NYSE$S
SentinelOne Inc. · Q2 2026 earnings
Q2 2026 earnings · · After market close · Investor relations
Briefing
SentinelOne exceeded $1B in ARR and delivered solid Q2 results with improved margins.
SentinelOne reached a key milestone surpassing $1 billion in ARR and continued to show operating efficiency improvements, despite reporting a net loss. Strong customer growth and gross margin expansion underpinned performance.
- ARR surpassed $1.0B for the first time, up 30% YoY.
- Revenue reached $242.2M, up 38% YoY.
- Non-GAAP gross margin expanded to 80%, showing improved efficiency.
- Customer count with ARR over $100K grew 30% YoY to 1,133.
Headline financials
Revenue & EPS history
SentinelOne · Revenue · Quarterly
$242M
Forward guidance
SentinelOne guided for continued revenue growth and improving margins in Q3 FY26, with expectations of stronger operating leverage and free cash flow.
Tailwinds
- Q3 FY26 revenue expected between $250M and $251M
- Non-GAAP gross margin expected between 79.5% and 80.0%
- Non-GAAP operating margin guided to (6)% to (5)% for Q3
- Positive free cash flow expected in Q3 FY26
- Raised full-year ARR growth guidance to 31%-32%
Headwinds
- Continued GAAP operating losses projected
- Customer acquisition costs remain elevated
- Competitive pressures in AI cybersecurity persist
- Gross margin may fluctuate with product mix
- Macroeconomic environment still poses demand risks
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 Q2 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 2016 | — | — | — | |
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| Q2 2015 | — | — | — | |
| Q1 2015 | — | — | — | |
| Q4 2014 | — | — | — | |
| Q3 2014 | — | — | — |
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