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Oct 31, 2025
SentinelOne Q3 2026 Earnings Report
SentinelOne reported strong third-quarter fiscal year 2026 results, with significant revenue and ARR growth, alongside improved profitability margins.
Key Takeaways
SentinelOne announced robust financial results for the third quarter of fiscal year 2026, demonstrating continued strong growth in revenue and Annualized Recurring Revenue (ARR), both increasing by 23% year-over-year. The company also achieved notable improvements in profitability, with non-GAAP operating margin reaching 7% and non-GAAP net income margin at 10%.
Total revenue increased by 23% year-over-year to $258.9 million, exceeding previous year's $210.6 million.
Annualized Recurring Revenue (ARR) grew by 23% to $1,055.3 million as of October 31, 2025.
Non-GAAP operating margin improved significantly to 7%, compared to (5)% in the prior year, indicating enhanced operational efficiency.
The company reported a non-GAAP net income margin of 10%, a substantial improvement from 0% in the same period last year.
Forward Guidance
SentinelOne provided guidance for the fourth quarter of fiscal year 2026 and the full fiscal year 2026, projecting continued revenue growth and improved non-GAAP profitability.
Positive Outlook
- Q4 FY26 revenue guidance of $271 million indicates continued growth.
- Full FY2026 revenue guidance of $1,001 million demonstrates strong annual performance.
- Non-GAAP gross margin for Q4 FY26 is projected at 77.5%, maintaining high profitability.
- Non-GAAP operating margin for Q4 FY26 is expected to be 5%, indicating sustained operational efficiency.
- Full FY2026 non-GAAP operating margin is projected at 3%, reflecting overall profitability for the year.
Challenges Ahead
- The guidance for non-GAAP financial measures excludes certain items, making direct comparison to GAAP measures difficult.
- The company acknowledges that actual results may differ materially due to various factors, including market competition and economic climate.
- Potential risks include fluctuations in operating results and the ability to attract and retain customers.
Historical Earnings Impact
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