SentinelOne Inc (S)

SentinelOne Named SOC Platform Leader in Latio Security Operations Market ReportJune 4, 2026 11:45 AM
Business Wire Company's AI-first platform strategy, integrated data lake, and recent AI Security and AI Data Pipelines acquisitions cited as key differentiators in delivering an autonomous SOC advantage SentinelOne® (NYSE: S), the AI Security leader, today announced it has been named a SOC Platform Leader by Latio in the analyst firm's inaugural evaluation of Security Operations Center (SOC) platforms spanning EDR, XDR, SIEM, SOAR and MDR capabilities. The report delves into the rise of the AI SOC, the convergence of threat detection and response categories, and the disruption of the traditional SIEM and SOAR strategies for handling the data, speed and workflows of the SOC in the AI era. As security operations converge across detection and response, SentinelOne was recognized as one of very few vendors with the AI-native architecture and full breadth and depth of capabilities to power modern integrated security operations at scale. The Latio recognition follows a period of significant platform innovation, centered on SentinelOne's strategy to build a unified, AI-native security platform that delivers the full SOC stack on a single architecture. Central to that strategy is Purple AI®, SentinelOne's agentic SOC analyst, which operates across a unified data plane built on OCSF-normalized first and third-party data stored in a high-speed, cost-efficient security data lake. This architecture gives security teams a single location to run cross-domain investigations—from endpoint to cloud to identity—on one set of normalized data, in one place. "The market is moving from detections, alerts, and rules-based response to anticipating, reasoning, and autonomously stopping threats in realtime," said Chris Corde, Chief Product Officer at SentinelOne. "Being named a SOC Platform Leader by Latio is validation of SentinelOne’s longtime vision for autonomous security operations, and our AI-first approach to giving human defenders a decisive operating advantage.” Two recent acquisitions highlight SentinelOne's push to help customers embrace their AI advantage and protect their AI-powered enterprise. The acquisition of Observo AI, now integrated as Singularity AI Data Pipelines, embeds pre-ingestion filtering, normalization, and enrichment directly into Singularity AI SIEM, enabling customers to reduce data noise and cost before data ever enters the lake, a structural efficiency advantage that compounds at enterprise scale. The acquisition of Prompt Security further accelerated SentinelOne’s position as one of the most comprehensive AI security platforms on the market, covering the most critical areas of AI risk: employee usage, agent security, AI coding and more. The Latio SOC Platform Leader designation adds to a growing body of third-party validation of SentinelOne's platform strategy. The company has been named a Leader in the Gartner® Magic Quadrant™ for Endpoint Protection Platforms for six consecutive years, and was recognized as the 2025 Gartner® Peer Insights Customers' Choice for Extended Detection and Response (XDR) — one of only two vendors to receive that distinction. SentinelOne was also named a Leader in the 2025 IDC MarketScape for Worldwide XDR Software. Taken together, these recognitions reflect a platform consistently earning trust at the highest levels of the security market — and increasingly, across the full SOC stack. To learn more about the findings from the 2026 Latio Security Operations Report, join the upcoming webinar Wednesday July 8, 2026 at 10 a.m. PDT/1 p.m. EDT – register here. About Latio Latio is an independent technology research and advisory firm specializing in security operations. The SOC Platform Leader designation recognizes vendors demonstrating comprehensive capabilities across the modern security operations stack. About SentinelOne SentinelOne (NYSE: S) is the leader in AI security, setting the standard for using AI and automation to give defenders a decisive operating advantage. Built for those who secure our world, its platform delivers unified coverage across endpoints, identity, cloud, and AI. Powered by Autonomous Security Intelligence, SentinelOne stops attacks at machine speed, reducing risk and delivering clarity and control to stay one step ahead. Headquartered in Mountain View, California with teams worldwide, SentinelOne protects nearly one-fifth of the Fortune 500 and hundreds of Global 2000 enterprises. From Main Street to Wall Street, the world’s most critical organizations trust SentinelOne with their security. Forward-Looking Statements: This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. These statements involve known and unknown risks, uncertainties, and other factors that may cause actual results to differ materially. SentinelOne undertakes no obligation to update any forward-looking statements. Third-Party Disclaimer All third-party product names, logos, and brands mentioned in this publication are the property of their respective owners and are for identification purposes only. Use of these names, logos, and brands does not imply affiliation, endorsement, sponsorship, or association with the third party. Category: Investors View source version on businesswire.com: https://www.businesswire.com/news/home/20260604387492/en/ Media Contact:
Regan DePinto
press@sentinelone.com Original: SentinelOne Named SOC Platform Leader in Latio Security Operations Market Report

SentinelOne tumbles after revenue falls short and restructuring plan unveiled (S)May 29, 2026 10:20 AM
IH Market News Shares slide despite earnings beat SentinelOne (NYSE:S) came under heavy pressure in pre-market trading on Friday, with the cybersecurity group’s shares dropping nearly 20%, adding to a 16.8% decline recorded in after-hours trading. Investors reacted negatively after the company reported first-quarter fiscal 2027 revenue slightly below expectations and announced a workforce reduction affecting around 8% of employees. The California-based cybersecurity specialist posted adjusted revenue of $276.7 million for the quarter, narrowly missing the consensus forecast of $277.38 million. Adjusted earnings came in at $0.04 per share, comfortably ahead of analysts’ expectations of $0.02 per share. Recurring revenue growth remains strong Despite the market’s negative reaction, SentinelOne continued to deliver healthy growth across key subscription metrics. Annualized recurring revenue (ARR) increased 23% year-on-year to reach $1.16 billion at the end of the quarter. The number of customers generating at least $100,000 in ARR rose 17% from a year earlier to 1,702. “We had a solid start to the year, highlighted by record net new ARR growth and a landmark milestone as our emerging solutions reached half of our total company ARR,” chief executive Tomer Weingarten said. Cost-cutting initiative targets efficiency and AI investment Alongside its quarterly results, SentinelOne announced a restructuring programme designed to improve efficiency and redirect resources toward strategic growth initiatives. The company expects the workforce reduction to generate approximately $45 million in annual cost savings. Management said part of those savings will support profitability, while additional investment will be directed toward areas such as AI Security, Purple AI, Data and Cloud solutions. Guidance disappoints investors Investor sentiment was also weighed down by second-quarter guidance that came in slightly below market forecasts. For fiscal Q2 2027, SentinelOne expects adjusted earnings of between $0.06 and $0.08 per share on revenue ranging from $289 million to $291 million. Analysts had been forecasting revenue of approximately $292 million. Despite the softer near-term outlook, the company maintained its full-year fiscal 2027 revenue and adjusted earnings guidance. SentinelOne also increased its forecast for non-GAAP operating margin by 40 basis points to 10%, representing an improvement of 650 basis points compared with the prior year. Bernstein remains constructive on long-term outlook Analysts at Bernstein, who maintain an “outperform” rating and a $19 price target on the stock, acknowledged that revenue performance was weaker than anticipated. According to the brokerage, the top line “came in a little weaker than we expected, and missed the midpoint of their own guide by -12bps (and consensus by -24 bps).” However, Bernstein highlighted stronger performance in recurring revenue metrics. On an ARR basis, the analysts noted results were “~20bps above consensus.” They added that quarter-on-quarter ARR growth of $44 million was “the best Q1 ever, and +55% from last year.” Bernstein reiterated its $19 target price, based on a valuation framework combining a 5x next-twelve-month revenue multiple with a discounted cash flow model that assumes a 12% weighted average cost of capital and a 3% terminal growth rate. The firm reduced its revenue multiple from 5.5x, citing slightly lower revenue expectations going forward. SentinelOne stock price Original: SentinelOne tumbles after revenue falls short and restructuring plan unveiled (S)

A Microcap Just Staked a Claim in the AI Agent Security Land GrabMay 29, 2026 9:48 AM
PR Newswire (US) Issued on behalf of Integrated Cyber Solutions Inc. dba Integrated Quantum Technologies (CSE: ICS) (OTCQB: IGCRF) (FSE: Y4G)As enterprises rush to deploy autonomous AI agents, a new security problem is emerging that the old cybersecurity playbook wasn't built for — and a small Vancouver-based company just put a flag in the ground with a framework called MASQ.USA News Group News Commentary NEW YORK, May 29, 2026 /PRNewswire/ -- Every few years, enterprise technology produces a category that didn't exist the year before. In 2026, that category is AI agent security. Autonomous AI agents — software that can reason, make decisions, and take actions across a company's systems without a human pressing every button — are moving from pilot projects into production at remarkable speed. And with them comes a problem the traditional security stack was never designed to solve: how do you control what an AI agent is allowed to see, what it's allowed to do, and how its internal reasoning is protected while it's doing it? Integrated Cyber Solutions Inc., doing business as Integrated Quantum Technologies (CSE: ICS) (OTCQB: IGCRF) (FSE: Y4G), just announced its answer. The company has initiated the patent process for MASQ™ — short for Machine Action Security Quotient — a governance and security framework built specifically for AI agents and autonomous AI systems.What MASQ is actually trying to solveThe pitch is straightforward once you see the problem it targets. Today's AI agents don't just answer questions; they connect to APIs, call external tools, query enterprise databases, and increasingly talk to other agents through emerging plumbing like MCP (Model Context Protocol) servers. Each of those connection points is a place where an agent could access something it shouldn't, take an action nobody authorized, or leak sensitive information held in its working memory.MASQ is designed to sit across those control points and govern four things: what permissions and actions an agent is authorized to perform; what enterprise systems and data it can reach; how it interacts with APIs, external tools, and MCP servers; and — the most distinctive piece — how the sensitive information inside an agent's context window, internal attention states, and reasoning environment is protected during machine-to-machine interaction. That last element is the part most traditional cybersecurity architectures simply don't address, because they were built to protect networks and endpoints, not the live reasoning state of an autonomous machine."AI agents are becoming increasingly autonomous and interconnected, and organizations will require governance systems capable of controlling not only what agents can access and execute, but also how sensitive contextual reasoning data is protected during machine-to-machine interaction," said Jeremy J. Samuelson, EVP, Artificial Intelligence & Innovation at Integrated Quantum, who joined the company in January 2026 after serving as Principal Data and AI Scientist for Digital Identity Engineering at Equifax and is credited as the inventor of the company's VEIL technology. "This patent initiative reflects our continued focus on building foundational infrastructure for secure enterprise AI deployment."A piece of a bigger platformMASQ isn't a standalone bet. The company intends it to become a core component of its broader AIQu™ platform — a security-first, privacy-preserving, and what the company describes as quantum-resilient AI infrastructure layer. AIQu's first commercial product, VEIL™ (Vector-Encoded Information Layer), is the company's patent-pending technology aimed at protecting sensitive data across the enterprise AI and machine-learning pipeline by reducing the need to expose raw data in the first place. The company also markets a SecureGuard360™ cybersecurity platform and a managed-services offering.It's worth being precise about where MASQ stands today, because the language matters. The company has initiated the patent process and engaged intellectual property counsel — this is the beginning of a filing effort, not a granted patent or even, on its face, a completed application. MASQ is described as "being developed." For investors, that distinction is the difference between a roadmap and a shipping product, and it should be read as the former. The company's earlier AIQu provisional patent filing (30 claims, filed in January 2026) is a separate matter from this MASQ initiative.Why the timing is the storyThe reason a framework like MASQ is getting attention has less to do with this one microcap and more to do with how fast the surrounding market is moving. The numbers from the established players tell the story.In January 2026, Gartner projected that AI-cybersecurity spending — covering both securing AI and using AI to defend — would grow at a roughly 74% compound annual rate from 2024 through 2029, more than double the growth rate of AI spending overall. That is the kind of forecast that pulls every serious security vendor into the space, and they have arrived. The agentic-AI-security category now has real product from the largest names in cybersecurity, which is both validation of the thesis and a sharp reminder of how much competition a microcap faces.How IQT sits among the companies defining this spaceTo understand the market MASQ is entering, it helps to look at what the established public companies are already shipping. These are not peers of IQT in scale — they are giants, and the contrast is the point: IQT is a microcap staking an early claim in a category these companies are pouring resources into.CrowdStrike (NASDAQ: CRWD) has moved aggressively into agentic security, launching its Charlotte AI AgentWorks ecosystem and tools explicitly designed to secure AI agents and govern "shadow AI" across endpoints, SaaS, and cloud. CrowdStrike's scale — and the breadth of its launch partners — illustrates how central agent governance has become to the enterprise security roadmap.Palo Alto Networks (NASDAQ: PANW) made the category's biggest statement by completing its roughly US$25 billion acquisition of identity-security leader CyberArk in February 2026, explicitly to secure "human, machine, and agentic identity." That deal — one of the largest in cybersecurity history — is the clearest possible signal that controlling what autonomous agents can access and do is now seen as foundational infrastructure, not a niche feature.Okta (NASDAQ: OKTA) has reframed identity itself around the agentic era with "Okta for AI Agents," a platform (generally available April 30, 2026) built to discover both sanctioned and unsanctioned AI agents, treat them as governed identities, and apply lifecycle controls. Okta's framing — that identity becomes a runtime system continuously evaluating what an agent does — maps closely to the problem MASQ describes.SentinelOne (NYSE: S) introduced Prompt AI Agent Security, a real-time discovery and governance control plane for AI agents and agentic workflows that explicitly enforces policy across MCP servers operating in a customer's environment — the same machine-to-machine connection layer MASQ targets. SentinelOne's product is perhaps the closest functional analog to what IQT describes, deployed at enterprise scale.The honest takeaway from that lineup cuts both ways. On one hand, the presence of CrowdStrike, Palo Alto, Okta, and SentinelOne validates that AI agent governance is a real and rapidly growing market. On the other, it means a pre-revenue microcap with a framework still in development is entering a field crowded with extraordinarily well-resourced incumbents. Both things are true at once, and investors should hold them together.The market-awareness pieceAlongside the MASQ news, IQT announced two business-development moves. It appointed Euroswiss Capital Partners Inc., a Switzerland-based capital-markets advisory firm, as a strategic marketing and financial-advisory partner under a 12-month, non-exclusive consulting agreement (fixed fee of $100,000) to raise the company's profile across central Europe; an affiliate of Euroswiss holds 200,000 common shares, and the agreement was negotiated at arm's length. Separately, the company entered an investor-awareness agreement to support North American financial-news distribution. These are visibility initiatives — the kind small-cap issuers commonly use to broaden their investor reach — and they should be understood as marketing arrangements rather than indicators of commercial traction for MASQ itself.The bottom lineMASQ is an early-stage idea aimed squarely at a real and fast-growing problem. The thesis behind it — that autonomous AI agents need a governance layer purpose-built for what they can access, what they can do, and how their reasoning is protected — is being independently validated by the largest companies in cybersecurity, which are spending billions to address exactly that. That's the bull case.The bear case is equally plain: IQT is a microcap that has initiated a patent process on a framework still in development, in a category where it competes against some of the best-capitalized security companies on the planet. Whether MASQ becomes a defensible product, a licensed piece of intellectual property, or simply an early marker of ambition is a question that only execution — and time — will answer. What the company has done is plant a flag in one of the most consequential enterprise-technology shifts of the decade. What it builds on that claim is the part still to be written.For full company detail and ongoing updates, visit IQT's USA News Group landing page: https://usanewsgroup.com/ics-landing/Contact:USA News Group
info @therooster-2873Sources:Integrated Cyber Solutions Inc. dba Integrated Quantum Technologies, "Integrated Quantum Technologies Debuts MASQ™, an AI Agent Governance and Security Architecture, Initiates Patent Process, and Announces Strategic Market Awareness Initiatives," Newsfile Corp., May 28, 2026.Integrated Quantum Technologies, "Files Provisional Patent for Post-Quantum AI Infrastructure Platform, AIQu" (30 claims; VEIL™), January 13, 2026; EVP AI appointment (Jeremy Samuelson), January 2026.CrowdStrike Holdings, "CrowdStrike Launches the Charlotte AI AgentWorks Ecosystem," March 25, 2026; "Secure AI Agents and Govern Shadow AI," March 2026.Palo Alto Networks, "Palo Alto Networks Completes Acquisition of CyberArk to Secure the AI Era," February 11, 2026.Okta, "Okta announces new blueprint for the secure agentic enterprise" / "Okta for AI Agents" (GA April 30, 2026), March 2026.SentinelOne, "SentinelOne Unveils New AI Security Offerings" (Prompt AI Agent Security; MCP-server policy enforcement), March 23, 2026; Gartner AI-cybersecurity spend forecast (~73.9% CAGR, 2024–2029), January 2026.DISCLAIMER:Nothing in this publication should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is a paid advertisement and is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. USA News Group is a wholly-owned subsidiary of Market IQ Media Group (MIQ). MIQ has been paid a fee for Integrated Cyber Solutions (ICS). advertising and digital media from the company directly. There may be 3rd parties who may have shares of ICS, and may liquidate their shares which could have a negative effect on the price of the stock. This compensation constitutes a conflict of interest as to our ability to remain objective in our communication regarding the profiled company. Because of this conflict, individuals are strongly encouraged to not use this publication as the basis for any investment decision. The owner/operator of MIQ owns shares of ICS which were purchased in the open market, and/or through private placements, and reserve the right to buy and sell, and will sell shares of ICS at any time without any further notice commencing immediately and ongoing. We also expect further compensation as an ongoing digital media effort to increase visibility for the company, no further notice will be given, but let this disclaimer serve as notice that all material, including this article, which is disseminated by MIQ has been approved by ICS; this is a paid advertisement, we currently own shares of ICS and will sell shares of the company in the open market, or through private placements, and/or other investment vehicles. While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in our newsletter is not trustworthy unless verified by their own independent research. Also, because events and circumstances frequently do not occur as expected, there will likely be differences between any predictions and actual results. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may likely lose some or all of the investment.Logo: https://mma.prnewswire.com/media/2838876/5656770/USA_News_Group_Logo.jpg View original content:https://www.prnewswire.com/news-releases/a-microcap-just-staked-a-claim-in-the-ai-agent-security-land-grab-302785726.htmlSOURCE USA News Group Original: A Microcap Just Staked a Claim in the AI Agent Security Land Grab

SentinelOne Announces First Quarter Fiscal Year 2027 Financial ResultsMay 28, 2026 4:10 PM
Business Wire Revenue growth accelerated to 21% year-over-year ARR growth accelerated to 23% year-over-year Raising Non-GAAP Operating Income outlook for Fiscal Year 2027 SentinelOne, Inc. (NYSE: S) today announced financial results for the first quarter of fiscal year 2027 ended April 30, 2026. “We had a solid start to the year, highlighted by record net new ARR growth and a landmark milestone as our emerging solutions reached half of our total company ARR,” said Tomer Weingarten, CEO of SentinelOne. “We are actively pushing the frontier of autonomous, agentic defense across AI, Data, Cloud, and the Endpoint. Enterprises recognize that securing the AI era requires machine speed defense which only truly modern infrastructure can deliver, and they are choosing SentinelOne as the foundation to build upon.” “Our first-quarter results reflect record net new ARR growth and strong operating profit margin, highlighting the operating leverage inherent within our business model as we continue to scale,” said Sonalee Parekh, CFO of SentinelOne. “We are investing in innovation alongside our key growth opportunities while raising our operating income outlook for the year.” First Quarter Fiscal Year 2027 Highlights (All metrics are compared to the first quarter of fiscal year 2026 unless otherwise noted) Total revenue grew 21% to $277 million, compared to $229 million. Annualized recurring revenue (ARR) grew 23% to $1,163 million as of April 30, 2026. Customers with ARR of $100,000 or more grew 17% to 1,702 as of April 30, 2026. Gross margin: GAAP gross margin was 72%, compared to 75%. Non-GAAP gross margin was 77%, compared to 79%. Operating margin: GAAP operating margin was (29)%, compared to (38)%. Non-GAAP operating margin was 4%, compared to (2)%. Net income (loss) margin: GAAP net loss margin was (28)%, compared to (91)%. Non-GAAP net income margin was 4%, compared to 3%. Cash flow margin: Operating cash flow margin was 14%, compared to 23%. Adjusted free cash flow margin was 22%, compared to 20%. Cash, cash equivalents, and investments were $812 million as of April 30, 2026. Financial Outlook We are providing the following guidance for the second quarter of fiscal year 2027, and for fiscal year 2027 (ending January 31, 2027).   Q2 Fiscal Year 2027 Guidance   Fiscal Year 2027 Guidance Revenue $289 - 291 million   $1.195 - 1.205 billion Non-GAAP operating income $23 - 25 million   $115 - 125 million Non-GAAP diluted earnings per share (EPS) $0.06 - 0.08   $0.32 - 0.38 Diluted weighted average shares outstanding 347 million   350 million Non-GAAP tax rate 17%   17% These statements are forward-looking and actual results may differ materially as a result of many factors. Refer to the below for information on the factors that could cause our actual results to differ materially from these forward-looking statements. Guidance for non-GAAP financial measures excludes stock-based compensation expense, employer payroll tax on employee stock transactions, amortization of acquired intangible assets, acquisition-related compensation costs, restructuring charges, gains and losses on strategic investments, and certain discrete tax expenses. We have not provided the most directly comparable GAAP measures because certain items are out of our control or cannot be reasonably predicted. Accordingly, a reconciliation of non-GAAP operating income, non-GAAP EPS and diluted weighted average shares outstanding is not available without unreasonable effort. Webcast Information We will host a live audio webcast for analysts and investors to discuss our earnings results for the first quarter of fiscal year 2027 and outlook for second quarter of fiscal year 2027 and full fiscal year 2027 today, May 28, 2026, at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time). The live webcast and a recording of the event will be available on the Investor Relations section of our website at investors.sentinelone.com. We have used, and intend to continue to use, the Investor Relations section of our website at investors.sentinelone.com as a means of disclosing material nonpublic information and for complying with our disclosure obligations under Regulation FD. Forward-Looking Statements This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which statements involve risks and uncertainties, including but not limited to statements regarding our future growth, execution, product innovation and technological development, competitive position, and future financial and operating performance, including our financial outlook for the second quarter of fiscal year 2027 and our full fiscal year 2027; progress towards our long-term profitability targets; and general market trends. The words “believe,” “may,” “will,” “potentially,” “estimate,” “continue,” “anticipate,” “intend,” “could,” “would,” “project,” “target,” “plan,” “expect,” or the negative of these terms and similar expressions are intended to identify forward-looking statements. However, not all forward-looking statements contain these identifying words. There are a significant number of factors that could cause our actual results to differ materially from statements made in this press release, including but not limited to: our limited operating history; our history of losses; intense competition in the market we compete in; fluctuations in our operating results; actual or perceived network or security incidents against us; actual or perceived defects, errors or vulnerabilities in our platform; our ability to successfully integrate any acquisitions and strategic investments; risks associated with managing our rapid growth; general global, political, economic, and macroeconomic climate, including but not limited to, the changes in U.S. federal spending and policies, including government shutdowns, significant political or regulatory developments or changes in trade policy, actual or perceived instability in the banking industry; supply chain disruptions; a potential recession, inflation, and interest rate volatility; geopolitical conflicts around the world; our ability to attract new and retain existing customers, or renew and expand our relationships with them; the ability of our platform to effectively interoperate within our customers' IT infrastructure; disruptions or other business interruptions that affect the availability of our platform including cybersecurity incidents; the failure to timely develop and achieve market acceptance of new products and subscriptions as well as existing products, subscriptions and support offerings; rapidly evolving technological developments in the market for security products and subscription and support offerings; length of sales cycles; and risks of securities class action litigation. Additional risks and uncertainties that could affect our financial results are included under the captions “Risk Factors” and “Management’s Discussion and Analysis of Financial Condition and Results of Operations” set forth in our filings and reports with the Securities and Exchange Commission (SEC), including our most recently filed Annual Report on Form 10-K, dated March 19, 2026, subsequent Quarterly Reports on Form 10-Q and other filings and reports that we may file from time to time with the SEC, copies of which are available on our website at investors.sentinelone.com and on the SEC’s website at www.sec.gov. You should not rely on these forward-looking statements, as actual outcomes and results may differ materially from those contemplated by these forward-looking statements as a result of such risks and uncertainties. All forward-looking statements in this press release are based on information and estimates available to us as of the date hereof, and were based on current expectations, estimates, forecasts, and projections as well as the beliefs and assumptions of management. We do not assume any obligation to update the forward-looking statements provided to reflect events that occur or circumstances that exist after the date of this press release or to reflect new information or the occurrence of unexpected events, except as required by law. We may not actually achieve the plans, intentions, or expectations disclosed in our forward-looking statements, and you should not place undue reliance on our forward-looking statements. Non-GAAP Financial Measures In addition to our results being determined in accordance with GAAP, we believe the following non-GAAP measures are useful in evaluating our operating performance. We use the following non-GAAP financial information to evaluate our ongoing operations and for internal planning and forecasting purposes. We believe that non-GAAP financial information, when taken collectively, with the financial information presented in accordance with GAAP, may be helpful to investors because it provides consistency and comparability with past financial performance. However, non-GAAP financial information is presented for supplemental informational purposes only, has limitations as an analytical tool, and should not be considered in isolation or as a substitute for financial information presented in accordance with GAAP. Other companies, including companies in our industry, may calculate similarly titled non-GAAP measures differently or may use other measures to evaluate their performance, all of which could reduce the usefulness of our non-GAAP financial measures as tools for comparison. In addition, the utility of free cash flow and adjusted free cash flow as a measure of our liquidity is limited as it does not represent the total increase or decrease in our cash balance for a given period. Reconciliations between non-GAAP financial measures to the most directly comparable financial measure stated in accordance with GAAP are contained below. Investors are encouraged to review the related GAAP financial measures and the reconciliation of these non-GAAP financial measures to their most directly comparable GAAP financial measures and not rely on any single financial measure to evaluate our business. As presented in the “Reconciliation of GAAP to Non-GAAP Financial Information” table below, each of the non-GAAP financial measures excludes one or more of the following items: Stock-based compensation expense Stock-based compensation expense is a non-cash expense that varies in amount from period to period and is dependent on market forces that are often beyond our control. As a result, management excludes this item from our internal operating forecasts and models. Management believes that non-GAAP measures adjusted for stock-based compensation expense provide investors with a basis to measure our core performance against the performance of other companies without the variability created by stock-based compensation as a result of the variety of equity awards used by other companies and the varying methodologies and assumptions used. Employer payroll tax on employee stock transactions Employer payroll tax expenses related to employee stock transactions are tied to the vesting or exercise of underlying equity awards and the price of our common stock at the time of vesting, which varies in amount from period to period and is dependent on market forces that are often beyond our control. As a result, management excludes this item from our internal operating forecasts and models. Management believes that non-GAAP measures adjusted for employer payroll taxes on employee stock transactions provide investors with a basis to measure our core performance against the performance of other companies without the variability created by employer payroll taxes on employee stock transactions as a result of the stock price at the time of employee exercise. Amortization of acquired intangible assets Amortization of acquired intangible assets expense is tied to the intangible assets that were acquired in conjunction with acquisitions, which results in non-cash expenses that may not otherwise have been incurred. Management believes excluding the expense associated with intangible assets from non-GAAP measures allows for a more accurate assessment of our ongoing operations and provides investors with a better comparison of period-over-period operating results. Acquisition-related compensation costs Acquisition-related compensation costs include cash-based compensation expenses resulting from the employment retention of certain employees established in accordance with the terms of each acquisition. Acquisition-related cash-based compensation costs have been excluded as they were specifically negotiated as part of the acquisitions in order to retain such employees and relate to cash compensation that was made either in lieu of stock-based compensation or where the grant of stock-based compensation awards was not practicable. In most cases, these acquisition-related compensation costs are not factored into management’s evaluation of potential acquisitions or our performance after completion of acquisitions, because they are not related to our core operating performance. In addition, the frequency and amount of such charges can vary significantly based on the size and timing of acquisitions and the maturities of the businesses being acquired. Excluding acquisition-related compensation costs from non-GAAP measures provides investors with a basis to compare our results against those of other companies without the variability caused by purchase accounting. Restructuring charges Restructuring charges primarily relate to contract termination charges, severance payments, employee benefits, stock-based compensation and asset impairment charges related to facilities. These restructuring charges are excluded from non-GAAP financial measures because they are the result of discrete events that are not considered core-operating activities. We believe that it is appropriate to exclude restructuring charges from non-GAAP financial measures because it enables the comparison of period-over-period operating results from continuing operations. Gains and losses on strategic investments Gains and losses on strategic investments relate to the subsequent changes in the recorded value of our strategic investments. These gains and losses are excluded from non-GAAP financial measures because they are the result of discrete events that are not considered core-operating activities. We believe that it is appropriate to exclude gains and losses from strategic investments from non-GAAP financial measures because it enables the comparison of period-over-period net income (loss). Provision for income taxes Certain discrete tax items that are not indicative of our core operating performance are excluded from our non-GAAP results. During the three months ended April 30, 2026, these items primarily consist of interest expense accrued on our liability under the final Assessment Agreement (the Agreement) entered into with the Israeli Tax Authority (ITA). These exclusions provide investors with a clearer view of our underlying financial results and facilitate meaningful comparisons across reporting periods. Effective in the first quarter of fiscal year 2027, we adopted a 17% non-GAAP tax rate for current and future reporting periods. This rate is subject to change based on shifts in our geographic earnings mix or changes in applicable tax law. Dilutive shares applying the treasury stock method During periods in which we incur a net loss under a GAAP basis, we exclude certain potential common stock equivalents from our GAAP diluted shares because their effect would have been anti-dilutive. In periods where we have net income on a non-GAAP basis, these common stock equivalents would have been dilutive. Accordingly, we have included the impact of these common stock equivalents in the calculation of our non-GAAP diluted net income per share applying the treasury stock method. Non-GAAP Cost of Revenue, Non-GAAP Gross Profit, Non-GAAP Gross Margin, Non-GAAP Income (Loss) from Operations, Non-GAAP Operating Margin, Non-GAAP Net Income, Non-GAAP Net Income Margin and Non-GAAP Net Income Per Share We define these non-GAAP financial measures as their respective GAAP measures, excluding the expenses referenced above. We use these non-GAAP financial measures as part of our overall assessment of our performance, including the preparation of our annual operating budget and quarterly forecasts, to evaluate the effectiveness of our business strategies, and to communicate with our board of directors concerning our financial performance. Free Cash Flow and Adjusted Free Cash Flow We define free cash flow as cash provided by operating activities less purchases of property and equipment and capitalized internal-use software costs. We define adjusted free cash flow as free cash flow, excluding the impact of discrete cash income tax payments relating to the Agreement entered into with the ITA. We believe free cash flow and adjusted free cash flow are useful indicators of liquidity that provides our management, board of directors, and investors with information about our future ability to generate or use cash to enhance the strength of our balance sheet and further invest in our business and pursue potential strategic initiatives. Key Business Metrics We monitor the following key metrics to help us evaluate our business, identify trends affecting our business, formulate business plans, and make strategic decisions. Annualized Recurring Revenue (ARR) We believe that ARR is a key operating metric to measure our business because it is driven by our ability to acquire new subscription, consumption, and usage-based customers, and to maintain and expand our relationship with existing customers. ARR represents the annualized revenue run rate of our subscription, consumption and usage-based agreements at the end of a reporting period, assuming contracts are renewed on their existing terms for customers that are under contracts with us. ARR is not a forecast of future revenue, which can be impacted by contract start and end dates, usage, renewal rates, and other contractual terms. Customers with ARR of $100,000 or More We believe that our ability to increase the number of customers with ARR of $100,000 or more is an indicator of our market penetration and strategic demand for our platform. We define a customer as an entity that has an active subscription for access to our platform. We count Managed Service Providers, Managed Security Service Providers, Managed Detection & Response firms, and Original Equipment Manufacturers, who may purchase our products on behalf of multiple companies, as a single customer. We do not count our reseller or distributor channel partners as customers. Category: Investors SENTINELONE, INC. CONDENSED CONSOLIDATED BALANCE SHEETS (in thousands) (unaudited)     April 30,   January 31,   2026   2026 Assets       Current assets:       Cash and cash equivalents $ 153,228     $ 169,627   Short-term investments   503,559       459,041   Accounts receivable, net   180,688       289,079   Deferred contract acquisition costs, current   70,547       70,981   Prepaid expenses and other current assets   57,832       61,857   Total current assets   965,854       1,050,585   Property and equipment, net   87,597       84,008   Long-term investments   155,702       140,898   Deferred contract acquisition costs, non-current   85,347       89,659   Intangible assets, net   119,038       129,548   Goodwill   912,671       912,671   Other assets   30,086       30,733   Total assets $ 2,356,295     $ 2,438,102   Liabilities and Stockholders’ Equity       Current liabilities:       Accounts payable $ 7,624     $ 10,299   Accrued payroll and benefits   74,752       79,006   Deferred revenue, current   509,963       549,790   Accrued expenses and other current liabilities   79,941       117,260   Total current liabilities   672,280       756,355   Deferred revenue, non-current   76,228       83,277   Other liabilities   169,666       161,325   Total liabilities   918,174       1,000,957   Stockholders’ equity:       Preferred stock   —       —   Class A common stock   34       33   Class B common stock   1       1   Additional paid-in capital   3,591,419       3,513,017   Accumulated other comprehensive income   1,051       2,314   Accumulated deficit   (2,154,384 )     (2,078,220 ) Total stockholders’ equity   1,438,121       1,437,145   Total liabilities and stockholders’ equity $ 2,356,295     $ 2,438,102   SENTINELONE, INC. CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS (in thousands, except share and per share data) (unaudited)     Three Months Ended April 30,   2026   2025 Revenue $ 276,657     $ 229,029   Cost of revenue(1)   77,965       56,532   Gross profit   198,692       172,497   Operating expenses:       Research and development(1)   95,770       72,253   Sales and marketing(1)   132,111       133,881   General and administrative(1)   50,497       48,679   Restructuring(1)   32       5,167   Total operating expenses   278,410       259,980   Loss from operations   (79,718 )     (87,483 ) Interest income, net   6,827       12,290   Other income, net   2,490       492   Loss before income taxes   (70,401 )     (74,701 ) Provision for income taxes   5,763       133,492   Net loss $ (76,164 )   $ (208,193 ) Net loss per share attributable to Class A and Class B common stockholders, basic and diluted $ (0.23 )   $ (0.63 ) Weighted-average shares used in computing net loss per share attributable to Class A and Class B common stockholders, basic and diluted   337,000,297       327,976,349           (1) Includes stock-based compensation expense as follows:       Cost of revenue $ 5,895     $ 4,665   Research and development   28,948       20,941   Sales and marketing   20,285       22,915   General and administrative   19,761       20,170   Restructuring   —       (36 ) Total stock-based compensation expense $ 74,889     $ 68,655   SENTINELONE, INC. CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS (in thousands) (unaudited)     Three Months Ended April 30,   2026   2025 CASH FLOW FROM OPERATING ACTIVITIES:       Net loss $ (76,164 )   $ (208,193 ) Adjustments to reconcile net loss to net cash provided by operating activities:       Depreciation and amortization   16,839       10,848   Amortization of deferred contract acquisition costs   20,347       18,610   Non-cash operating lease costs   1,058       1,096   Stock-based compensation expense   74,889       68,655   Change in fair value of derivative instruments and related foreign currency loss on tax liabilities, net   5,804       —   Net (gain) loss on strategic investments   (5,108 )     3   Accretion of discounts, and amortization of premiums on investments, net   (753 )     (2,780 ) Asset impairment charges   236       2,171   Other   169       546   Changes in operating assets and liabilities, net of effects of acquisitions       Accounts receivable   108,222       80,580   Prepaid expenses and other assets   (2,583 )     (4,215 ) Deferred contract acquisition costs   (15,602 )     (14,738 ) Accounts payable   (2,336 )     13,402   Accrued expenses and other liabilities   (34,126 )     130,676   Accrued payroll and benefits   (4,253 )     (16,408 ) Operating lease liabilities   (1,270 )     (1,191 ) Deferred revenue   (46,876 )     (26,788 ) Net cash provided by operating activities   38,493       52,274   CASH FLOW FROM INVESTING ACTIVITIES:       Purchases of property and equipment   (424 )     (146 ) Purchases of intangible assets   (56 )     (21 ) Capitalization of internal-use software   (7,354 )     (6,684 ) Purchases of investments   (211,966 )     (167,258 ) Proceeds from sales, maturities and return of capital of investments   156,867       108,517   Cash paid for acquisitions, net of cash acquired   (952 )     —   Net cash used in investing activities   (63,885 )     (65,592 ) CASH FLOW FROM FINANCING ACTIVITIES:       Proceeds from exercise of stock options   882       12,277   Net cash provided by financing activities   882       12,277   NET CHANGE IN CASH, CASH EQUIVALENTS, AND RESTRICTED CASH   (24,510 )     (1,041 ) CASH, CASH EQUIVALENTS, AND RESTRICTED CASH–Beginning of period   196,158       193,302   CASH, CASH EQUIVALENTS, AND RESTRICTED CASH–End of period $ 171,648     $ 192,261   SENTINELONE, INC. RECONCILIATION OF GAAP TO NON-GAAP FINANCIAL INFORMATION (in thousands, except percentages and per share data) (unaudited)     Three Months Ended April 30,   2026   2025 Cost of revenue reconciliation:       GAAP cost of revenue $ 77,965     $ 56,532   Stock-based compensation expense   (5,895 )     (4,665 ) Employer payroll tax on employee stock transactions   (231 )     (230 ) Amortization of acquired intangible assets   (7,959 )     (4,059 ) Acquisition-related compensation   (5 )     (20 ) Non-GAAP cost of revenue $ 63,875     $ 47,558           Gross profit reconciliation:       GAAP gross profit $ 198,692     $ 172,497   Stock-based compensation expense   5,895       4,665   Employer payroll tax on employee stock transactions   231       230   Amortization of acquired intangible assets   7,959       4,059   Acquisition-related compensation   5       20   Non-GAAP gross profit $ 212,782     $ 181,471           Gross margin reconciliation:       GAAP gross margin   72 %     75 % Stock-based compensation expense   2 %     2 % Employer payroll tax on employee stock transactions   — %     — % Amortization of acquired intangible assets   3 %     2 % Acquisition-related compensation   — %     — % Non-GAAP gross margin   77 %     79 %         Research and development expense reconciliation:       GAAP research and development expense $ 95,770     $ 72,253   Stock-based compensation expense   (28,948 )     (20,941 ) Employer payroll tax on employee stock transactions   (391 )     (531 ) Acquisition-related compensation   (2,239 )     (674 ) Non-GAAP research and development expense $ 64,192     $ 50,107           Sales and marketing expense reconciliation:       GAAP sales and marketing expense $ 132,111     $ 133,881   Stock-based compensation expense   (20,285 )     (22,915 ) Employer payroll tax on employee stock transactions   (471 )     (692 ) Amortization of acquired intangible assets   (2,469 )     (2,180 ) Acquisition-related compensation   (1,079 )     (17 ) Non-GAAP sales and marketing expense $ 107,807     $ 108,077           General and administrative expense reconciliation:       GAAP general and administrative expense $ 50,497     $ 48,679   Stock-based compensation expense   (19,761 )     (20,170 ) Employer payroll tax on employee stock transactions   (498 )     (1,295 ) Non-GAAP general and administrative expense $ 30,238     $ 27,214           Restructuring expense reconciliation:       GAAP restructuring expense $ 32     $ 5,167   Stock-based compensation   —       36   Other restructuring charges   (32 )     (5,203 ) Non-GAAP restructuring expense $ —     $ —           Operating loss reconciliation:       GAAP operating loss $ (79,718 )   $ (87,483 ) Stock-based compensation expense   74,889       68,655   Employer payroll tax on employee stock transactions   1,591       2,748   Amortization of acquired intangible assets   10,428       6,239   Acquisition-related compensation   3,323       711   Other restructuring charges   32       5,203   Non-GAAP operating income (loss) $ 10,545     $ (3,927 )         Operating margin reconciliation:       GAAP operating margin   (29 )%     (38 )% Stock-based compensation expense   27 %     30 % Employer payroll tax on employee stock transactions   1 %     1 % Amortization of acquired intangible assets   4 %     3 % Acquisition-related compensation   1 %     — % Other restructuring charges   — %     2 % Non-GAAP operating margin   4 %     (2 )%         Provision for income taxes reconciliation:       GAAP provision for income taxes $ 5,763     $ 133,492   Income tax adjustments   (3,264 )     (131,283 ) Non-GAAP provision for income taxes (1) $ 2,499     $ 2,209           Net income (loss) reconciliation:       GAAP net loss $ (76,164 )   $ (208,193 ) Stock-based compensation expense   74,889       68,655   Employer payroll tax on employee stock transactions   1,591       2,748   Amortization of acquired intangible assets   10,428       6,239   Acquisition-related compensation   3,323       711   Other restructuring charges   32       5,203   Net (gain) loss on strategic investments   (5,108 )     3   Provision for income taxes (1)   3,264       131,283   Non-GAAP net income $ 12,255     $ 6,649   Net income (loss) margin reconciliation:       GAAP net loss margin   (28 )%     (91 )% Stock-based compensation   27 %     30 % Employer payroll tax on employee stock transactions   1 %     1 % Amortization of acquired intangible assets   4 %     3 % Acquisition-related compensation   1 %     — % Other restructuring charges   — %     2 % Net (gain) loss on strategic investments   (2 )%     — % Provision for income taxes (1)   1 %     57 % Non-GAAP net income margin*   4 %     3 %         GAAP basic and diluted shares   337,000,297       327,976,349   Dilutive shares under the treasury stock method   5,000,509       11,350,541   Non-GAAP diluted shares   342,000,806       339,326,890           Diluted EPS reconciliation:       GAAP net loss per share, basic and diluted $ (0.23 )   $ (0.63 ) Stock-based compensation expense   0.22       0.20   Employer payroll tax on employee stock transactions   —       0.01   Amortization of acquired intangible assets   0.03       0.02   Acquisition-related compensation   0.01       —   Other restructuring charges   —       0.02   Net (gain) loss on strategic investments   (0.01 )     —   Provision for income taxes (1)   0.01       0.39   Adjustment to fully diluted earnings per share (2)   0.01       0.01   Non-GAAP net income per share, diluted $ 0.04     $ 0.02     *Certain figures may not sum due to rounding.   (1) Effective in the first quarter of fiscal year 2027, we adopted a long-term projected non-GAAP tax rate of 17% to calculate non-GAAP net income. The projected rate reflects our expectations of its long-term tax structure and jurisdictional mix of income.   (2) For periods in which we had diluted non-GAAP net income per share, the sum of the impact of individual reconciling items may not total to diluted non-GAAP net income per share because the basic share counts used to calculate GAAP net loss per share differ from the diluted share counts used to calculate non-GAAP net income per share, and because of rounding differences. The GAAP net loss per share calculation uses a lower share count as it excludes dilutive shares which are included in calculating the non-GAAP net income per share. SENTINELONE, INC. SELECTED CASH FLOW INFORMATION (in thousands) (unaudited)   Reconciliation of cash provided by operating activities to free cash flow and adjusted free cash flow:     Three Months Ended April 30,   2026   2025 GAAP net cash provided by operating activities $ 38,493     $ 52,274   Less: Purchases of property and equipment   (424 )     (146 ) Less: Capitalized internal-use software   (7,354 )     (6,684 ) Free cash flow   30,715       45,444   Add: Cash income tax payments relating to the ITA Agreement   30,658       —   Adjusted free cash flow $ 61,373     $ 45,444           Net cash used in investing activities $ (63,885 )   $ (65,592 )         Net cash provided by financing activities $ 882     $ 12,277           Operating cash flow margin   14 %     23 % Free cash flow margin   11 %     20 % Adjusted free cash flow margin   22 %     20 %   View source version on businesswire.com: https://www.businesswire.com/news/home/20260528153725/en/ Investor Relations:
Saad Nazir
investors@sentinelone.com Press:
Craig VerColen
press@sentinelone.com Original: SentinelOne Announces First Quarter Fiscal Year 2027 Financial Results

SentinelOne® Named a Leader in the Gartner® Magic Quadrant™ for Endpoint Protection Platforms for 6th Consecutive YearMay 27, 2026 12:35 PM
Business Wire SentinelOne® (NYSE: S), the leader in AI Security, today announced it has been named a Leader in the 2026 Gartner Magic Quadrant for Endpoint Protection Platforms. This marks the sixth consecutive year that SentinelOne has been positioned in the Leaders Quadrant. “We feel being recognized as a Leader in the Gartner Magic Quadrant for Endpoint Protection Platforms reflects our innovations and the trust our customers place in SentinelOne every day,” said Chris Corde, Chief Product Officer, SentinelOne. “Today’s threat landscape has become an AI arms race, with novel attacks now happening at a speed and scale previously unimaginable. From our founding, SentinelOne was purpose-built to give our customers an AI advantage against unknown and always evolving threats – capabilities uniquely suited for stopping zero day threats and fileless attacks synonymous with the AI era.” Over the past year, SentinelOne has further advanced the Singularity™ Platform with AI driven innovations that extend protection across the modern attack surface, including lateral movement mitigation capabilities to reduce mean time to respond, expanded DNS telemetry collection for improved detection of advanced threats, and dynamic in-process memory threat detection that decouples detection configurations from the agent for more rapid updates and broader coverage of stealthy attacks. The company also completed strategic acquisitions of Prompt Security (AI usage control) and Observo AI (AI data pipelines), further strengthening the Singularity Platform offerings to address emerging AI-era threats and data management at scale. On the global infrastructure front, SentinelOne launched a new cloud hosting point of presence in Saudi Arabia and announced a new cloud hosting partnership with Google to deliver SentinelOne's product on Google Cloud Platform. This recognition builds on a series of industry milestones for SentinelOne. The Singularity™ Platform was named Best Endpoint Security Solution at the 2026 SC Awards for the third consecutive year, underscoring its sustained leadership in the market. The platform has also achieved GovRAMP Authorization at the High Impact level and maintains FedRAMP High Authorization across its Endpoint, Purple AI, CNAPP, and Hyperautomation solutions — delivering industry-leading cybersecurity protection to U.S. Federal agencies, Public Sector organizations, Defense Industrial Base (DIB) contractors, and Critical Infrastructure entities. SentinelOne's excellence has been validated by customers and analysts alike. Singularity™ Endpoint was recognized as the top-performing vendor in the 2025 Frost Radar™ for Endpoint Security by Frost & Sullivan, leading in both the Growth and Innovation indexes — a testament to the platform's momentum and technical differentiation. On Gartner Peer Insights, customers recognized SentinelOne as a Customers' Choice for XDR (2025), reflecting strong satisfaction across the platform's extended detection and response capabilities. Independently, Forrester has recognized SentinelOne as a Strong Performer in XDR, further affirming the platform's competitive position in one of cybersecurity's most strategic and fast-growing segments. Gartner Disclaimer Gartner, Magic Quadrant for Endpoint Protection, Deepak Mishra, Evgeny Mirolyubov, Nikul Patel, 26 May 2026. Gartner and Magic Quadrant are trademarks of Gartner, Inc. and/or its affiliates. Gartner does not endorse any company, vendor, product or service depicted in its publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner publications consist of the opinions of Gartner’s business and technology insights organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this publication, including any warranties of merchantability or fitness for a particular purpose. About SentinelOne SentinelOne (NYSE: S) is the leader in AI security, setting the standard for using AI and automation to give defenders a decisive operating advantage. Built for those who secure our world, its platform delivers unified coverage across endpoints, identity, cloud, and AI. Powered by Autonomous Security Intelligence, SentinelOne stops attacks at machine speed, reducing risk and delivering clarity and control to stay one step ahead. Headquartered in Mountain View, California with teams worldwide, SentinelOne protects nearly one-fifth of the Fortune 500 and hundreds of Global 2000 enterprises. From Main Street to Wall Street, the world’s most critical organizations trust SentinelOne with their security. Third-Party Disclaimer All third-party product names, logos, and brands mentioned in this publication are the property of their respective owners and are for identification purposes only. Use of these names, logos, and brands does not imply affiliation, endorsement, sponsorship, or association with the third party. View source version on businesswire.com: https://www.businesswire.com/news/home/20260527917546/en/ Media Contact
Regan DePinto
press@sentinelone.com Original: SentinelOne® Named a Leader in the Gartner® Magic Quadrant™ for Endpoint Protection Platforms for 6th Consecutive Year

AI-Enabled Cyberespionage Is a National Security Threat. Integrated Cyber Solutions Has an AnswerMay 26, 2026 10:06 AM
PR Newswire (Canada) Issued on behalf of Integrated Cyber Solutions Inc.As Chinese state-sponsored actors weaponize frontier AI against U.S. enterprises and Washington reframes data exposure as a national security problem, Integrated Cyber Solutions Inc. (dba Integrated Quantum Technologies) has published an updated white paper reporting 95%+ compression of sensitive data — removing it from the AI attack surface entirely while maintaining model performance across healthcare, financial services and enterprise-scale environments.NEW YORK, May 26, 2026 /CNW/ -- Equity Insider News Commentary — In November 2025, Anthropic disclosed that Chinese state-sponsored actors had used its Claude model to run a largely automated cyberespionage campaign across roughly thirty targets, with the AI performing 80 to 90 percent of the operational work. [9] Five months later, in April 2026, the White House Office of Science and Technology Policy issued a memo warning that foreign entities, primarily based in China, are conducting industrial-scale campaigns against U.S. frontier AI systems. [10] On May 18, 2026, the Council on Foreign Relations published an assessment titled "The Security Foundations Beneath America's AI Ambitions Are Cracking." [11] In the span of six months, enterprise data exposure to AI systems has stopped being a corporate IT problem and started being a national security problem. That reframing matters at the boardroom level, because every enterprise running a serious AI program eventually runs into the same wall. The data that would make their models genuinely useful — patient records, transaction history, claims data, internal financial filings, regulated images — is also the data their legal and security teams will not let near a model pipeline. So they ship synthetic substitutes, or they aggressively anonymize, or they encrypt and pay the latency cost, or they just narrow the project until the data risk goes away. Whichever path they pick, the model that ships at the end is a weaker version of what was actually possible. And in a threat environment where state-sponsored actors are now using AI itself to harvest that data, the cost of leaving it exposed has gone up sharply.Stay ahead of the AI security and post-quantum stories investors are watching. Sign up for the Equity Insider newsletter for ongoing coverage.That is the bottleneck. And it is the bottleneck that a Canadian-listed company called Integrated Cyber Solutions Inc. (CSE: ICS | OTCQB: IGCRF | FSE: Y4G), which now operates publicly as Integrated Quantum Technologies ("Integrated Quantum," "IQT," or the "Company"), has been quietly working to dissolve.On May 26, 2026, the Company released an expanded version of its white paper on VEIL™, its commercial product for privacy-preserving machine learning. [1] The paper, authored by Jeremy J. Samuelson, EVP, Artificial Intelligence & Innovation, is titled "Informationally Compressive Anonymization: Non-Degrading Sensitive Input Protection for Privacy-Preserving Supervised Machine Learning," and is available here. The title alone is the thesis: the central claim of the work is that an enterprise can compress sensitive inputs by between approximately 95% and 99.96%, demonstrate resilience against reconstruction and attribute inference attacks under the testing conditions described, and at the same time match — or in some cases beat — the predictive performance of a model trained on the raw data. [1]If that holds up under real-world deployment, it is a meaningful claim. Privacy-preserving ML has historically been a graveyard of "almost" solutions. Differential privacy degrades accuracy by injecting noise. Homomorphic encryption multiplies computational cost. Federated learning still leaks gradients under the right attack. In each case, the engineer running the project has had to decide which tax to pay: the accuracy tax, the compute tax, or the security tax. The pitch in the Samuelson paper is that VEIL™ materially narrows that trilemma by removing sensitive information before it ever enters the ML pipeline, rather than trying to protect it once it gets there.What the Paper Actually ShowsThe updated paper is not a marketing one-pager. It evaluates VEIL™ across multiple supervised machine learning tasks and datasets, in image recognition, financial services, healthcare, regression modeling and large-scale enterprise data environments. The benchmark and enterprise datasets it tests include MNIST, Fashion-MNIST, Ames Housing, YearPredictionMSD, Home Credit Default Risk, Default of Credit Card Clients, CBIS-DDSM medical imaging data and the E2006 financial filings dataset. [1] That is a deliberately wide net — toy benchmarks alongside enterprise-grade data — because the company is making a generalizability argument, not a single-benchmark argument.The two headline numbers are worth restating. Reported compression levels across the evaluated datasets and machine learning tasks ranged from approximately 95% to 99.96%, depending on the dataset, dimensionality and model architecture utilized. [1] And in each evaluation, VEIL™ maintained predictive utility comparable to and/or exceeding baseline raw-data model performance. [1] The combination matters. Either one in isolation would be unremarkable: compression without utility is just lossy data, and utility without compression is just regular ML on regular data. The claim is that you get both.The paper also benchmarks VEIL™ directly against the two privacy-preserving approaches most often discussed in enterprise procurement conversations: Differential Privacy and Homomorphic Encryption. Both are associated with predictive performance trade-offs in addition to computational overhead, privacy-budget management requirements and ciphertext expansion characteristics under certain implementations and testing conditions. [1] Under the evaluated testing conditions described in the paper, VEIL™ outperformed Differential Privacy across the reported attack simulations — simulations that include reconstruction attacks and attribute inference analyses intended to assess resilience under various threat scenarios and attacker assumptions. [1]The Company is careful, to its credit, about overclaiming. The paper notes that in certain enterprise deployment scenarios involving vulnerabilities elsewhere in a system environment — leaked sensitive indices, external data correlation — VEIL™ may still permit limited sensitive information leakage under specific adversarial conditions. [1] That is the honest version of the claim. The findings, performance observations and comparative analyses contained in the paper are based on internal research, simulations, validation studies, datasets, configurations and assumptions utilized by the Company and the paper's author; results may not be indicative of performance in all commercial deployments. [1]An external endorsement also accompanies the release. Dr. Mohammad Tayebi, Assistant Professor in the School of Computing Science at Simon Fraser University, who was referenced in the Company's original white paper announcement, supports and endorses the updated paper. The Company has disclosed that Dr. Tayebi has no affiliation with Integrated Quantum and has received no compensation from the Company in connection with the endorsement, the white paper or the underlying research. [1]Why the Compression Number Matters Beyond PrivacyThere is a second story tucked inside the headline. The Company believes that the ability to materially reduce dataset size while preserving model utility may have broader implications for enterprise AI infrastructure efficiency, including potential reductions in storage, transfer and computational requirements associated with certain machine learning workflows. [1]Put plainly: if an enterprise can shrink the information footprint of its sensitive training data by 95%-plus and still get the same model performance, the downstream implications for compute and storage envelopes may be material. The Company itself frames this as "potential reductions in storage, transfer and computational requirements associated with certain machine learning workflows." [1] The privacy benefit is the on-ramp, but the infrastructure-cost benefit is what could keep VEIL™ on a finance team's radar after the security team is already convinced. Enterprise AI has become a budget line item large enough that even modest reductions in compute and storage translate into meaningful savings.Samuelson framed it this way: "Our research continues to support the view that informational compression and architectural isolation may provide a viable framework for privacy-preserving machine learning without requiring the substantial computational overhead commonly associated with certain existing approaches. We also believe the compression characteristics demonstrated in the paper could have meaningful implications for enterprise AI efficiency and infrastructure optimization in certain deployment scenarios." [1]The Public-Market Read-Across: A Sector Repricing in Real TimeThe capital markets have not been subtle about what they think of companies positioned at the intersection of AI security and enterprise data protection. Four public names — each operating at a different layer of the same broad stack — give a sense of how investors are paying for this thesis right now.Palo Alto Networks, Inc. (NASDAQ: PANW) is the index name for the AI-era cybersecurity narrative. The shares touched an intraday record of approximately US$252.22 on May 21, 2026, putting the stock at a fresh all-time high heading into its fiscal third-quarter 2026 results, scheduled for release after market close on June 2, 2026. [2] The same day the record was set, Palo Alto published a blog post announcing an integration between its Cortex Cloud Data Security Posture Management (DSPM) platform and Anthropic's Claude Compliance API, designed to give enterprises programmatic visibility into how sensitive data is being used inside Claude Enterprise — covering prompt content, uploaded files, generated outputs and behavioral activity — and to detect prompt injection attempts, sensitive data exposure and anomalous behavior in real time. [3] That is adjacent to the problem space VEIL™ is operating in: Palo Alto's integration governs what users can do with sensitive data once they sit down at an AI chat interface, while VEIL™ changes what sensitive data actually enters the ML pipeline in the first place.Arqit Quantum Inc. (NASDAQ: ARQQ) is the closest pure-play read-across to the post-quantum side of the Integrated Quantum thesis. The Company's own framing describes its mission as building "privacy-preserving and post-quantum enterprise AI infrastructure technologies" — a two-pronged thesis. [1] Arqit represents the second prong as a pure-play. On May 21, 2026, Arqit reported financial results for the first half of fiscal year 2026, with revenue of US$623,000 for the six months ended March 31, 2026, compared to US$67,000 in the comparable period the prior year. [4] Revenue was generated from eleven contracts in the first half of fiscal year 2026, compared to seven contracts for all of fiscal year 2025, with eight of the eleven contracts coming from government, defence and enterprise organizations and three from telecom network operators. [4] The Company ended the period with cash and cash equivalents of approximately US$28.9 million as of March 31, 2026, rising to approximately US$35.9 million as of May 20, 2026. [4] Arqit's commercial focus is quantum-safe symmetric key agreement encryption — a different technical primitive than what VEIL™ does — but it is operating within the same broader enterprise-readiness thesis: large institutions preparing for a post-quantum world, and willing to pay for the infrastructure to get there.SEALSQ Corp (NASDAQ: LAES), a subsidiary of WISeKey International Holding (NASDAQ: WKEY), has had one of the more visible run-ups in the post-quantum cohort. On May 20, 2026, SEALSQ and parent WISeKey launched the WISeRobot.ch platform, integrating post-quantum semiconductors into a human-centric AI robotics roadmap targeting government, healthcare and smart-infrastructure verticals. [6] Shares traded up roughly 15% intraday the following day, May 21, 2026, on heavy volume. [5] The WISeRobot launch sits on top of a broader build-out at SEALSQ: a recent patent filing for a technique that protects polynomial-based post-quantum cryptography from side-channel attacks during the message-encoding stage, the sampling phase of the QS7001 Quantum Shield secure microcontroller (which embeds NIST-approved ML-KEM/Kyber and ML-DSA/Dilithium algorithms in silicon), and a commercial pipeline that management now describes as exceeding US$200 million for the 2026–2029 period — with more than US$60 million specifically tied to the QS7001 and QVault TPM post-quantum chips. [5] The signal SEALSQ is sending — that enterprises and governments are now making real procurement decisions assuming a post-quantum world is real — is adjacent to the signal embedded in the VEIL™ paper: both companies sit inside Integrated Quantum's self-described "privacy-preserving and post-quantum enterprise AI infrastructure" theme, just at different layers of the stack.SentinelOne, Inc. (NYSE: S) represents the AI-securing-everything-else variation of the same theme. On April 30, 2026, the Company launched its Wayfinder Frontier AI Services offering, a proactive exposure-management service that pairs frontier AI models — including Anthropic's Claude Opus 4.7 — with the Company's offensive and defensive security experts to map exploitation chains and prioritize remediations across a customer's full attack surface. [7] One week earlier, on April 22, 2026 at Google NEXT, SentinelOne was named a 2026 Google Cloud Partner of the Year for Security: Google Threat Intelligence. [8] SentinelOne is using frontier AI to defend enterprise infrastructure end-to-end — and notably, like Palo Alto Networks' Cortex Cloud integration with the Claude Compliance API, SentinelOne's flagship Wayfinder service is built on top of Anthropic's Claude. VEIL™ is operating one floor lower, at the data layer that feeds those AI systems in the first place. The three are addressing different sections of the same enterprise security perimeter.Put together, the four names sketch the perimeter of where institutional capital is currently betting that the next decade of enterprise AI security spend gets allocated. Palo Alto is the platform incumbent. Arqit and SEALSQ are the post-quantum specialists. SentinelOne is the AI-native security operator. What none of them is doing — and what the VEIL™ paper argues Integrated Cyber Solutions is doing — is reaching all the way back to the data itself, before it ever reaches a model, and changing what is actually fed in. That is a structurally different point of intervention in the pipeline.Read the full Integrated Cyber Solutions profile, the VEIL™ white paper, and ongoing coverage at usanewsgroup.com/ics-landing/.The Bottom LineEnterprise AI has been operating with a private understanding that the projects that ship are the ones where the data was already either non-sensitive or already de-risked through synthetic substitutes. Anything involving real patient records, real financial filings, real customer transaction histories — the data that would make the model meaningfully more accurate — has tended to die quietly in compliance review.The updated white paper out of Integrated Cyber Solutions Inc. is a credible argument that the architectural assumption underneath that compromise can be revisited. Reported 95% to 99.96% compression. Predictive utility maintained or exceeded versus raw-data baselines. Outperformance against Differential Privacy in the reported attack simulations. Endorsed by an independent academic. And, critically, framed by the Company with appropriate caveats about real-world deployment variability. [1]If the architecture holds up in commercial deployments, the same enterprises that have been routing around their best data for years will have to revisit the assumption. That is a large prize. Continued reading on Integrated Cyber Solutions Inc. and the VEIL™ white paper is available at https://usanewsgroup.com/ics-landing/.Contact: editor @acblanke1Article Sources[1] Integrated Cyber Solutions Inc. (dba Integrated Quantum Technologies) press release, May 26, 2026 — "EVP of Integrated Quantum Technologies Publishes Updated VEIL™ White Paper Demonstrating 95%+ Compression Rates Without Performance Tradeoffs."[2] Palo Alto Networks, Inc. press release, May 1, 2026 — "Palo Alto Networks to Announce Fiscal Third Quarter 2026 Financial Results" (release scheduled after U.S. markets close on Tuesday, June 2, 2026); intraday all-time high of approximately US$252.22 per Investing.com, May 21, 2026.[3] Palo Alto Networks corporate blog, May 21, 2026 — "Securing Enterprise AI Adoption: Palo Alto Networks Integrates with the Claude Compliance API to Enable Safe Use of Claude," by Arpit Bhatt (Cortex Cloud DSPM + Anthropic Claude Compliance API integration).[4] Arqit Quantum Inc. press release / Form 6-K, May 21, 2026 — "Announces Financial Results for First Half of Fiscal Year 2026," London, UK.[5] SEALSQ Corp press release, April 28, 2026 — "SEALSQ Patent Portfolio of 126 Active Patents Ideally Positioned to Meet Market Demand Following Google's 2029 Post-Quantum Cryptography Migration Timeline Announcement" (patent filing for side-channel attack protection on polynomial-based PQC; QS7001 Quantum Shield sampling phase confirmation) (GlobeNewswire). Commercial pipeline commentary (>US$200M for 2026–2029; >US$60M tied to QS7001 + QVault TPM) from WISeKey International Holding 6-K disclosures (May 6, 2026 CEO letter). Intraday move of approximately 15% on May 21, 2026 reported by StocksToTrade.[6] WISeKey International Holding Ltd / SEALSQ Corp press release, May 20, 2026 — launch of the WISeRobot.ch platform for human-centric AI robotics secured with post-quantum cryptographic technology.[7] SentinelOne, Inc. press release, April 30, 2026 — launch of Wayfinder Frontier AI Services proactive exposure-management offering, integrating frontier AI models including Anthropic's Claude Opus 4.7.[8] SentinelOne, Inc. press release, April 22, 2026 (Google NEXT) — "SentinelOne Wins a 2026 Google Cloud Partner of the Year Award" (Security: Google Threat Intelligence category) (BusinessWire).[9] Anthropic disclosure, November 2025 — first AI-orchestrated cyberespionage campaign by Chinese state-sponsored actors using the Claude model, targeting approximately 30 entities with 80–90% of operational work performed autonomously by the AI. Disclosure also referenced in "China, AI and a Federal Retreat Set Cyber Agenda for 2026" (Information Security Media Group, December 25, 2025) and U.S. Senate letter from Senators Hassan and Ernst to National Cyber Director Sean Cairncross.[10] White House Office of Science and Technology Policy memo, April 2026 — warning that foreign entities, primarily based in China, are conducting industrial-scale campaigns to distill U.S. frontier AI systems through proxy accounts and other coordinated methods. Referenced in U.S. House Select Committee on the CCP correspondence to Anysphere and Airbnb (May 2026).[11] Vinh X. Nguyen, Senior Fellow for Artificial Intelligence, Council on Foreign Relations, May 18, 2026 — "Scaling Intelligence: The Security Foundations Beneath America's AI Ambitions Are Cracking."DISCLAIMERNothing in this publication should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is a paid advertisement and is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. Equity-Insider.com is a wholly-owned subsidiary of Market IQ Media Group, Inc. ("MIQ"). MIQ has been paid a fee for Integrated Cyber Solutions Inc. advertising and digital media directly by the company. There may be 3rd parties who may have shares of Integrated Cyber Solutions Inc., and may liquidate their shares which could have a negative effect on the price of the stock. This compensation constitutes a conflict of interest as to our ability to remain objective in our communication regarding the profiled company. Because of this conflict, individuals are strongly encouraged to not use this article as the basis for any investment decision.The owner/operator of MIQ does not currently own any shares of Integrated Cyber Solutions Inc. but reserves the right to buy and sell, and will buy and sell shares of the Company at any time thereafter without any further notice. We also expect further compensation as an ongoing digital media effort to increase visibility for the Company, no further notice will be given, but let this disclaimer serve as notice that all material disseminated by MIQ has been approved by the above mentioned company; this is a paid advertisement.While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in our article is not trustworthy unless verified by their own independent research. Also, because events and circumstances frequently do not occur as expected, there will likely be differences between any predictions and actual results. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may likely lose some or all of the investment.This publication contains forward-looking statements, including statements regarding expected continual growth of the featured companies and/or industries. The publisher of these statements assumes no responsibility to update any such forward-looking statements. Forward-looking statements by their nature involve known and unknown risks, uncertainties and other factors which may cause the actual results, performance or achievements of the subject companies to be materially different from those expressed or implied by such forward-looking statements. Issued on behalf of Integrated Cyber Solutions Inc. by Equity Insider / Market IQ Media Group, Inc.Logo : https://mma.prnewswire.com/media/2840019/5987575/Equity_Insider_Logo.jpg  View original content to download multimedia:https://www.prnewswire.com/news-releases/ai-enabled-cyberespionage-is-a-national-security-threat-integrated-cyber-solutions-has-an-answer-302781938.htmlSOURCE Equity Insider Original: AI-Enabled Cyberespionage Is a National Security Threat. Integrated Cyber Solutions Has an Answer

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SentinelOne Delivers AI EDR for AWS Security Hub ExtendedMay 20, 2026 3:04 PM
Business Wire New integration gives customers streamlined access to AI-powered runtime security directly in their AWS Console SentinelOne® (NYSE: S), the AI Security leader, today announced that its Singularity™ Platform is now available through AWS Security Hub Extended, Amazon Web Services’ (AWS) unified security solution. The new integration brings direct access to SentinelOne’s AI-powered runtime protection into the AWS console. This gives AWS customers the ability to turn on and deploy SentinelOne’s endpoint and cloud workload security seamlessly across their environment and manage it alongside their broader AWS security signals all in one place. The offering builds on SentinelOne’s long-time collaboration with AWS focused on innovation and go-to-market initiatives. Integrating SentinelOne’s Singularity Platform with AWS Security Hub Extended takes the next step, offering customers a console-native, streamlined deployment option, and pay-as-you-go pricing that reduces operational complexity, streamlines procurement, and empowers customers to secure more of their digital footprint with AI-powered speed – fully integrated into the AWS security experience. The newly launched AWS Security Hub Extended simplifies how organizations procure and deploy enterprise security through a single-vendor experience with one contract, one bill, consolidated support, and flexible pay-as-you-go pricing with AWS as the seller of record. For customers already running on AWS, this removes one of the biggest barriers between identifying a security gap and closing it: procurement complexity. With SentinelOne now available through AWS Security Hub Extended, AWS customers can add AI-powered endpoint and cloud workload protection to their security stack through the same console and billing relationship they already use — no separate transactions, no new vendor negotiations, no long-term commitments. "Security teams shouldn't have to choose between best-in-class protection and procurement simplicity — and now they don't have to," said Melissa K. Smith, SVP, Global Strategic Partnerships and Initiatives, SentinelOne. "Customers can immediately turn on AI-driven endpoint and cloud security in minutes, using the budgets and commitments they already have, without ever leaving the console. We're removing friction so teams can protect their workloads faster." Security teams can now accelerate investigations, automate remediation, and contain threats at machine speed. The SentinelOne Singularity Platform on AWS Security Hub enables autonomous prevention, detection, and response across endpoints and cloud workloads with Purple AI™ — SentinelOne's AI analyst — so teams spend less time chasing noise and more time stopping attacks. Key benefits for customers Use what they already have: Customers can use existing AWS budgets and spending commitments to procure SentinelOne, streamlining procurement and aligning security investments with how they already consume AWS services. Pay as you go: A flexible model lets organizations pay only for the protection they actually need as they scale. Streamlined deployment from the AWS console: Security can be deployed in minutes directly from AWS Security Hub Extended, without custom integrations or separate marketplaces and private offers. AI amplified security operations: Autonomous prevention, detection, and response, combined with Purple AI helps small and stretched security teams do more by using AI to handle much of the heavy lifting involved in finding, investigating, and stopping attacks. Unified visibility in AWS Security Hub: As part of AWS Security Hub Extended, SentinelOne findings flow into AWS Security Hub, allowing teams to see endpoint and cloud threats alongside their broader AWS security signals in a single place. Building on a year of AI-driven innovation This launch builds on SentinelOne’s strategic collaboration with AWS to accelerate AI-powered security outcomes, one that signals a depth of commitment. Over the past year, that collaboration has delivered milestones including: the Purple AI MCP Server, an open, extensible AI layer available in AWS Marketplace that connects the Singularity Platform to any AI framework or large language model for custom agentic workflows, in contrast to closed-ecosystem alternatives; Singularity Hyperautomation for AWS Security Incident Response, with no-code playbooks that let security teams orchestrate containment at machine speed, directly amplifying the AI-powered SOC; and bidirectional data flows with Amazon CloudWatch paired with Observo AI's intelligent data pipeline, giving customers control over where their security data lives while cutting ingestion noise by up to 80 percent. Availability The Extended Plan for AWS Security Hub is immediately available in all commercial AWS regions. For more information on SentinelOne’s integrations with AWS and to explore related listings, visit SentinelOne in AWS Marketplace. About SentinelOne SentinelOne (NYSE: S) is the leader in AI security, setting the standard for using AI and automation to give defenders a decisive operating advantage. Built for those who secure our world, its platform delivers unified coverage across endpoints, identity, cloud, and AI. Powered by Autonomous Security Intelligence, SentinelOne stops attacks at machine speed, reducing risk and delivering clarity and control to stay one step ahead. Headquartered in Mountain View, California with teams worldwide, SentinelOne protects nearly one-fifth of the Fortune 500 and hundreds of Global 2000 enterprises. From Main Street to Wall Street, the world’s most critical organizations trust SentinelOne with their security. Third-Party Disclaimer All third-party product names, logos, and brands mentioned in this publication are the property of their respective owners and are for identification purposes only. Use of these names, logos, and brands does not imply affiliation, endorsement, sponsorship, or association with the third party. View source version on businesswire.com: https://www.businesswire.com/news/home/20260520870693/en/ Media Contact
Regan DePinto
press@sentinelone.com Original: SentinelOne Delivers AI EDR for AWS Security Hub Extended

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SentinelOne Announces Date of Fiscal First Quarter 2027 Financial Results Conference Call and Participation in Upcoming Investor ConferenceMay 7, 2026 4:10 PM
Business Wire SentinelOne, Inc. (NYSE: S) today announced that it will release financial results for its fiscal first quarter 2027, which ended April 30, 2026. Results will be released after market close on Thursday, May 28, 2026. SentinelOne will host a conference call to discuss the results at 2:00 p.m. PT (5:00 p.m. ET) on the same day. To register for the live event, please visit Q1 FY2027 Earnings Conference Call Webcast. SentinelOne is also scheduled to present at the following investor conference: Event: Bank of America Global Technology Conference
Date: Tuesday, June 2, 2026
Presentation Time: 2:40 p.m. PT (5:40 p.m. ET) Live webcasts for both events will be available on SentinelOne’s Investor Relations website at investors.sentinelone.com, along with related earnings materials. Replays will be accessible through the same link shortly after each event. Disclosure Information SentinelOne uses, and intends to continue using, its Investor Relations website (investors.sentinelone.com) as a means of disclosing material information to the public and complying with its disclosure obligations under Regulation FD. Accordingly, investors should monitor the Investor Relations website, in addition to the company’s press releases, blog (sentinelone.com/blog), SEC filings, public conference calls, presentations, and webcasts. About SentinelOne SentinelOne (NYSE: S) is the leader in AI security, setting the standard for leveraging AI and automation to give defenders a decisive operating advantage. Built for those who secure our world, Singularity Platform delivers unified coverage across endpoints, identity, cloud, and AI. Powered by Autonomous Security Intelligence, SentinelOne stops attacks at machine speed, reducing risk and delivering clarity and control to stay one step ahead. Headquartered in Mountain View, California with teams worldwide, SentinelOne protects nearly one-fifth of the Fortune 500 and hundreds of Global 2000 enterprises. From Main Street to Wall Street, the world’s most critical organizations trust SentinelOne for cybersecurity. For more information, please visit www.sentinelone.com Category: Investors View source version on businesswire.com: https://www.businesswire.com/news/home/20260507226334/en/ Investor Contact
Saad Nazir
investors@sentinelone.com Press Contact
Craig VerColen
press@sentinelone.com Original: SentinelOne Announces Date of Fiscal First Quarter 2027 Financial Results Conference Call and Participation in Upcoming Investor Conference

SentinelOne's 2026 PartnerOne Awards Recognize Partners Shaping the Future of AI SecurityMay 4, 2026 9:35 AM
Business Wire
SentinelOne® (NYSE: S), the AI Security leader, today announced the winners of the 2026 North American PartnerOne Awards, recognizing outstanding contributions to innovation in AI and security solutions among its partners across the United States and Canada. The awards were presented during the company’s annual PartnerOne Summit, where more than 150 strategic partners gathered to explore how security in the era of AI is transforming protection for enterprise customers in partnership with SentinelOne.


"Our partners are at the center of redefining cybersecurity in the age of AI. As the industry shifts toward AI-native security, our partners are leading that transformation alongside us,” said Brian Lanigan, SVP, Head of Global Partner Ecosystem at SentinelOne. "As the threat landscape evolves, the synergy between our AI-powered innovations and our partners' strategic vision is vital. Together, we’re not just responding to the threat landscape—we’re shaping the future of cybersecurity.”


SentinelOne’s global partner network is central to delivering a decisive security advantage for customers worldwide. Backed by the company’s pioneering AI-driven technology, SentinelOne’s global partner network empowers organizations to navigate an increasingly volatile digital environment with confidence. This year’s honors reflect a shared dedication to technical excellence and a proven track record of delivering superior protection and ROI for customers worldwide.


The 2026 NAM PartnerOne Award Winners include:



2026 SentinelOne Vision Partner of the Year– Guidepoint Security



2026 SentinelOne Partner of the Year – CDW



2026 Canadian Partner of the Year – Mobia



2026 LATAM Partner of the Year - RAN Security



2026 Momentum Award – ePlus



2026 Distributor of the Year – Ingram Micro



2026 Technical Star Award – Bill Wheeler, ePlus



2026 STP Partner of the Year – Cloudflare



2026 Cloud Partner of the Year – AWS



2026 IR Partner of the Year – Arete



2026 Managed Service Provider of the Year – LevelBlue



The Award Winners in Their Words


“Being recognized as a SentinelOne PartnerOne Award winner is a testament to the strength of our collaboration and the results we’re delivering for clients around the world. Together, we’re combining advanced AI-driven technology with elite managed security expertise to help organizations detect, respond, and recover with greater speed and confidence. We’re proud of what we’ve accomplished together and excited for what’s ahead.” – Bob McCullen, Chairman and CEO of LevelBlue.


“We’re honored to receive SentinelOne’s PartnerOne Cloud Partner of the Year Award, a recognition that reflects the shared commitment our collaboration brings to helping customers protect their cloud environments and respond to threats with greater speed and confidence. Together with SentinelOne, we’re delivering generative AI-driven security solutions and automated response capabilities that give customers the real-time visibility and autonomous defense they need to operate securely at scale.” – Chris Grusz, Managing Director, Technology Partnerships, AWS.


“We’re proud to be named a SentinelOne PartnerOne Award winner. SentinelOne continues to push the boundaries of AI-native, autonomous security, and together we’re helping organizations strengthen their defenses and respond to threats faster. This recognition underscores the power of our partnership and the results we’re delivering for our customers.” – Mark Thornberry, SVP of Partnerships, GuidePoint Security.


“It’s great to be recognized by SentinelOne. This speaks to the strong working relationship between our teams and the focus we share on helping customers stay ahead of an evolving threat landscape.” – Ashif Samnani, Principal of Cybersecurity, MOBIA.


To learn more about SentinelOne’s global partners and the value they can deliver, click here.


About SentinelOne


SentinelOne (NYSE: S) is the leader in AI security, setting the standard for using AI and automation to give defenders a decisive operating advantage. Built for those who secure our world, its platform delivers unified coverage across endpoints, identity, cloud, and AI. Powered by Autonomous Security Intelligence, SentinelOne stops attacks at machine speed, reducing risk and delivering clarity and control to stay one step ahead. Headquartered in Mountain View, California with teams worldwide, SentinelOne protects nearly one-fifth of the Fortune 500 and hundreds of Global 2000 enterprises. From Main Street to Wall Street, the world’s most critical organizations trust SentinelOne with their security.


Third-Party Trademark Disclaimer:


All third-party product names, logos, and brands mentioned in this publication are the property of their respective owners and are for identification purposes only. Use of these names, logos, and brands does not imply affiliation, endorsement, sponsorship, or association with the third-party.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260504471689/en/
Media Contact:

Josh Swarz

press@sentinelone.com


Original: SentinelOne's 2026 PartnerOne Awards Recognize Partners Shaping the Future of AI Security

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SentinelOne Unveils Wayfinder Frontier AI Services to Proactively Expose, Prioritize, and Break Real-World Exploitation ChainsApril 30, 2026 1:57 PM
Business Wire
New offering from SentinelOne combines frontier AI models with elite human experts to uncover threats that actually matter and the mitigations that stop real-world attacks


SentinelOne® (NYSE: S), the AI Security leader, today announced Wayfinder Frontier AI Services, a new offering built for the defining cybersecurity question of the frontier AI era: not what new vulnerabilities exist in theory, but what an adversary can actually exploit today. The service initially pairs with Anthropic’s Claude Security, powered by Claude Opus 4.7 with SentinelOne's most seasoned offensive and defensive experts to deliver continuous, intelligence-led discovery, prioritization, and guide remediations across the customer's full attack surface.


Wayfinder Frontier AI Service extends SentinelOne's Wayfinder portfolio — which already includes Wayfinder Threat Hunting, Wayfinder MDR Essentials, Wayfinder MDR Elite, and Wayfinder Incident Readiness & Response — into a new domain: proactive, AI-accelerated exposure management that does not stop at discovery.


Why This, Why Now


Frontier AI is changing the economics of vulnerability discovery for both sides. Adversaries now use advanced models to find and weaponize weaknesses faster than most security teams can triage them. But as SentinelOne recently detailed in Frontier AI Reinforces the Future of Modern Cyber Defense, raw vulnerability counts rarely map cleanly to real-world risk. Many vulnerabilities are not meaningfully exploitable in live environments. Many are already reduced by architectural layers, controls, and runtime protections. What matters is the ability to understand real conditions, prioritize what is actually exploitable in a given environment, and apply mitigations that break the chain before an attacker can complete it.


"The industry doesn't need a scanner-on-steroids that just prints longer lists," said Steve Stone, Chief Customer Officer, SentinelOne. "Customers need to know which of their exposures adversaries are actually chaining together today, in their environment, and what to do about it now. Wayfinder Frontier AI Service is built for that question. We're putting frontier-grade AI and our most seasoned offensive and defensive experts into the same loop, directly on top of the telemetry and controls customers already trust, and returning decisions — not noise."


What the Service Delivers


Wayfinder Frontier AI Service gives customers a continuous human-and-AI partnership across the full exposure lifecycle:



AI-accelerated discovery. Frontier AI models, paired with SentinelOne offensive security experts, identify and prioritize previously undisclosed vulnerabilities and exposures within code. This is specifically engineered to detect complex attack vectors—including supply chain attacks, code injections, and non-linear attack paths such as zero-day exploits and OWASP Top 10 vulnerabilities.



Exploitability-grounded prioritization. Every finding is evaluated against real environmental context. The service proactively scans the organization’s broader environment to discover architectural exposures, providing a prioritized remediation roadmap to strengthen overall security posture – so customers focus on what is actually exploitable, not what merely exists on paper.



Exploitation-chain disruption. Rather than treating vulnerabilities in isolation, the service maps how exposures connect into end-to-end attack paths, then recommends targeted mitigations, which could include architectural changes, configuration hardening, identity controls, and Singularity™ Platform enforcement — all designed to break the chain at the point that costs the adversary the most.



Continuous posture and exposure management. Ongoing monitoring across endpoint, cloud, identity, data and AI attack surfaces keeps posture current as environments, models, and threats evolve. Remediation recommendations and plans are provided.



Integrated with the Wayfinder portfolio. Findings and mitigations add context to Wayfinder Threat Hunting, MDR and Incident Readiness & Response, so exposure intelligence becomes operational defense — not a standalone report.



Built on a Multi-Model Foundation


Wayfinder Frontier AI Services leverages the Singularity™ Platform and inherits the foundational Wayfinder model: the fusion of agentic AI, curated intelligence, and elite human expertise, delivered as a partnership rather than a one-way output. It draws on SentinelOne's proprietary telemetry from tens of millions of endpoints and cloud workloads, threat intelligence from SentinelLABS and Google Threat Intelligence, and a deliberately inclusive multi-model approach that incorporates frontier models — including Anthropic's Claude Opus 4.7 and access to advanced research models used in applied security work. This multi-model foundation reflects SentinelOne's view that no single model will ever be the answer — the advantage belongs to defenders who orchestrate the right intelligence for each task and validate every output with human judgment.


The launch follows SentinelOne's deepened collaboration with Anthropic, announced separately today, which formalizes joint research that feeds directly into Wayfinder service delivery.


Proven at Machine Speed


The case for proactive, AI-driven defense is not theoretical. Over the past quarter alone, the Singularity™ Platform autonomously blocked zero-day and supply-chain attacks against widely used components, including LiteLLM, Axios, and CPU-Z — novel threats leveraging previously unknown vulnerabilities, stopped at machine speed. Wayfinder Frontier AI Services extends that same operating model further left in the lifecycle, finding issues that the next class of attacker tooling will hunt for, before that tooling arrives to stop attacks before they happen.


About SentinelOne


SentinelOne (NYSE: S) is the leader in AI security, setting the standard for using AI and automation to give defenders a decisive operating advantage. Built for those who secure our world, its platform delivers unified coverage across endpoints, identity, cloud, and AI. Powered by Autonomous Security Intelligence, SentinelOne stops attacks at machine speed, reducing risk and delivering clarity and control to stay one step ahead. Headquartered in Mountain View, California, with teams worldwide, SentinelOne protects nearly one-fifth of the Fortune 500 and hundreds of Global 2000 enterprises. From Main Street to Wall Street, the world’s most critical organizations trust SentinelOne with their security.


All third-party product names, logos, and brands mentioned in this publication are the property of their respective owners and are for identification purposes only. Use of these names, logos, and brands does not imply affiliation, endorsement, sponsorship, or association with the third party.


This press release includes forward-looking statements. Forward-looking statements are subject to risks and uncertainties, including factors beyond our control, that could cause actual performance or results to differ materially from those expressed in or suggested by the forward-looking statements. These and other risk factors are described in the “Risk Factors” section of our most recent Annual Report on Form 10-K, subsequently quarterly reports filed on Form 10-Q, and other filings made with the U.S. Securities and Exchange Commission (SEC), which are available free of charge on our website at http://investors.SentinelOne.com and on the SEC’s website at www.sec.gov.


You are cautioned not to place undue reliance on these forward-looking statements. Any future products, functionality and services may be abandoned or delayed, and as such, you should make decisions to purchase products and services based on features that are currently available.


Any forward-looking statements made in this document are based on our beliefs and assumptions that we believe to be reasonable as of the date hereof. You should not rely upon forward-looking statements as predictions of future events. Except to the extent required by law, we undertake no obligation to update these forward-looking statements to reflect new information or future events.


Category: Investors

View source version on businesswire.com: https://www.businesswire.com/news/home/20260430151314/en/
Media Contact

Josh Swarz

press@sentinelone.com


Original: SentinelOne Unveils Wayfinder Frontier AI Services to Proactively Expose, Prioritize, and Break Real-World Exploitation Chains

Double Top Breakout on 16 Apr 2026. GLTA

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Emerging AI-Driven Threats Prompt Renewed Focus on Enterprise CybersecurityApril 10, 2026 11:30 AM
PR Newswire (US)

Issued on behalf of Quantum Secure Encryption Corp.VANCOUVER, BC, April 10, 2026 /PRNewswire/ -- Equity-Insider.com News Commentary — Anthropic just proved that even the company building the most powerful offensive cyber tool ever created can't keep its own front door locked. A CMS misconfiguration exposed Claude Mythos, a frontier AI model that autonomously finds and exploits zero-day vulnerabilities across every major operating system and browser[1]. The Global X Cybersecurity ETF dropped 4.5% in a single session as Wall Street repriced the entire defensive stack overnight[2]. Anthropic responded with Project Glasswing: restricted Mythos Preview access for 40+ organizations to patch critical infrastructure before adversaries catch up. Five companies sit at pivotal points along that defensive rebuild: Quantum Secure Encryption Corp. (CSE: QSE) (OTCQB: QSEGF) (FSE: VN8), SentinelOne (NYSE: S), Elastic (NYSE: ESTC), Rapid7 (NASDAQ: RPD), and Broadcom (NASDAQ: AVGO).







A Trusted Computing Group survey found 91% of businesses still lack a formal roadmap for quantum-safe encryption migration, even as NIST deprecation timelines and NSA compliance deadlines narrow the window to months[3]. The 2026 Thales Data Threat Report sharpens the picture: only 47% of sensitive cloud data is encrypted today, down from 51% a year ago, while 61% of organizations rank harvest-now-decrypt-later attacks as their top quantum concern[4]. Institutional capital is flowing toward the convergence of cryptographic modernization and AI-native defense, where platforms already in production carry scalable, asymmetric upside.Quantum Secure Encryption (CSE: QSE) (OTCQB: QSEGF) (FSE: VN8) just launched QPA v2, an enterprise platform that helps large organizations find the weak spots in their encryption and build a clear plan to upgrade before quantum computing turns those weak spots into open doors.The Vancouver-based company says QPA v2 moves the conversation from 'we know there's a problem' to 'here's how we fix it.' The platform includes a planning wizard for governance, budgets, and migration timelines, AI-powered modules that evaluate how ready an organization's cryptography actually is, and inventory tools that scan software, hardware, and encryption components to flag what needs replacing. An executive dashboard pulls it all together, giving leadership real-time visibility into risk levels and upgrade progress. QSE says the platform is already live and in use with both existing and prospective clients."Organizations are now moving from understanding quantum risk to actively planning for it," said Ted Carefoot, CEO of QSE. "QPA v2 is designed to support that transition by providing a structured, repeatable framework that enables enterprises and public-sector organizations to assess their current state, prioritize risk, and plan their migration toward post-quantum cryptographic standards."That shift into execution has been building since late 2025. QSE recently secured its first municipal government pilot for post-quantum cybersecurity through its membership in MISA (Municipal Information Systems Association), a national network connecting Canadian municipalities with new technology. The participating municipality is using QPA to identify which of its systems rely on encryption that future quantum computers could break, and to start planning upgrades now. QSE noted it is already in conversations with additional municipalities exploring similar assessments.Since November 2025, QSE has expanded from four to thirteen operational markets worldwide, with eleven value-added distributors now active and two more partnerships expected to close shortly. The company also joined CADSI (Canadian Association of Defence and Security Industries), opening pathways into Canadian defence and public-sector procurement.QPA v2 integrates with QSE's broader product suite, including its quantum-resilient key infrastructure, QAuth identity platform, and encrypted storage solutions. QSE is a Canadian post-quantum security company building tools to help organizations protect sensitive data from the next generation of cyberattacks that quantum computing is expected to enable, targeting commercial, enterprise, and government clients preparing for a fundamental shift in how encryption works.CONTINUED… Read this and more on QSE at: https://equity-insider.com/2025/03/18/is-scope-technologies-corp-cse-scpe-otcqb-scpcf-the-next-big-player-in-quantum-cybersecurity/Other industry developments and happenings in the market include:SentinelOne (NYSE: S) has expanded its strategic collaboration with Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) through a multi-year agreement to develop AI-powered cybersecurity solutions at global scale. The partnership integrates SentinelOne's autonomous endpoint detection and response platform with Alphabet's Google Cloud infrastructure, expanding availability across three strategic regions: North America, Frankfurt, and the Kingdom of Saudi Arabia."Customers are under growing pressure to defend increasingly complex environments and protect their highly sensitive data while reducing operational friction," said Melissa Smith, SVP of Global Strategic Partnerships & Initiatives at SentinelOne. "With Google Cloud, we have chosen a highly secure and sophisticated platform for a data sovereignty strategy, and a strategic partner for intelligence sharing."The collaboration targets enterprises operating in regulated markets, combining SentinelOne's AI-native Singularity Platform with Google Cloud's threat intelligence and generative AI capabilities to replace legacy antivirus and first-generation EDR tooling. SentinelOne currently protects nearly one-fifth of the Fortune 500 and positions the expanded partnership as a path toward autonomous security operations for the AI era.Elastic (NYSE: ESTC) has achieved FedRAMP High authorization for its Elastic Cloud Hosted platform on AWS GovCloud (US), unlocking access to the most sensitive, unclassified government workloads across law enforcement, emergency response, public health, and national security operations. The FedRAMP High baseline requires more than 400 security controls to protect controlled unclassified information, making it the program's most rigorous certification tier."FedRAMP High expands our ability to support agencies operating in highly sensitive environments and underscores Elastic's enduring commitment to help improve our national security posture while driving operational efficiencies," said Chris Townsend, global vice president of public sector at Elastic.The authorization builds on Elastic's growing federal footprint, including a collaboration with the Cybersecurity and Infrastructure Security Agency and ECS to support a unified SIEM-as-a-Service program for Federal Civilian Executive Branch Agencies, and a volume-based discount agreement with the General Services Administration to streamline procurement across federal agencies. Elastic's open, standards-based architecture supports Kubernetes, OpenTelemetry, and other cloud-native projects, helping agencies reduce vendor lock-in and meet federal data mandates while enabling GenAI use cases through retrieval augmented generation techniques.Rapid7 (NASDAQ: RPD) announced the acquisition of Kenzo Security, an agentic AI security platform built to scale autonomous security investigations, further enhancing the Rapid7 Command Platform. The deal advances Rapid7's managed detection and response capabilities from AI-assisted workflows to machine-speed security operations, with Kenzo customers reporting a 94% reduction in investigation time and alert coverage increasing from 12% to 100%."Reactive security models have reached their limits," said Corey Thomas, CEO of Rapid7. "Attackers are using AI to move faster, attack surface complexity is accelerating, and security teams are expected to improve outcomes without additional resources. Kenzo Security advances our mission to enable security operations that preempt attackers with predictive precision and machine-scale."By integrating Kenzo's entity-centric data mesh with the Rapid7 Command Platform, the combined offering will deliver full alert coverage at machine speed, 100% decision transparency, and continuous exposure management across endpoint, identity, cloud, and SaaS environments. Rapid7 does not anticipate a material impact to revenue, ARR, profitability, or free cash flows from the transaction, and the company serves more than 11,500 customers worldwide.Broadcom (NASDAQ: AVGO) announced the launch of Symantec CBX, a cloud-based extended detection and response platform that unifies Broadcom's Symantec and Carbon Black technologies into a single solution. The platform targets under-resourced security operations teams facing enterprise-grade threats without the staffing, budget, or infrastructure to deploy complex security tools."This announcement marks a major milestone as we unite the strengths of Symantec and Carbon Black into a single, robust solution," said Jason Rolleston, Vice President and General Manager, Enterprise Security Group, Broadcom. "CBX empowers organizations of all sizes with the advanced, yet intuitive capabilities to tackle modern threats with confidence and efficiency through industry-first technologies and intelligent automation."Symantec CBX combines Symantec's prevention, adaptive protection, data security, and incident prediction features with Carbon Black's endpoint detection and response technology, delivering correlated visibility across endpoints, networks, cloud, and identity attack surfaces. With 85% of incident flags now carrying AI-powered prediction recommendations, the platform is designed to accelerate investigations and reduce reliance on senior analyst expertise. Broadcom plans to make CBX available later this year through its Enterprise Security Group's Catalyst Partner Program, with migration pathways for existing customers.FURTHER READING: https://equity-insider.com/2025/03/18/is-scope-technologies-corp-cse-scpe-otcqb-scpcf-the-next-big-player-in-quantum-cybersecurity/CONTACT:
EQUITY INSIDER
info@equity-insider.

Double Top Breakout on 1 Apr 2026. GLTA

SentinelOne shares rise after expanded Google Cloud security partnershipMarch 25, 2026 11:33 AM
IH Market News
Shares of SentinelOne (NYSE:S) climbed about 2% on Wednesday after the cybersecurity company announced an expanded multi-year strategic partnership with Google Cloud aimed at developing integrated security solutions.The collaboration will combine SentinelOne’s endpoint detection and response technology and AI-native security platform with Google Cloud’s infrastructure and threat intelligence capabilities. The companies said the initiative is designed to help organizations address data sovereignty requirements while supporting the growing adoption of generative AI technologies.As part of the expanded agreement, SentinelOne’s Singularity Platform will be available across three Google Cloud regions: North America, Frankfurt, and Saudi Arabia. The broader regional footprint is intended to support in-country data residency needs and compliance with local regulatory standards.The companies also plan to develop AI-focused security capabilities designed to safeguard the full AI technology stack. SentinelOne already works closely with Google as a Google Security partner, with integrations spanning Google Security Operations, Google Threat Intelligence, and Chrome Enterprise.“Security teams are under growing pressure to defend increasingly complex environments and protect their highly sensitive data while reducing operational friction,” said Melissa Smith, SVP of Global Strategic Partnerships & Initiatives at SentinelOne. “With Google Cloud, we have chosen a highly secure and sophisticated platform for a data sovereignty strategy, and a strategic partner for intelligence sharing.”Through the partnership, SentinelOne’s endpoint detection and response tools, AI application protection capabilities, and AI-native platform will integrate more deeply with Google Cloud’s infrastructure. The companies said the effort will enable more streamlined workflows, helping customers consolidate security tools and support a more automated security operations environment.SentinelOne stock price

Original: SentinelOne shares rise after expanded Google Cloud security partnership

LevelBlue and SentinelOne Announce Expanded Strategic Global Partnership to Deliver AI-Powered Managed Security Operations and Incident ResponseMarch 24, 2026 9:57 AM
Business Wire
Partnership combines AI-driven detection, advanced SIEM analytics, and global MDR and incident response to reduce dwell time and strengthen cyber resilience


LevelBlue, the world’s largest pure-play provider of managed security services, and SentinelOne (NYSE: S), the AI Security leader, today announced a global strategic partnership to deliver integrated, intelligence-driven security operations for organizations worldwide. The collaboration brings together SentinelOne’s Purple AI and Singularity Platform with LevelBlue’s threat-intelligence-led operations and Indigo™ security platform to enhance visibility, accelerate detection, and strengthen response across complex environments.


Under the expanded partnership, LevelBlue will serve as a SentinelOne preferred global partner provider for managed detection and response (MDR) and managed security information and event management (SIEM) services. The strategic partnership will also extend to incident response (IR), with LevelBlue named a SentinelOne preferred provider, enabling organizations to better prepare for, respond to, and recover from cyber incidents.


Together, the companies will deliver a unified security operations model that combines AI-driven detection with human-led investigation and response, helping organizations reduce dwell time, accelerate remediation, and improve overall cyber resilience.


Bridging Autonomous Detection with Real-World Response


The partnership integrates SentinelOne’s AI SIEM and AI-driven analytics technology with LevelBlue’s Indigo security platform, which orchestrates security operations across environments alongside its threat intelligence and digital forensics capabilities. This model combines a high-fidelity data and analytics foundation with a unified operational layer, closing the gap between detection and response, one of the most persistent challenges in modern security operations.


SentinelOne provides the core data ingestion, normalization, and analytics foundation, while Indigo drives investigation, response, and service delivery across LevelBlue’s global MXDR operations. SentinelOne powers the AI data and analytics layer, while LevelBlue delivers MDR, SIEM operations, incident response, and orchestration.


By aligning telemetry across endpoints, cloud workloads, and identities with continuous monitoring and expert-led triage, the combined offering enables earlier detection of advanced threats, faster coordinated response, improved visibility across hybrid environments, and reduced operational complexity.


“Threat actors are moving faster and operating with increasing sophistication,” said Bob McCullen, Chairman and CEO of LevelBlue. “By combining SentinelOne’s AI-driven detection with LevelBlue’s global AI-driven MDR and incident response expertise, we’re enabling organizations to move from fragmented tools to a more unified, outcome-driven security strategy.”


Global Incident Response at Scale


As a SentinelOne preferred IR partner, LevelBlue brings a global team of more than 300 digital forensics and incident response professionals to support clients facing complex cyber incidents. With deep expertise across ransomware, nation-state activity, and large-scale breaches, LevelBlue delivers rapid containment, forensic investigation, and recovery support. LevelBlue’s IR services are backed by CREST-certified teams, flexible retainer models, and proactive readiness services.


“Organizations don’t need more controls, they need outcomes,” said Tomer Weingarten, CEO of SentinelOne. “As the world’s largest pure play MDR provider, LevelBlue brings the scale, expertise, and operational rigor required to turn AI-driven insights into decisive action. Together, we’re helping clients with all heavy lifting, to modernize security operations and stay ahead of evolving threats.”


Delivering Measurable Security Outcomes


Clients of both organizations will benefit from:



Integrated MDR and AI SIEM operations for detection and response



Improved signal-to-noise ratio through advanced analytics and curated threat intelligence



Seamless escalation to incident response, reducing time to containment and remediation



End-to-end coverage across prevention, detection, response, and recovery



A unified platform and service model, powered by Indigo, that reduces tool sprawl and operational overhead



Learn more about LevelBlue and SentinelOne’s partnership here.


About LevelBlue


LevelBlue reduces risk and builds lasting resilience so organizations can innovate and advance their mission with confidence. As the world’s most analyst-recognized and largest pure-play managed security services provider, LevelBlue elevates client outcomes that matter: stronger defense, faster response, and sustained business continuity. LevelBlue combines AI-powered security operations, advanced threat intelligence, and elite human expertise to provide the most comprehensive portfolio of strategic advisory, managed security, offensive security, and incident response services. Learn more at LevelBlue.com.


About SentinelOne


SentinelOne (NYSE: S) is the leader in AI security, setting the standard for using AI and automation to give defenders a decisive operating advantage. Built for those who secure our world, its platform delivers unified coverage across endpoints, identity, cloud, and AI. Powered by Autonomous Security Intelligence, SentinelOne stops attacks at machine speed, reducing risk and delivering clarity and control to stay one step ahead. Headquartered in Mountain View, CA, SentinelOne protects nearly one-fifth of the Fortune 500 and hundreds of Global 2000 enterprises. From Main Street to Wall Street, the world’s most critical organizations trust SentinelOne with their security.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260324239210/en/
Media Contacts


LevelBlue

Devon Swanson

devon.swanson@LevelBlue.com


SentinelOne

Regan DePinto

press@SentinelOne.com


Original: LevelBlue and SentinelOne Announce Expanded Strategic Global Partnership to Deliver AI-Powered Managed Security Operations and Incident Response

SentinelOne Brings AI Security to On-Premise, Regulated, Sovereign, Self-Hosted and Airgapped EnvironmentsMarch 23, 2026 9:05 AM
Business Wire
New and expanded on-premises offerings deliver industry-leading, AI-powered security, giving customers complete control over their data while ensuring it never leaves their environment.


SentinelOne® (NYSE:S), the AI Security leader, is bringing the power of autonomous AI security to on-premise and self-hosted environments. The new and expanded portfolio builds on SentinelOne's existing advantage as the only next generation cybersecurity company to deliver modern, cutting edge endpoint protection with zero cloud dependency. By ensuring all data is processed strictly within the customer's own environment, the offerings provide complete data privacy and sovereignty. Already deployed across millions of on-premises endpoints, the expanded portfolio will now secure servers, private clouds, and data pipelines at an unprecedented autonomous scale. As a result, highly regulated public and private sector organizations can now defend their most critical, air-gapped environments with the power and speed of AI, without ever sacrificing control of their data.


“Empowering global organizations with the certainty that their data stays in their control is more urgent than ever given the need to adopt AI without compromising privacy. For too long, organizations in highly regulated sectors have faced a trade off between the speed of AI security and total data sovereignty, privacy and control - especially for airgapped networks,” said Ana Pinczuk, President of Product and Technology at SentinelOne. “At SentinelOne, we are committed to breaking that trade-off. By delivering our most advanced autonomous engines and AI protections directly into the customer’s own hardware environment, we are giving them the freedom to innovate securely.”


The security market is shifting as governments and regulated industries increasingly demand total control over where their data lives and how it is processed. This is especially pronounced with the rapid rise of AI – causing these organizations to ensure that AI applications and data stay secure and fully aligned to their principles, without any third party dependency. At the same time, rising geopolitical risks are forcing critical infrastructure to move toward air-gapped systems that can stay secure even when disconnected from the internet.


Building on its successful FedRAMP and GovRAMP authorized on-premise endpoint security capabilities, the expanded offerings introduce AI-powered protection and the same level of security trusted in the public cloud to the world’s most sensitive organizations. By using a single, lightweight agent, national security agencies, financial institutions, and healthcare providers can standardize their security across any infrastructure. These deployments allow customers to keep all their data in-house, streaming telemetry directly into their own systems for threat hunting and investigations without ever sending information to a cloud service. This established global footprint already protects tens of millions of endpoints for critical infrastructure operators who require total data control.


To further secure private and sovereign clouds, SentinelOne provides real-time protection for servers, containers, and data storage that operates entirely within a customer’s own network. This technology is built to be stable and autonomous, using multiple detection engines that work on-device without needing a persistent internet connection. The solution also extends to local data stores, integrating with systems like NetApp and Dell to automatically scan and quarantine malware at the point of entry. By keeping all threat detection and remediation local, organizations ensure that sensitive data never leaves their secure boundary during the inspection process, and that no off-premise connectivity is ever possible.


SentinelOne’s Prompt Security On-Premise adds these same protections to the world of AI, even in fully disconnected environments. This self-hosted AI security discovers "shadow AI" usage and redacts sensitive information in real time across thousands of applications. By acting as a specialized firewall for both internal and external AI tools, Prompt Security blocks threats like prompt injections and data leaks while ensuring organizations maintain complete sovereignty over every interaction - no external connection required.


Beyond core security, SentinelOne is introducing a new AI Data Pipeline designed specifically for on-premises environments to optimize how local data flows. By using intelligent filtering, this pipeline helps security teams reduce alert fatigue and cut down on infrastructure costs by only processing what matters most. It also enriches telemetry and monitors the health of the entire data stream, giving organizations better visibility and more reliable insights. AI Data Pipelines allow moving data easily while sanitizing it between different sources and end points like Generative AI models - without the data ever leaving the premises or cloud processing needed.


The expanded offerings can be deployed anywhere so customers can easily meet in-country data residency and regulatory requirements achieving true sovereignty without sacrificing platform capability.


About SentinelOne


SentinelOne (NYSE: S) is the leader in AI security, setting the standard for using AI and automation to give defenders a decisive operating advantage. Built for those who secure our world, its platform delivers unified coverage across endpoints, identity, cloud, and AI. Powered by Autonomous Security Intelligence, SentinelOne stops attacks at machine speed, reducing risk and delivering clarity and control to stay one step ahead. Headquartered in Mountain View with teams worldwide, SentinelOne protects nearly one-fifth of the Fortune 500 and hundreds of Global 2000 enterprises. From Main Street to Wall Street, the world’s most critical organizations trust SentinelOne with their security.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260323813450/en/
Media Contact

Regan DePinto

press@sentinelone.com


Original: SentinelOne Brings AI Security to On-Premise, Regulated, Sovereign, Self-Hosted and Airgapped Environments

SentinelOne Announces Fourth Quarter and Fiscal Year 2026 Financial ResultsMarch 12, 2026 4:24 PM
Business Wire
Revenue increased 20% year-over-year

ARR up 22% year-over-year


SentinelOne, Inc. (NYSE: S) today announced financial results for the fourth quarter and fiscal year 2026 ended January 31, 2026.


“We surpassed the $1 billion revenue milestone, growing 22% year-over-year, and achieved full-year operating profitability – a strong close to fiscal year ’26,” said Tomer Weingarten, CEO of SentinelOne. “Businesses of all sizes, including the world's largest enterprises, are standardizing on the Singularity platform as the foundation for securing AI and autonomous cybersecurity. Our continued upmarket success is driving larger deals and strong expansion onto a single, unified platform. Today, we proudly secure the pioneers building frontier AI models, alongside the global category leaders in semiconductors, automotive, aviation, finance, and smartphones that power the world.”


“We delivered solid ARR growth and achieved new profitability milestones – demonstrating consistent execution and operating leverage in the business,” said Barry Padgett, Interim CFO of SentinelOne. “We are successfully balancing topline growth with greater operational rigor, ensuring we remain firmly on track to deliver sustainable, profitable growth at scale.”


Fourth Quarter Fiscal Year 2026 Highlights


(All metrics are compared to the fourth quarter of fiscal year 2025 unless otherwise noted)



Total revenue increased 20% to $271.2 million, compared to $225.5 million.




Annualized recurring revenue (ARR) increased 22% to $1,119.1 million as of January 31, 2026.




Customers with ARR of $100,000 or more grew 18% to 1,667 as of January 31, 2026.




Gross margin: GAAP gross margin was 73%, compared to 75%. Non-GAAP gross margin was 78%, compared to 79%.




Operating margin: GAAP operating margin was (29)%, compared to (36)%. Non-GAAP operating margin was 6%, compared to 1%.




Net income (loss) margin: GAAP net loss margin was (41)%, compared to (31)%. Non-GAAP net income margin was 9%, compared to 5%.




Cash flow margin: Operating cash flow margin was 2%, compared to (2)%. Free cash flow margin was (1)%, compared to (4)%.




Cash, cash equivalents, and investments were $769.6 million as of January 31, 2026.



Fiscal Year 2026 Highlights


(All metrics are compared to fiscal year 2025 unless otherwise noted)



Total revenue increased 22% to $1,001.3 million, compared to $821.5 million.




Gross margin: GAAP gross margin was 74%, compared to 74%. Non-GAAP gross margin was 79%, compared to 79%.




Operating margin: GAAP operating margin was (32)%, compared to (40)%. Non-GAAP operating margin was 3%, compared to (3)%.




Net income (loss) margin: GAAP net loss margin was (45)%, compared to (35)%. Non-GAAP net income margin was 7%, compared to 2%.




Cash flow margin: Operating cash flow margin was 8%, compared to 4%. Free cash flow margin was 5%, compared to 1%.



Financial Outlook


We are providing the following guidance for the first quarter of the fiscal year 2027 (ending April 30, 2026), and for the fiscal year 2027 (ending January 31, 2027).




 






Q1 Fiscal Year 2027




Guidance






 






Fiscal Year 2027




Guidance








Revenue






$276 - 278 million






 






$1.195 - 1.205 billion








Non-GAAP operating income






$4 - 6 million






 






$110 - 120 million








Non-GAAP diluted EPS






$0.01 - 0.02






 






$0.32 - 0.38








Diluted weighted average shares outstanding






345 million






 






352 million








Non-GAAP tax rate






17%






 






17%







These statements are forward-looking and actual results may differ materially as a result of many factors. Refer to the below for information on the factors that could cause our actual results to differ materially from these forward-looking statements.


Guidance for non-GAAP financial measures excludes stock-based compensation expense, employer payroll tax on employee stock transactions, amortization of acquired intangible assets, acquisition-related compensation costs, restructuring charges, gains and losses on strategic investments, and certain discrete tax expenses. We have not provided the most directly comparable GAAP measures because certain items are out of our control or cannot be reasonably predicted. Accordingly, a reconciliation of non-GAAP operating income, non-GAAP EPS and diluted weighted average shares outstanding is not available without unreasonable effort.


Webcast Information


We will host a live audio webcast for analysts and investors to discuss our earnings results for the fourth quarter of fiscal year 2026, and outlook for the first quarter of fiscal year 2027 and full fiscal year 2027 today, March 12, 2026, at 1:30 p.m. Pacific Time (4:30 p.m. Eastern Time). The live webcast and a recording of the event will be available on the Investor Relations section of our website at investors.sentinelone.com.


We have used, and intend to continue to use, the Investor Relations section of our website at investors.sentinelone.com as a means of disclosing material nonpublic information and for complying with our disclosure obligations under Regulation FD.


Forward-Looking Statements


This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which statements involve risks and uncertainties, including but not limited to statements regarding our future growth, execution, product innovation and technological development, competitive position, and future financial and operating performance, including our financial outlook for the first quarter of fiscal year 2027 and our full fiscal year 2027; progress towards our long-term profitability targets; and general market trends. The words “believe,” “may,” “will,” “potentially,” “estimate,” “continue,” “anticipate,” “intend,” “could,” “would,” “project,” “target,” “plan,” “expect,” or the negative of these terms and similar expressions are intended to identify forward-looking statements. However, not all forward-looking statements contain these identifying words.


There are a significant number of factors that could cause our actual results to differ materially from statements made in this press release, including but not limited to: our limited operating history; our history of losses; intense competition in the market we compete in; fluctuations in our operating results; actual or perceived network or security incidents against us; actual or perceived defects, errors or vulnerabilities in our platform; our ability to successfully integrate any acquisitions and strategic investments; risks associated with managing our rapid growth; general global, political, economic, and macroeconomic climate, including but not limited to, the changes in U.S. federal spending and policies, including government shutdowns, significant political or regulatory developments or changes in trade policy, actual or perceived instability in the banking industry; supply chain disruptions; a potential recession, inflation, and interest rate volatility; geopolitical conflicts around the world; our ability to attract new and retain existing customers, or renew and expand our relationships with them; the ability of our platform to effectively interoperate within our customers' IT infrastructure; disruptions or other business interruptions that affect the availability of our platform including cybersecurity incidents; the failure to timely develop and achieve market acceptance of new products and subscriptions as well as existing products, subscriptions and support offerings; rapidly evolving technological developments in the market for security products and subscription and support offerings; length of sales cycles; and risks of securities class action litigation.


Additional risks and uncertainties that could affect our financial results are included under the captions “Risk Factors” and “Management’s Discussion and Analysis of Financial Condition and Results of Operations” set forth in our filings and reports with the Securities and Exchange Commission (“SEC”), including our most recently filed Annual Report on Form 10-K, subsequent Quarterly Reports on Form 10-Q and other filings and reports that we may file from time to time with the SEC, copies of which are available on our website at investors.sentinelone.com and on the SEC’s website at www.sec.gov.


You should not rely on these forward-looking statements, as actual outcomes and results may differ materially from those contemplated by these forward-looking statements as a result of such risks and uncertainties. All forward-looking statements in this press release are based on information and estimates available to us as of the date hereof, and were based on current expectations, estimates, forecasts, and projections as well as the beliefs and assumptions of management. We do not assume any obligation to update the forward-looking statements provided to reflect events that occur or circumstances that exist after the date of this press release or to reflect new information or the occurrence of unexpected events, except as required by law. We may not actually achieve the plans, intentions, or expectations disclosed in our forward-looking statements, and you should not place undue reliance on our forward-looking statements.


Non-GAAP Financial Measures


In addition to our results being determined in accordance with GAAP, we believe the following non-GAAP measures are useful in evaluating our operating performance. We use the following non-GAAP financial information to evaluate our ongoing operations and for internal planning and forecasting purposes. We believe that non-GAAP financial information, when taken collectively, with the financial information presented in accordance with GAAP, may be helpful to investors because it provides consistency and comparability with past financial performance. However, non-GAAP financial information is presented for supplemental informational purposes only, has limitations as an analytical tool, and should not be considered in isolation or as a substitute for financial information presented in accordance with GAAP.


Other companies, including companies in our industry, may calculate similarly titled non-GAAP measures differently or may use other measures to evaluate their performance, all of which could reduce the usefulness of our non-GAAP financial measures as tools for comparison. In addition, the utility of free cash flow and adjusted free cash flow as a measure of our liquidity is limited as it does not represent the total increase or decrease in our cash balance for a given period.


Reconciliations between non-GAAP financial measures to the most directly comparable financial measure stated in accordance with GAAP are contained below. Investors are encouraged to review the related GAAP financial measures and the reconciliation of these non-GAAP financial measures to their most directly comparable GAAP financial measures and not rely on any single financial measure to evaluate our business.


As presented in the “Reconciliation of GAAP to Non-GAAP Financial Information” table below, each of the non-GAAP financial measures excludes one or more of the following items:


Stock-based compensation expense


Stock-based compensation expense is a non-cash expense that varies in amount from period to period and is dependent on market forces that are often beyond our control. As a result, management excludes this item from our internal operating forecasts and models. Management believes that non-GAAP measures adjusted for stock-based compensation expense provide investors with a basis to measure our core performance against the performance of other companies without the variability created by stock-based compensation as a result of the variety of equity awards used by other companies and the varying methodologies and assumptions used.


Employer payroll tax on employee stock transactions


Employer payroll tax expenses related to employee stock transactions are tied to the vesting or exercise of underlying equity awards and the price of our common stock at the time of vesting, which varies in amount from period to period and is dependent on market forces that are often beyond our control. As a result, management excludes this item from our internal operating forecasts and models. Management believes that non-GAAP measures adjusted for employer payroll taxes on employee stock transactions provide investors with a basis to measure our core performance against the performance of other companies without the variability created by employer payroll taxes on employee stock transactions as a result of the stock price at the time of employee exercise.


Amortization of acquired intangible assets


Amortization of acquired intangible assets expense is tied to the intangible assets that were acquired in conjunction with acquisitions, which results in non-cash expenses that may not otherwise have been incurred. Management believes excluding the expense associated with intangible assets from non-GAAP measures allows for a more accurate assessment of our ongoing operations and provides investors with a better comparison of period-over-period operating results.


Acquisition-related compensation costs


Acquisition-related compensation costs include cash-based compensation expenses resulting from the employment retention of certain employees established in accordance with the terms of each acquisition. Acquisition-related cash-based compensation costs have been excluded as they were specifically negotiated as part of the acquisitions in order to retain such employees and relate to cash compensation that was made either in lieu of stock-based compensation or where the grant of stock-based compensation awards was not practicable. In most cases, these acquisition-related compensation costs are not factored into management’s evaluation of potential acquisitions or our performance after completion of acquisitions, because they are not related to our core operating performance. In addition, the frequency and amount of such charges can vary significantly based on the size and timing of acquisitions and the maturities of the businesses being acquired. Excluding acquisition-related compensation costs from non-GAAP measures provides investors with a basis to compare our results against those of other companies without the variability caused by purchase accounting.


Restructuring charges


Restructuring charges primarily relate to contract termination charges, severance payments, employee benefits, stock-based compensation and asset impairment charges related to facilities. These restructuring charges are excluded from non-GAAP financial measures because they are the result of discrete events that are not considered core-operating activities. We believe that it is appropriate to exclude restructuring charges from non-GAAP financial measures because it enables the comparison of period-over-period operating results from continuing operations.


Gains and losses on strategic investments


Gains and losses on strategic investments relate to the subsequent changes in the recorded value of our strategic investments. These gains and losses are excluded from non-GAAP financial measures because they are the result of discrete events that are not considered core-operating activities. We believe that it is appropriate to exclude gains and losses from strategic investments from non-GAAP financial measures because it enables the comparison of period-over-period net income (loss).


Provision for income taxes


Certain discrete tax items that are not indicative of our core operating performance are excluded from our non-GAAP results. During the year ended January 31, 2026, these items are primarily comprised of a tax charge related to the final Assessment Agreement (the Agreement) entered into with the Israel Tax Authorities (ITA), inclusive of related interest expense. These exclusions provide investors with a clearer view of our underlying financial results and facilitate meaningful comparisons across reporting periods.


During the first quarter of fiscal year 2027, the Company will adopt a 17% non-GAAP tax rate for all future reporting periods. This rate is subject to change based on geographic earnings mix or tax law.


Dilutive shares applying the treasury stock method


During periods in which we incur a net loss under a GAAP basis, we exclude certain potential common stock equivalents from our GAAP diluted shares because their effect would have been anti-dilutive. In periods where we have net income on a non-GAAP basis, these common stock equivalents would have been dilutive. Accordingly, we have included the impact of these common stock equivalents in the calculation of our non-GAAP diluted net income per share applying the treasury stock method.


Non-GAAP Cost of Revenue, Non-GAAP Gross Profit, Non-GAAP Gross Margin, Non-GAAP Income (Loss) from Operations, Non-GAAP Operating Margin, Non-GAAP Net Income, Non-GAAP Net Income Margin and Non-GAAP Net Income Per Share


We define these non-GAAP financial measures as their respective GAAP measures, excluding the expenses referenced above. We use these non-GAAP financial measures as part of our overall assessment of our performance, including the preparation of our annual operating budget and quarterly forecasts, to evaluate the effectiveness of our business strategies, and to communicate with our board of directors concerning our financial performance.


Free Cash Flow and Adjusted Free Cash Flow


We define free cash flow as cash provided by operating activities less purchases of property and equipment and capitalized internal-use software costs. We define adjusted free cash flow as free cash flow, excluding the impact of discrete cash income tax payments relating to the Agreement entered into with the ITA. As we did not incur cash income tax payments related to the Agreement during fiscal year 2026, free cash flow and adjusted free cash flow were equivalent for the period. We expect to begin incurring such payments in the first quarter of fiscal year 2027. We believe free cash flow and adjusted free cash flow is a useful indicator of liquidity that provides our management, board of directors, and investors with information about our future ability to generate or use cash to enhance the strength of our balance sheet and further invest in our business and pursue potential strategic initiatives.


Key Business Metrics


We monitor the following key metrics to help us evaluate our business, identify trends affecting our business, formulate business plans, and make strategic decisions.


Annualized Recurring Revenue (ARR)


We believe that ARR is a key operating metric to measure our business because it is driven by our ability to acquire new subscription, consumption, and usage-based customers, and to maintain and expand our relationship with existing customers. ARR represents the annualized revenue run rate of our subscription and consumption and usage-based agreements at the end of a reporting period, assuming contracts are renewed on their existing terms for customers that are under contracts with us. ARR is not a forecast of future revenue, which can be impacted by contract start and end dates, usage, renewal rates, and other contractual terms.


Customers with ARR of $100,000 or More


We believe that our ability to increase the number of customers with ARR of $100,000 or more is an indicator of our market penetration and strategic demand for our platform. We define a customer as an entity that has an active subscription for access to our platform. We count Managed Service Providers, Managed Security Service Providers, Managed Detection & Response firms, and Original Equipment Manufacturers, who may purchase our products on behalf of multiple companies, as a single customer. We do not count our reseller or distributor channel partners as customers.


Source: SentinelOne

NYSE: S

Category: Investors




SENTINELONE, INC.




CONDENSED CONSOLIDATED BALANCE SHEETS




(in thousands)




(unaudited)








 






 






 






 








 






January 31,






 






January 31,








 






 






2026






 






 






 






2025






 








Assets






 






 






 








Current assets:






 






 






 








Cash and cash equivalents






$






169,627






 






 






$






186,574






 








Short-term investments






 






459,041






 






 






 






535,331






 








Accounts receivable, net






 






289,079






 






 






 






236,012






 








Deferred contract acquisition costs, current






 






70,981






 






 






 






64,782






 








Prepaid expenses and other current assets






 






61,857






 






 






 






47,023






 








Total current assets






 






1,050,585






 






 






 






1,069,722






 








Property and equipment, net






 






84,008






 






 






 






71,774






 








Long-term investments






 






140,898






 






 






 






419,367






 








Deferred contract acquisition costs, non-current






 






89,659






 






 






 






85,322






 








Intangible assets, net






 






129,548






 






 






 






107,155






 








Goodwill






 






912,671






 






 






 






629,636






 








Other assets






 






30,733






 






 






 






23,649






 








Total assets






$






2,438,102






 






 






$






2,406,625






 








Liabilities and Stockholders’ Equity






 






 






 








Current liabilities:






 






 






 








Accounts payable






$






10,299






 






 






$






8,159






 








Accrued payroll and benefits






 






79,006






 






 






 






79,612






 








Deferred revenue, current






 






549,790






 






 






 






470,127






 








Accrued expenses and other current liabilities






 






117,260






 






 






 






55,655






 








Total current liabilities






 






756,355






 






 






 






613,553






 








Deferred revenue, non-current






 






83,277






 






 






 






102,017






 








Other liabilities






 






161,325






 






 






 






21,808






 








Total liabilities






 






1,000,957






 






 






 






737,378






 








Stockholders’ equity:






 






 






 








Preferred stock






 






—






 






 






 






—






 








Class A common stock






 






33






 






 






 






31






 








Class B common stock






 






1






 






 






 






1






 








Additional paid-in capital






 






3,513,017






 






 






 






3,294,542






 








Accumulated other comprehensive income






 






2,314






 






 






 






2,158






 








Accumulated deficit






 






(2,078,220






)






 






 






(1,627,485






)








Total stockholders’ equity






 






1,437,145






 






 






 






1,669,247






 








Total liabilities and stockholders’ equity






$






2,438,102






 






 






$






2,406,625






 








 






 






 






 









SENTINELONE, INC.




CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS




(in thousands, except share and per share data)




(unaudited)











 






Three Months Ended




January 31,






 






Twelve Months Ended




January 31,








 






 






2026






 






 






 






2025






 






 






 






2026






 






 






 






2025






 








Revenue






$






271,153






 






 






$






225,521






 






 






$






1,001,278






 






 






$






821,461






 








Cost of revenue(1)






 






74,320






 






 






 






57,010






 






 






 






259,177






 






 






 






211,106






 








Gross profit






 






196,833






 






 






 






168,511






 






 






 






742,101






 






 






 






610,355






 








Operating expenses:






 






 






 






 






 






 






 








Research and development(1)






 






89,363






 






 






 






74,626






 






 






 






323,853






 






 






 






267,002






 








Sales and marketing(1)






 






136,829






 






 






 






128,065






 






 






 






525,151






 






 






 






487,225






 








General and administrative(1)






 






50,494






 






 






 






46,078






 






 






 






202,141






 






 






 






185,487






 








Restructuring(1)






 






44






 






 






 






—






 






 






 






12,265






 






 






 






—






 








Total operating expenses






 






276,730






 






 






 






248,769






 






 






 






1,063,410






 






 






 






939,714






 








Loss from operations






 






(79,897






)






 






 






(80,258






)






 






 






(321,309






)






 






 






(329,359






)








Interest income, net






 






7,831






 






 






 






12,408






 






 






 






42,698






 






 






 






49,929






 








Other expense, net






 






(745






)






 






 






(1,339






)






 






 






(1,100






)






 






 






(2,177






)








Loss before income taxes






 






(72,811






)






 






 






(69,189






)






 






 






(279,711






)






 






 






(281,607






)








Provision for income taxes






 






37,421






 






 






 






1,599






 






 






 






171,024






 






 






 






6,834






 








Net loss






$






(110,232






)






 






$






(70,788






)






 






$






(450,735






)






 






$






(288,441






)








Net loss per share attributable to Class A and Class B common stockholders, basic and diluted






$






(0.33






)






 






$






(0.22






)






 






$






(1.37






)






 






$






(0.92






)








Weighted-average shares used in computing net loss per share attributable to Class A and Class B common stockholders, basic and diluted






 






334,843,972






 






 






 






321,446,833






 






 






 






330,111,148






 






 






 






314,811,783






 








 







 







 







 









(1) Includes stock-based compensation expense as follows:







 







 







 









Cost of revenue






$






5,876






 






 






$






5,862






 






 






$






21,584






 






 






$






22,105






 








Research and development






 






24,360






 






 






 






22,865






 






 






 






94,542






 






 






 






83,957






 








Sales and marketing






 






26,904






 






 






 






24,928






 






 






 






93,640






 






 






 






80,496






 








General and administrative






 






22,562






 






 






 






20,458






 






 






 






88,399






 






 






 






80,973






 








Restructuring






 






5






 






 






 






—






 






 






 






(578






)






 






 






—






 








Total stock-based compensation expense






$






79,707






 






 






$






74,113






 






 






$






297,587






 






 






$






267,531






 









SENTINELONE, INC.




CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS




(in thousands)




(unaudited)











 






Twelve Months Ended




January 31,








 






 






2026






 






 






 






2025






 








CASH FLOW FROM OPERATING ACTIVITIES:






 






 






 








Net loss






$






(450,735






)






 






$






(288,441






)








Adjustments to reconcile net loss to net cash provided by operating activities:






 






 






 








Depreciation and amortization






 






54,933






 






 






 






42,766






 








Amortization of deferred contract acquisition costs






 






78,119






 






 






 






66,640






 








Non-cash operating lease costs






 






4,194






 






 






 






4,079






 








Stock-based compensation expense






 






297,587






 






 






 






267,531






 








Accretion of discounts, and amortization of premiums on investments, net






 






(7,104






)






 






 






(13,482






)








Other






 






2,684






 






 






 






1,257






 








Changes in operating assets and liabilities, net of effects of acquisitions:






 






 






 








Accounts receivable






 






(52,061






)






 






 






(21,174






)








Prepaid expenses and other assets






 






(6,631






)






 






 






1,746






 








Deferred contract acquisition costs






 






(88,655






)






 






 






(90,946






)








Accounts payable






 






1,620






 






 






 






1,405






 








Accrued expenses and other liabilities






 






188,692






 






 






 






5,075






 








Accrued payroll and benefits






 






(1,310






)






 






 






5,286






 








Operating lease liabilities






 






(4,327






)






 






 






(4,954






)








Deferred revenue






 






59,610






 






 






 






56,940






 








Net cash provided by operating activities






 






76,616






 






 






 






33,728






 








CASH FLOW FROM INVESTING ACTIVITIES:






 






 






 








Purchases of property and equipment






 






(713






)






 






 






(1,860






)








Purchases of intangible assets






 






(205






)






 






 






(155






)








Capitalization of internal-use software






 






(24,012






)






 






 






(25,121






)








Purchases of investments






 






(249,282






)






 






 






(804,498






)








Proceeds from sales, maturities and return of capital of investments






 






610,175






 






 






 






737,074






 








Cash paid for acquisitions, net of cash acquired






 






(248,970






)






 






 






(123,837






)








Net cash provided by (used in) investing activities






 






86,993






 






 






 






(218,397






)








CASH FLOW FROM FINANCING ACTIVITIES:






 






 






 








Repurchases of common stock






 






(200,012






)






 






 






—






 








Repurchase of early exercised stock options






 






—






 






 






 






(21






)








Proceeds from exercise of stock options






 






18,049






 






 






 






33,406






 








Proceeds from issuance of common stock under the employee stock purchase plan






 






21,210






 






 






 






22,500






 








Net cash (used in) provided by financing activities






 






(160,753






)






 






 






55,885






 








NET CHANGE IN CASH, CASH EQUIVALENTS, AND RESTRICTED CASH






 






2,856






 






 






 






(128,784






)








CASH, CASH EQUIVALENTS, AND RESTRICTED CASH–Beginning of period






 






193,302






 






 






 






322,086






 








CASH, CASH EQUIVALENTS, AND RESTRICTED CASH–End of period






$






196,158






 






 






$






193,302






 









SENTINELONE, INC.




RECONCILIATION OF GAAP TO NON-GAAP FINANCIAL INFORMATION




(in thousands, except percentages and per share data)




(unaudited)











 






Three Months Ended




January 31,






 






Twelve Months Ended




January 31,








 






 






2026






 






 






 






2025






 






 






 






2026






 






 






 






2025






 








Cost of revenue reconciliation:






 






 






 






 






 






 






 








GAAP cost of revenue






$






74,320






 






 






$






57,010






 






 






$






259,177






 






 






$






211,106






 








Stock-based compensation expense






 






(5,876






)






 






 






(5,862






)






 






 






(21,584






)






 






 






(22,105






)








Employer payroll tax on employee stock transactions






 






(116






)






 






 






(187






)






 






 






(689






)






 






 






(684






)








Amortization of acquired intangible assets






 






(8,227






)






 






 






(4,196






)






 






 






(22,895






)






 






 






(18,057






)








Acquisition-related compensation






 






(10






)






 






 






(30






)






 






 






(58






)






 






 






(380






)








Non-GAAP cost of revenue






$






60,091






 






 






$






46,735






 






 






$






213,951






 






 






$






169,880






 








 






 






 






 






 






 






 






 








Gross profit reconciliation:






 






 






 






 






 






 






 








GAAP gross profit






$






196,833






 






 






$






168,511






 






 






$






742,101






 






 






$






610,355






 








Stock-based compensation expense






 






5,876






 






 






 






5,862






 






 






 






21,584






 






 






 






22,105






 








Employer payroll tax on employee stock transactions






 






116






 






 






 






187






 






 






 






689






 






 






 






684






 








Amortization of acquired intangible assets






 






8,227






 






 






 






4,196






 






 






 






22,895






 






 






 






18,057






 








Acquisition-related compensation






 






10






 






 






 






30






 






 






 






58






 






 






 






380






 








Non-GAAP gross profit






$






211,062






 






 






$






178,786






 






 






$






787,327






 






 






$






651,581






 








 






 






 






 






 






 






 






 








Gross margin reconciliation:






 






 






 






 






 






 






 








GAAP gross margin






 






73






%






 






 






75






%






 






 






74






%






 






 






74






%








Stock-based compensation expense






 






2






%






 






 






3






%






 






 






2






%






 






 






3






%








Employer payroll tax on employee stock transactions






 






—






%






 






 






—






%






 






 






—






%






 






 






—






%








Amortization of acquired intangible assets






 






3






%






 






 






2






%






 






 






2






%






 






 






2






%








Acquisition-related compensation






 






—






%






 






 






—






%






 






 






—






%






 






 






—






%








Non-GAAP gross margin*






 






78






%






 






 






79






%






 






 






79






%






 






 






79






%








 






 






 






 






 






 






 






 








Research and development expense reconciliation:






 






 






 






 






 






 






 








GAAP research and development expense






$






89,363






 






 






$






74,626






 






 






$






323,853






 






 






$






267,002






 








Stock-based compensation expense






 






(24,360






)






 






 






(22,865






)






 






 






(94,542






)






 






 






(83,957






)








Employer payroll tax on employee stock transactions






 






(197






)






 






 






(245






)






 






 






(1,144






)






 






 






(1,020






)








Acquisition-related compensation






 






(2,516






)






 






 






(837






)






 






 






(5,165






)






 






 






(3,203






)








Non-GAAP research and development expense






$






62,290






 






 






$






50,679






 






 






$






223,002






 






 






$






178,822






 








 






 






 






 






 






 






 






 








Sales and marketing expense reconciliation:






 






 






 






 






 






 






 








GAAP sales and marketing expense






$






136,829






 






 






$






128,065






 






 






$






525,151






 






 






$






487,225






 








Stock-based compensation expense






 






(26,904






)






 






 






(24,928






)






 






 






(93,640






)






 






 






(80,496






)








Employer payroll tax on employee stock transactions






 






(345






)






 






 






(410






)






 






 






(2,121






)






 






 






(1,993






)








Amortization of acquired intangible assets






 






(2,553






)






 






 






(2,253






)






 






 






(9,406






)






 






 






(8,963






)








Acquisition-related compensation






 






(1,463






)






 






 






(21






)






 






 






(2,002






)






 






 






(121






)








Non-GAAP sales and marketing expense... .






$






105,564






 






 






$






100,453






 






 






$






417,982






 






 






$






395,652






 








 






 






 






 






 






 






 






 








General and administrative expense reconciliation:






 






 






 






 






 






 






 








GAAP general and administrative expense






$






50,494






 






 






$






46,078






 






 






$






202,141






 






 






$






185,487






 








Stock-based compensation expense






 






(22,562






)






 






 






(20,458






)






 






 






(88,399






)






 






 






(80,973






)








Employer payroll tax on employee stock transactions






 






(228






)






 






 






(666






)






 






 






(2,021






)






 






 






(1,984






)








Acquisition-related compensation






 






—






 






 






 






(1






)






 






 






—






 






 






 






(2






)








Non-GAAP general and administrative expense






$






27,704






 






 






$






24,953






 






 






$






111,721






 






 






$






102,528






 








 






 






 






 






 






 






 






 








Restructuring reconciliation:






 






 






 






 






 






 






 








GAAP restructuring expense






$






44






 






 






$






—






 






 






$






12,265






 






 






$






—






 








Stock-based compensation expense






 






(5






)






 






 






—






 






 






 






578






 






 






 






—






 








Other restructuring charges






 






(39






)






 






 






—






 






 






 






(12,843






)






 






 






—






 








Non-GAAP restructuring expense






$






—






 






 






$






—






 






 






$






—






 






 






$






—






 








 






 






 






 






 






 






 






 








Operating income (loss) reconciliation:






 






 






 






 






 






 






 








GAAP operating loss






$






(79,897






)






 






$






(80,258






)






 






$






(321,309






)






 






$






(329,359






)








Stock-based compensation expense






 






79,707






 






 






 






74,113






 






 






 






297,587






 






 






 






267,531






 








Employer payroll tax on employee stock transactions






 






886






 






 






 






1,508






 






 






 






5,975






 






 






 






5,681






 








Amortization of acquired intangible assets






 






10,780






 






 






 






6,449






 






 






 






32,301






 






 






 






27,020






 








Acquisition-related compensation






 






3,989






 






 






 






889






 






 






 






7,225






 






 






 






3,706






 








Other restructuring charges






 






39






 






 






 






—






 






 






 






12,843






 






 






 






—






 








Non-GAAP operating income (loss)






$






15,504






 






 






$






2,701






 






 






$






34,622






 






 






$






(25,421






)








 






 






 






 






 






 






 






 








Operating margin reconciliation:






 






 






 






 






 






 






 








GAAP operating margin






 






(29






)%






 






 






(36






)%






 






 






(32






)%






 






 






(40






)%








Stock-based compensation expense






 






29






%






 






 






33






%






 






 






30






%






 






 






33






%








Employer payroll tax on employee stock transactions






 






—






%






 






 






1






%






 






 






1






%






 






 






1






%








Amortization of acquired intangible assets






 






4






%






 






 






3






%






 






 






3






%






 






 






3






%








Acquisition-related compensation






 






1






%






 






 






—






%






 






 






1






%






 






 






—






%








Other restructuring charges






 






—






%






 






 






—






%






 






 






1






%






 






 






—






%








Non-GAAP operating margin*






 






6






%






 






 






1






%






 






 






3






%






 






 






(3






)%








 






 






 






 






 






 






 






 








Net income (loss) reconciliation:






 






 






 






 






 






 






 








GAAP net loss






$






(110,232






)






 






$






(70,788






)






 






$






(450,735






)






 






$






(288,441






)








Stock-based compensation expense






 






79,707






 






 






 






74,113






 






 






 






297,587






 






 






 






267,531






 








Employer payroll tax on employee stock transactions






 






886






 






 






 






1,508






 






 






 






5,975






 






 






 






5,681






 








Amortization of acquired intangible assets






 






10,780






 






 






 






6,449






 






 






 






32,301






 






 






 






27,020






 








Acquisition-related compensation






 






3,989






 






 






 






889






 






 






 






7,225






 






 






 






3,706






 








Other restructuring charges






 






39






 






 






 






—






 






 






 






12,843






 






 






 






—






 








Net (gains) losses on strategic investments






 






977






 






 






 






—






 






 






 






(347






)






 






 






(345






)








Provision for income taxes






 






37,507






 






 






 






—






 






 






 






163,424






 






 






 






—






 








Non-GAAP net income






$






23,653






 






 






$






12,171






 






 






$






68,273






 






 






$






15,152






 








 






 






 






 






 






 






 






 








Net income (loss) margin reconciliation:






 






 






 






 






 






 






 








GAAP net loss margin






 






(41






)%






 






 






(31






)%






 






 






(45






)%






 






 






(35






)%








Stock-based compensation






 






29






%






 






 






33






%






 






 






30






%






 






 






33






%








Employer payroll tax on employee stock transactions






 






—






%






 






 






1






%






 






 






1






%






 






 






1






%








Amortization of acquired intangible assets






 






4






%






 






 






3






%






 






 






3






%






 






 






3






%








Acquisition-related compensation






 






1






%






 






 






—






%






 






 






1






%






 






 






—






%








Other restructuring charges






 






—






%






 






 






—






%






 






 






1






%






 






 






—






%








Net (gains) losses on strategic investments






 






—






%






 






 






—






%






 






 






—






%






 






 






—






%








Provision for income taxes






 






14






%






 






 






—






%






 






 






16






%






 






 






—






%








Non-GAAP net income margin*






 






9






%






 






 






5






%






 






 






7






%






 






 






2






%








 






 






 






 






 






 






 






 








GAAP basic and diluted shares






 






334,843,972






 






 






 






321,446,833






 






 






 






330,111,148






 






 






 






314,811,783






 








Dilutive shares under the treasury stock method ..






 






6,047,544






 






 






 






17,526,337






 






 






 






8,646,610






 






 






 






18,192,341






 








Non-GAAP diluted shares






 






340,891,516






 






 






 






338,973,170






 






 






 






338,757,758






 






 






 






333,004,124






 








 






 






 






 






 






 






 






 








Diluted EPS reconciliation:






 






 






 






 






 






 






 








GAAP net loss per share, basic and diluted






$






(0.33






)






 






$






(0.22






)






 






$






(1.37






)






 






$






(0.92






)








Stock-based compensation expense






 






0.23






 






 






 






0.22






 






 






 






0.88






 






 






 






0.80






 








Employer payroll tax on employee stock transactions






 






—






 






 






 






—






 






 






 






0.02






 






 






 






0.02






 








Amortization of acquired intangible assets






 






0.03






 






 






 






0.02






 






 






 






0.10






 






 






 






0.08






 








Acquisition-related compensation






 






0.01






 






 






 






—






 






 






 






0.02






 






 






 






0.01






 








Other restructuring charges






 






—






 






 






 






—






 






 






 






0.04






 






 






 






—






 








Net (gains) losses on strategic investments .






 






—






 






 






 






—






 






 






 






—






 






 






 






—






 








Provision for income taxes






 






0.11






 






 






 






—






 






 






 






0.48






 






 






 






—






 








Adjustment to fully diluted earnings per share (1)






 






0.02






 






 






 






0.02






 






 






 






0.03






 






 






 






0.06






 








Non-GAAP net income per share, diluted






$






0.07






 






 






$






0.04






 






 






$






0.20






 






 






$






0.05






 







*Certain figures may not sum due to rounding.


(1) For periods in which we had diluted non-GAAP net income per share, the sum of the impact of individual reconciling items may not total to diluted non-GAAP net income per share because the basic share counts used to calculate GAAP net loss per share differ from the diluted share counts used to calculate non-GAAP net income per share, and because of rounding differences. The GAAP net loss per share calculation uses a lower share count as it excludes dilutive shares which are included in calculating the non-GAAP net income per share.




SENTINELONE, INC.




SELECTED CASH FLOW INFORMATION




(in thousands)




(unaudited)










 



Reconciliation of cash provided by (used in) operating activities to free cash flow:








 






Three Months Ended




January 31,






 






Twelve Months Ended




January 31,








 






 






2026






 






 






 






2025






 






 






 






2026






 






 






 






2025






 








GAAP net cash provided by (used in) operating activities






$






4,371






 






 






$






(3,401






)






 






$






76,616






 






 






$






33,728






 








Less: Purchases of property and equipment






 






(194






)






 






 






(194






)






 






 






(713






)






 






 






(1,860






)








Less: Capitalized internal-use software






 






(6,486






)






 






 






(5,326






)






 






 






(24,012






)






 






 






(25,121






)








Free cash flow






$






(2,309






)






 






$






(8,921






)






 






$






51,891






 






 






$






6,747






 








 






 






 






 






 






 






 






 








Net cash provided by (used in) investing activities






$






111,777






 






 






$






(132,499






)






 






$






86,993






 






 






$






(218,397






)








 






 






 






 






 






 






 






 








Net cash (used in) provided by financing activities






$






(84,486






)






 






$






24,218






 






 






$






(160,753






)






 






$






55,885






 








 






 






 






 






 






 






 






 








Operating cash flow margin






 






2






%






 






 






(2






)%






 






 






8






%






 






 






4






%








Free cash flow margin






 






(1






)%






 






 






(4






)%






 






 






5






%






 






 






1






%







 

View source version on businesswire.com: https://www.businesswire.com/news/home/20260312383715/en/
Investor Relations:

Saad Nazir

investors@sentinelone.com


Press:

Craig VerColen

press@sentinelone.com


Original: SentinelOne Announces Fourth Quarter and Fiscal Year 2026 Financial Results