SentinelOne, Inc. SEC 10-Q Report

SentinelOne, Inc., a leading cybersecurity company specializing in endpoint protection and cloud workload security, has released its Form 10-Q report for the three months ended July 31, 2025. The report highlights significant financial growth and robust business performance, underscoring the company's continued expansion and market penetration.

Financial Highlights

Revenue: SentinelOne reported revenue of $242.2 million, marking a 22% year-over-year growth for the three months ended July 31, 2025.

Gross Profit: The company achieved a gross profit of $181.7 million, with a gross margin of 75%, indicating stable profitability compared to the same period last year.

Loss from Operations: The loss from operations was $(80.6) million, reflecting increased operating expenses primarily due to higher personnel-related costs.

Net Loss: The net loss stood at $(72.0) million, compared to $(69.2) million in the prior year, impacted by increased foreign taxes and restructuring charges.

Net Loss Per Share: The net loss per share was $(0.22), consistent with the prior year, reflecting the impact of increased operating expenses and restructuring charges.

Business Highlights

Revenue Segments: The company generates most of its revenue by selling subscriptions to its Singularity Platform, which includes additional Singularity Modules. These subscriptions are priced on a per agent basis, with each agent corresponding to an endpoint, server, virtual machine, or container.

Geographical Performance: Revenue from the United States accounted for 62% of total revenue, while international markets contributed 38% for both the three and six months ended July 31, 2025. This indicates a consistent global demand for the company's solutions.

Customer Segments: SentinelOne had 1,513 customers with annualized recurring revenue (ARR) of $100,000 or more as of July 31, 2025, up from 1,233 as of July 31, 2024, reflecting a 23% increase in high-value customer segments.

Sales Units: The company reported a significant increase in ARR, growing 24% year-over-year to $1.0 billion as of July 31, 2025, driven by new customer additions and increased adoption of platform solutions by existing customers.

Future Outlook: SentinelOne plans to continue investing in its platform infrastructure and customer support services to support business growth. It also anticipates research and development expenses to decrease as a percentage of total revenue over time, despite absolute increases in investment.

Operational Strategy: The company's go-to-market strategy focuses on acquiring new customers and expanding usage among existing customers through its enterprise sales, inside sales, and customer solutions engineering teams, leveraging a global network of partners.

SEC Filing: SentinelOne, Inc. [ S ] - 10-Q - Aug. 28, 2025