened its collaboration with Amazon Web Services (AWS), earning the AWS Generative AI Competency designation. This makes it easier for customers to consume SentinelOne's expanding suite of offerings.

The availability of key products on the AWS Marketplace is a strategic move to align with cloud budget spending. For example, the Prompt Security tools are now available there, helping customers safely implement generative AI. Furthermore, the recently acquired Observo AI data pipeline is now offered on the AWS GenAI Marketplace, which uses AI/ML models to help customers reduce security and observability costs by 50% or more.

• Prompt Security tools are available on AWS Marketplace.
• Singularity Hyperautomation for AWS Security Incident Response provides no-code automated workflows for AWS security events.
• The Purple AI MCP Server is also on AWS Marketplace for secure integration with any AI framework.

Direct Sales Force for Closing Large, Complex Enterprise Deals

While the channel is scaling, the direct sales force remains essential for securing the largest, most strategic enterprise accounts. SentinelOne is actively managing a transition from a product-led sales motion to a platform-first engagement model, which naturally involves more complex, direct sales cycles. You should note that large deal cycles remain extended, especially within federal and global accounts, which can create variability in the timing of revenue recognition.

To be fair, the direct sales team is focused on driving platform adoption across the entire Singularity portfolio. This is reflected in the growth of high-value customers. The company saw a significant uplift in platform adoption, with roughly 50 percent of SentinelOne's bookings in the third quarter of fiscal year 2026 coming from emerging products outside of EDR, which often involves direct negotiation for platform consolidation.

Online Resources and Technical Documentation for Self-Service

The self-service and documentation channels support both the direct sales motion and the partner ecosystem by providing necessary technical depth. The platform's modularity and ease of use, as highlighted by the Singularity Flex licensing model, are designed to accelerate adoption and scale usage once the initial contract is signed. The focus on AI-native solutions, like Purple AI, which saw a 40-percent attach rate when licenses were sold in Q1 Fiscal Year 2026, suggests that technical documentation and resources must be robust to support the integration of these advanced capabilities.

The platform itself is designed to be intelligent, with features like Purple AI's Auto Triage enabling automated investigation and response within seconds, which reduces the manual workload on Security Operations Centers (SOCs) that rely on SentinelOne's documentation and APIs for integration.

Here's a quick look at the customer base growth that these channels support:

Metric	Value as of Jan 31, 2025 (FY2025 End)	Value as of Oct 31, 2025 (Q3 FY2026)
Customers with ARR of $100k+	1,411	1,572
Annual Recurring Revenue (ARR)	$920.1 million	$1.06 billion
Full Year Revenue (vs. Prior Year Growth)	$821.5 million (Up 32%)	N/A

What this estimate hides is the exact revenue contribution from the self-service/documentation path versus the direct sales force, as the company reports channel sales through overall revenue figures, but the push for platform sales suggests higher-touch engagement for larger deals.

Finance: draft 13-week cash view by Friday.

SentinelOne, Inc. (S) - Canvas Business Model: Customer Segments

You're looking at the core customer base for SentinelOne, Inc. (S) as of late 2025. This segment is all about landing and expanding within the largest, most security-conscious organizations. Honestly, the numbers show a clear focus on high-value enterprise accounts.

The company's strategy heavily leans on driving platform adoption across its enterprise base. For instance, as of January 31, 2025, SentinelOne, Inc. (S) reported having 1,411 customers with Annual Recurring Revenue (ARR) exceeding $100,000. This figure represented a 25% year-over-year growth in that high-ARR cohort as of the end of fiscal year 2025. To put that in perspective against the total business size at that time, the total ARR was $920.1 million.

SentinelOne, Inc. (S) is definitely targeting specific verticals where the risk and compliance burden are highest. You see this focus in their success within:

• Finance: A Fortune 500 financial services firm recently consolidated several security vendors onto the Singularity Platform.
• Federal Government: The company has achieved FedRAMP High authorization for key products, making it trusted by government and critical infrastructure entities.
• Healthcare: This sector, like Finance, demands stringent compliance, making SentinelOne, Inc. (S)'s unified platform attractive for risk reduction.

The platform's global reach is also a significant component of its customer segment strategy. International markets are not just an afterthought; they are a substantial part of the revenue base. For the quarter ending April 30, 2025, revenue from international markets grew 27% year-over-year and represented 38% of the total quarterly revenue. This global footprint helps diversify risk and capture worldwide demand for AI-native security.

Here's a quick snapshot of the key enterprise metrics as of the end of FY2025 (January 31, 2025) and the most recent reported international mix:

Metric	Value	Date/Period Reference
Customers with over $100k ARR	1,411	As of January 31, 2025 (End of FY2025)
Total Annual Recurring Revenue (ARR)	$920.1 million	As of January 31, 2025 (End of FY2025)
Annual Revenue (FY2025)	$821.46M	Fiscal Year Ending January 31, 2025
International Revenue Share	38%	Q1 FY2026 (Latest Reported Mix)

Finally, you see a clear push toward mid-market companies that are tired of managing a patchwork of different security tools. These organizations are looking to consolidate vendors, often replacing legacy Security Information and Event Management (SIEM) systems with SentinelOne, Inc. (S)'s AI-powered Singularity Platform for operational simplicity and cost savings. For example, one major retailer consolidated its legacy SIEM for an annual cost savings of $1 million. That's the kind of tangible outcome that drives consolidation decisions in the mid-market, and defintely helps sales cycles.

SentinelOne, Inc. (S) - Canvas Business Model: Cost Structure

You're managing a high-growth, AI-focused cybersecurity platform, so your cost structure is naturally weighted toward engineering talent and market penetration. The primary cost drivers for SentinelOne, Inc. (S) reflect this focus on innovation and aggressive customer acquisition.

High Research and Development (R&D) costs for AI and platform innovation remain a significant investment area. This spending fuels the continuous evolution of the Singularity Platform, especially around autonomous capabilities and securing new vectors like cloud and identity. For context, in the third quarter of fiscal year 2025 (ended October 31, 2024), Research and Development expenses were $70 million. This is compared to $58 million in the first quarter of fiscal year 2025 (ended April 30, 2024).

Sales and Marketing (S&M) expenses are substantial, necessary to drive new logo acquisition and expand within existing accounts. This is typically the largest operating expense category for SentinelOne, Inc. (S). To give you a sense of the scale, in Q1 FY2025, S&M as a percentage of revenue was reported at 47.2%. The company is focused on improving efficiency here; this ratio represented a decrease of 3.5 percentage points year-over-year in that quarter.

Cost of Revenue (CoR) is managed well, though it includes the necessary costs for delivering the service. SentinelOne, Inc. (S) maintains high gross margins, indicating efficient scaling of the cloud infrastructure and support functions. For the third quarter of fiscal year 2026 (ended October 31, 2025), the Non-GAAP gross margin was 79%. This compares to a GAAP gross margin of 74% in the same period. For the full fiscal year 2025, the Non-GAAP gross margin was 79%, up from 77% the prior year.

General and Administrative (G&A) overhead reflects the costs of operating as a rapidly scaling public company. This includes finance, legal, HR, and executive functions needed for compliance and scale. In Q1 FY2025, G&A as a percentage of revenue was 11.9%. This ratio improved by 0.9 percentage points year-over-year in that quarter. The total operating expenses for Q3 FY2025 were $247 million (GAAP), which was an increase of 22% year-over-year. Non-GAAP operating expenses for that same quarter were $178 million, representing 85% of revenue.

Here is a breakdown illustrating the relative weight of these cost components based on the most granular data available, using Q1 FY2025 as the basis for expense ratios and Q3 FY2025 for the most recent total operating expense dollar figure for context:

Cost Component	Q1 FY2025 Expense (GAAP, $ millions)	Q1 FY2025 Expense as % of Revenue (Non-GAAP Context)	Q3 FY2025 Total Operating Expenses ($ millions)
Research and Development (R&D)	$58 million	21.9%	$70 million (GAAP R&D in Q3 FY25)
Sales and Marketing (S&M)	Not explicitly provided as GAAP dollar amount	47.2%	Not explicitly provided
General and Administrative (G&A)	Not explicitly provided as GAAP dollar amount	11.9%	Not explicitly provided
Total Operating Expenses	$217 million (GAAP Total)	85% (Non-GAAP Total in Q3 FY25)	$247 million (GAAP Total in Q3 FY25)

The trend shows a deliberate effort to maintain high R&D investment while driving operating leverage, as evidenced by the Non-GAAP operating margin moving to 7% in Q3 FY2026 from (5)% in Q3 FY2025.

Finance: draft 13-week cash view by Friday.

SentinelOne, Inc. (S) - Canvas Business Model: Revenue Streams

You're looking at how SentinelOne, Inc. (S) converts its platform adoption into actual dollars, which is almost entirely through recurring revenue models, a key indicator for software companies. The core of the business is built around subscription licensing for the Singularity Platform, which is the foundation for their Annual Recurring Revenue (ARR).

The financial performance for the last completed fiscal year shows this clearly. SentinelOne, Inc. (S) reported that its Total revenue for fiscal year 2025 was $821.5 million. This revenue base is underpinned by the subscription commitment from its customer base.

The subscription metric that really matters is the ARR. As of the end of that fiscal year, Annual Recurring Revenue (ARR) reached $920.1 million as of Jan 31, 2025. By the end of the third quarter of fiscal year 2026 (October 31, 2025), this figure had climbed further to $1.06 billion or $1,055.3 million, showing continued momentum in securing future revenue.

The revenue streams aren't just about the initial endpoint protection sale; they are heavily focused on expansion within the existing customer base. This is where upselling new modules (e.g., Purple AI, Cloud Security) to existing customers becomes a major driver. The success here is quite pronounced, as roughly 50 percent of SentinelOne's bookings during its latest reported quarter came from these emerging products outside of the core endpoint security offering.

Here's a quick look at the key revenue-driving metrics as of late 2025:

Metric	Value	Date/Period
Total Revenue	$821.5 million	Fiscal Year 2025 (ended Jan 31, 2025)
Annual Recurring Revenue (ARR)	$920.1 million	As of Jan 31, 2025
Annual Recurring Revenue (ARR)	$1.06 billion	As of Oct 31, 2025 (Q3 FY2026)
Customers with ARR >= $100k	1,411	As of Jan 31, 2025
Customers with ARR >= $100k	1,572	As of Oct 31, 2025 (Q3 FY2026)

The expansion revenue is fueled by specific platform add-ons. For instance, the AI-powered security operations tools are gaining traction:

• Purple AI attach rate reached 40-percent when licenses were sold in SentinelOne's fiscal third quarter.
• Growth in the data segment, which includes AI SIEM (security information and event management), saw triple-digit growth year-over-year during the same quarter.
• The adoption of solutions like Singularity Cloud Security and Singularity Hyperautomation is also contributing to this expansion revenue.

Beyond the core platform subscriptions and module upselling, SentinelOne, Inc. (S) also generates revenue from its professional services, notably Managed Detection and Response (MDR) services revenue. While specific MDR revenue figures aren't broken out in the latest reports, the overall platform momentum suggests strong uptake in these managed offerings, complementing the do-it-yourself subscription model. The company is clearly pushing its entire Singularity platform, which includes AI, Data, Cloud, and Endpoint capabilities, as a unified revenue generator.

Finance: review Q4 FY2026 guidance against the $1.001 billion full-year revenue forecast by next Tuesday.