SentinelOne, Inc.

Q1 FY2027 revenue was $277 million, up 21% year over year. Total ARR growth accelerated to 23%, and net new ARR was a record $44 million, up 55% year over year. Operating margin was 4%, an improvement of about 550 basis points year over year, and EPS was $0.04, up 83% year over year. Adjusted free cash flow margin was 6.5% on a trailing 12-month basis, up about 440 basis points year over year. RPO reached a record $1.5 billion, up 30% year over year. The company ended with $812 million in cash, cash equivalents and investments and no debt. For Q2 FY2027, revenue is expected to be $289 million to $291 million and EPS $0.06 to $0.08; operating income is expected to be $23 million to $25 million. For full-year FY2027, revenue is guided to $1.195 billion to $1.205 billion, operating income to $115 million to $125 million, and EPS to $0.32 to $0.38. Management also expects a non-GAAP tax rate of about 17% and weighted average diluted shares of about 347 million in Q2 and 350 million for the full year.

Tomer Weingarten framed the quarter as validation of SentinelOne’s AI-native platform strategy, emphasizing strength across endpoint, AI security, data, cloud, and Purple AI. He repeatedly argued that AI-driven threats require a unified, autonomous security architecture, not legacy point solutions, and said the company is seeing strong traction with Prompt Security, AI SIEM, and cloud runtime protection. His tone was confident and expansive, but he also tied the growth story to sharper operating discipline and a leaner organization.

Sonalee Parekh highlighted accelerating revenue growth, record net new ARR, and stronger profitability metrics. She pointed to 4% operating margin, 6.5% adjusted free cash flow margin, $1.5 billion of RPO, and $812 million of cash with no debt, while also noting the business is gaining leverage as sales and marketing fell to 39% of revenue from 47% a year ago. She said the workforce optimization will create about $25 million of one-time restructuring charges in Q2 and about $45 million of annualized savings, and that the company plans to reinvest selectively in AI security, data, cloud, and other high-ROI areas.

Analysts focused on whether core endpoint demand is reaccelerating, how much the AI threat environment is affecting customer budgets, and whether the workforce reduction could disrupt sales execution. Management said endpoint remains the key control plane, Prompt Security is attaching well to endpoint deals, and they are also seeing demand expand into cloud workloads. On the restructuring, Tomer said there should be no major go-to-market disruption, while Sonalee said the company does not see a trade-off between growth and margin expansion and expects durable growth plus continued margin improvement. They also said revenue timing was somewhat back-half loaded even as net new ARR remained strong.