SentinelOne, Inc. (NYSE: S) is a leading cybersecurity company that provides enterprises with advanced threat protection and response capabilities. Its data-driven solutions, powered by artificial intelligence, enable users to detect and respond to threats in real time. The importance of cybersecurity has increased significantly in recent years, catalyzed by widespread digital transformation. There is a high demand for effective solutions that help organizations outsmart attackers and combat intruders.
The company
Founded in 2013 and headquartered in Mountain View, California, SentinelOne was co-founded by Tomer Weingarten, who has served as CEO since its inception. Designed to provide protection against a wide range of threats, the AI-driven platform enables autonomous cybersecurity defense. The company has the first purpose-built AI-powered Extended Detection and Response (XDR) Platform that makes cybersecurity defense autonomous. The flagship Singularity Platform is used worldwide by companies in all industries.
Key figures
For the second quarter of 2025, the company’s total revenue increased 33% year-over-year to $198.9 million, driven by broad-based demand growth. For the July quarter, the company reported a net loss of $69.2 million, or $0.22 per share, compared to a loss of $89.5 million, or $0.31 per share, a year ago. Adjusted gross margin was 80%. As of July 31, 2024, annualized recurring revenue increased 32% to $806.0 million.
For the third quarter of 2025, management expects revenue of $209.5 million and an adjusted gross margin of 79%. The company is banking on its continued investments in innovation and scale and increased its full-year 2025 revenue and adjusted gross margin guidance to $815 million and 79%, respectively.
Updates
In February 2024, SentinelOne completed the acquisition of PingSafe, a cloud-native application protection platform (CNAPP), which combined its AI-powered workload protection and Singularity Data Lake with a comprehensive CNAPP to create a unified security platform that protects the entire enterprise. Recently, the company reported a double-digit increase in revenue for the second quarter of fiscal 2025, the first quarter ever with positive net income and earnings per share.
Advantages
Singularity Platform: SentinelOne’s Singularity platform can be deployed in a variety of environments, including public, private, or hybrid clouds. The static AI model is designed to predict all types of attacks, including previously unknown threats, with high accuracy. The behavior-based AI model tracks and links all behaviors to create rich, contextual narratives called storylines.
AI-driven protection: The use of AI and machine learning algorithms gives the SentinelOne platform an edge over others when it comes to detecting and responding to various threats. The company’s intelligent systems learn when challenged by attacks and evolve on their own as they adapt to new threats.
Speed and efficiency: The platform provides visibility into organizations’ digital assets through a fully integrated console and enables analysts to investigate incidents by searching through large amounts of data easily and efficiently.
Disadvantages
Competition: While cybersecurity is a fast-growing field, SentinelOne must remain innovative to cope with growing competition in the market, especially in the endpoint protection category. It is critical to protect market share from competitors such as CrowdStrike, McAfee and Symantec.
Accuracy: However, with advanced technologies such as artificial intelligence and machine learning comes the risk that cybersecurity solutions may falsely flag harmless activities as malicious. This can cause the system to miss real threats, resulting in operational disruptions.
System performance: When used in traditional IT systems, the SentinelOne platform can impact network performance due to the in-depth auditing and real-time monitoring. In such situations, customers must upgrade to the latest high-performance systems.
