Slide 1: Q1 FY2027 Earnings Presentation
Q1 FY2027 Earnings Presentation May 28, 2026
Slide 2: Safe Harbor
Safe Harbor This presentation includes express and implied “forward-looking statements”, including with the Securities and Exchange Commission. Although our management believes that the forward-looking statements within the meaning of the Private Securities Litigation Reform Act expectations reflect
Slide 3: Financial Information: Use of Non-GAAP Financial Measures
Financial Information Use of Non-GAAP Financial Measures In addition to our results determined in accordance with U.S. generally accepted accounting Investors are encouraged to review the related GAAP financial measures and the principles (“GAAP”), we believe non-GAAP measures used in this presentat
Slide 4: Q1 FY27 Results
Q1 FY27 Results Strong Growth and 23% 17% ~50% Margin Improvement ARR Growth Growth in Customers Emerging Products $1,163M $100K+ ARR % of ARR Record Net New ARR Growth Record ARR per Customer 21% 4% 22% Reached ~50% of ARR Revenue Growth Operating Margin Adj. FCF Margin from non-Endpoint $277M ~550
Slide 5: Q1 FY27 Performance Highlights
Q1 FY27 Performance Highlights • 55% y/y Net New ARR Growth in Q1; Record NNARR growth & 4th consecutive quarter Strong Growth and of positive Net New ARR growth Margin Improvement • ~550 bps margin improvement y/y & significantly outperformed Q1 margin guidance • 17% y/y growth of $100K+ ARR custom
Slide 6: Singularity Platform & Market Opportunity
Singularity Platform & Market Opportunity
Slide 7: Autonomous Security for the Future
Autonomous Security for the Future Tech Assisting People People Driving Tech Old / Legacy AI on Device + Cloud Unified data platform Signatures Cloud Based Monitoring Technology that scales people People powered People powered; technology assisted Machine-built context + response Lacks scale and cov
Slide 8: AI-Powered Cybersecurity
AI-Powered Cybersecurity 2013—2020 2020—2025 2025+ First to AI/ML Behavioral AI Industry Leader Purple AI Autonomous Security Reinvented legacy AI-powered detections, 24-patents in AI The first security Unified Defense, Outpace antivirus (AV) and investigations, and security. Forbes 50 company to la
Slide 9: Powered by AI & Human Intelligence
Powered by AI & Human Intelligence Complete Attack Surface Protection Data, AI, and Automation Human Expertise 9
Slide 10: Powered by Autonomous Security Intelligence
Powered by Autonomous Security Intelligence 10
Slide 11: Singularity Platform Solution Categories
Singularity Platform Solution Categories AI Security Agentic SOC Cloud Data Endpoint Identity Threat Services • Gen-AI Security and • Visibility across Native and • CWP • DSPM • EPP, EDR, XDR • Identity Threat Detection & • NEW: Wayfinder Frontier Compliance (via Third-Party Data • CNAPP • Data Pipe
Slide 12: Vast, Growing, and Diverse Total Addressable Market
Vast, Growing, and Diverse Total Addressable Market At the Intersection of Data, Security, and AI $100B+ Total Addressable Market 2025 Market Forecasts* $50B+ Generative AI Security • Identity Security $3B • Exposure Management Cloud Security Managed Detection $12B • and Response Data Analytics • Da
Slide 13: Partner Ecosystem Scales Market Presence
Partner Ecosystem Scales Market Presence FedRAMP High Authorized Expanding for Endpoint, AI-SIEM, VARs, Partnerships Purple AI, CNAPP, Federal Distributors and Hyperautomation Partnering with a majority Incident Winning MSSPs, Leader in MSSP of Incident Response providers Response Together MSPs Ecos
Slide 14: Recognized Technology Leadership
Recognized Technology Leadership Industry Accolades & Recognitions
Slide 15: Trusted and Industry Proven
Trusted and Industry Proven A Leader in the A Leader in 97% Would SE Labs AAA Rating 2026 Gartner® Unified Agentic Recommend in Endpoint Security Magic Quadrant Defense SentinelOne Protection for Endpoint Protection Named an Innovator in XDR (Based on 144 reviews, 100% Detection, Zero for 6th consec
Slide 16: The Business Value of Purple AI
The Business KEY RESULTS Value of Purple AI IDC’s study demonstrates how SentinelOne’s Purple AI enables organizations to enhance their security operations by providing natural 60% 55% 338% language processing capabilities, automated summarization for event Reduced likelihood Faster to remediate Thr
Slide 17: Growth and Innovation Leader in 2025 Frost Radar: Endpoint Security
Frost Radar : Endpoint Security The Growth and Innovation Leader in the 2025 Frost & Sullivan Radar for Endpoint Recognized as the Best Performing Vendor Frost & Sullivan, the Growth Partnership Company, enables clients to accelerate growth and achieve best in class positions in growth, innovation a
Slide 18: Best Endpoint Security and Cloud Security at 2025 SC Awards
Best Endpoint Security and Cloud Security at 2025 SC Awards Source: SentinelOne, SC Media 18
Slide 19: IDC MarketScape: Worldwide Extended Detection and Response
eaders icrosoft SentinelOne SentinelOne rend icro Sophos IDC MarketScape: lastic CrowdStrike Check Point Worldwide Extended S rellix ectra AI Fortinet Palo Alto etworks Stellar Cyber ai Detection and Response Darktrace itdefender evel lue Cisco Capabilities Software 2025 Vendor ajor Players Anomali
Slide 20: Business Value of Singularity AI SIEM
Business Value of KEY RESULTS Singularity AI SIEM “One of the most significant business impacts of SentinelOne Singularity AI SIEM is that we can take the same budget and increase 70% 75% 331% our security posture. We’re also able to leverage what we’re seeing to Faster Faster Return on Queries Inve
Slide 21: Best-in-class Portfolio Across Security, AI and Data
Best-in-class Portfolio Across Security, AI and Data Alumni Acquired by Cisco Acquired by Rubrik Acquired by Rapid7 Acquired by Kela 21
Slide 22: A Culture Built on Trust
A Culture Built on Trust OUR VALUES T R U S T | A C C O U N TA B I L I T Y | I N G E N U I T Y | O N E S E N T I N E L | R E L E N T L E S S N E S S | C O M M U N I T Y 22
Slide 23: Q1 FY2027 Financial Overview
Q1 FY2027 Financial Overview
Slide 24: Q1 FY27 ARR & Revenue Growth
Q1 FY27 ARR & Revenue Growth Strong Growth Profile Revenue Annualized Recurring Revenue (ARR) Quarterly Net New ARR (in millions) (in millions) (in millions) 21% (y/y) Growth in Q1 FY27 23% (y/y) Growth in Q1 FY27 55% (y/y) Growth in Q1 FY27 $1, 400 $50 300 $271 $277 $259 $1,163 $44 $1,119 $1, 200 $
Slide 25: Q1 FY27 Margin Expansion
Q1 FY27 Margin Expansion Gross Margin Operating Margin 9.0 % Net Income Margin Adj. Free Cash Flow Margin % (non-GAAP) % (non-GAAP) % (non-GAAP) 10. 0% % (non-GAAP, Trailing-Twelve Months) 6.0 % 8.0 % 9.0 % 90% 5.0 % 79% 7.0 % 77% 8.0 % 80% 4.0 % 3.8% 70% 6.0 % 7.0 % 6.5% 3.0 % 6.0 % 5.0 % 4.4% 60%
Slide 26: Customer Growth & Platform Momentum
Customer Growth & Platform Momentum Customers with ARR % of Enterprise Customers % of Enterprise Customers % of Enterprise Customers of $100K or More with 3 or More Solutions* with 4 or More Solutions* with 5 or More Solutions* 17% (y/y) Growth 75%+ (y/y) Growth 120%+ (y/y) Growth 150%+ (y/y) Growth
Slide 27: Guidance
Guidance Q2 FY27 Full Year FY27 Revenue $289 - $291 Million $1.195 - $1.205 Billion Non-GAAP Operating Income $23 - $25 Million $115 - $125 Million Non-GAAP EPS $0.06 - $0.08 $0.32 - $0.38 Non-GAAP Tax Rate ~17% ~17% Diluted Weighted Avg Shares Outstanding ~347 Million ~350 Million Note: See Appendi
Slide 28: Appendix
Appendix
Slide 29: Appendix: Key Business Metrics
Appendix Key Business Metrics We monitor the following key metrics to help us evaluate our business, identify trends affecting our business, formulate business plans and make strategic decisions. Annualized Recurring Revenue (ARR) We believe that ARR is a key operating metric to measure our business
Slide 30: Appendix (Cont'd)
Appendix (Cont’d) Non-GAAP Gross Margin We define non-GAAP gross margin as GAAP gross margin, excluding stock-based compensation (SBC) expense, employer payroll tax on employee stock transactions, amortization of acquired intangible assets and acquisition-related compensation costs. Non-GAAP Operati
Slide 31: Appendix (Cont'd): TAM Sources
Appendix (Cont’d) Reports used for data shown in the chart titled ‘Vast, Growing, and Diverse Total Addressable Market’: CY25 TAM: • IDC Worldwide Corporate Endpoint Security Forecast Update, 2023–2027: Endpoint Security Platformization Propels Robust Growth (January 2024) • IDC Worldwide Threat Int
Slide 32: GAAP to Non-GAAP Reconciliation
GAAP to Non-GAAP Reconciliation Three Months Ended April 30, 2026 2025 Cost of revenue reconciliation: GAAP cost of revenue $ 77,965 $ 56,532 Stock-based compensation expense (5,895) (4,665) Employer payroll tax on employee stock transactions (231) (230) Amortization of acquired intangible assets (7
Slide 33: GAAP to Non-GAAP Reconciliation
GAAP to Non-GAAP Reconciliation Three Months Ended April 30, 2026 2025 Research and development expense reconciliation: GAAP research and development expense $ 95,770 $ 72,253 Stock-based compensation expense (28,948) (20,941) Employer payroll tax on employee stock transactions (391) (531) Acquisiti
Slide 34: GAAP to Non-GAAP Reconciliation
GAAP to Non-GAAP Reconciliation Three Months Ended April 30, 2026 2025 Restructuring expense reconciliation: GAAP restructuring expense $ 32 $ 5,167 Stock-based compensation — 36 Other restructuring charges (32) (5,203) Non-GAAP restructuring expense $ — $ — Operating loss reconciliation: GAAP opera
Slide 35: GAAP to Non-GAAP Reconciliation
GAAP to Non-GAAP Reconciliation Three Months Ended April 30, 2026 2025 Provision for income taxes reconciliation: GAAP provision for income taxes 5,763 133,492 Income tax adjustments (3,264) (131,283) Non-GAAP provision for income taxes (1) $ 2,499 $ 2,209 Net income (loss) reconciliation: GAAP net
Slide 36: GAAP to Non-GAAP Reconciliation
GAAP to Non-GAAP Reconciliation Three Months Ended April 30, 2026 2025 GAAP basic and diluted shares 337,000,297 327,976,349 Dilutive shares under the treasury stock method 5,000,509 11,350,541 Non-GAAP diluted shares 342,000,806 339,326,890 Diluted EPS reconciliation: GAAP net loss per share, basic
Slide 37: Selected Cash Flow Information
Selected Cash Flow Information Three Months Ended April 30, 2026 2025 Reconciliation of cash provided by operating activities to free cash flow and adjusted free cash flow: GAAP net cash provided by operating activities $ 38,493 $ 52,274 Less: Purchases of property and equipment (424) (146) Less: Ca
Slide 38: SentinelOne
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