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SentinelOne Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary4 Dec, 2025
Executive summary
Achieved 23% year-over-year growth in both ARR and revenue for Q3 FY26, reaching $1,055.3 million ARR and $258.9 million in revenue, exceeding expectations on top and bottom lines.
Customers with ARR of $100,000+ grew 20% to 1,572, with record ARR per customer and strong enterprise adoption of multiple solution categories.
Non-endpoint and emerging products, including data and AI solutions, accounted for about half of Q3 bookings, with triple-digit growth in Singularity Data and strong demand for AI SIEM.
CFO Barbara Larson will depart mid-January 2026, with Barry Padgett serving as interim CFO.
Expanded platform capabilities through acquisitions of Observo AI and Prompt Security, enhancing AI and data pipeline capabilities.
Financial highlights
Q3 revenue rose 23% year-over-year to $258.9 million; international revenue grew 34% and now represents 40% of total revenue.
Non-GAAP gross margin was 79% (down from 80%); GAAP gross margin was 74% (down from 75%).
Non-GAAP operating margin improved to 7% (up 1,200 bps YoY); non-GAAP net income margin reached 10% (up from break-even last year).
Free cash flow margin was 6% in Q3; cash, cash equivalents, and investments totaled $873.6 million as of October 31, 2025.
Deferred revenue was $569.5 million as of October 31, 2025.
Outlook and guidance
FY26 revenue expected at $1,001 million, up 22% year-over-year; Q4 revenue guidance is $271 million, up 20% year-over-year.
FY26 non-GAAP gross margin expected at 78.5%, Q4 at 77.5%, reflecting investments in cloud infrastructure.
FY26 non-GAAP operating margin expected at 3%, with Q4 at 5%; positive free cash flow reaffirmed for the full year.
Management expects continued macroeconomic headwinds, including longer sales cycles and deal downsizing, especially among large enterprise customers.
Provide timeline for new CFO appointment
Explain Q4 non-GAAP operating margin guidance
Update on Israel Tax Authorities settlement
Non-Endpoint bookings drivers & Flex's role
AI security adoption maturity
CFO transition: impact on profitability focus?
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Next SentinelOne earnings date
Q4 202612 Mar, 2026
Next SentinelOne earnings date
Q4 202612 Mar, 2026
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Frequently asked questions
Autonomous Cybersecurity
SentinelOne is an American cybersecurity company with multinational operations. The company specializes in autonomous endpoint protection and provides enhanced software to secure devices against a variety of threats, including malware, exploits, and live attacks in progress. SentinelOne's platform is designed to detect and respond to before they can compromise a system. It operates with a focus on delivering a proactive, predictive approach to securing endpoints, cloud environments, and Internet of Things devices. The company is headquartered in Mountain View, California, with regional offices in Japan and Germany. SentinelOne’s shares are traded on the NYSE.
Rapid Growth
SentinelOne was founded in 2013 by Tomer Weingarten, Almog Cohen, and Ehud Shamir. Recognizing the limitations of traditional antivirus software, SentinelOne developed a platform based on behavioral-based detection algorithms, offering real-time, automated protection against a variety of threats including malware and ransomware. The company rapidly gained attention for its effective and innovative technology, leading to significant growth. It garnered substantial venture capital funding, enabling continued development and expansion of its product offerings, and went public in 2021. Today, they’re well established in the cybersecurity industry together with companies such as Fortinet and Crowdstrike.
AI-Driven
SentinelOne stands out in the cybersecurity market primarily for its advanced, AI-driven endpoint protection platform. This platform is designed to seamlessly integrate with existing IT infrastructures, offering real-time, autonomous protection against a wide range of cyber threats, including malware, ransomware, and zero-day exploits. What makes SentinelOne unique is its behavioral AI model that actively learns and adapts to both known and unknown threats, providing a proactive rather than reactive approach to cybersecurity.
Beyond traditional antivirus solutions, SentinelOne offers a full suite of tools including threat detection, automated response, and detailed forensic analysis. This approach ensures not only the prevention of breaches but also swift resolution and minimal impact if an attack does occur.
The Clients
SentinelOne serves a diverse range of customers, catering to various industries and organizational sizes. Its clientele includes small and medium-sized businesses, large enterprises, and government organizations. These customers span sectors such as finance, healthcare, education, and technology, among others. The versatility of SentinelOne's platform makes it an appealing choice for organizations seeking robust, AI-driven cybersecurity solutions.
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