SentinelOne Reports Landmark $1B Revenue Year

Cybersecurity firm sees record ARR, profitability in fiscal 2026

Mar. 14, 2026 at 1:22am

SentinelOne (NYSE:S) executives highlighted the company's 'landmark year' on its fiscal 2026 earnings call, reporting over $1 billion in annual revenue, record net new annual recurring revenue (ARR) in Q4, and full-year operating profitability. CEO Tomer Weingarten cited the company's shift toward 'profitable growth' and expansion of its Singularity Platform across enterprise customers.

Why it matters

SentinelOne's strong financial performance and platform growth demonstrate the company's ability to scale its AI-driven cybersecurity offerings and capture market share in the rapidly evolving enterprise security landscape. The results also highlight SentinelOne's successful transition to profitability amid macroeconomic uncertainty.

The details

SentinelOne reported Q4 revenue of $271 million, up 20% year-over-year, with international revenue growing 30% and representing 40% of total revenue. The company also saw record ARR per customer and a strategic shift upmarket, with non-endpoint solutions surpassing half of total annual bookings. Management noted rising multi-product adoption among enterprise customers, with 65% using three or more solutions, up from 39% a year earlier.

  • SentinelOne reported its fiscal 2026 full-year and Q4 results on March 14, 2026.

The players

Tomer Weingarten

CEO of SentinelOne, a cybersecurity company specializing in AI-driven endpoint protection.

Barry Padgett

Interim CFO of SentinelOne, who will be transitioning the role to Sonali Parekh.

SentinelOne, Inc.

A cybersecurity company founded in 2013 and headquartered in Mountain View, California, that developed the Singularity Platform to unify prevention, detection, response, and hunting across endpoints, cloud workloads, containers and IoT devices.

Cloudflare

An enterprise customer that moved to SentinelOne's platform in less than 24 hours after a proof of concept, replacing a competitor.

Large global postal operator

An enterprise customer that committed to a five-year deal with SentinelOne, citing on-premise security and government standards as key factors.

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What they’re saying

“We must not let individuals continue to damage private property in San Francisco.”

— Robert Jenkins, San Francisco resident (San Francisco Chronicle)

“Fifty years is such an accomplishment in San Francisco, especially with the way the city has changed over the years.”

— Gordon Edgar, grocery employee (Instagram)

What’s next

SentinelOne expects to continue a balanced capital allocation approach, prioritizing organic investment while returning capital to shareholders. The company also plans to expand its public sector presence after achieving FedRAMP authorization at the high impact level.

The takeaway

SentinelOne's strong financial performance and platform growth demonstrate its ability to scale its AI-driven cybersecurity offerings and capture market share in the enterprise security market, while also successfully transitioning to profitability amid macroeconomic uncertainty.