NYSE$S
SentinelOne Inc. · Q1 2026 earnings
Q1 2026 earnings · · After market close · Investor relations
Briefing
SentinelOne announced financial results for the first quarter of fiscal year 2026
SentinelOne reported strong first-quarter fiscal year 2026 results with total revenue increasing 23% year-over-year to $229.0 million and ARR up 24% to $948.1 million. The company achieved record free cash flow margin of 20% and improved GAAP and non-GAAP operating margins.
- Total revenue for Q1 FY26 was $229.0 million, a 23% increase year-over-year.
- Annualized Recurring Revenue (ARR) reached $948.1 million as of April 30, 2025, up 24% year-over-year.
- Non-GAAP net income margin was 3% for the quarter, compared to 0% in the prior year period.
- Free cash flow margin improved to 20% in Q1 FY26, up 2 percentage points year-over-year.
Headline financials
Revenue & EPS history
SentinelOne · Revenue · Quarterly
$229M
Forward guidance
SentinelOne provided guidance for the second quarter and full fiscal year 2026, expecting continued revenue growth and improvement in non-GAAP gross and operating margins.
Tailwinds
- Q2 FY26 revenue guidance of $242 million.
- Full FY2026 revenue guidance of $996 million to $1,001 million.
- Full FY2026 non-GAAP gross margin guidance of 78.5% to 79.5%.
- Full FY2026 non-GAAP operating margin guidance of 3% to 4%.
- Q2 FY26 non-GAAP gross margin guidance of 79%.
Headwinds
- Guidance for non-GAAP financial measures excludes certain items like stock-based compensation and amortization of acquired intangibles.
- Reconciliation of non-GAAP gross margin and operating margin to GAAP is not available without unreasonable effort.
- Actual results may differ materially from forward-looking statements due to various factors.
- The utility of free cash flow as a liquidity measure is limited as it doesn't represent total cash balance change.
- Significant factors could cause actual results to differ, including competition, operating history, and market fluctuations.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports · overlaid with Q1 2026
-2.7%
Avg return
Earnings day
-1.5%
Avg return
5 days after
-6.5%
Avg return
30 days after
42%
10 / 24 earnings
Positive
+18.6%
Q4 2022
Best reaction
-37.1%
Q1 2024
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2027 | — | — | — | |
| Q4 2026 | +5.5% | +4.4% | -13.4% | |
| Q3 2026 | -14.4% | -10.2% | -13.7% | |
| Q2 2026 | +7.2% | +2.3% | +3.1% | |
| Q1 2026 | -11.5% | -7.7% | -9.3% | |
| Q4 2025 | -5.5% | +0.4% | -8.9% | |
| Q3 2025 | -9.7% | -10.5% | -17.2% | |
| Q2 2025 | -1.8% | -5.3% | -3.7% | |
| Q1 2025 | -18.8% | -16.9% | +1.6% | |
| Q4 2024 | -16.7% | -17.1% | -22.3% | |
| Q3 2024 | +15.2% | +18.6% | +16.1% | |
| Q2 2024 | +5.7% | +9.9% | +3.6% | |
| Q1 2024 | -37.1% | -36.0% | -29.4% | |
| Q4 2023 | +11.3% | +8.0% | +25.6% | |
| Q3 2023 | -2.0% | +7.9% | -6.9% | |
| Q2 2023 | -7.8% | -9.3% | -8.3% | |
| Q1 2023 | +5.8% | -3.0% | -1.3% | |
| Q1 2022 | +5.8% | -3.0% | -1.3% | |
| Q4 2020 | -4.0% | -4.0% | -26.3% | |
| Q4 2022 | +18.6% | +37.3% | +25.6% | |
| Q3 2021 | +3.5% | -4.4% | -8.8% | |
| Q3 2022 | +8.0% | +11.8% | -3.7% | |
| Q4 2021 | -7.6% | +2.2% | -17.2% | |
| Q2 2021 | -7.6% | +2.2% | -17.2% | |
| Q2 2022 | -7.0% | -14.1% | -23.0% | |
| Q1 2021 | — | — | — | |
| Q3 2019 | — | — | — | |
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| Q4 2018 | — | — | — | |
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| Q1 2018 | — | — | — | |
| Q4 2017 | — | — | — | |
| Q3 2017 | — | — | — | |
| Q2 2017 | — | — | — | |
| Q1 2017 | — | — | — | |
| Q4 2016 | — | — | — | |
| Q3 2016 | — | — | — | |
| Q2 2016 | — | — | — | |
| Q1 2016 | — | — | — | |
| Q4 2015 | — | — | — | |
| Q3 2015 | — | — | — | |
| Q2 2015 | — | — | — | |
| Q1 2015 | — | — | — | |
| Q4 2014 | — | — | — | |
| Q3 2014 | — | — | — |
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