Overview

• Revenue reached $242.18 million with 22% year-over-year growth, and adjusted earnings came in at $0.04 per share, topping estimates.
• Annualized recurring revenue rose 24% to about $1 billion as of July 31, with management citing record net new ARR.
• The company guided third-quarter revenue to roughly $256 million and lifted its full-year 2026 revenue range to $998 million to $1.002 billion.
• Customers generating at least $100,000 in ARR increased 23% to 1,513 as executives highlighted adoption of its AI-driven platform across endpoint, cloud and data.
• SentinelOne ended the quarter with $1.2 billion in cash and investments, its shares gained about 8.7% after hours, and several analysts raised price targets following the report.