SentinelOne, Inc.

SentinelOne is a U.S.-based cybersecurity software company built around its Singularity platform for endpoint, cloud, identity, and data protection. The company sells subscription software and related modules to enterprises, small and medium-sized businesses, and government organizations through direct sales and a global partner ecosystem.

−26,6 %

74,1 %

−45,0 %

+21,9 %

1.39

1.39

— SentinelOne, Inc.
%
Singularity Platform subscriptions70% Core software subscriptions for endpoint, cloud, identity, and data security.
Platform modules and add-on functionality20% Additional security modules customers adopt over time to expand coverage.
Consumption and usage-based agreements5% Usage-linked software arrangements tied to platform activity and data processing.
Support and related services5% Customer support, services, and implementation assistance around the platform.

SentinelOne sells to organizations of all sizes, including large global enterprises, small and medium-sized businesses,...

  • Large enterprisesprimary

    Buy Singularity for broad endpoint, cloud, and data protection across complex environments.

  • Small and medium-sized businessesprimary

    Buy packaged cybersecurity software for simpler deployment and managed protection.

  • Government organizationssecondary

    Buy certified security software for public-sector endpoint and workload defense.

  • Channel and service partnerssecondary

    MSPs, MSSPs, MDRs, OEMs, and IR firms buy or resell the platform to serve end customers.

  • Existing customers expanding usageprimary

    Buy additional modules and licenses as they extend coverage across more use cases.

SentinelOne operates globally, with customers in approximately 90 countries and revenue generated both in the U.S...

  • •U.S. headquarters in Mountain View, California
  • •R&D teams primarily in Israel, India, and the Czech Republic
  • •Customers in approximately 90 countries worldwide
  • •Revenue outside the U.S. represented 38% in the latest quarter
  • •International reach is amplified through global channel partners

SentinelOne’s strategy centers on expanding customer adoption of its platform and increasing usage within existing...

01
Land-and-expand within the installed baseshort-term

Higher module adoption increases platform penetration and customer lifetime value.

02
Broaden partner-led go-to-marketmedium-term

Channel and alliance partners extend reach and reduce reliance on direct selling alone.

03
Invest in platform innovation and AImedium-term

New capabilities help differentiate the platform and support cross-sell into adjacent security use cases.

04
Expand public-sector and international reachmedium-term

Certified offerings and global coverage open additional enterprise and government demand pools.

SentinelOne faces adoption, competition, and execution risk because its platform must prove value against incumbent...

critical

Platform reliability and cybersecurity incident risk

A defect, breach, or interruption could impair customer trust and retention.

Scope
Cloud-delivered security operations and endpoint protection
Materiality
high
high

Uncertain customer adoption and market acceptance

Growth depends on convincing buyers to standardize on the platform and expand usage.

Scope
Endpoint, cloud, and broader cybersecurity platform adoption
Materiality
high
high

Intense competition from established cybersecurity vendors

Customers may prefer incumbent security stacks or primary network vendors.

Scope
Enterprise and public-sector security software sales
Materiality
high
medium

Channel and partner execution risk

A meaningful portion of sales is fulfilled or influenced by partners.

Scope
MSPs, MSSPs, MDRs, OEMs, and resellers
Materiality
medium
medium

Macro and geopolitical demand risk

Customer budgets, procurement cycles, and regional conditions can delay purchases.

Scope
Global enterprise and government demand
Materiality
medium
Revenue recognition for subscriptions and usage-based contracts
Affects deferred revenue, current-period revenue, and ARR conversion
Seasonality in fourth-quarter order timing
Makes quarterly revenue and bookings less comparable
Capitalized software and acquired intangibles
Influences operating expense and future impairment risk
Uncertain tax positions
Can change tax expense and effective tax rate

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: 29/04/2026