Q1 2026 SentinelOne Inc Earnings Call Transcript
Key Points
- SentinelOne Inc (S) exceeded revenue growth expectations with a 23% increase and achieved a record free cash flow margin of 20%.
- The company expanded its customer base and drove platform adoption across AI, cloud, data, and endpoint, with Purple AI achieving triple-digit year-over-year growth in quarterly bookings.
- SentinelOne Inc (S) introduced a unified cloud security suite, enhancing real-time defense and operations, which gained strong traction among cloud security opportunities.
- The company's data solutions surpassed $100 million in ARR, highlighting the momentum of its AI SIEM offering and increasing preference for its modern AI-driven cloud-native data solution.
- SentinelOne Inc (S) achieved FedRAMP high authorization for multiple solutions, including Purple AI, marking it as the first cybersecurity agentic AI solution approved for US government organizations.
- The company observed elongated sales cycles due to macroeconomic uncertainty, impacting Q1 net new ARR.
- SentinelOne Inc (S) took a more measured stance on full-year growth assumptions due to potential macro volatility.
- Despite strong demand, the company experienced slip deals in Q1, attributed to macro volatility rather than competitive pressures.
- The guidance for the full fiscal year 2026 was slightly reduced, reflecting a decrease in internal expectations around net new ARR.
- The company noted that the federal sector faced longer sales cycles and more approval requirements, affecting deal timelines.
Hello, and welcome to the SentinelOne Q1 FY2026 earnings conference call. (Operator Instructions) As a reminder, this conference is being recorded today. If you have any objections, please disconnect at this time. I will now turn the call over to Doug Clark, Vice President, Investor Relations.
Good afternoon, everyone, and welcome to SentinelOne's earnings call for the first quarter of fiscal year 2026, which ended April 30, 2025. With us today are Tomer Weingarten, CEO; and Barbara Larson, CFO.
Our press release and an 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 webcast, and a replay will be available on our website after the call concludes.
Before we begin, I would like to remind you that during today's call, we'll be making forward-looking statements about future events and financial performance, including our guidance for the second fiscal quarter and full
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