Cybersecurity
SentinelOne
Business, financial evidence and documented connections to the AI buildout.
Business and AI exposure
SentinelOne sells cybersecurity software, including Purple AI investigations. Complimentary trials and Singularity Credits create a route from product evaluation to paid AI consumption through direct sales, partners and e-commerce.
Earnings and disclosures
Latest verified results: Q2 fiscal 2027 · Released 2026-08-27
Next results: No next results date listed in the official event listings checked 2026-10-18.
Checked 2026-10-18 · Financial context and sources ↓
Financial context
For fiscal Q2 2027, revenue was $292 million, ARR was $1.218 billion and cash and investments were $813 million. GAAP operating margin was negative 31%, compared with positive 10% on a non-GAAP basis. These broad platform measures do not isolate Purple AI returns.
Delivery and commitments
Purple AI investigation trials were opened to all customers. Earlier disclosure said Purple AI attached to half of licenses in fiscal Q4 2026; that licensing proportion is not an AI revenue percentage and cannot be carried forward without a new measurement.
Costs, funding and dependencies
Trial conversion, security effectiveness and delivery costs determine paid adoption. The October 16 convertible financing included a $1.25 billion base issue plus the fully exercised $187.5 million option. Capped-call costs and repurchases use proceeds, while conversion can affect future dilution.
What to watch next
Watch trial-to-paid conversion, recurring consumption and margins. The completed financing improves funding access but does not establish AI product revenue or eliminate potential dilution.
Documented project connections
Each connection below has a specific, cited role. A supplier, lender, customer or proposed acquirer has different economics from the project owner.
No named tracked-project role has been established by the evidence used for this profile. This does not mean the company has no AI exposure.
Evidence boundaries
Company totals, segment sales, bookings, backlog, spending, capacity and usage describe different things. They do not establish project-level revenue, earnings or an exact AI-only revenue share unless the cited disclosure explicitly says so.
This is a dated research snapshot. Forecasts are attributed expectations, and undisclosed amounts remain unknown. Source review does not certify every project or future outcome.