Q2 2026 SentinelOne Inc Earnings Call Transcript
Key Points
- SentinelOne Inc (S) achieved a significant milestone with total ARR growing 24% and surpassing $1 billion.
- The company reported a record second quarter net new ARR, reflecting over 20% year-over-year growth.
- Strong contributions from new customer additions and expansion of existing accounts were noted.
- SentinelOne Inc (S) launched SentinelOne Flex, a flexible licensing model that has been well-received, with an eight-figure total deal value.
- The company maintained an industry-leading gross margin of 79% and achieved operating profitability of 2% in the quarter.
- Despite strong Q2 performance, SentinelOne Inc (S) remains cautious about the second half of the year due to a dynamic macroeconomic environment.
- The acquisition of Prompt Security is expected to have an 80 basis point impact on full-year operating margin.
- There is potential variability in the timing of larger deals, which could affect revenue recognition.
- The company faces foreign exchange headwinds from a weaker US dollar.
- SentinelOne Inc (S) acknowledges the need for continued operational discipline and efficiency improvements.
Hello, and welcome to the SentinelOne Q2 FY2026 earnings conference call. (Operator Instructions) Also, as a reminder, this conference is being recorded today. If you have any objections, please disconnect at this time. I would now like to turn the call over to Saad Nazir, Head of Investor Relations.
Good afternoon, everyone, and welcome to SentinelOne's earnings call for the second quarter of fiscal year 2026, which ended July 31, 2025. With us today are Tomer Weingarten, CEO; and Barbara Larson, CFO. Our press release and earnings presentation were issued earlier today and are posted on the Investor Relations section of our website. This call and accompanying slides are being broadcast live via a webcast, and a replay will be available on our website after the call.
Before we begin, I would like to remind you that during today's call, we'll be making forward-looking statements about financial performance and future events, including our guidance for fiscal third quarter and full fiscal year
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